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WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 401k Plan overview

Plan NameWORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN
Plan identification number 001

WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 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 covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

WORCESTER ENVELOPE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:WORCESTER ENVELOPE COMPANY
Employer identification number (EIN):041989150
NAIC Classification:322200

Additional information about WORCESTER ENVELOPE COMPANY

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0100902869

More information about WORCESTER ENVELOPE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DANIELLE LUDWIG
0012016-01-01DANIELLE LUDWIG
0012015-01-01DAVID NADEAU
0012014-01-01DAVID NADEAU
0012013-01-01CHRISTOPHER NADEAU
0012012-01-01LOUISE PARKER
0012011-01-01LOUISE PARKER
0012010-01-01LOUISE PARKER
0012009-01-012010-10-07
0012009-01-01LOUISE PARKER LOUISE PARKER2010-10-07

Plan Statistics for WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN

401k plan membership statisitcs for WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN

Measure Date Value
2022: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-317,673,411
Acturial value of plan assets2022-12-317,381,262
Funding target for retired participants and beneficiaries receiving payment2022-12-314,858,255
Number of terminated vested participants2022-12-3138
Fundng target for terminated vested participants2022-12-311,202,777
Active participant vested funding target2022-12-311,129,467
Number of active participants2022-12-3139
Total funding liabilities for active participants2022-12-311,129,467
Total participant count2022-12-31195
Total funding target for all participants2022-12-317,190,499
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31158,209
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31166,958
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3199,144
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01195
Total number of active participants reported on line 7a of the Form 55002022-01-0137
Number of retired or separated participants receiving benefits2022-01-01105
Number of other retired or separated participants entitled to future benefits2022-01-0136
Total of all active and inactive participants2022-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0113
Total participants2022-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-317,274,323
Acturial value of plan assets2021-12-316,787,324
Funding target for retired participants and beneficiaries receiving payment2021-12-314,685,179
Number of terminated vested participants2021-12-3141
Fundng target for terminated vested participants2021-12-311,231,119
Active participant vested funding target2021-12-311,264,754
Number of active participants2021-12-3142
Total funding liabilities for active participants2021-12-311,264,754
Total participant count2021-12-31203
Total funding target for all participants2021-12-317,181,052
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3122,757
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3123,968
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31312,082
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31297,985
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31103,064
Net shortfall amortization installment of oustanding balance2021-12-31393,728
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31139,776
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31139,776
Contributions allocatedtoward minimum required contributions for current year2021-12-31297,985
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01200
Total number of active participants reported on line 7a of the Form 55002021-01-0139
Number of retired or separated participants receiving benefits2021-01-01105
Number of other retired or separated participants entitled to future benefits2021-01-0138
Total of all active and inactive participants2021-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0113
Total participants2021-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-316,844,213
Acturial value of plan assets2020-12-316,535,470
Funding target for retired participants and beneficiaries receiving payment2020-12-314,645,427
Number of terminated vested participants2020-12-3144
Fundng target for terminated vested participants2020-12-311,402,594
Active participant vested funding target2020-12-311,258,307
Number of active participants2020-12-3145
Total funding liabilities for active participants2020-12-311,258,307
Total participant count2020-12-31203
Total funding target for all participants2020-12-317,306,328
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3131
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3133
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31312,937
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31301,231
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3188,759
Net shortfall amortization installment of oustanding balance2020-12-31770,858
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31278,474
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31278,474
Contributions allocatedtoward minimum required contributions for current year2020-12-31301,231
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01202
Total number of active participants reported on line 7a of the Form 55002020-01-0142
Number of retired or separated participants receiving benefits2020-01-01103
Number of other retired or separated participants entitled to future benefits2020-01-0141
Total of all active and inactive participants2020-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-315,920,122
Acturial value of plan assets2019-12-316,311,923
Funding target for retired participants and beneficiaries receiving payment2019-12-314,402,650
Number of terminated vested participants2019-12-31110
Fundng target for terminated vested participants2019-12-311,636,937
Active participant vested funding target2019-12-311,267,569
Number of active participants2019-12-3148
Total funding liabilities for active participants2019-12-311,267,569
Total participant count2019-12-31206
Total funding target for all participants2019-12-317,307,156
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31289
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31305
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31308,601
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31294,801
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3195,000
Net shortfall amortization installment of oustanding balance2019-12-31995,233
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31294,770
Additional cash requirement2019-12-31294,770
Contributions allocatedtoward minimum required contributions for current year2019-12-31294,801
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01206
Total number of active participants reported on line 7a of the Form 55002019-01-0145
Number of retired or separated participants receiving benefits2019-01-01100
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0113
Total participants2019-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-316,543,959
Acturial value of plan assets2018-12-316,379,587
Funding target for retired participants and beneficiaries receiving payment2018-12-314,422,295
Number of terminated vested participants2018-12-3147
Fundng target for terminated vested participants2018-12-311,416,768
Active participant vested funding target2018-12-311,533,556
Number of active participants2018-12-3156
Total funding liabilities for active participants2018-12-311,533,556
Total participant count2018-12-31212
Total funding target for all participants2018-12-317,372,619
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31139,172
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-31139,172
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3179
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3188
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31278,420
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31263,172
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3185,000
Net shortfall amortization installment of oustanding balance2018-12-31993,032
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31262,883
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31262,883
Contributions allocatedtoward minimum required contributions for current year2018-12-31263,172
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01212
Total number of active participants reported on line 7a of the Form 55002018-01-0148
Number of retired or separated participants receiving benefits2018-01-01101
Number of other retired or separated participants entitled to future benefits2018-01-0148
Total of all active and inactive participants2018-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-316,443,576
Acturial value of plan assets2017-12-316,676,131
Funding target for retired participants and beneficiaries receiving payment2017-12-314,135,864
Number of terminated vested participants2017-12-3151
Fundng target for terminated vested participants2017-12-311,411,934
Active participant vested funding target2017-12-311,612,087
Number of active participants2017-12-3163
Total funding liabilities for active participants2017-12-311,612,087
Total participant count2017-12-31221
Total funding target for all participants2017-12-317,159,885
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31130,727
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31130,727
Present value of excess contributions2017-12-311,602
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,699
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31139,172
Total employer contributions2017-12-3143,550
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3141,568
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3175,000
Net shortfall amortization installment of oustanding balance2017-12-31622,926
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31180,407
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-31138,918
Additional cash requirement2017-12-3141,489
Contributions allocatedtoward minimum required contributions for current year2017-12-3141,568
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01221
Total number of active participants reported on line 7a of the Form 55002017-01-0156
Number of retired or separated participants receiving benefits2017-01-01101
Number of other retired or separated participants entitled to future benefits2017-01-0147
Total of all active and inactive participants2017-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-316,589,798
Acturial value of plan assets2016-12-317,052,256
Funding target for retired participants and beneficiaries receiving payment2016-12-313,747,667
Number of terminated vested participants2016-12-3172
Fundng target for terminated vested participants2016-12-311,657,471
Active participant vested funding target2016-12-311,676,697
Number of active participants2016-12-3168
Total funding liabilities for active participants2016-12-311,676,697
Total participant count2016-12-31242
Total funding target for all participants2016-12-317,081,835
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31183,000
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-3149,673
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31133,327
Present value of excess contributions2016-12-31202,214
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31214,933
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31130,727
Total employer contributions2016-12-3135,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3133,088
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-315,000
Net shortfall amortization installment of oustanding balance2016-12-31160,306
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3131,486
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3131,486
Contributions allocatedtoward minimum required contributions for current year2016-12-3133,088
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01242
Total number of active participants reported on line 7a of the Form 55002016-01-0163
Number of retired or separated participants receiving benefits2016-01-0199
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01248
Total number of active participants reported on line 7a of the Form 55002015-01-0168
Number of retired or separated participants receiving benefits2015-01-0194
Number of other retired or separated participants entitled to future benefits2015-01-0172
Total of all active and inactive participants2015-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01276
Total number of active participants reported on line 7a of the Form 55002014-01-0172
Number of retired or separated participants receiving benefits2014-01-0190
Number of other retired or separated participants entitled to future benefits2014-01-0179
Total of all active and inactive participants2014-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01283
Total number of active participants reported on line 7a of the Form 55002013-01-0180
Number of retired or separated participants receiving benefits2013-01-0186
Number of other retired or separated participants entitled to future benefits2013-01-01106
Total of all active and inactive participants2013-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01276
2012: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01288
Total number of active participants reported on line 7a of the Form 55002012-01-0187
Number of retired or separated participants receiving benefits2012-01-0178
Number of other retired or separated participants entitled to future benefits2012-01-01109
Total of all active and inactive participants2012-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-019
Total participants2012-01-01283
2011: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01290
Total number of active participants reported on line 7a of the Form 55002011-01-0195
Number of retired or separated participants receiving benefits2011-01-0175
Number of other retired or separated participants entitled to future benefits2011-01-01111
Total of all active and inactive participants2011-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-01288
2010: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01292
Total number of active participants reported on line 7a of the Form 55002010-01-0199
Number of retired or separated participants receiving benefits2010-01-0174
Number of other retired or separated participants entitled to future benefits2010-01-01110
Total of all active and inactive participants2010-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-017
Total participants2010-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01295
Total number of active participants reported on line 7a of the Form 55002009-01-01105
Number of retired or separated participants receiving benefits2009-01-0178
Number of other retired or separated participants entitled to future benefits2009-01-01107
Total of all active and inactive participants2009-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN

Measure Date Value
2022 : WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-434,853
Total unrealized appreciation/depreciation of assets2022-12-31$-434,853
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,311
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$770
Total income from all sources (including contributions)2022-12-31$-981,352
Total loss/gain on sale of assets2022-12-31$-256,986
Total of all expenses incurred2022-12-31$623,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$485,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$6,074,997
Value of total assets at beginning of year2022-12-31$7,676,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$137,911
Total interest from all sources2022-12-31$52,996
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$104,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$55,255
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$407,539
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$506,303
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$15,039
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$14,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$3,311
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$770
Other income not declared elsewhere2022-12-31$6,127
Administrative expenses (other) incurred2022-12-31$98,088
Total non interest bearing cash at end of year2022-12-31$4,462
Total non interest bearing cash at beginning of year2022-12-31$1,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,604,409
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,071,686
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,676,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$39,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,610,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,450,789
Interest earned on other investments2022-12-31$18,225
Income. Interest from corporate debt instruments2022-12-31$31,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$195,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$345,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$345,186
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-453,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$141,394
Income. Dividends from common stock2022-12-31$49,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$485,146
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$673,275
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$1,218,780
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$2,169,117
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$2,998,232
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,680,697
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,937,683
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2022-12-31222428965
2021 : WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$520,811
Total unrealized appreciation/depreciation of assets2021-12-31$520,811
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$101
Total income from all sources (including contributions)2021-12-31$1,017,011
Total loss/gain on sale of assets2021-12-31$-7,772
Total of all expenses incurred2021-12-31$618,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$471,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$312,082
Value of total assets at end of year2021-12-31$7,676,865
Value of total assets at beginning of year2021-12-31$7,277,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$147,373
Total interest from all sources2021-12-31$64,753
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$140,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$95,040
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$506,303
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,422,209
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$14,633
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$20,685
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$101
Other income not declared elsewhere2021-12-31$70
Administrative expenses (other) incurred2021-12-31$103,064
Total non interest bearing cash at end of year2021-12-31$1,548
Total non interest bearing cash at beginning of year2021-12-31$147,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$398,413
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,676,095
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,277,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$44,309
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,450,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,881,332
Interest earned on other investments2021-12-31$22,427
Income. Interest from corporate debt instruments2021-12-31$42,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$345,186
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$358,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$358,018
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-13,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$312,082
Employer contributions (assets) at end of year2021-12-31$141,394
Employer contributions (assets) at beginning of year2021-12-31$102,280
Income. Dividends from common stock2021-12-31$45,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$471,225
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$1,218,780
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$370,255
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$2,998,232
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$2,975,464
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$3,388,435
Aggregate carrying amount (costs) on sale of assets2021-12-31$3,396,207
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2021-12-31222428965
2020 : WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$413,979
Total unrealized appreciation/depreciation of assets2020-12-31$413,979
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$101
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,025,251
Total loss/gain on sale of assets2020-12-31$-6,118
Total of all expenses incurred2020-12-31$593,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$464,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$312,937
Value of total assets at end of year2020-12-31$7,277,783
Value of total assets at beginning of year2020-12-31$6,845,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$128,620
Total interest from all sources2020-12-31$86,534
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$80,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$35,538
Administrative expenses professional fees incurred2020-12-31$6,010
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$66,037
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,422,209
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$20,685
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$15,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$101
Administrative expenses (other) incurred2020-12-31$88,828
Total non interest bearing cash at end of year2020-12-31$147,540
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$431,697
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,277,682
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,845,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$33,782
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,881,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,895,083
Interest earned on other investments2020-12-31$6,139
Income. Interest from corporate debt instruments2020-12-31$76,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$358,018
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$101,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$101,896
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$137,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$312,937
Employer contributions (assets) at end of year2020-12-31$102,280
Employer contributions (assets) at beginning of year2020-12-31$111,438
Income. Dividends from common stock2020-12-31$45,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$464,934
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$370,255
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,586,851
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$2,975,464
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$3,069,499
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$8,939,240
Aggregate carrying amount (costs) on sale of assets2020-12-31$8,945,358
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SAMET & COMPANY PC
Accountancy firm EIN2020-12-31043027605
2019 : WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,518,476
Total loss/gain on sale of assets2019-12-31$18,360
Total of all expenses incurred2019-12-31$596,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$427,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$308,601
Value of total assets at end of year2019-12-31$6,845,985
Value of total assets at beginning of year2019-12-31$5,923,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$169,312
Total interest from all sources2019-12-31$53,338
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$112,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$66,037
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$15,181
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$18,522
Administrative expenses (other) incurred2019-12-31$127,926
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$922,126
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,845,985
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,923,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$41,386
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,895,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,204,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$101,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$55,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$55,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$53,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,025,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$308,601
Employer contributions (assets) at end of year2019-12-31$111,438
Employer contributions (assets) at beginning of year2019-12-31$143,105
Income. Dividends from common stock2019-12-31$112,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$427,038
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,586,851
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,734,905
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$3,069,499
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,767,578
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,609,792
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,591,432
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SAMET & COMPANY PC
Accountancy firm EIN2019-12-31043027605
2018 : WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-482,946
Total unrealized appreciation/depreciation of assets2018-12-31$-482,946
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-6,746
Total loss/gain on sale of assets2018-12-31$38,658
Total of all expenses incurred2018-12-31$613,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$469,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$278,420
Value of total assets at end of year2018-12-31$5,923,859
Value of total assets at beginning of year2018-12-31$6,543,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$143,809
Total interest from all sources2018-12-31$53,993
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$105,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$30,982
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$18,522
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$19,025
Administrative expenses (other) incurred2018-12-31$102,252
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-620,100
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,923,859
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,543,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$41,557
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,204,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,593,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$55,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$266,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$266,249
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$53,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$278,420
Employer contributions (assets) at end of year2018-12-31$143,105
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from common stock2018-12-31$74,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$469,545
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,734,905
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$2,167,244
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$2,767,578
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$2,498,187
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$3,477,597
Aggregate carrying amount (costs) on sale of assets2018-12-31$3,438,939
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SAMET & COMPANY PC
Accountancy firm EIN2018-12-31043027605
2017 : WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$369,414
Total unrealized appreciation/depreciation of assets2017-12-31$369,414
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$753,560
Total loss/gain on sale of assets2017-12-31$165,080
Total of all expenses incurred2017-12-31$653,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$520,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$43,550
Value of total assets at end of year2017-12-31$6,543,959
Value of total assets at beginning of year2017-12-31$6,443,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$132,306
Total interest from all sources2017-12-31$59,762
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$115,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$35,564
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$19,025
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$22,656
Administrative expenses (other) incurred2017-12-31$91,783
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$100,363
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,543,959
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,443,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$40,523
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,593,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$895,951
Income. Interest from corporate debt instruments2017-12-31$59,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$266,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$89,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$89,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$43,550
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from common stock2017-12-31$80,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$520,891
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$2,167,244
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$2,145,489
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$2,498,187
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$3,290,139
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$2,430,945
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,265,865
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SAMET & COMPANY PC
Accountancy firm EIN2017-12-31043027605
2016 : WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$266,414
Total unrealized appreciation/depreciation of assets2016-12-31$266,414
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$447,959
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$594,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$483,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$35,000
Value of total assets at end of year2016-12-31$6,443,596
Value of total assets at beginning of year2016-12-31$6,589,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$110,992
Total interest from all sources2016-12-31$24,260
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$117,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$49,775
Administrative expenses professional fees incurred2016-12-31$4,051
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$22,656
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$4,886
Administrative expenses (other) incurred2016-12-31$76,028
Total non interest bearing cash at end of year2016-12-31$20
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-146,202
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,443,596
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,589,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$30,913
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$895,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,455,705
Income. Interest from corporate debt instruments2016-12-31$24,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$89,341
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$134,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$134,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$35,000
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from common stock2016-12-31$67,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$483,169
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$2,145,489
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$3,290,139
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SAMET & COMPANY PC
Accountancy firm EIN2016-12-31043027605
2015 : WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-453,824
Total unrealized appreciation/depreciation of assets2015-12-31$-453,824
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$81,788
Total loss/gain on sale of assets2015-12-31$68,855
Total of all expenses incurred2015-12-31$407,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$381,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$213,000
Value of total assets at end of year2015-12-31$6,589,798
Value of total assets at beginning of year2015-12-31$6,915,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$26,010
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$243,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$243,872
Administrative expenses professional fees incurred2015-12-31$5,640
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$9,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-326,091
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,589,798
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,915,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$20,370
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,455,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,672,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$134,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$136,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$136,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$213,000
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$106,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$381,869
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,670,778
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,601,923
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LGC&D LLP
Accountancy firm EIN2015-12-31453994797
2014 : WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-260,313
Total unrealized appreciation/depreciation of assets2014-12-31$-260,313
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$818,060
Total loss/gain on sale of assets2014-12-31$268,635
Total of all expenses incurred2014-12-31$549,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$523,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$505,423
Value of total assets at end of year2014-12-31$6,915,889
Value of total assets at beginning of year2014-12-31$6,647,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,099
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$292,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$292,226
Administrative expenses professional fees incurred2014-12-31$5,591
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$12,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$268,201
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,915,889
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,647,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$20,508
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,672,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,517,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$136,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$129,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$129,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$505,423
Employer contributions (assets) at end of year2014-12-31$106,500
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$523,760
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$2,953,209
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,684,574
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LGC&D LLP
Accountancy firm EIN2014-12-31453994797
2013 : WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$219,580
Total unrealized appreciation/depreciation of assets2013-12-31$219,580
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,156,384
Total loss/gain on sale of assets2013-12-31$435,298
Total of all expenses incurred2013-12-31$357,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$333,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$316,000
Value of total assets at end of year2013-12-31$6,647,688
Value of total assets at beginning of year2013-12-31$5,848,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,750
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$171,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$171,445
Administrative expenses professional fees incurred2013-12-31$5,147
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$14,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$798,835
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,647,688
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,848,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$18,603
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,517,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,732,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$129,863
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$115,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$115,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$316,000
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$333,799
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$2,786,315
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,351,017
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LGC&D LLP
Accountancy firm EIN2013-12-31453994797
2012 : WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$394,031
Total unrealized appreciation/depreciation of assets2012-12-31$394,031
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,129,079
Total loss/gain on sale of assets2012-12-31$113,751
Total of all expenses incurred2012-12-31$335,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$314,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$425,000
Value of total assets at end of year2012-12-31$5,848,853
Value of total assets at beginning of year2012-12-31$5,055,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,062
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$183,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$183,855
Administrative expenses professional fees incurred2012-12-31$4,721
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$12,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$793,473
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,848,853
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,055,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$16,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,732,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,867,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$115,889
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$99,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$99,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$425,000
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$89,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$314,544
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,974,367
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,860,616
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LGC&D LLP
Accountancy firm EIN2012-12-31433994797
2011 : WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-345,157
Total unrealized appreciation/depreciation of assets2011-12-31$-345,157
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$300,880
Total loss/gain on sale of assets2011-12-31$158,087
Total of all expenses incurred2011-12-31$316,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$296,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$317,000
Value of total assets at end of year2011-12-31$5,055,380
Value of total assets at beginning of year2011-12-31$5,070,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,849
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$159,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$159,247
Administrative expenses professional fees incurred2011-12-31$4,494
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$11,703
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-15,196
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,055,380
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,070,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$15,355
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,867,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,918,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$99,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$102,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$102,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$317,000
Employer contributions (assets) at end of year2011-12-31$89,000
Employer contributions (assets) at beginning of year2011-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$296,227
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,633,408
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,475,321
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LGC&D LLP
Accountancy firm EIN2011-12-31433994797
2010 : WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$342,013
Total unrealized appreciation/depreciation of assets2010-12-31$342,013
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$749,402
Total loss/gain on sale of assets2010-12-31$77,416
Total of all expenses incurred2010-12-31$310,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$287,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$187,000
Value of total assets at end of year2010-12-31$5,070,576
Value of total assets at beginning of year2010-12-31$4,632,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,778
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$132,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$132,412
Administrative expenses professional fees incurred2010-12-31$17,198
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$10,561
Administrative expenses (other) incurred2010-12-31$1,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$438,482
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,070,576
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,632,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$4,898
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,918,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,434,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$102,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$119,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$119,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$187,000
Employer contributions (assets) at end of year2010-12-31$50,000
Employer contributions (assets) at beginning of year2010-12-31$78,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$287,142
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,512,829
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,435,413
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LEFKOWITZ, GARFINKEL, CHAMPI, & DER
Accountancy firm EIN2010-12-31050456296
2009 : WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN

2022: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WORCESTER ENVELOPE COMPANY EMPLOYEES PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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