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AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 401k Plan overview

Plan NameAMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO.
Plan identification number 001

AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOSHEN PAPER & PACKAGING CO. INC has sponsored the creation of one or more 401k plans.

Company Name:JOSHEN PAPER & PACKAGING CO. INC
Employer identification number (EIN):341586752
NAIC Classification:424100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT REINER
0012016-01-01ROBERT REINER
0012015-01-01ROBERT REINER
0012014-01-01ROBERT REINER
0012013-01-01ROBERT REINER
0012012-01-01ROBERT REINER
0012011-01-01ROBERT REINER
0012010-01-01ROBERT REINER
0012009-01-01ROBERT REINER
0012009-01-01ROBERT REINER

Plan Statistics for AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO.

401k plan membership statisitcs for AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO.

Measure Date Value
2022: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2022 401k membership
Total participants, beginning-of-year2022-01-01454
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2021 401k membership
Total participants, beginning-of-year2021-01-01448
Total number of active participants reported on line 7a of the Form 55002021-01-01315
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01136
Total of all active and inactive participants2021-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01451
Number of participants with account balances2021-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2020 401k membership
Total participants, beginning-of-year2020-01-01479
Total number of active participants reported on line 7a of the Form 55002020-01-01326
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01104
Total of all active and inactive participants2020-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01430
Number of participants with account balances2020-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0122
2019: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2019 401k membership
Total participants, beginning-of-year2019-01-01501
Total number of active participants reported on line 7a of the Form 55002019-01-01449
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0165
Total of all active and inactive participants2019-01-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01515
Number of participants with account balances2019-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2018 401k membership
Total participants, beginning-of-year2018-01-01550
Total number of active participants reported on line 7a of the Form 55002018-01-01439
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01491
Number of participants with account balances2018-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2017 401k membership
Total participants, beginning-of-year2017-01-01518
Total number of active participants reported on line 7a of the Form 55002017-01-01454
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01104
Total of all active and inactive participants2017-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01558
Number of participants with account balances2017-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2016 401k membership
Total participants, beginning-of-year2016-01-01485
Total number of active participants reported on line 7a of the Form 55002016-01-01431
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0185
Total of all active and inactive participants2016-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01518
Number of participants with account balances2016-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2015 401k membership
Total participants, beginning-of-year2015-01-01495
Total number of active participants reported on line 7a of the Form 55002015-01-01409
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0174
Total of all active and inactive participants2015-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01485
Number of participants with account balances2015-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2014 401k membership
Total participants, beginning-of-year2014-01-01496
Total number of active participants reported on line 7a of the Form 55002014-01-01433
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0161
Total of all active and inactive participants2014-01-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01495
Number of participants with account balances2014-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2013 401k membership
Total participants, beginning-of-year2013-01-01482
Total number of active participants reported on line 7a of the Form 55002013-01-01439
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0156
Total of all active and inactive participants2013-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01496
Number of participants with account balances2013-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2012 401k membership
Total participants, beginning-of-year2012-01-01455
Total number of active participants reported on line 7a of the Form 55002012-01-01427
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01482
Number of participants with account balances2012-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2011 401k membership
Total participants, beginning-of-year2011-01-01460
Total number of active participants reported on line 7a of the Form 55002011-01-01397
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0157
Total of all active and inactive participants2011-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01455
Number of participants with account balances2011-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2010 401k membership
Total participants, beginning-of-year2010-01-01467
Total number of active participants reported on line 7a of the Form 55002010-01-01404
Number of other retired or separated participants entitled to future benefits2010-01-0155
Total of all active and inactive participants2010-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01460
Number of participants with account balances2010-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2009 401k membership
Total participants, beginning-of-year2009-01-01468
Total number of active participants reported on line 7a of the Form 55002009-01-01414
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0152
Total of all active and inactive participants2009-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01467
Number of participants with account balances2009-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO.

Measure Date Value
2022 : AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-10-31$0
Total transfer of assets from this plan2022-10-31$18,263,043
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total income from all sources (including contributions)2022-10-31$-2,635,947
Total loss/gain on sale of assets2022-10-31$0
Total of all expenses incurred2022-10-31$3,263,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$3,169,657
Value of total corrective distributions2022-10-31$3,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$776,143
Value of total assets at end of year2022-10-31$0
Value of total assets at beginning of year2022-10-31$24,162,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$91,100
Total interest from all sources2022-10-31$83,298
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$127,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-10-31$127,416
Administrative expenses professional fees incurred2022-10-31$20,451
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$500,000
If this is an individual account plan, was there a blackout period2022-10-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Contributions received from participants2022-10-31$631,038
Participant contributions at beginning of year2022-10-31$324,586
Participant contributions at beginning of year2022-10-31$14,643
Income. Received or receivable in cash from other sources (including rollovers)2022-10-31$4,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-5,899,733
Value of net assets at end of year (total assets less liabilities)2022-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$24,162,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Investment advisory and management fees2022-10-31$20,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-31$15,573,919
Value of interest in pooled separate accounts at beginning of year2022-10-31$2,678,414
Interest on participant loans2022-10-31$10,881
Interest earned on other investments2022-10-31$72,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-10-31$5,567,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-10-31$-3,212,634
Net investment gain/loss from pooled separate accounts2022-10-31$-410,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31Yes
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Contributions received in cash from employer2022-10-31$140,276
Employer contributions (assets) at beginning of year2022-10-31$3,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$3,169,657
Contract administrator fees2022-10-31$50,198
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-10-31Yes
Did the plan have assets held for investment2022-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31Yes
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31ARMANINO
Accountancy firm EIN2022-10-31946214841
2021 : AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,981,626
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,046,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,888,558
Expenses. Certain deemed distributions of participant loans2021-12-31$20,271
Value of total corrective distributions2021-12-31$25,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,435,528
Value of total assets at end of year2021-12-31$24,162,776
Value of total assets at beginning of year2021-12-31$24,228,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$113,084
Total interest from all sources2021-12-31$99,445
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$224,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$224,985
Administrative expenses professional fees incurred2021-12-31$23,825
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,165,515
Participant contributions at end of year2021-12-31$324,586
Participant contributions at beginning of year2021-12-31$458,203
Participant contributions at end of year2021-12-31$14,643
Participant contributions at beginning of year2021-12-31$31,350
Other income not declared elsewhere2021-12-31$7,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-65,338
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,162,776
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,228,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$23,825
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,573,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,702,404
Value of interest in pooled separate accounts at end of year2021-12-31$2,678,414
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,544,062
Interest on participant loans2021-12-31$15,556
Interest earned on other investments2021-12-31$83,889
Value of interest in common/collective trusts at beginning of year2021-12-31$1,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,567,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,482,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,572,441
Net investment gain/loss from pooled separate accounts2021-12-31$642,251
Net investment gain or loss from common/collective trusts2021-12-31$-48
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$270,013
Employer contributions (assets) at end of year2021-12-31$3,812
Employer contributions (assets) at beginning of year2021-12-31$8,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,888,558
Contract administrator fees2021-12-31$65,434
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ARMANINO LLP
Accountancy firm EIN2021-12-31946214841
2020 : AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,040,200
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,377,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,235,110
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$44,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,622,081
Value of total assets at end of year2020-12-31$24,228,114
Value of total assets at beginning of year2020-12-31$22,565,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$97,122
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$111,062
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$228,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$228,571
Administrative expenses professional fees incurred2020-12-31$20,673
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,311,229
Participant contributions at end of year2020-12-31$458,203
Participant contributions at beginning of year2020-12-31$493,830
Participant contributions at end of year2020-12-31$31,350
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,662,991
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,228,114
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,565,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$20,674
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,702,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,588,276
Value of interest in pooled separate accounts at end of year2020-12-31$2,544,062
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,611,260
Interest on participant loans2020-12-31$18,159
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$92,903
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$1,979
Value of interest in common/collective trusts at beginning of year2020-12-31$2,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,482,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,869,575
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,673,899
Net investment gain/loss from pooled separate accounts2020-12-31$404,520
Net investment gain or loss from common/collective trusts2020-12-31$67
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$310,852
Employer contributions (assets) at end of year2020-12-31$8,080
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,235,110
Contract administrator fees2020-12-31$55,775
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31COHEN & CO, LTD
Accountancy firm EIN2020-12-31341912961
2019 : AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,405,001
Total income from all sources (including contributions)2019-12-31$5,405,001
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,373,661
Total of all expenses incurred2019-12-31$3,373,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,244,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,244,434
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$37,768
Value of total corrective distributions2019-12-31$37,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,818,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,818,167
Value of total assets at end of year2019-12-31$22,565,123
Value of total assets at end of year2019-12-31$22,565,123
Value of total assets at beginning of year2019-12-31$20,533,783
Value of total assets at beginning of year2019-12-31$20,533,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$91,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$91,459
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$106,983
Total interest from all sources2019-12-31$106,983
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$299,009
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$299,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$299,009
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$299,009
Administrative expenses professional fees incurred2019-12-31$1,732
Administrative expenses professional fees incurred2019-12-31$1,732
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$1,406,819
Contributions received from participants2019-12-31$1,406,819
Participant contributions at end of year2019-12-31$493,830
Participant contributions at end of year2019-12-31$493,830
Participant contributions at beginning of year2019-12-31$504,678
Participant contributions at beginning of year2019-12-31$504,678
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$68,563
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$68,563
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$126
Administrative expenses (other) incurred2019-12-31$126
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,031,340
Value of net income/loss2019-12-31$2,031,340
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,565,123
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,565,123
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,533,783
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,533,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$1,732
Investment advisory and management fees2019-12-31$1,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,588,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,588,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,970,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,970,216
Value of interest in pooled separate accounts at end of year2019-12-31$2,611,260
Value of interest in pooled separate accounts at end of year2019-12-31$2,611,260
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,124,803
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,124,803
Interest on participant loans2019-12-31$19,066
Interest on participant loans2019-12-31$19,066
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$87,917
Interest earned on other investments2019-12-31$87,917
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$2,182
Value of interest in common/collective trusts at end of year2019-12-31$2,182
Value of interest in common/collective trusts at beginning of year2019-12-31$12,797
Value of interest in common/collective trusts at beginning of year2019-12-31$12,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,869,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,869,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,921,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,921,289
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,569,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,569,827
Net investment gain/loss from pooled separate accounts2019-12-31$610,639
Net investment gain/loss from pooled separate accounts2019-12-31$610,639
Net investment gain or loss from common/collective trusts2019-12-31$376
Net investment gain or loss from common/collective trusts2019-12-31$376
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$342,785
Contributions received in cash from employer2019-12-31$342,785
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,244,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,244,434
Contract administrator fees2019-12-31$87,869
Contract administrator fees2019-12-31$87,869
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHEN & CO, LTD
Accountancy firm name2019-12-31COHEN & CO, LTD
Accountancy firm EIN2019-12-31341912961
Accountancy firm EIN2019-12-31341912961
2018 : AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,188,272
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,101,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$942,646
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$60,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,184,728
Value of total assets at end of year2018-12-31$20,533,783
Value of total assets at beginning of year2018-12-31$20,447,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$98,672
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$85,471
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$227,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$227,339
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$1,333,288
Participant contributions at end of year2018-12-31$504,678
Participant contributions at beginning of year2018-12-31$457,221
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$44,066
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$554,808
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,003
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$1,279
Administrative expenses (other) incurred2018-12-31$449
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$14,998,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$86,399
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,533,783
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,447,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,970,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$83,178
Value of interest in pooled separate accounts at end of year2018-12-31$2,124,803
Value of interest in pooled separate accounts at beginning of year2018-12-31$13,193
Interest on participant loans2018-12-31$19,007
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$66,464
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$12,797
Value of interest in common/collective trusts at beginning of year2018-12-31$4,799,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,921,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$31,112
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,163,110
Net investment gain/loss from pooled separate accounts2018-12-31$-215,368
Net investment gain or loss from common/collective trusts2018-12-31$67,933
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$296,632
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$20,515
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$941,643
Contract administrator fees2018-12-31$98,223
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COHEN AND COMPANY, LTD
Accountancy firm EIN2018-12-31341912961
2017 : AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$4,126,340
Total of all expenses incurred2017-12-31$1,554,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,550,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,085,856
Value of total assets at end of year2017-12-31$20,447,384
Value of total assets at beginning of year2017-12-31$17,875,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,125
Total interest from all sources2017-12-31$16,682
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$225,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$225,557
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,273,107
Participant contributions at end of year2017-12-31$457,221
Participant contributions at beginning of year2017-12-31$425,044
Participant contributions at end of year2017-12-31$44,066
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$468,831
Total non interest bearing cash at end of year2017-12-31$14,998,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,571,387
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,447,384
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,875,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$83,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,944,609
Value of interest in pooled separate accounts at end of year2017-12-31$13,193
Interest on participant loans2017-12-31$16,660
Interest earned on other investments2017-12-31$22
Value of interest in common/collective trusts at end of year2017-12-31$4,799,437
Value of interest in common/collective trusts at beginning of year2017-12-31$4,506,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$31,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,114,782
Net investment gain/loss from pooled separate accounts2017-12-31$122
Net investment gain or loss from common/collective trusts2017-12-31$683,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$343,918
Employer contributions (assets) at end of year2017-12-31$20,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,550,828
Contract administrator fees2017-12-31$4,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31YEAGLIN, ZWICK & CO. CPAS
Accountancy firm EIN2017-12-31341662204
2016 : AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,512,711
Total of all expenses incurred2016-12-31$1,093,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,035,710
Value of total corrective distributions2016-12-31$50,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,456,637
Value of total assets at end of year2016-12-31$17,875,997
Value of total assets at beginning of year2016-12-31$16,456,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,305
Total interest from all sources2016-12-31$19,784
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$134,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$134,904
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,153,254
Participant contributions at end of year2016-12-31$425,044
Participant contributions at beginning of year2016-12-31$497,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,419,022
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,875,997
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,456,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,944,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,532,849
Interest on participant loans2016-12-31$19,784
Value of interest in common/collective trusts at end of year2016-12-31$4,506,344
Value of interest in common/collective trusts at beginning of year2016-12-31$4,426,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$861,187
Net investment gain or loss from common/collective trusts2016-12-31$40,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$303,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,035,710
Contract administrator fees2016-12-31$7,305
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GARVIN, ZWICK & GOLDMAN, CPA, LLC
Accountancy firm EIN2016-12-31341827903
2015 : AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,407,796
Total of all expenses incurred2015-12-31$1,365,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,327,698
Value of total corrective distributions2015-12-31$31,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,462,990
Value of total assets at end of year2015-12-31$16,456,975
Value of total assets at beginning of year2015-12-31$16,415,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,592
Total interest from all sources2015-12-31$18,793
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$101,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$101,432
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,125,130
Participant contributions at end of year2015-12-31$497,477
Participant contributions at beginning of year2015-12-31$550,005
Participant contributions at beginning of year2015-12-31$17,966
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$43,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$41,827
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,456,975
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,415,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,532,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,649,348
Interest on participant loans2015-12-31$18,793
Value of interest in common/collective trusts at end of year2015-12-31$4,426,649
Value of interest in common/collective trusts at beginning of year2015-12-31$4,192,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-237,888
Net investment gain or loss from common/collective trusts2015-12-31$62,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$294,025
Employer contributions (assets) at beginning of year2015-12-31$5,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,327,698
Contract administrator fees2015-12-31$6,592
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GARVIN, ZWICK & GOLDMAN, CPA, LLC
Accountancy firm EIN2015-12-31341827903
2014 : AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,060,053
Total of all expenses incurred2014-12-31$1,012,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$972,040
Value of total corrective distributions2014-12-31$32,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,352,923
Value of total assets at end of year2014-12-31$16,415,148
Value of total assets at beginning of year2014-12-31$15,367,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,980
Total interest from all sources2014-12-31$18,295
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$118,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$118,345
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,064,900
Participant contributions at end of year2014-12-31$550,005
Participant contributions at beginning of year2014-12-31$477,566
Participant contributions at end of year2014-12-31$17,966
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,047,630
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,415,148
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,367,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,649,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,905,356
Interest on participant loans2014-12-31$18,295
Value of interest in common/collective trusts at end of year2014-12-31$4,192,244
Value of interest in common/collective trusts at beginning of year2014-12-31$3,984,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$545,533
Net investment gain or loss from common/collective trusts2014-12-31$24,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$287,357
Employer contributions (assets) at end of year2014-12-31$5,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$972,040
Contract administrator fees2014-12-31$7,980
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GARVIN, ZWICK & GOLDMAN, CPA, LLC
Accountancy firm EIN2014-12-31341827903
2013 : AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,554,626
Total of all expenses incurred2013-12-31$1,671,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,633,713
Value of total corrective distributions2013-12-31$31,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,308,568
Value of total assets at end of year2013-12-31$15,367,518
Value of total assets at beginning of year2013-12-31$13,484,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,405
Total interest from all sources2013-12-31$17,960
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$73,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$73,605
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$986,270
Participant contributions at end of year2013-12-31$477,566
Participant contributions at beginning of year2013-12-31$497,602
Participant contributions at beginning of year2013-12-31$26,179
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$75,513
Total non interest bearing cash at beginning of year2013-12-31$21,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,883,406
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,367,518
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,484,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,905,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,554,397
Interest on participant loans2013-12-31$17,960
Value of interest in common/collective trusts at end of year2013-12-31$3,984,596
Value of interest in common/collective trusts at beginning of year2013-12-31$4,377,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,115,316
Net investment gain or loss from common/collective trusts2013-12-31$39,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$246,785
Employer contributions (assets) at beginning of year2013-12-31$6,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,633,713
Contract administrator fees2013-12-31$6,405
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GARVIN, ZWICK & GOLDMAN, CPA, LLC
Accountancy firm EIN2013-12-31341827903
2012 : AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,270,378
Total of all expenses incurred2012-12-31$643,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$604,508
Value of total corrective distributions2012-12-31$31,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,160,996
Value of total assets at end of year2012-12-31$13,484,112
Value of total assets at beginning of year2012-12-31$11,857,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,884
Total interest from all sources2012-12-31$19,820
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$96,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$96,799
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$922,604
Participant contributions at end of year2012-12-31$497,602
Participant contributions at beginning of year2012-12-31$535,440
Participant contributions at end of year2012-12-31$26,179
Participant contributions at beginning of year2012-12-31$18,054
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,023
Total non interest bearing cash at end of year2012-12-31$21,970
Total non interest bearing cash at beginning of year2012-12-31$97
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,626,773
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,484,112
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,857,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,554,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,067,881
Interest on participant loans2012-12-31$19,820
Value of interest in common/collective trusts at end of year2012-12-31$4,377,587
Value of interest in common/collective trusts at beginning of year2012-12-31$4,231,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$934,718
Net investment gain or loss from common/collective trusts2012-12-31$58,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$237,369
Employer contributions (assets) at end of year2012-12-31$6,377
Employer contributions (assets) at beginning of year2012-12-31$4,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$604,508
Contract administrator fees2012-12-31$7,884
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31GARVIN, ZWICK & GOLDMAN, CPA, LLC
Accountancy firm EIN2012-12-31341827903
2011 : AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$838,727
Total of all expenses incurred2011-12-31$407,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$402,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,099,156
Value of total assets at end of year2011-12-31$11,857,339
Value of total assets at beginning of year2011-12-31$11,426,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,725
Total interest from all sources2011-12-31$18,400
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$73,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$73,615
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$872,919
Participant contributions at end of year2011-12-31$535,440
Participant contributions at beginning of year2011-12-31$356,654
Participant contributions at end of year2011-12-31$18,054
Participant contributions at beginning of year2011-12-31$18,943
Total non interest bearing cash at end of year2011-12-31$97
Total non interest bearing cash at beginning of year2011-12-31$622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$431,316
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,857,339
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,426,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,067,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,057,536
Interest on participant loans2011-12-31$18,400
Value of interest in common/collective trusts at end of year2011-12-31$4,231,539
Value of interest in common/collective trusts at beginning of year2011-12-31$3,987,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-414,450
Net investment gain or loss from common/collective trusts2011-12-31$62,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$226,237
Employer contributions (assets) at end of year2011-12-31$4,328
Employer contributions (assets) at beginning of year2011-12-31$4,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$402,686
Contract administrator fees2011-12-31$4,725
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31GARVIN, ZWICK & GOLDMAN, CPA, LLC
Accountancy firm EIN2011-12-31341827903
2010 : AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,000,134
Total of all expenses incurred2010-12-31$194,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$190,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,144,889
Value of total assets at end of year2010-12-31$11,426,023
Value of total assets at beginning of year2010-12-31$9,620,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,225
Total interest from all sources2010-12-31$15,281
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$67,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$67,500
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$903,118
Participant contributions at end of year2010-12-31$356,654
Participant contributions at beginning of year2010-12-31$384,387
Participant contributions at end of year2010-12-31$18,943
Participant contributions at beginning of year2010-12-31$24,662
Total non interest bearing cash at end of year2010-12-31$622
Total non interest bearing cash at beginning of year2010-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,806,016
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,426,023
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,620,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,057,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,493,339
Interest on participant loans2010-12-31$15,281
Value of interest in common/collective trusts at end of year2010-12-31$3,987,289
Value of interest in common/collective trusts at beginning of year2010-12-31$3,710,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$711,793
Net investment gain or loss from common/collective trusts2010-12-31$60,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$241,771
Employer contributions (assets) at end of year2010-12-31$4,979
Employer contributions (assets) at beginning of year2010-12-31$7,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$190,893
Contract administrator fees2010-12-31$3,225
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31GARVIN, ZWICK & GOLDMAN, CPA, LLC
Accountancy firm EIN2010-12-31341827903

Form 5500 Responses for AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO.

2022: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMENDED AND RESTATED PROFIT SHARING/401K PLAN & TRUST OF JOSHEN PAPER & PACKAGING CO. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number465298
Policy instance 2
Insurance contract or identification number465298
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number465298
Policy instance 2
Insurance contract or identification number465298
Number of Individuals Covered451
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered451
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number465298
Policy instance 2
Insurance contract or identification number465298
Number of Individuals Covered430
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered430
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number465298
Policy instance 2
Insurance contract or identification number465298
Number of Individuals Covered515
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,366
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,366
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered515
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,140
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,140
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number465298
Policy instance 2
Insurance contract or identification number465298
Number of Individuals Covered491
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,866
Total amount of fees paid to insurance companyUSD $574
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,866
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered491
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,482
Total amount of fees paid to insurance companyUSD $1,098
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,482
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number465298
Policy instance 2
Insurance contract or identification number465298
Insurance policy start date2017-12-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered558
Insurance policy start date2017-12-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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