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WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 401k Plan overview

Plan NameWORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST
Plan identification number 002

WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST Benefits

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

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 CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DAVID NADEAU
0022016-01-01DAVID NADEAU
0022015-01-01DAVID NADEAU
0022014-01-01DAVID NADEAU
0022013-01-01CHRISTOPHER NADEAU
0022012-01-01LOUISE PARKER
0022011-01-01LOUISE PARKER
0022009-01-01 LOUISE PARKER2010-10-07
0022009-01-01LOUISE PARKER LOUISE PARKER2010-10-08

Plan Statistics for WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST

401k plan membership statisitcs for WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST

Measure Date Value
2022: WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01152
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01154
Total number of active participants reported on line 7a of the Form 55002021-01-01102
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01152
Number of participants with account balances2021-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01158
Total number of active participants reported on line 7a of the Form 55002020-01-01109
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01154
Number of participants with account balances2020-01-01138
2019: WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01165
Total number of active participants reported on line 7a of the Form 55002019-01-01112
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0146
Total of all active and inactive participants2019-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01158
Number of participants with account balances2019-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01191
Total number of active participants reported on line 7a of the Form 55002018-01-01121
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0144
Total of all active and inactive participants2018-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01165
Number of participants with account balances2018-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01173
Total number of active participants reported on line 7a of the Form 55002017-01-01161
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01191
Number of participants with account balances2017-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01169
Total number of active participants reported on line 7a of the Form 55002016-01-01144
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01173
Number of participants with account balances2016-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01160
Total number of active participants reported on line 7a of the Form 55002015-01-01144
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01169
Number of participants with account balances2015-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01167
Total number of active participants reported on line 7a of the Form 55002014-01-01139
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01160
Number of participants with account balances2014-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01163
Total number of active participants reported on line 7a of the Form 55002013-01-01138
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01167
Number of participants with account balances2013-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01188
Total number of active participants reported on line 7a of the Form 55002012-01-01131
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01163
Number of participants with account balances2012-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01172
Total number of active participants reported on line 7a of the Form 55002011-01-01157
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01188
Number of participants with account balances2011-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01225
Total number of active participants reported on line 7a of the Form 55002009-01-01157
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01186
Number of participants with account balances2009-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST

Measure Date Value
2022 : WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-02-04$0
Total transfer of assets from this plan2022-02-04$12,185,279
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-04$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-04$0
Total income from all sources (including contributions)2022-02-04$-12,259
Total loss/gain on sale of assets2022-02-04$0
Total of all expenses incurred2022-02-04$138,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-04$0
Expenses. Certain deemed distributions of participant loans2022-02-04$137,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-04$0
Value of total assets at end of year2022-02-04$0
Value of total assets at beginning of year2022-02-04$12,336,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-04$1,700
Total interest from all sources2022-02-04$0
Total dividends received (eg from common stock, registered investment company shares)2022-02-04$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-02-04Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-02-04$12,185,279
Was this plan covered by a fidelity bond2022-02-04Yes
Value of fidelity bond cover2022-02-04$500,000
If this is an individual account plan, was there a blackout period2022-02-04No
Were there any nonexempt tranactions with any party-in-interest2022-02-04No
Participant contributions at end of year2022-02-04$0
Participant contributions at beginning of year2022-02-04$137,166
Other income not declared elsewhere2022-02-04$12,805
Administrative expenses (other) incurred2022-02-04$1,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-04No
Value of net income/loss2022-02-04$-151,125
Value of net assets at end of year (total assets less liabilities)2022-02-04$0
Value of net assets at beginning of year (total assets less liabilities)2022-02-04$12,336,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-02-04No
Were any loans by the plan or fixed income obligations due to the plan in default2022-02-04No
Were any leases to which the plan was party in default or uncollectible2022-02-04No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-02-04$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-02-04$11,232,011
Value of interest in common/collective trusts at end of year2022-02-04$0
Value of interest in common/collective trusts at beginning of year2022-02-04$967,227
Net investment gain or loss from common/collective trusts2022-02-04$-25,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-02-04Yes
Was there a failure to transmit to the plan any participant contributions2022-02-04No
Has the plan failed to provide any benefit when due under the plan2022-02-04No
Did the plan have assets held for investment2022-02-04No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-04No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-02-04Yes
Opinion of an independent qualified public accountant for this plan2022-02-04Unqualified
Accountancy firm name2022-02-04CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2022-02-04222428965
2021 : WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,874,859
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$535,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$487,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$328,059
Value of total assets at end of year2021-12-31$12,336,404
Value of total assets at beginning of year2021-12-31$10,996,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$47,864
Total interest from all sources2021-12-31$7,234
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$877,702
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$877,702
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$286,812
Participant contributions at end of year2021-12-31$137,166
Participant contributions at beginning of year2021-12-31$168,564
Other income not declared elsewhere2021-12-31$42,186
Administrative expenses (other) incurred2021-12-31$47,864
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$1,339,661
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,336,404
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,996,743
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,232,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,637,007
Income. Interest from loans (other than to participants)2021-12-31$7,234
Value of interest in common/collective trusts at end of year2021-12-31$967,227
Value of interest in common/collective trusts at beginning of year2021-12-31$1,191,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$579,865
Net investment gain or loss from common/collective trusts2021-12-31$39,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$41,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$487,334
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2021-12-31222428965
2020 : WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,746,885
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$599,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$551,341
Expenses. Certain deemed distributions of participant loans2020-12-31$9,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$311,669
Value of total assets at end of year2020-12-31$10,996,743
Value of total assets at beginning of year2020-12-31$9,849,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$38,750
Total interest from all sources2020-12-31$11,914
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$521,966
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$521,966
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$271,809
Participant contributions at end of year2020-12-31$168,564
Participant contributions at beginning of year2020-12-31$251,832
Other income not declared elsewhere2020-12-31$36,375
Administrative expenses (other) incurred2020-12-31$38,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,146,908
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,996,743
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,849,835
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,637,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,834,193
Interest on participant loans2020-12-31$11,914
Value of interest in common/collective trusts at end of year2020-12-31$1,191,172
Value of interest in common/collective trusts at beginning of year2020-12-31$763,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$811,784
Net investment gain or loss from common/collective trusts2020-12-31$53,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$39,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$551,341
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
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 CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,088,873
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$498,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$460,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$315,026
Value of total assets at end of year2019-12-31$9,849,835
Value of total assets at beginning of year2019-12-31$8,259,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,746
Total interest from all sources2019-12-31$10,682
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$396,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$396,864
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$253,782
Participant contributions at end of year2019-12-31$251,832
Participant contributions at beginning of year2019-12-31$301,902
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$24,164
Other income not declared elsewhere2019-12-31$34,531
Administrative expenses (other) incurred2019-12-31$38,746
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$1,590,009
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,849,835
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,259,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,834,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,060,884
Interest on participant loans2019-12-31$10,682
Value of interest in common/collective trusts at end of year2019-12-31$763,810
Value of interest in common/collective trusts at beginning of year2019-12-31$897,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,256,542
Net investment gain or loss from common/collective trusts2019-12-31$75,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$37,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$460,118
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SAMET & COMPANY PC
Accountancy firm EIN2019-12-31043027605
2018 : WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-131,826
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,898,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,851,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$306,729
Value of total assets at end of year2018-12-31$8,259,826
Value of total assets at beginning of year2018-12-31$10,289,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$46,699
Total interest from all sources2018-12-31$14,331
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Contributions received from participants2018-12-31$271,674
Participant contributions at end of year2018-12-31$301,902
Participant contributions at beginning of year2018-12-31$327,473
Other income not declared elsewhere2018-12-31$39,423
Administrative expenses (other) incurred2018-12-31$46,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,029,849
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,259,826
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,289,675
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,060,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,582,936
Interest on participant loans2018-12-31$14,331
Value of interest in common/collective trusts at end of year2018-12-31$897,040
Value of interest in common/collective trusts at beginning of year2018-12-31$1,379,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$52
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$52
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-490,339
Net investment gain or loss from common/collective trusts2018-12-31$-1,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$35,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,851,324
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SAMET & COMPANY PC
Accountancy firm EIN2018-12-31043027605
2017 : WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,930,260
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$761,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$712,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$463,722
Value of total assets at end of year2017-12-31$10,289,675
Value of total assets at beginning of year2017-12-31$9,121,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,496
Total interest from all sources2017-12-31$13,585
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Contributions received from participants2017-12-31$271,679
Participant contributions at end of year2017-12-31$327,473
Participant contributions at beginning of year2017-12-31$292,593
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$152,455
Other income not declared elsewhere2017-12-31$38,844
Administrative expenses (other) incurred2017-12-31$49,496
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$1,168,374
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,289,675
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,121,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,582,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,519,290
Interest on participant loans2017-12-31$13,585
Value of interest in common/collective trusts at end of year2017-12-31$1,379,214
Value of interest in common/collective trusts at beginning of year2017-12-31$1,309,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$52
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$51
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,386,790
Net investment gain or loss from common/collective trusts2017-12-31$27,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$39,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$712,390
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SAMET & COMPANY PC
Accountancy firm EIN2017-12-31043027605
2016 : WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,176,834
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$228,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$209,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$520,086
Value of total assets at end of year2016-12-31$9,121,301
Value of total assets at beginning of year2016-12-31$8,173,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,858
Total interest from all sources2016-12-31$11,488
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Contributions received from participants2016-12-31$258,119
Participant contributions at end of year2016-12-31$292,593
Participant contributions at beginning of year2016-12-31$261,774
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$224,754
Administrative expenses (other) incurred2016-12-31$18,858
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$948,131
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,121,301
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,173,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,519,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,770,744
Interest on participant loans2016-12-31$11,488
Value of interest in common/collective trusts at end of year2016-12-31$1,309,367
Value of interest in common/collective trusts at beginning of year2016-12-31$1,140,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$51
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$50
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$50
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$631,679
Net investment gain or loss from common/collective trusts2016-12-31$13,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$37,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$209,845
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 CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$414,356
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$603,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$601,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$445,480
Value of total assets at end of year2015-12-31$8,173,170
Value of total assets at beginning of year2015-12-31$8,362,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,175
Total interest from all sources2015-12-31$12,991
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$311,627
Participant contributions at end of year2015-12-31$261,774
Participant contributions at beginning of year2015-12-31$338,723
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$94,871
Administrative expenses (other) incurred2015-12-31$2,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-189,245
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,173,170
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,362,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,770,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,826,722
Interest on participant loans2015-12-31$12,991
Value of interest in common/collective trusts at end of year2015-12-31$1,140,602
Value of interest in common/collective trusts at beginning of year2015-12-31$1,196,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$50
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-24,150
Net investment gain or loss from common/collective trusts2015-12-31$-19,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$38,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$601,426
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN2015-12-31222428965
2014 : WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$925,438
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$603,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$601,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$461,029
Value of total assets at end of year2014-12-31$8,362,415
Value of total assets at beginning of year2014-12-31$8,040,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,950
Total interest from all sources2014-12-31$13,504
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$327,276
Participant contributions at end of year2014-12-31$338,723
Participant contributions at beginning of year2014-12-31$325,728
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$100,000
Administrative expenses (other) incurred2014-12-31$1,950
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$322,353
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,362,415
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,040,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,826,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,493,476
Interest on participant loans2014-12-31$13,504
Value of interest in common/collective trusts at end of year2014-12-31$1,196,970
Value of interest in common/collective trusts at beginning of year2014-12-31$1,216,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$405,860
Net investment gain or loss from common/collective trusts2014-12-31$45,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$33,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$601,135
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
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 CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$1,558,773
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$333,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$330,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$342,573
Value of total assets at end of year2013-12-31$8,040,062
Value of total assets at beginning of year2013-12-31$6,814,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,850
Total interest from all sources2013-12-31$13,310
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Contributions received from participants2013-12-31$290,888
Participant contributions at end of year2013-12-31$325,728
Participant contributions at beginning of year2013-12-31$255,228
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,122
Administrative expenses (other) incurred2013-12-31$2,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,225,286
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,040,062
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,814,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,493,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,339,030
Interest on participant loans2013-12-31$13,310
Value of interest in common/collective trusts at end of year2013-12-31$1,216,066
Value of interest in common/collective trusts at beginning of year2013-12-31$1,217,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,230,932
Net investment gain or loss from common/collective trusts2013-12-31$-28,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$36,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$330,637
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
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 CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$1,025,909
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$510,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$508,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$293,972
Value of total assets at end of year2012-12-31$6,814,776
Value of total assets at beginning of year2012-12-31$6,299,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,950
Total interest from all sources2012-12-31$12,297
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Contributions received from participants2012-12-31$267,009
Participant contributions at end of year2012-12-31$255,228
Participant contributions at beginning of year2012-12-31$269,111
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$298
Administrative expenses (other) incurred2012-12-31$1,950
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$515,362
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,814,776
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,299,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,339,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,621,475
Interest on participant loans2012-12-31$12,297
Value of interest in common/collective trusts at end of year2012-12-31$1,217,520
Value of interest in common/collective trusts at beginning of year2012-12-31$1,408,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$91
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$91
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$670,067
Net investment gain or loss from common/collective trusts2012-12-31$49,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$26,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$508,597
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
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 CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$559,705
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$575,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$573,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$637,249
Value of total assets at end of year2011-12-31$6,299,414
Value of total assets at beginning of year2011-12-31$6,315,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,550
Total interest from all sources2011-12-31$12,521
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Contributions received from participants2011-12-31$272,223
Participant contributions at end of year2011-12-31$269,111
Participant contributions at beginning of year2011-12-31$243,467
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$329,132
Administrative expenses (other) incurred2011-12-31$2,550
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-15,897
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,299,414
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,315,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,621,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,689,725
Interest on participant loans2011-12-31$12,521
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$1,382,096
Value of interest in common/collective trusts at end of year2011-12-31$1,408,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$91
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$23
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-136,796
Net investment gain or loss from common/collective trusts2011-12-31$46,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$35,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$573,052
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
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 CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$1,064,246
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$172,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$172,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$407,548
Value of total assets at end of year2010-12-31$6,315,311
Value of total assets at beginning of year2010-12-31$5,423,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$13,234
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Contributions received from participants2010-12-31$268,343
Participant contributions at end of year2010-12-31$243,467
Participant contributions at beginning of year2010-12-31$240,157
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$101,424
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$1,950
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$5,174,752
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$891,719
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,315,311
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,423,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,689,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,683
Interest on participant loans2010-12-31$13,234
Value of interest in master investment trust accounts at end of year2010-12-31$1,382,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$520,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$37,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$170,577
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LGC&D, P.C.
Accountancy firm EIN2010-12-31050456296

Form 5500 Responses for WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST

2022: WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 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 CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 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 CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 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 CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 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 CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 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 CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 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 CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 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 CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 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 CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 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 CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 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 CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 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
2009: WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST 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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