CARPENTER ENTERPRISES, INC. D/B/A PORT CITY PAPER CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PORT CITY PAPER CO. 401(K) SIMPLE PLAN
| Measure | Date | Value |
|---|
| 2025 : PORT CITY PAPER CO. 401(K) SIMPLE PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-02-20 | 0 |
| Total liabilities as of the end of the plan year | 2025-02-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-02-20 | 0 |
| Total expenses incurred by plan in this plan year | 2025-02-20 | 33937 |
| Net assets as of the end of the plan year | 2025-02-20 | 1493515 |
| Total assets as of the beginning of the plan year | 2025-02-20 | 1267020 |
| Value of plan covered by a fidelity bond | 2025-02-20 | 150000 |
| Participant contributions to plan in this plan year | 2025-02-20 | 80108 |
| Value of participant loans at end of plan year | 2025-02-20 | 44932 |
| Other expenses paid from plan in this plan year | 2025-02-20 | 0 |
| Other contributions to plan in this plan year | 2025-02-20 | 0 |
| Other income to plan in this plan year | 2025-02-20 | 145299 |
| Plan net income in this plan year | 2025-02-20 | 226495 |
| Net assets as of the end of the plan year | 2025-02-20 | 1493515 |
| Net assets as of the beginning of the plan year | 2025-02-20 | 1267020 |
| Employer contributions to plan in this plan year | 2025-02-20 | 35025 |
| Fees paid to broker by Benefit Provider | 2025-02-20 | 1331 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-02-20 | 7920 |
| 2024 : PORT CITY PAPER CO. 401(K) SIMPLE PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-27 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-27 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-27 | 43693 |
| Net assets as of the end of the plan year | 2024-04-27 | 1267020 |
| Total assets as of the beginning of the plan year | 2024-04-27 | 1045268 |
| Value of plan covered by a fidelity bond | 2024-04-27 | 150000 |
| Participant contributions to plan in this plan year | 2024-04-27 | 83622 |
| Value of participant loans at end of plan year | 2024-04-27 | 43052 |
| Other expenses paid from plan in this plan year | 2024-04-27 | 0 |
| Other contributions to plan in this plan year | 2024-04-27 | 0 |
| Other income to plan in this plan year | 2024-04-27 | 147090 |
| Plan net income in this plan year | 2024-04-27 | 221752 |
| Net assets as of the end of the plan year | 2024-04-27 | 1267020 |
| Net assets as of the beginning of the plan year | 2024-04-27 | 1045268 |
| Employer contributions to plan in this plan year | 2024-04-27 | 34733 |
| Fees paid to broker by Benefit Provider | 2024-04-27 | 826 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-27 | 6257 |
| 2022 : PORT CITY PAPER CO. 401(K) SIMPLE PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-08-12 | 40416 |
| Net assets as of the end of the plan year | 2022-08-12 | 1084606 |
| Total assets as of the beginning of the plan year | 2022-08-12 | 917469 |
| Value of plan covered by a fidelity bond | 2022-08-12 | 75000 |
| Participant contributions to plan in this plan year | 2022-08-12 | 63941 |
| Value of participant loans at end of plan year | 2022-08-12 | 51571 |
| Other income to plan in this plan year | 2022-08-12 | 119115 |
| Plan net income in this plan year | 2022-08-12 | 167137 |
| Net assets as of the end of the plan year | 2022-08-12 | 1084606 |
| Net assets as of the beginning of the plan year | 2022-08-12 | 917469 |
| Employer contributions to plan in this plan year | 2022-08-12 | 24497 |
| Fees paid to broker by Benefit Provider | 2022-08-12 | 932 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-12 | 5712 |
| 2010 : PORT CITY PAPER CO. 401(K) SIMPLE PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $67,431 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $90,364 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $89,914 |
| Total plan assets at end of year | 2010-12-31 | $401,755 |
| Total plan assets at beginning of year | 2010-12-31 | $424,688 |
| Value of fidelity bond covering the plan | 2010-12-31 | $30 |
| Total contributions received or receivable from participants | 2010-12-31 | $33,059 |
| Other income received | 2010-12-31 | $25,460 |
| Net income (gross income less expenses) | 2010-12-31 | $-22,933 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $401,755 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $424,688 |
| Assets. Value of participant loans | 2010-12-31 | $19,306 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $8,912 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $450 |
| 2010: PORT CITY PAPER CO. 401(K) SIMPLE PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: PORT CITY PAPER CO. 401(K) SIMPLE PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007: PORT CITY PAPER CO. 401(K) SIMPLE PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | Yes |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
