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VALLEY PACKAGING SUPPLY CO INC 401K PLAN 401k Plan overview

Plan NameVALLEY PACKAGING SUPPLY CO INC 401K PLAN
Plan identification number 001

VALLEY PACKAGING SUPPLY CO INC 401K PLAN 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VALLEY PACKAGING SUPPLY COMPANY INC has sponsored the creation of one or more 401k plans.

Company Name:VALLEY PACKAGING SUPPLY COMPANY INC
Employer identification number (EIN):391555392
NAIC Classification:326100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALLEY PACKAGING SUPPLY CO INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHELLE KANE2023-01-25
0012021-01-01MICHELLE KANE2022-10-12
0012020-01-01MICHELLE KANE2021-05-17
0012019-01-01LANCE CZACHOR2020-07-19
0012018-01-01LANCE CZACHOR2019-07-18
0012017-01-01
0012016-01-01
0012015-01-01LANCE CZACHOR2016-07-18 LANCE CZACHOR2016-07-18
0012014-01-01LANCE R CZACHOR2015-06-25 LANCE R CZACHOR2015-06-25
0012013-01-01LANCE CZACHOR2014-06-18 LANCE CZACHOR2014-06-18
0012012-01-01LANCE R CZACHOR2013-06-28 LANCE R CZACHOR2013-06-28
0012011-01-01LANCE CZACHOR2012-06-25
0012010-01-01LANCE CZACHOR2011-06-22 LANCE CZACHOR2011-06-22

Plan Statistics for VALLEY PACKAGING SUPPLY CO INC 401K PLAN

401k plan membership statisitcs for VALLEY PACKAGING SUPPLY CO INC 401K PLAN

Measure Date Value
2022: VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01156
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: VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01140
Total number of active participants reported on line 7a of the Form 55002021-01-01121
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0126
Total of all active and inactive participants2021-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01148
Number of participants with account balances2021-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01140
Total number of active participants reported on line 7a of the Form 55002020-01-01112
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01139
Number of participants with account balances2020-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01143
Total number of active participants reported on line 7a of the Form 55002019-01-01118
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01139
Number of participants with account balances2019-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01132
Total number of active participants reported on line 7a of the Form 55002018-01-01123
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01140
Number of participants with account balances2018-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01125
Total number of active participants reported on line 7a of the Form 55002017-01-01117
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01129
Number of participants with account balances2017-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01122
Total number of active participants reported on line 7a of the Form 55002016-01-01116
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01126
Number of participants with account balances2016-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017

Financial Data on VALLEY PACKAGING SUPPLY CO INC 401K PLAN

Measure Date Value
2022 : VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-04-01$0
Total unrealized appreciation/depreciation of assets2022-04-01$0
Total transfer of assets to this plan2022-04-01$0
Total transfer of assets from this plan2022-04-01$8,213,193
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-01$0
Total income from all sources (including contributions)2022-04-01$-371,626
Total loss/gain on sale of assets2022-04-01$0
Total of all expenses incurred2022-04-01$174,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-01$169,129
Expenses. Certain deemed distributions of participant loans2022-04-01$0
Value of total corrective distributions2022-04-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-01$157,246
Value of total assets at end of year2022-04-01$0
Value of total assets at beginning of year2022-04-01$8,759,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-01$5,498
Total interest from all sources2022-04-01$1,152
Total dividends received (eg from common stock, registered investment company shares)2022-04-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-01$0
Assets. Real estate other than employer real property at end of year2022-04-01$0
Assets. Real estate other than employer real property at beginning of year2022-04-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-04-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-04-01$0
Was this plan covered by a fidelity bond2022-04-01Yes
Value of fidelity bond cover2022-04-01$500,000
If this is an individual account plan, was there a blackout period2022-04-01Yes
Were there any nonexempt tranactions with any party-in-interest2022-04-01No
Contributions received from participants2022-04-01$104,930
Participant contributions at end of year2022-04-01$0
Participant contributions at beginning of year2022-04-01$0
Participant contributions at end of year2022-04-01$0
Participant contributions at beginning of year2022-04-01$0
Assets. Other investments not covered elsewhere at end of year2022-04-01$0
Assets. Other investments not covered elsewhere at beginning of year2022-04-01$0
Income. Received or receivable in cash from other sources (including rollovers)2022-04-01$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-04-01$0
Assets. Loans (other than to participants) at end of year2022-04-01$0
Assets. Loans (other than to participants) at beginning of year2022-04-01$0
Other income not declared elsewhere2022-04-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-01No
Income. Non cash contributions2022-04-01$0
Value of net income/loss2022-04-01$-546,253
Value of net assets at end of year (total assets less liabilities)2022-04-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-04-01$8,759,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-01No
Were any leases to which the plan was party in default or uncollectible2022-04-01No
Assets. partnership/joint venture interests at end of year2022-04-01$0
Assets. partnership/joint venture interests at beginning of year2022-04-01$0
Investment advisory and management fees2022-04-01$1,208
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-01$0
Value of interest in pooled separate accounts at end of year2022-04-01$0
Value of interest in pooled separate accounts at beginning of year2022-04-01$8,471,682
Interest on participant loans2022-04-01$0
Income. Interest from loans (other than to participants)2022-04-01$0
Interest earned on other investments2022-04-01$1,152
Income. Interest from US Government securities2022-04-01$0
Income. Interest from corporate debt instruments2022-04-01$0
Value of interest in master investment trust accounts at end of year2022-04-01$0
Value of interest in master investment trust accounts at beginning of year2022-04-01$0
Value of interest in common/collective trusts at end of year2022-04-01$0
Value of interest in common/collective trusts at beginning of year2022-04-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-04-01$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-04-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-04-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-04-01$0
Assets. Value of investments in 103.12 investment entities at end of year2022-04-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-04-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-04-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-04-01$287,764
Expenses. Payments to insurance carriers foe the provision of benefits2022-04-01$0
Asset value of US Government securities at end of year2022-04-01$0
Asset value of US Government securities at beginning of year2022-04-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-01$0
Net investment gain/loss from pooled separate accounts2022-04-01$-530,024
Net investment gain or loss from common/collective trusts2022-04-01$0
Net gain/loss from 103.12 investment entities2022-04-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-01No
Was there a failure to transmit to the plan any participant contributions2022-04-01No
Has the plan failed to provide any benefit when due under the plan2022-04-01No
Contributions received in cash from employer2022-04-01$52,316
Employer contributions (assets) at end of year2022-04-01$0
Employer contributions (assets) at beginning of year2022-04-01$0
Income. Dividends from preferred stock2022-04-01$0
Income. Dividends from common stock2022-04-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-01$169,129
Asset. Corporate debt instrument preferred debt at end of year2022-04-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-04-01$0
Asset. Corporate debt instrument debt (other) at end of year2022-04-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-04-01$0
Contract administrator fees2022-04-01$4,290
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-04-01Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-04-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-04-01$0
Did the plan have assets held for investment2022-04-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-01Yes
Aggregate proceeds on sale of assets2022-04-01$0
Aggregate carrying amount (costs) on sale of assets2022-04-01$0
Opinion of an independent qualified public accountant for this plan2022-04-01Unqualified
Accountancy firm name2022-04-01PLANTE & MORAN, PLLC
Accountancy firm EIN2022-04-01381357951
2021 : VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$1,758,512
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,883,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,875,672
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$637,912
Value of total assets at end of year2021-12-31$8,759,446
Value of total assets at beginning of year2021-12-31$8,884,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,957
Total interest from all sources2021-12-31$11,583
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$383,146
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$85,176
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$-125,117
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,759,446
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,884,563
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$5,152
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$8,471,682
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,493,404
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$11,583
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$287,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$391,159
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$1,109,017
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$169,590
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,875,672
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$2,805
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2020 401k financial data
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 transfer of assets from 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$1,720,221
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,818,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,811,459
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$571,838
Value of total assets at end of year2020-12-31$8,884,563
Value of total assets at beginning of year2020-12-31$8,982,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,656
Total interest from all sources2020-12-31$11,069
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$396,859
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere 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
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$-97,894
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,884,563
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,982,457
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$4,291
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$8,493,404
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,487,177
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$11,069
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$391,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$495,280
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$1,137,314
Net investment gain or loss from common/collective trusts2020-12-31$0
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$174,979
Employer contributions (assets) at end of year2020-12-31$0
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$1,811,459
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$2,365
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities 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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$2,285,910
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$616,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$594,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$551,563
Value of total assets at end of year2019-12-31$8,982,457
Value of total assets at beginning of year2019-12-31$7,312,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,277
Total interest from all sources2019-12-31$11,604
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$379,916
Other income not declared elsewhere2019-12-31$186
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
Income. Non cash contributions2019-12-31$1,239
Value of net income/loss2019-12-31$1,669,715
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,982,457
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,312,742
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$8,487,177
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,837,326
Interest earned on other investments2019-12-31$11,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$495,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$475,416
Net investment gain/loss from pooled separate accounts2019-12-31$1,722,557
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$170,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$594,918
Contract administrator fees2019-12-31$21,277
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$100,936
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,111,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,088,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$540,610
Value of total assets at end of year2018-12-31$7,312,742
Value of total assets at beginning of year2018-12-31$8,323,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,027
Total interest from all sources2018-12-31$11,447
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$368,396
Other income not declared elsewhere2018-12-31$765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,010,625
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,312,742
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,323,367
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
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$3,839
Value of interest in pooled separate accounts at end of year2018-12-31$6,837,326
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,890,534
Interest earned on other investments2018-12-31$11,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$475,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$432,833
Net investment gain/loss from pooled separate accounts2018-12-31$-451,886
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$172,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,088,534
Contract administrator fees2018-12-31$19,188
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
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 name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,734,259
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$982,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$959,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$558,435
Value of total assets at end of year2017-12-31$8,323,367
Value of total assets at beginning of year2017-12-31$7,571,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,300
Total interest from all sources2017-12-31$10,362
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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 period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$386,963
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$399
Other income not declared elsewhere2017-12-31$339
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$751,834
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,323,367
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,571,533
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
Investment advisory and management fees2017-12-31$3,787
Value of interest in pooled separate accounts at end of year2017-12-31$7,890,534
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,183,767
Interest earned on other investments2017-12-31$10,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$432,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$387,766
Net investment gain/loss from pooled separate accounts2017-12-31$1,165,123
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$171,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$959,125
Contract administrator fees2017-12-31$19,513
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCHENCK SC
Accountancy firm EIN2017-12-31391173131
2016 : VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,135,161
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$790,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$769,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$551,745
Value of total assets at end of year2016-12-31$7,571,533
Value of total assets at beginning of year2016-12-31$7,227,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,200
Total interest from all sources2016-12-31$11,594
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$379,920
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,709
Other income not declared elsewhere2016-12-31$655
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$344,476
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,571,533
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,227,057
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
Investment advisory and management fees2016-12-31$3,708
Value of interest in pooled separate accounts at end of year2016-12-31$7,183,767
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,795,682
Interest earned on other investments2016-12-31$11,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$387,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$431,375
Net investment gain/loss from pooled separate accounts2016-12-31$571,167
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$170,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$769,485
Contract administrator fees2016-12-31$17,492
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCHENCK SC
Accountancy firm EIN2016-12-31391173131

Form 5500 Responses for VALLEY PACKAGING SUPPLY CO INC 401K PLAN

2022: VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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: VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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: VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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: VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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: VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
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: VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VALLEY PACKAGING SUPPLY CO INC 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number876361672
Policy instance 1
Insurance contract or identification number876361672
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-04-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number876361672
Policy instance 1
Insurance contract or identification number876361672
Number of Individuals Covered148
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6,145
Total amount of fees paid to insurance companyUSD $430
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,145
Amount paid for insurance broker fees430
Additional information about fees paid to insurance brokerINCENTIVES
Insurance broker organization code?3
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number876361672
Policy instance 1
Insurance contract or identification number876361672
Number of Individuals Covered139
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,920
Total amount of fees paid to insurance companyUSD $355
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,920
Amount paid for insurance broker fees355
Additional information about fees paid to insurance brokerINCENTIVES
Insurance broker organization code?3
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number876361672
Policy instance 1
Insurance contract or identification number876361672
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,940
Total amount of fees paid to insurance companyUSD $238
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,940
Amount paid for insurance broker fees238
Additional information about fees paid to insurance brokerINCENTIVES
Insurance broker organization code?3
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number876361672
Policy instance 1
Insurance contract or identification number876361672
Number of Individuals Covered129
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,854
Total amount of fees paid to insurance companyUSD $351
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,854
Amount paid for insurance broker fees351
Additional information about fees paid to insurance brokerINCENTIVES
Insurance broker organization code?3
Insurance broker nameRYAN ABEL

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