?>
Logo

PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 401k Plan overview

Plan NamePENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC.
Plan identification number 001

PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ENNIS INC. has sponsored the creation of one or more 401k plans.

Company Name:ENNIS INC.
Employer identification number (EIN):750256410
NAIC Classification:323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-03-01
0012021-03-01
0012020-03-01
0012019-03-01
0012018-03-01
0012017-03-01RICHARD TRAVIS
0012016-03-01RICHARD TRAVIS
0012015-03-01RICHARD TRAVIS
0012014-03-01RICHARD TRAVIS
0012013-03-01RICHARD TRAVIS
0012012-03-01RICHARD TRAVIS
0012011-03-01RICHARD TRAVIS
0012009-03-01RICHARD TRAVIS

Plan Statistics for PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC.

401k plan membership statisitcs for PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC.

Measure Date Value
2023: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2023 401k membership
Market value of plan assets2023-02-2860,964,523
Acturial value of plan assets2023-02-2860,964,523
Funding target for retired participants and beneficiaries receiving payment2023-02-2814,612,907
Number of terminated vested participants2023-02-28508
Fundng target for terminated vested participants2023-02-2815,625,993
Active participant vested funding target2023-02-2817,624,023
Number of active participants2023-02-28202
Total funding liabilities for active participants2023-02-2817,624,023
Total participant count2023-02-28919
Total funding target for all participants2023-02-2847,862,923
Balance at beginning of prior year after applicable adjustments2023-02-285,053,402
Prefunding balance at beginning of prior year after applicable adjustments2023-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2023-02-280
Prefunding balanced used to offset prior years funding requirement2023-02-280
Amount remaining of carryover balance2023-02-285,053,402
Amount remaining of prefunding balance2023-02-280
Present value of excess contributions2023-02-281,838,241
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-02-281,941,550
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-02-280
Reductions in caryover balances due to elections or deemed elections2023-02-280
Reductions in prefunding balances due to elections or deemed elections2023-02-280
Balance of carryovers at beginning of current year2023-02-285,364,186
Balance of prefunding at beginning of current year2023-02-280
Total employer contributions2023-02-280
Total employee contributions2023-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-02-280
Unpaid minimum required contributions for all prior years2023-02-280
Remaining amount of unpaid minimum required contributions2023-02-280
Minimum required contributions for current year target normal cost2023-02-281,027,933
Net shortfall amortization installment of oustanding balance2023-02-280
Waiver amortization installment2023-02-280
Total funding amount beforereflecting carryover/prefunding balances2023-02-280
Carryover balance elected to use to offset funding requirement2023-02-280
Additional cash requirement2023-02-280
Contributions allocatedtoward minimum required contributions for current year2023-02-280
Unpaid minimum required contributions for current year2023-02-280
Unpaid minimum required contributions for all years2023-02-280
2022: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2022 401k membership
Total participants, beginning-of-year2022-03-01919
Total number of active participants reported on line 7a of the Form 55002022-03-01181
Number of retired or separated participants receiving benefits2022-03-01190
Number of other retired or separated participants entitled to future benefits2022-03-01461
Total of all active and inactive participants2022-03-01832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-03-0125
Total participants2022-03-01857
Market value of plan assets2022-02-2860,718,682
Acturial value of plan assets2022-02-2860,683,984
Funding target for retired participants and beneficiaries receiving payment2022-02-2812,749,256
Number of terminated vested participants2022-02-28509
Fundng target for terminated vested participants2022-02-2811,709,059
Active participant vested funding target2022-02-2819,873,654
Number of active participants2022-02-28229
Total funding liabilities for active participants2022-02-2819,873,654
Total participant count2022-02-28932
Total funding target for all participants2022-02-2844,331,969
Balance at beginning of prior year after applicable adjustments2022-02-284,699,965
Prefunding balance at beginning of prior year after applicable adjustments2022-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2022-02-280
Prefunding balanced used to offset prior years funding requirement2022-02-280
Amount remaining of carryover balance2022-02-284,699,965
Amount remaining of prefunding balance2022-02-280
Present value of excess contributions2022-02-28917,006
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-02-28966,891
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-02-280
Reductions in caryover balances due to elections or deemed elections2022-02-280
Reductions in prefunding balances due to elections or deemed elections2022-02-280
Balance of carryovers at beginning of current year2022-02-285,053,402
Balance of prefunding at beginning of current year2022-02-280
Total employer contributions2022-02-282,000,000
Total employee contributions2022-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-02-281,838,241
Unpaid minimum required contributions for all prior years2022-02-280
Remaining amount of unpaid minimum required contributions2022-02-280
Minimum required contributions for current year target normal cost2022-02-28993,485
Net shortfall amortization installment of oustanding balance2022-02-280
Waiver amortization installment2022-02-280
Total funding amount beforereflecting carryover/prefunding balances2022-02-280
Carryover balance elected to use to offset funding requirement2022-02-280
Additional cash requirement2022-02-280
Contributions allocatedtoward minimum required contributions for current year2022-02-281,838,241
Unpaid minimum required contributions for current year2022-02-280
Unpaid minimum required contributions for all years2022-02-280
2021: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2021 401k membership
Total participants, beginning-of-year2021-03-01932
Total number of active participants reported on line 7a of the Form 55002021-03-01202
Number of retired or separated participants receiving benefits2021-03-01188
Number of other retired or separated participants entitled to future benefits2021-03-01508
Total of all active and inactive participants2021-03-01898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-03-0121
Total participants2021-03-01919
Market value of plan assets2021-02-2860,600,398
Acturial value of plan assets2021-02-2860,600,398
Funding target for retired participants and beneficiaries receiving payment2021-02-2811,801,403
Number of terminated vested participants2021-02-28509
Fundng target for terminated vested participants2021-02-2811,463,618
Active participant vested funding target2021-02-2821,016,307
Number of active participants2021-02-28269
Total funding liabilities for active participants2021-02-2821,016,307
Total participant count2021-02-28965
Total funding target for all participants2021-02-2844,281,328
Balance at beginning of prior year after applicable adjustments2021-02-284,442,311
Prefunding balance at beginning of prior year after applicable adjustments2021-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2021-02-280
Amount remaining of carryover balance2021-02-284,442,311
Amount remaining of prefunding balance2021-02-280
Present value of excess contributions2021-02-282,841,758
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-02-283,000,896
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-02-280
Reductions in caryover balances due to elections or deemed elections2021-02-280
Reductions in prefunding balances due to elections or deemed elections2021-02-280
Balance of carryovers at beginning of current year2021-02-284,699,965
Balance of prefunding at beginning of current year2021-02-280
Total employer contributions2021-02-281,000,000
Total employee contributions2021-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-02-28917,006
Unpaid minimum required contributions for all prior years2021-02-280
Remaining amount of unpaid minimum required contributions2021-02-280
Minimum required contributions for current year target normal cost2021-02-281,186,685
Net shortfall amortization installment of oustanding balance2021-02-280
Waiver amortization installment2021-02-280
Total funding amount beforereflecting carryover/prefunding balances2021-02-280
Carryover balance elected to use to offset funding requirement2021-02-280
Additional cash requirement2021-02-280
Contributions allocatedtoward minimum required contributions for current year2021-02-28917,006
Unpaid minimum required contributions for current year2021-02-280
Unpaid minimum required contributions for all years2021-02-280
2020: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2020 401k membership
Total participants, beginning-of-year2020-03-01965
Total number of active participants reported on line 7a of the Form 55002020-03-01229
Number of retired or separated participants receiving benefits2020-03-01173
Number of other retired or separated participants entitled to future benefits2020-03-01509
Total of all active and inactive participants2020-03-01911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-03-0121
Total participants2020-03-01932
Market value of plan assets2020-02-2957,720,591
Acturial value of plan assets2020-02-2957,720,591
Funding target for retired participants and beneficiaries receiving payment2020-02-2910,598,869
Number of terminated vested participants2020-02-29518
Fundng target for terminated vested participants2020-02-2911,186,294
Active participant vested funding target2020-02-2921,380,808
Number of active participants2020-02-29296
Total funding liabilities for active participants2020-02-2921,380,808
Total participant count2020-02-29988
Total funding target for all participants2020-02-2943,165,971
Balance at beginning of prior year after applicable adjustments2020-02-294,338,194
Prefunding balance at beginning of prior year after applicable adjustments2020-02-290
Carryover balanced portion elected for use to offset prior years funding requirement2020-02-290
Prefunding balanced used to offset prior years funding requirement2020-02-290
Amount remaining of carryover balance2020-02-294,338,194
Amount remaining of prefunding balance2020-02-290
Present value of excess contributions2020-02-292,851,123
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-02-293,014,207
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-02-290
Reductions in caryover balances due to elections or deemed elections2020-02-290
Reductions in prefunding balances due to elections or deemed elections2020-02-290
Balance of carryovers at beginning of current year2020-02-294,442,311
Balance of prefunding at beginning of current year2020-02-290
Total employer contributions2020-02-293,000,000
Total employee contributions2020-02-290
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-02-292,841,758
Unpaid minimum required contributions for all prior years2020-02-290
Remaining amount of unpaid minimum required contributions2020-02-290
Minimum required contributions for current year target normal cost2020-02-291,300,300
Net shortfall amortization installment of oustanding balance2020-02-290
Waiver amortization installment2020-02-290
Total funding amount beforereflecting carryover/prefunding balances2020-02-290
Carryover balance elected to use to offset funding requirement2020-02-290
Additional cash requirement2020-02-290
Contributions allocatedtoward minimum required contributions for current year2020-02-292,841,758
Unpaid minimum required contributions for current year2020-02-290
Unpaid minimum required contributions for all years2020-02-290
2019: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2019 401k membership
Total participants, beginning-of-year2019-03-01988
Total number of active participants reported on line 7a of the Form 55002019-03-01269
Number of retired or separated participants receiving benefits2019-03-01173
Number of other retired or separated participants entitled to future benefits2019-03-01509
Total of all active and inactive participants2019-03-01951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-03-0114
Total participants2019-03-01965
Market value of plan assets2019-02-2856,883,596
Acturial value of plan assets2019-02-2856,883,596
Funding target for retired participants and beneficiaries receiving payment2019-02-2810,428,060
Number of terminated vested participants2019-02-28536
Fundng target for terminated vested participants2019-02-2811,512,399
Active participant vested funding target2019-02-2821,240,570
Number of active participants2019-02-28325
Total funding liabilities for active participants2019-02-2821,240,570
Total participant count2019-02-281,037
Total funding target for all participants2019-02-2843,181,029
Balance at beginning of prior year after applicable adjustments2019-02-283,942,021
Prefunding balance at beginning of prior year after applicable adjustments2019-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2019-02-280
Prefunding balanced used to offset prior years funding requirement2019-02-280
Amount remaining of carryover balance2019-02-283,942,021
Amount remaining of prefunding balance2019-02-280
Present value of excess contributions2019-02-282,860,807
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-02-283,029,881
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-02-280
Reductions in caryover balances due to elections or deemed elections2019-02-280
Reductions in prefunding balances due to elections or deemed elections2019-02-280
Balance of carryovers at beginning of current year2019-02-284,338,194
Balance of prefunding at beginning of current year2019-02-280
Total employer contributions2019-02-283,000,000
Total employee contributions2019-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2019-02-280
Contributions made to avoid restrictions adjusted to valuation date2019-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-02-282,851,123
Unpaid minimum required contributions for all prior years2019-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-02-280
Remaining amount of unpaid minimum required contributions2019-02-280
Minimum required contributions for current year target normal cost2019-02-281,173,381
Net shortfall amortization installment of oustanding balance2019-02-280
Waiver amortization installment2019-02-280
Total funding amount beforereflecting carryover/prefunding balances2019-02-280
Carryover balance elected to use to offset funding requirement2019-02-280
Additional cash requirement2019-02-280
Contributions allocatedtoward minimum required contributions for current year2019-02-282,851,123
Unpaid minimum required contributions for current year2019-02-280
Unpaid minimum required contributions for all years2019-02-280
2018: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2018 401k membership
Total participants, beginning-of-year2018-03-011,037
Total number of active participants reported on line 7a of the Form 55002018-03-01296
Number of retired or separated participants receiving benefits2018-03-01161
Number of other retired or separated participants entitled to future benefits2018-03-01516
Total of all active and inactive participants2018-03-01973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-03-0115
Total participants2018-03-01988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-03-010
Market value of plan assets2018-02-2852,812,409
Acturial value of plan assets2018-02-2852,812,409
Funding target for retired participants and beneficiaries receiving payment2018-02-289,500,470
Number of terminated vested participants2018-02-28540
Fundng target for terminated vested participants2018-02-2810,385,358
Active participant vested funding target2018-02-2821,036,240
Number of active participants2018-02-28363
Total funding liabilities for active participants2018-02-2821,036,240
Total participant count2018-02-281,069
Total funding target for all participants2018-02-2840,922,068
Balance at beginning of prior year after applicable adjustments2018-02-283,461,861
Prefunding balance at beginning of prior year after applicable adjustments2018-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2018-02-280
Prefunding balanced used to offset prior years funding requirement2018-02-280
Amount remaining of carryover balance2018-02-283,461,861
Amount remaining of prefunding balance2018-02-280
Present value of excess contributions2018-02-282,841,315
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-02-283,014,635
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-02-280
Reductions in caryover balances due to elections or deemed elections2018-02-280
Reductions in prefunding balances due to elections or deemed elections2018-02-280
Balance of carryovers at beginning of current year2018-02-283,942,021
Balance of prefunding at beginning of current year2018-02-280
Total employer contributions2018-02-283,000,000
Total employee contributions2018-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2018-02-280
Contributions made to avoid restrictions adjusted to valuation date2018-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-02-282,860,807
Unpaid minimum required contributions for all prior years2018-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-02-280
Remaining amount of unpaid minimum required contributions2018-02-280
Minimum required contributions for current year target normal cost2018-02-28968,956
Net shortfall amortization installment of oustanding balance2018-02-280
Waiver amortization installment2018-02-280
Total funding amount beforereflecting carryover/prefunding balances2018-02-280
Carryover balance elected to use to offset funding requirement2018-02-280
Prefunding balance elected to use to offset funding requirement2018-02-280
Additional cash requirement2018-02-280
Contributions allocatedtoward minimum required contributions for current year2018-02-282,860,807
Unpaid minimum required contributions for current year2018-02-280
Unpaid minimum required contributions for all years2018-02-280
2017: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2017 401k membership
Total participants, beginning-of-year2017-03-011,069
Total number of active participants reported on line 7a of the Form 55002017-03-01325
Number of retired or separated participants receiving benefits2017-03-01167
Number of other retired or separated participants entitled to future benefits2017-03-01534
Total of all active and inactive participants2017-03-011,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-03-0111
Total participants2017-03-011,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-03-010
Market value of plan assets2017-02-2847,546,866
Acturial value of plan assets2017-02-2847,546,866
Funding target for retired participants and beneficiaries receiving payment2017-02-288,554,930
Number of terminated vested participants2017-02-28549
Fundng target for terminated vested participants2017-02-289,643,264
Active participant vested funding target2017-02-2821,461,483
Number of active participants2017-02-28402
Total funding liabilities for active participants2017-02-2821,461,483
Total participant count2017-02-281,099
Total funding target for all participants2017-02-2839,659,677
Balance at beginning of prior year after applicable adjustments2017-02-283,634,881
Prefunding balance at beginning of prior year after applicable adjustments2017-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2017-02-280
Prefunding balanced used to offset prior years funding requirement2017-02-280
Amount remaining of carryover balance2017-02-283,634,881
Amount remaining of prefunding balance2017-02-280
Present value of excess contributions2017-02-282,822,201
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-02-283,000,000
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-02-280
Reductions in caryover balances due to elections or deemed elections2017-02-280
Reductions in prefunding balances due to elections or deemed elections2017-02-280
Balance of carryovers at beginning of current year2017-02-283,461,861
Balance of prefunding at beginning of current year2017-02-280
Total employer contributions2017-02-283,000,000
Total employee contributions2017-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2017-02-280
Contributions made to avoid restrictions adjusted to valuation date2017-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-02-282,841,315
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-02-280
Remaining amount of unpaid minimum required contributions2017-02-280
Minimum required contributions for current year target normal cost2017-02-28946,739
Net shortfall amortization installment of oustanding balance2017-02-280
Waiver amortization installment2017-02-280
Waived amount of outstanding balance2017-02-280
Total funding amount beforereflecting carryover/prefunding balances2017-02-280
Carryover balance elected to use to offset funding requirement2017-02-280
Prefunding balance elected to use to offset funding requirement2017-02-280
Additional cash requirement2017-02-280
Contributions allocatedtoward minimum required contributions for current year2017-02-282,841,315
Unpaid minimum required contributions for current year2017-02-280
Unpaid minimum required contributions for all years2017-02-280
2016: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2016 401k membership
Total participants, beginning-of-year2016-03-011,099
Total number of active participants reported on line 7a of the Form 55002016-03-01363
Number of retired or separated participants receiving benefits2016-03-01157
Number of other retired or separated participants entitled to future benefits2016-03-01537
Total of all active and inactive participants2016-03-011,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-03-0112
Total participants2016-03-011,069
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-03-010
2015: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2015 401k membership
Total participants, beginning-of-year2015-03-011,140
Total number of active participants reported on line 7a of the Form 55002015-03-01402
Number of retired or separated participants receiving benefits2015-03-01138
Number of other retired or separated participants entitled to future benefits2015-03-01546
Total of all active and inactive participants2015-03-011,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-03-0113
Total participants2015-03-011,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-03-010
2014: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2014 401k membership
Total participants, beginning-of-year2014-03-011,170
Total number of active participants reported on line 7a of the Form 55002014-03-01438
Number of retired or separated participants receiving benefits2014-03-01128
Number of other retired or separated participants entitled to future benefits2014-03-01561
Total of all active and inactive participants2014-03-011,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-0113
Total participants2014-03-011,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-03-010
2013: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2013 401k membership
Total participants, beginning-of-year2013-03-011,228
Total number of active participants reported on line 7a of the Form 55002013-03-01477
Number of retired or separated participants receiving benefits2013-03-01117
Number of other retired or separated participants entitled to future benefits2013-03-01564
Total of all active and inactive participants2013-03-011,158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-0112
Total participants2013-03-011,170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-010
2012: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2012 401k membership
Total participants, beginning-of-year2012-03-011,228
Total number of active participants reported on line 7a of the Form 55002012-03-01508
Number of retired or separated participants receiving benefits2012-03-01115
Number of other retired or separated participants entitled to future benefits2012-03-01566
Total of all active and inactive participants2012-03-011,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-019
Total participants2012-03-011,198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-010
2011: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2011 401k membership
Total participants, beginning-of-year2011-03-011,275
Total number of active participants reported on line 7a of the Form 55002011-03-01551
Number of retired or separated participants receiving benefits2011-03-01103
Number of other retired or separated participants entitled to future benefits2011-03-01565
Total of all active and inactive participants2011-03-011,219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-019
Total participants2011-03-011,228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-012
2009: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2009 401k membership
Total participants, beginning-of-year2009-03-011,366
Total number of active participants reported on line 7a of the Form 55002009-03-01646
Number of retired or separated participants receiving benefits2009-03-0195
Number of other retired or separated participants entitled to future benefits2009-03-01567
Total of all active and inactive participants2009-03-011,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-0110
Total participants2009-03-011,318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-0116

Financial Data on PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC.

Measure Date Value
2023 : PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-02-28$-5,478,484
Total unrealized appreciation/depreciation of assets2023-02-28$-5,478,484
Total income from all sources (including contributions)2023-02-28$-6,566,729
Total loss/gain on sale of assets2023-02-28$-2,515,613
Total of all expenses incurred2023-02-28$5,213,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-02-28$4,885,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-02-28$0
Value of total assets at end of year2023-02-28$49,242,190
Value of total assets at beginning of year2023-02-28$61,022,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-02-28$328,779
Total interest from all sources2023-02-28$651,200
Total dividends received (eg from common stock, registered investment company shares)2023-02-28$279,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-02-28No
Administrative expenses professional fees incurred2023-02-28$25,825
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-02-28$46,733
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-02-28$69,104
Was this plan covered by a fidelity bond2023-02-28Yes
Value of fidelity bond cover2023-02-28$6,000,000
Were there any nonexempt tranactions with any party-in-interest2023-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-02-28$195,792
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-02-28$177,724
Other income not declared elsewhere2023-02-28$7,845
Administrative expenses (other) incurred2023-02-28$80,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Value of net income/loss2023-02-28$-11,780,698
Value of net assets at end of year (total assets less liabilities)2023-02-28$49,242,190
Value of net assets at beginning of year (total assets less liabilities)2023-02-28$61,022,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2023-02-28No
Were any leases to which the plan was party in default or uncollectible2023-02-28No
Investment advisory and management fees2023-02-28$222,082
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-02-28$8,098,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-02-28$14,384,162
Income. Interest from US Government securities2023-02-28$107,305
Income. Interest from corporate debt instruments2023-02-28$493,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-02-28$1,896,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-02-28$1,993,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-02-28$1,993,983
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-02-28$50,232
Asset value of US Government securities at end of year2023-02-28$9,792,855
Asset value of US Government securities at beginning of year2023-02-28$8,622,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-02-28$488,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-02-28Yes
Was there a failure to transmit to the plan any participant contributions2023-02-28No
Has the plan failed to provide any benefit when due under the plan2023-02-28No
Contributions received in cash from employer2023-02-28$0
Employer contributions (assets) at end of year2023-02-28$0
Employer contributions (assets) at beginning of year2023-02-28$2,000,000
Income. Dividends from preferred stock2023-02-28$2,553
Income. Dividends from common stock2023-02-28$276,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-02-28$4,885,190
Asset. Corporate debt instrument preferred debt at end of year2023-02-28$15,797,590
Asset. Corporate debt instrument preferred debt at beginning of year2023-02-28$14,941,413
Assets. Corporate common stocks other than exployer securities at end of year2023-02-28$13,413,467
Assets. Corporate common stocks other than exployer securities at beginning of year2023-02-28$18,833,854
Did the plan have assets held for investment2023-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-02-28No
Aggregate proceeds on sale of assets2023-02-28$29,053,410
Aggregate carrying amount (costs) on sale of assets2023-02-28$31,569,023
Opinion of an independent qualified public accountant for this plan2023-02-28Unqualified
Accountancy firm name2023-02-28COHNREZNICK LLP
Accountancy firm EIN2023-02-28221478099
2022 : PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-02-28$644,270
Total unrealized appreciation/depreciation of assets2022-02-28$644,270
Total income from all sources (including contributions)2022-02-28$4,814,838
Total loss/gain on sale of assets2022-02-28$830,384
Total of all expenses incurred2022-02-28$4,510,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-28$4,148,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-28$2,000,000
Value of total assets at end of year2022-02-28$61,022,888
Value of total assets at beginning of year2022-02-28$60,718,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-28$362,142
Total interest from all sources2022-02-28$595,207
Total dividends received (eg from common stock, registered investment company shares)2022-02-28$294,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-02-28No
Administrative expenses professional fees incurred2022-02-28$17,925
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-02-28$69,104
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-02-28$108,303
Was this plan covered by a fidelity bond2022-02-28Yes
Value of fidelity bond cover2022-02-28$6,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-02-28$0
Were there any nonexempt tranactions with any party-in-interest2022-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-02-28$177,724
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-02-28$226,009
Other income not declared elsewhere2022-02-28$23,432
Administrative expenses (other) incurred2022-02-28$80,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Value of net income/loss2022-02-28$304,206
Value of net assets at end of year (total assets less liabilities)2022-02-28$61,022,888
Value of net assets at beginning of year (total assets less liabilities)2022-02-28$60,718,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2022-02-28No
Were any leases to which the plan was party in default or uncollectible2022-02-28No
Investment advisory and management fees2022-02-28$264,065
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-02-28$14,384,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-02-28$14,055,885
Income. Interest from US Government securities2022-02-28$97,273
Income. Interest from corporate debt instruments2022-02-28$497,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-02-28$1,993,983
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-02-28$1,319,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-02-28$1,319,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-02-28$470
Asset value of US Government securities at end of year2022-02-28$8,622,648
Asset value of US Government securities at beginning of year2022-02-28$8,592,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-02-28$426,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-02-28Yes
Was there a failure to transmit to the plan any participant contributions2022-02-28No
Has the plan failed to provide any benefit when due under the plan2022-02-28No
Contributions received in cash from employer2022-02-28$2,000,000
Employer contributions (assets) at end of year2022-02-28$2,000,000
Employer contributions (assets) at beginning of year2022-02-28$1,000,000
Income. Dividends from preferred stock2022-02-28$5,531
Income. Dividends from common stock2022-02-28$289,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-02-28$4,148,490
Asset. Corporate debt instrument preferred debt at end of year2022-02-28$14,941,413
Asset. Corporate debt instrument preferred debt at beginning of year2022-02-28$15,592,521
Assets. Corporate common stocks other than exployer securities at end of year2022-02-28$18,833,854
Assets. Corporate common stocks other than exployer securities at beginning of year2022-02-28$19,824,226
Did the plan have assets held for investment2022-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-02-28No
Aggregate proceeds on sale of assets2022-02-28$25,884,973
Aggregate carrying amount (costs) on sale of assets2022-02-28$25,054,589
Opinion of an independent qualified public accountant for this plan2022-02-28Unqualified
Accountancy firm name2022-02-28BKM SOWAN HORAN LLP
Accountancy firm EIN2022-02-28272602152
2021 : PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-02-28$3,237,444
Total unrealized appreciation/depreciation of assets2021-02-28$3,237,444
Total income from all sources (including contributions)2021-02-28$5,601,943
Total loss/gain on sale of assets2021-02-28$1,592
Total of all expenses incurred2021-02-28$5,483,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-28$5,126,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-02-28$1,000,000
Value of total assets at end of year2021-02-28$60,718,682
Value of total assets at beginning of year2021-02-28$60,600,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-28$356,803
Total interest from all sources2021-02-28$784,478
Total dividends received (eg from common stock, registered investment company shares)2021-02-28$313,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-02-28No
Administrative expenses professional fees incurred2021-02-28$21,725
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-02-28$108,303
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-02-28$20,301,071
Was this plan covered by a fidelity bond2021-02-28Yes
Value of fidelity bond cover2021-02-28$6,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-02-28$0
Were there any nonexempt tranactions with any party-in-interest2021-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-02-28$226,009
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-02-28$312,914
Other income not declared elsewhere2021-02-28$14,203
Administrative expenses (other) incurred2021-02-28$80,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Value of net income/loss2021-02-28$118,284
Value of net assets at end of year (total assets less liabilities)2021-02-28$60,718,682
Value of net assets at beginning of year (total assets less liabilities)2021-02-28$60,600,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2021-02-28No
Were any leases to which the plan was party in default or uncollectible2021-02-28No
Investment advisory and management fees2021-02-28$255,066
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-02-28$14,055,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-02-28$7,968,884
Income. Interest from US Government securities2021-02-28$224,279
Income. Interest from corporate debt instruments2021-02-28$552,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-02-28$1,319,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-02-28$5,301,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-02-28$5,301,822
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-02-28$7,832
Asset value of US Government securities at end of year2021-02-28$8,592,506
Asset value of US Government securities at beginning of year2021-02-28$9,836,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-02-28$250,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-02-28Yes
Was there a failure to transmit to the plan any participant contributions2021-02-28No
Has the plan failed to provide any benefit when due under the plan2021-02-28No
Contributions received in cash from employer2021-02-28$1,000,000
Employer contributions (assets) at end of year2021-02-28$1,000,000
Income. Dividends from preferred stock2021-02-28$6,332
Income. Dividends from common stock2021-02-28$307,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-02-28$5,126,856
Asset. Corporate debt instrument preferred debt at end of year2021-02-28$15,592,521
Asset. Corporate debt instrument preferred debt at beginning of year2021-02-28$16,879,511
Assets. Corporate common stocks other than exployer securities at end of year2021-02-28$19,824,226
Did the plan have assets held for investment2021-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-02-28No
Aggregate proceeds on sale of assets2021-02-28$47,005,535
Aggregate carrying amount (costs) on sale of assets2021-02-28$47,003,943
Opinion of an independent qualified public accountant for this plan2021-02-28Disclaimer
Accountancy firm name2021-02-28BKM SOWAN HORAN LLP
Accountancy firm EIN2021-02-28272602152
2020 : PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-02-29$2,032,520
Total unrealized appreciation/depreciation of assets2020-02-29$2,032,520
Total unrealized appreciation/depreciation of assets2020-02-29$2,032,520
Total income from all sources (including contributions)2020-02-29$6,483,015
Total of all expenses incurred2020-02-29$3,603,208
Total of all expenses incurred2020-02-29$3,603,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-29$3,250,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-29$3,250,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-02-29$3,000,000
Value of total assets at end of year2020-02-29$60,600,398
Value of total assets at end of year2020-02-29$60,600,398
Value of total assets at beginning of year2020-02-29$57,720,591
Value of total assets at beginning of year2020-02-29$57,720,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$352,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$352,689
Total interest from all sources2020-02-29$707,925
Total dividends received (eg from common stock, registered investment company shares)2020-02-29$671,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-02-29No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-02-29No
Administrative expenses professional fees incurred2020-02-29$36,780
Administrative expenses professional fees incurred2020-02-29$36,780
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-02-29$20,301,071
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-02-29$20,301,071
Was this plan covered by a fidelity bond2020-02-29Yes
Was this plan covered by a fidelity bond2020-02-29Yes
Value of fidelity bond cover2020-02-29$6,000,000
Value of fidelity bond cover2020-02-29$6,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-02-29$0
Were there any nonexempt tranactions with any party-in-interest2020-02-29No
Were there any nonexempt tranactions with any party-in-interest2020-02-29No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-02-29$312,914
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-02-29$312,914
Other income not declared elsewhere2020-02-29$65,790
Administrative expenses (other) incurred2020-02-29$96,017
Administrative expenses (other) incurred2020-02-29$96,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Value of net income/loss2020-02-29$2,879,807
Value of net income/loss2020-02-29$2,879,807
Value of net assets at end of year (total assets less liabilities)2020-02-29$60,600,398
Value of net assets at end of year (total assets less liabilities)2020-02-29$60,600,398
Value of net assets at beginning of year (total assets less liabilities)2020-02-29$57,720,591
Value of net assets at beginning of year (total assets less liabilities)2020-02-29$57,720,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-02-29No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-02-29No
Were any leases to which the plan was party in default or uncollectible2020-02-29No
Were any leases to which the plan was party in default or uncollectible2020-02-29No
Investment advisory and management fees2020-02-29$219,892
Investment advisory and management fees2020-02-29$219,892
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-02-29$7,968,884
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-02-29$7,968,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-02-29$57,720,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-02-29$57,720,591
Income. Interest from corporate debt instruments2020-02-29$667,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-02-29$5,301,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-02-29$5,301,822
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-02-29$40,497
Asset value of US Government securities at end of year2020-02-29$9,836,196
Asset value of US Government securities at end of year2020-02-29$9,836,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-02-29$5,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-02-29$5,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-02-29Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-02-29Yes
Was there a failure to transmit to the plan any participant contributions2020-02-29No
Was there a failure to transmit to the plan any participant contributions2020-02-29No
Has the plan failed to provide any benefit when due under the plan2020-02-29No
Has the plan failed to provide any benefit when due under the plan2020-02-29No
Contributions received in cash from employer2020-02-29$3,000,000
Contributions received in cash from employer2020-02-29$3,000,000
Income. Dividends from preferred stock2020-02-29$671,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-02-29$3,250,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-02-29$3,250,519
Asset. Corporate debt instrument preferred debt at end of year2020-02-29$16,879,511
Asset. Corporate debt instrument preferred debt at end of year2020-02-29$16,879,511
Did the plan have assets held for investment2020-02-29Yes
Did the plan have assets held for investment2020-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-02-29Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-02-29Yes
Opinion of an independent qualified public accountant for this plan2020-02-29Disclaimer
Opinion of an independent qualified public accountant for this plan2020-02-29Disclaimer
Accountancy firm name2020-02-29BKM SOWAN HORAN LLP
Accountancy firm name2020-02-29BKM SOWAN HORAN LLP
Accountancy firm EIN2020-02-29272602152
Accountancy firm EIN2020-02-29272602152
2019 : PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-02-28$0
2018 : PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total income from all sources (including contributions)2018-02-28$8,403,192
Total loss/gain on sale of assets2018-02-28$0
Total of all expenses incurred2018-02-28$4,332,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$3,947,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$3,000,000
Value of total assets at end of year2018-02-28$56,883,596
Value of total assets at beginning of year2018-02-28$52,812,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$384,609
Total interest from all sources2018-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2018-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-02-28No
Administrative expenses professional fees incurred2018-02-28$50,362
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$6,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-02-28$0
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-02-28$169,651
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-02-28$144,506
Administrative expenses (other) incurred2018-02-28$73,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$4,071,187
Value of net assets at end of year (total assets less liabilities)2018-02-28$56,883,596
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$52,812,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Investment advisory and management fees2018-02-28$260,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-02-28$722,779
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-02-28$2,960,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-02-28$2,960,951
Asset value of US Government securities at end of year2018-02-28$23,613,678
Asset value of US Government securities at beginning of year2018-02-28$19,898,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-02-28$5,403,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28Yes
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Contributions received in cash from employer2018-02-28$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-02-28$3,947,396
Assets. Corporate common stocks other than exployer securities at end of year2018-02-28$32,377,488
Assets. Corporate common stocks other than exployer securities at beginning of year2018-02-28$29,808,792
Did the plan have assets held for investment2018-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28Yes
Opinion of an independent qualified public accountant for this plan2018-02-28Disclaimer
Accountancy firm name2018-02-28BKM SOWAN HORAN LLP
Accountancy firm EIN2018-02-28272602152
2017 : PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-02-28$5,715,400
Total unrealized appreciation/depreciation of assets2017-02-28$5,715,400
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total income from all sources (including contributions)2017-02-28$9,659,430
Total loss/gain on sale of assets2017-02-28$0
Total of all expenses incurred2017-02-28$4,393,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$3,871,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$3,000,000
Value of total assets at end of year2017-02-28$52,812,409
Value of total assets at beginning of year2017-02-28$47,546,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$522,089
Total interest from all sources2017-02-28$425,092
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$518,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-02-28No
Administrative expenses professional fees incurred2017-02-28$45,250
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$6,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-02-28$0
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-02-28$144,506
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-02-28$145,600
Administrative expenses (other) incurred2017-02-28$156,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Value of net income/loss2017-02-28$5,265,543
Value of net assets at end of year (total assets less liabilities)2017-02-28$52,812,409
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$47,546,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Investment advisory and management fees2017-02-28$320,463
Income. Interest from US Government securities2017-02-28$425,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-02-28$2,960,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-02-28$3,430,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-02-28$3,430,464
Asset value of US Government securities at end of year2017-02-28$19,898,160
Asset value of US Government securities at beginning of year2017-02-28$10,887,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28Yes
Was there a failure to transmit to the plan any participant contributions2017-02-28No
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Contributions received in cash from employer2017-02-28$3,000,000
Income. Dividends from common stock2017-02-28$518,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-02-28$3,871,798
Asset. Corporate debt instrument preferred debt at beginning of year2017-02-28$7,133,720
Assets. Corporate common stocks other than exployer securities at end of year2017-02-28$29,808,792
Assets. Corporate common stocks other than exployer securities at beginning of year2017-02-28$25,950,068
Did the plan have assets held for investment2017-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28Yes
Opinion of an independent qualified public accountant for this plan2017-02-28Disclaimer
Accountancy firm name2017-02-28BKM SOWAN HORAN, LLP
Accountancy firm EIN2017-02-28272602152
2016 : PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total income from all sources (including contributions)2016-02-29$1,073,671
Total loss/gain on sale of assets2016-02-29$0
Total of all expenses incurred2016-02-29$4,520,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-29$4,008,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-29$3,000,000
Value of total assets at end of year2016-02-29$47,546,866
Value of total assets at beginning of year2016-02-29$50,993,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$512,028
Total interest from all sources2016-02-29$0
Total dividends received (eg from common stock, registered investment company shares)2016-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-29No
Administrative expenses professional fees incurred2016-02-29$47,600
Was this plan covered by a fidelity bond2016-02-29Yes
Value of fidelity bond cover2016-02-29$6,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-02-29$0
Were there any nonexempt tranactions with any party-in-interest2016-02-29No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-02-29$145,600
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-02-29$166,585
Administrative expenses (other) incurred2016-02-29$64,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Value of net income/loss2016-02-29$-3,446,612
Value of net assets at end of year (total assets less liabilities)2016-02-29$47,546,866
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$50,993,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-29No
Were any leases to which the plan was party in default or uncollectible2016-02-29No
Investment advisory and management fees2016-02-29$399,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-02-29$3,430,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-02-29$4,095,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-02-29$4,095,510
Asset value of US Government securities at end of year2016-02-29$10,887,014
Asset value of US Government securities at beginning of year2016-02-29$10,641,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-02-29$-1,926,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-29Yes
Was there a failure to transmit to the plan any participant contributions2016-02-29No
Has the plan failed to provide any benefit when due under the plan2016-02-29No
Contributions received in cash from employer2016-02-29$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-02-29$4,008,255
Asset. Corporate debt instrument preferred debt at end of year2016-02-29$7,133,720
Asset. Corporate debt instrument preferred debt at beginning of year2016-02-29$8,153,868
Assets. Corporate common stocks other than exployer securities at end of year2016-02-29$25,950,068
Assets. Corporate common stocks other than exployer securities at beginning of year2016-02-29$27,935,792
Did the plan have assets held for investment2016-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-29Yes
Opinion of an independent qualified public accountant for this plan2016-02-29Disclaimer
Accountancy firm name2016-02-29BKM SOWAN HORAN, LLP
Accountancy firm EIN2016-02-29272602152
2015 : PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total income from all sources (including contributions)2015-02-28$6,164,256
Total loss/gain on sale of assets2015-02-28$0
Total of all expenses incurred2015-02-28$4,833,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-02-28$4,394,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-02-28$3,000,000
Value of total assets at end of year2015-02-28$50,993,478
Value of total assets at beginning of year2015-02-28$49,663,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$439,114
Total interest from all sources2015-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2015-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-02-28No
Administrative expenses professional fees incurred2015-02-28$51,687
Was this plan covered by a fidelity bond2015-02-28Yes
Value of fidelity bond cover2015-02-28$6,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-02-28$0
Were there any nonexempt tranactions with any party-in-interest2015-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-02-28$166,585
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-02-28$176,191
Administrative expenses (other) incurred2015-02-28$68,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Value of net income/loss2015-02-28$1,330,351
Value of net assets at end of year (total assets less liabilities)2015-02-28$50,993,478
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$49,663,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2015-02-28No
Were any leases to which the plan was party in default or uncollectible2015-02-28No
Investment advisory and management fees2015-02-28$318,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-02-28$4,095,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-02-28$3,310,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-02-28$3,310,205
Asset value of US Government securities at end of year2015-02-28$10,641,723
Asset value of US Government securities at beginning of year2015-02-28$10,712,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-02-28$3,164,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-02-28Yes
Was there a failure to transmit to the plan any participant contributions2015-02-28No
Has the plan failed to provide any benefit when due under the plan2015-02-28No
Contributions received in cash from employer2015-02-28$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-02-28$4,394,791
Asset. Corporate debt instrument preferred debt at end of year2015-02-28$8,153,868
Asset. Corporate debt instrument preferred debt at beginning of year2015-02-28$7,695,005
Assets. Corporate common stocks other than exployer securities at end of year2015-02-28$27,935,792
Assets. Corporate common stocks other than exployer securities at beginning of year2015-02-28$27,769,137
Did the plan have assets held for investment2015-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-02-28Yes
Opinion of an independent qualified public accountant for this plan2015-02-28Disclaimer
Accountancy firm name2015-02-28BKM SOWAN HORAN, LLP
Accountancy firm EIN2015-02-28272602152
2014 : PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-02-28$2,031,317
Total unrealized appreciation/depreciation of assets2014-02-28$2,031,317
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$0
Total income from all sources (including contributions)2014-02-28$8,776,338
Total loss/gain on sale of assets2014-02-28$2,819,033
Total of all expenses incurred2014-02-28$4,087,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-02-28$3,745,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-02-28$3,000,000
Value of total assets at end of year2014-02-28$49,663,127
Value of total assets at beginning of year2014-02-28$44,974,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$342,207
Total interest from all sources2014-02-28$510,129
Total dividends received (eg from common stock, registered investment company shares)2014-02-28$415,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-02-28No
Administrative expenses professional fees incurred2014-02-28$43,870
Was this plan covered by a fidelity bond2014-02-28Yes
Value of fidelity bond cover2014-02-28$6,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-02-28$0
Were there any nonexempt tranactions with any party-in-interest2014-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-02-28$176,191
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-02-28$164,460
Administrative expenses (other) incurred2014-02-28$81,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Value of net income/loss2014-02-28$4,689,068
Value of net assets at end of year (total assets less liabilities)2014-02-28$49,663,127
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$44,974,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2014-02-28No
Were any leases to which the plan was party in default or uncollectible2014-02-28No
Investment advisory and management fees2014-02-28$217,269
Income. Interest from US Government securities2014-02-28$275,430
Income. Interest from corporate debt instruments2014-02-28$234,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-02-28$3,310,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-02-28$3,440,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-02-28$3,440,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-02-28$74
Asset value of US Government securities at end of year2014-02-28$10,712,589
Asset value of US Government securities at beginning of year2014-02-28$9,972,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-02-28Yes
Was there a failure to transmit to the plan any participant contributions2014-02-28No
Has the plan failed to provide any benefit when due under the plan2014-02-28No
Contributions received in cash from employer2014-02-28$3,000,000
Income. Dividends from common stock2014-02-28$415,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-02-28$3,745,063
Asset. Corporate debt instrument preferred debt at end of year2014-02-28$7,695,005
Asset. Corporate debt instrument preferred debt at beginning of year2014-02-28$7,442,771
Assets. Corporate common stocks other than exployer securities at end of year2014-02-28$27,769,137
Assets. Corporate common stocks other than exployer securities at beginning of year2014-02-28$23,953,930
Did the plan have assets held for investment2014-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-02-28No
Aggregate proceeds on sale of assets2014-02-28$29,814,184
Aggregate carrying amount (costs) on sale of assets2014-02-28$26,995,151
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-02-28Yes
Opinion of an independent qualified public accountant for this plan2014-02-28Disclaimer
Accountancy firm name2014-02-28BKM SOWAN HORAN, LLP
Accountancy firm EIN2014-02-28272602152
2013 : PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-02-28$1,044,957
Total unrealized appreciation/depreciation of assets2013-02-28$1,044,957
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$0
Total income from all sources (including contributions)2013-02-28$5,886,815
Total loss/gain on sale of assets2013-02-28$882,481
Total of all expenses incurred2013-02-28$2,914,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-02-28$2,481,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-02-28$3,000,000
Value of total assets at end of year2013-02-28$44,974,059
Value of total assets at beginning of year2013-02-28$42,001,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$432,764
Total interest from all sources2013-02-28$558,568
Total dividends received (eg from common stock, registered investment company shares)2013-02-28$400,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-02-28No
Administrative expenses professional fees incurred2013-02-28$53,684
Was this plan covered by a fidelity bond2013-02-28Yes
Value of fidelity bond cover2013-02-28$6,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-02-28$0
Were there any nonexempt tranactions with any party-in-interest2013-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-02-28$164,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-02-28$182,499
Administrative expenses (other) incurred2013-02-28$52,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Value of net income/loss2013-02-28$2,972,357
Value of net assets at end of year (total assets less liabilities)2013-02-28$44,974,059
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$42,001,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2013-02-28No
Were any leases to which the plan was party in default or uncollectible2013-02-28No
Investment advisory and management fees2013-02-28$326,199
Interest earned on other investments2013-02-28$-19,231
Income. Interest from US Government securities2013-02-28$314,541
Income. Interest from corporate debt instruments2013-02-28$263,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-02-28$3,440,700
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-02-28$3,563,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-02-28$3,563,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-02-28$36
Asset value of US Government securities at end of year2013-02-28$9,972,198
Asset value of US Government securities at beginning of year2013-02-28$9,937,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-02-28Yes
Was there a failure to transmit to the plan any participant contributions2013-02-28No
Has the plan failed to provide any benefit when due under the plan2013-02-28No
Contributions received in cash from employer2013-02-28$3,000,000
Income. Dividends from common stock2013-02-28$400,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-02-28$2,481,694
Asset. Corporate debt instrument preferred debt at end of year2013-02-28$7,442,771
Asset. Corporate debt instrument preferred debt at beginning of year2013-02-28$6,441,471
Assets. Corporate common stocks other than exployer securities at end of year2013-02-28$23,953,930
Assets. Corporate common stocks other than exployer securities at beginning of year2013-02-28$21,876,441
Did the plan have assets held for investment2013-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-02-28No
Aggregate proceeds on sale of assets2013-02-28$24,506,652
Aggregate carrying amount (costs) on sale of assets2013-02-28$23,624,171
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-02-28Yes
Opinion of an independent qualified public accountant for this plan2013-02-28Disclaimer
Accountancy firm name2013-02-28BKM SOWAN HORAN, LLP
Accountancy firm EIN2013-02-28272602152
2012 : PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-02-29$-146,086
Total unrealized appreciation/depreciation of assets2012-02-29$-146,086
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$0
Total income from all sources (including contributions)2012-02-29$4,853,757
Total loss/gain on sale of assets2012-02-29$1,001,835
Total of all expenses incurred2012-02-29$4,442,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-02-29$4,082,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-02-29$3,000,000
Value of total assets at end of year2012-02-29$42,001,702
Value of total assets at beginning of year2012-02-29$41,590,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-02-29$359,571
Total interest from all sources2012-02-29$604,011
Total dividends received (eg from common stock, registered investment company shares)2012-02-29$392,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-02-29No
Administrative expenses professional fees incurred2012-02-29$60,308
Was this plan covered by a fidelity bond2012-02-29Yes
Value of fidelity bond cover2012-02-29$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-02-29$0
Were there any nonexempt tranactions with any party-in-interest2012-02-29No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-02-29$182,499
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-02-29$192,713
Other income not declared elsewhere2012-02-29$1,918
Administrative expenses (other) incurred2012-02-29$46,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Value of net income/loss2012-02-29$411,503
Value of net assets at end of year (total assets less liabilities)2012-02-29$42,001,702
Value of net assets at beginning of year (total assets less liabilities)2012-02-29$41,590,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-02-29No
Were any leases to which the plan was party in default or uncollectible2012-02-29No
Investment advisory and management fees2012-02-29$253,028
Income. Interest from US Government securities2012-02-29$319,287
Income. Interest from corporate debt instruments2012-02-29$284,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-02-29$3,563,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-02-29$2,549,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-02-29$2,549,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-02-29$83
Asset value of US Government securities at end of year2012-02-29$9,937,854
Asset value of US Government securities at beginning of year2012-02-29$10,487,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-02-29Yes
Was there a failure to transmit to the plan any participant contributions2012-02-29No
Has the plan failed to provide any benefit when due under the plan2012-02-29No
Contributions received in cash from employer2012-02-29$3,000,000
Income. Dividends from common stock2012-02-29$392,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-02-29$4,082,683
Asset. Corporate debt instrument preferred debt at end of year2012-02-29$6,441,471
Asset. Corporate debt instrument preferred debt at beginning of year2012-02-29$6,600,960
Assets. Corporate common stocks other than exployer securities at end of year2012-02-29$21,876,441
Assets. Corporate common stocks other than exployer securities at beginning of year2012-02-29$21,759,781
Did the plan have assets held for investment2012-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-02-29No
Aggregate proceeds on sale of assets2012-02-29$30,208,161
Aggregate carrying amount (costs) on sale of assets2012-02-29$29,206,326
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-02-29Yes
Opinion of an independent qualified public accountant for this plan2012-02-29Disclaimer
Accountancy firm name2012-02-29BKM SOWAN HORAN, LLP
Accountancy firm EIN2012-02-29272602152
2011 : PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-02-28$3,320,818
Total unrealized appreciation/depreciation of assets2011-02-28$3,320,818
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total income from all sources (including contributions)2011-02-28$8,411,320
Total loss/gain on sale of assets2011-02-28$1,054,342
Total of all expenses incurred2011-02-28$5,943,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$5,583,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$3,000,000
Value of total assets at end of year2011-02-28$41,590,199
Value of total assets at beginning of year2011-02-28$39,122,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$360,316
Total interest from all sources2011-02-28$661,136
Total dividends received (eg from common stock, registered investment company shares)2011-02-28$374,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28No
Administrative expenses professional fees incurred2011-02-28$62,140
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-02-28$0
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-02-28$192,713
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-02-28$191,307
Other income not declared elsewhere2011-02-28$223
Administrative expenses (other) incurred2011-02-28$52,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$2,467,914
Value of net assets at end of year (total assets less liabilities)2011-02-28$41,590,199
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$39,122,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Investment advisory and management fees2011-02-28$245,609
Income. Interest from US Government securities2011-02-28$370,789
Income. Interest from corporate debt instruments2011-02-28$290,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-02-28$2,549,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-02-28$1,162,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-02-28$1,162,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-02-28$194
Asset value of US Government securities at end of year2011-02-28$10,487,125
Asset value of US Government securities at beginning of year2011-02-28$9,750,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28Yes
Was there a failure to transmit to the plan any participant contributions2011-02-28No
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Contributions received in cash from employer2011-02-28$3,000,000
Income. Dividends from common stock2011-02-28$374,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$5,583,090
Asset. Corporate debt instrument preferred debt at end of year2011-02-28$6,600,960
Asset. Corporate debt instrument preferred debt at beginning of year2011-02-28$6,750,384
Assets. Corporate common stocks other than exployer securities at end of year2011-02-28$21,759,781
Assets. Corporate common stocks other than exployer securities at beginning of year2011-02-28$21,267,682
Did the plan have assets held for investment2011-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28No
Aggregate proceeds on sale of assets2011-02-28$36,841,065
Aggregate carrying amount (costs) on sale of assets2011-02-28$35,786,723
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28Yes
Opinion of an independent qualified public accountant for this plan2011-02-28Disclaimer
Accountancy firm name2011-02-28BKM SOWAN HORAN, LLP
Accountancy firm EIN2011-02-28272602152
2010 : PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-02-28$0

Form 5500 Responses for PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC.

2022: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Plan funding arrangement – TrustYes
2022-03-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Plan funding arrangement – TrustYes
2021-03-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Plan funding arrangement – TrustYes
2020-03-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Plan funding arrangement – TrustYes
2019-03-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Submission has been amendedNo
2018-03-01This submission is the final filingNo
2018-03-01This return/report is a short plan year return/report (less than 12 months)No
2018-03-01Plan is a collectively bargained planNo
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR THE EMPLOYEES OF ENNIS, INC. 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3