ALTIUM PACKAGING LP has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : ALTIUM PACKAGING 401K PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $12,182,831 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $196,542 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $221,355 |
Total income from all sources (including contributions) | 2022-12-31 | $-9,488,829 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $15,306,234 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $14,991,862 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $8,710 |
Value of total corrective distributions | 2022-12-31 | $196,542 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $11,914,142 |
Value of total assets at end of year | 2022-12-31 | $118,018,177 |
Value of total assets at beginning of year | 2022-12-31 | $130,655,222 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $109,120 |
Total interest from all sources | 2022-12-31 | $381,136 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,110,272 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,110,272 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $7,722,501 |
Participant contributions at end of year | 2022-12-31 | $2,745,712 |
Participant contributions at beginning of year | 2022-12-31 | $3,036,230 |
Participant contributions at end of year | 2022-12-31 | $268,939 |
Participant contributions at beginning of year | 2022-12-31 | $234,655 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,486,046 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $12,182,831 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $196,542 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $221,355 |
Other income not declared elsewhere | 2022-12-31 | $62,087 |
Administrative expenses (other) incurred | 2022-12-31 | $109,120 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-24,795,063 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $117,821,635 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $130,433,867 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $82,886,177 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $107,716,995 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $19,835,931 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $19,581,283 |
Interest on participant loans | 2022-12-31 | $139,415 |
Interest earned on other investments | 2022-12-31 | $241,721 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-22,956,466 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,705,595 |
Employer contributions (assets) at end of year | 2022-12-31 | $98,587 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $86,059 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $14,991,862 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | EC BARRETT, LLC |
Accountancy firm EIN | 2022-12-31 | 582248437 |
2021 : ALTIUM PACKAGING 401K PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $221,355 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $349,868 |
Total income from all sources (including contributions) | 2021-12-31 | $26,712,771 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $11,311,185 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $10,888,653 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $982 |
Value of total corrective distributions | 2021-12-31 | $221,355 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $13,121,951 |
Value of total assets at end of year | 2021-12-31 | $130,655,222 |
Value of total assets at beginning of year | 2021-12-31 | $115,382,149 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $200,195 |
Total interest from all sources | 2021-12-31 | $355,139 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $933,767 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $933,767 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $7,399,225 |
Participant contributions at end of year | 2021-12-31 | $3,036,230 |
Participant contributions at beginning of year | 2021-12-31 | $2,485,448 |
Participant contributions at end of year | 2021-12-31 | $234,655 |
Participant contributions at beginning of year | 2021-12-31 | $195,619 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,247,767 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $221,355 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $349,868 |
Other income not declared elsewhere | 2021-12-31 | $29,233 |
Administrative expenses (other) incurred | 2021-12-31 | $200,195 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $15,401,586 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $130,433,867 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $115,032,281 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $107,716,995 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $95,034,715 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $19,581,283 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $17,596,531 |
Interest on participant loans | 2021-12-31 | $137,655 |
Interest earned on other investments | 2021-12-31 | $217,484 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $12,272,681 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,474,959 |
Employer contributions (assets) at end of year | 2021-12-31 | $86,059 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $69,836 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $10,888,653 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | AGEE FISHER BARRETT LLC |
Accountancy firm EIN | 2021-12-31 | 582248437 |
2020 : ALTIUM PACKAGING 401K PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $349,868 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $269,509 |
Total income from all sources (including contributions) | 2020-12-31 | $26,615,009 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $8,418,325 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $7,962,183 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $64,023 |
Value of total corrective distributions | 2020-12-31 | $349,868 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $10,033,974 |
Value of total assets at end of year | 2020-12-31 | $115,382,149 |
Value of total assets at beginning of year | 2020-12-31 | $97,105,106 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $42,251 |
Total interest from all sources | 2020-12-31 | $360,326 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $639,030 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $639,030 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $6,530,425 |
Participant contributions at end of year | 2020-12-31 | $2,485,448 |
Participant contributions at beginning of year | 2020-12-31 | $2,844,607 |
Participant contributions at end of year | 2020-12-31 | $195,619 |
Participant contributions at beginning of year | 2020-12-31 | $1,242 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,279,471 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $349,868 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $269,509 |
Other income not declared elsewhere | 2020-12-31 | $28,000 |
Administrative expenses (other) incurred | 2020-12-31 | $42,251 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $18,196,684 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $115,032,281 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $96,835,597 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $95,034,715 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $79,486,136 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $17,596,531 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $14,772,687 |
Interest on participant loans | 2020-12-31 | $146,543 |
Interest earned on other investments | 2020-12-31 | $213,783 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $15,553,679 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,224,078 |
Employer contributions (assets) at end of year | 2020-12-31 | $69,836 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $434 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $7,962,183 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | AGEE FISHER BARRETT LLC |
Accountancy firm EIN | 2020-12-31 | 582248437 |
2019 : ALTIUM PACKAGING 401K PLAN 2019 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $269,509 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $269,509 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $294,052 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $294,052 |
Total income from all sources (including contributions) | 2019-12-31 | $24,656,879 |
Total income from all sources (including contributions) | 2019-12-31 | $24,656,879 |
Total of all expenses incurred | 2019-12-31 | $6,615,097 |
Total of all expenses incurred | 2019-12-31 | $6,615,097 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,233,957 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,233,957 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $41,507 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $41,507 |
Value of total corrective distributions | 2019-12-31 | $269,509 |
Value of total corrective distributions | 2019-12-31 | $269,509 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $7,772,991 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $7,772,991 |
Value of total assets at end of year | 2019-12-31 | $97,105,106 |
Value of total assets at end of year | 2019-12-31 | $97,105,106 |
Value of total assets at beginning of year | 2019-12-31 | $79,087,867 |
Value of total assets at beginning of year | 2019-12-31 | $79,087,867 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $70,124 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $70,124 |
Total interest from all sources | 2019-12-31 | $358,000 |
Total interest from all sources | 2019-12-31 | $358,000 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $819,186 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $819,186 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $819,186 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $819,186 |
Administrative expenses professional fees incurred | 2019-12-31 | $16,800 |
Administrative expenses professional fees incurred | 2019-12-31 | $16,800 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $5,444,481 |
Participant contributions at end of year | 2019-12-31 | $2,844,607 |
Participant contributions at end of year | 2019-12-31 | $2,844,607 |
Participant contributions at beginning of year | 2019-12-31 | $2,670,134 |
Participant contributions at beginning of year | 2019-12-31 | $2,670,134 |
Participant contributions at end of year | 2019-12-31 | $1,242 |
Participant contributions at end of year | 2019-12-31 | $1,242 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $617,878 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $269,509 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $269,509 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $294,052 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $294,052 |
Other income not declared elsewhere | 2019-12-31 | $28,000 |
Other income not declared elsewhere | 2019-12-31 | $28,000 |
Administrative expenses (other) incurred | 2019-12-31 | $4,640 |
Administrative expenses (other) incurred | 2019-12-31 | $4,640 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $18,041,782 |
Value of net income/loss | 2019-12-31 | $18,041,782 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $96,835,597 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $96,835,597 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $78,793,815 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $78,793,815 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $79,486,136 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $79,486,136 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $63,001,393 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $63,001,393 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $14,772,687 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $14,772,687 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $13,416,340 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $13,416,340 |
Interest on participant loans | 2019-12-31 | $147,697 |
Interest on participant loans | 2019-12-31 | $147,697 |
Interest earned on other investments | 2019-12-31 | $210,303 |
Interest earned on other investments | 2019-12-31 | $210,303 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $15,678,702 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $15,678,702 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,710,632 |
Contributions received in cash from employer | 2019-12-31 | $1,710,632 |
Employer contributions (assets) at end of year | 2019-12-31 | $434 |
Employer contributions (assets) at end of year | 2019-12-31 | $434 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,233,957 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,233,957 |
Contract administrator fees | 2019-12-31 | $48,684 |
Contract administrator fees | 2019-12-31 | $48,684 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | AGEE FISHER BARRETT LLC |
Accountancy firm name | 2019-12-31 | AGEE FISHER BARRETT LLC |
Accountancy firm EIN | 2019-12-31 | 582248437 |
Accountancy firm EIN | 2019-12-31 | 582248437 |
2018 : ALTIUM PACKAGING 401K PLAN 2018 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $294,052 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $306,437 |
Total income from all sources (including contributions) | 2018-12-31 | $3,138,469 |
Total of all expenses incurred | 2018-12-31 | $9,065,724 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $8,715,104 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $8,237 |
Value of total corrective distributions | 2018-12-31 | $294,052 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $7,450,427 |
Value of total assets at end of year | 2018-12-31 | $79,087,867 |
Value of total assets at beginning of year | 2018-12-31 | $85,027,507 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $48,331 |
Total interest from all sources | 2018-12-31 | $293,796 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $806,544 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $806,544 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $5,265,178 |
Participant contributions at end of year | 2018-12-31 | $2,670,134 |
Participant contributions at beginning of year | 2018-12-31 | $2,432,092 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $405,083 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $294,052 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $306,437 |
Other income not declared elsewhere | 2018-12-31 | $28,000 |
Administrative expenses (other) incurred | 2018-12-31 | $24,981 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-5,927,255 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $78,793,815 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $84,721,070 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $23,350 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $63,001,393 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $69,001,580 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $13,416,340 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $13,593,835 |
Interest on participant loans | 2018-12-31 | $123,475 |
Interest earned on other investments | 2018-12-31 | $170,321 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-5,440,298 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,780,166 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $8,715,104 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | AGEE FISHER BARRETT LLC |
Accountancy firm EIN | 2018-12-31 | 582248437 |
2017 : ALTIUM PACKAGING 401K PLAN 2017 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $306,437 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $218,379 |
Total income from all sources (including contributions) | 2017-12-31 | $20,241,121 |
Total of all expenses incurred | 2017-12-31 | $6,627,766 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $6,276,600 |
Value of total corrective distributions | 2017-12-31 | $312,648 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $7,584,618 |
Value of total assets at end of year | 2017-12-31 | $85,027,507 |
Value of total assets at beginning of year | 2017-12-31 | $71,326,094 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $38,518 |
Total interest from all sources | 2017-12-31 | $257,312 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $564,169 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $564,169 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $5,028,015 |
Participant contributions at end of year | 2017-12-31 | $2,432,092 |
Participant contributions at beginning of year | 2017-12-31 | $2,362,599 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $843,820 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $306,437 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $218,379 |
Other income not declared elsewhere | 2017-12-31 | $28,000 |
Administrative expenses (other) incurred | 2017-12-31 | $38,518 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $13,613,355 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $84,721,070 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $71,107,715 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $69,001,580 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $56,512,990 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $13,593,835 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $12,450,505 |
Interest on participant loans | 2017-12-31 | $110,836 |
Interest earned on other investments | 2017-12-31 | $146,476 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $11,807,022 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,712,783 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $6,276,600 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | AGEE FISHER BARRETT LLC |
Accountancy firm EIN | 2017-12-31 | 582248437 |
2016 : ALTIUM PACKAGING 401K PLAN 2016 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $218,379 |
Total income from all sources (including contributions) | 2016-12-31 | $10,192,229 |
Total of all expenses incurred | 2016-12-31 | $9,062,885 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $8,563,861 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $27,099 |
Value of total corrective distributions | 2016-12-31 | $456,192 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $6,692,099 |
Value of total assets at end of year | 2016-12-31 | $71,326,094 |
Value of total assets at beginning of year | 2016-12-31 | $69,978,371 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $15,733 |
Total interest from all sources | 2016-12-31 | $223,524 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $597,859 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $597,859 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $4,469,372 |
Participant contributions at end of year | 2016-12-31 | $2,362,599 |
Participant contributions at beginning of year | 2016-12-31 | $2,417,680 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $633,897 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $218,379 |
Other income not declared elsewhere | 2016-12-31 | $27,139 |
Administrative expenses (other) incurred | 2016-12-31 | $15,733 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,129,344 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $71,107,715 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $69,978,371 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $56,512,990 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $56,172,707 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $12,450,505 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $11,387,984 |
Interest on participant loans | 2016-12-31 | $97,708 |
Interest earned on other investments | 2016-12-31 | $125,816 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,651,608 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,588,830 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $8,563,861 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | AGEE FISHER BARRETT LLC |
Accountancy firm EIN | 2016-12-31 | 582248437 |
2015 : ALTIUM PACKAGING 401K PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $7,485,329 |
Total of all expenses incurred | 2015-12-31 | $10,598,205 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $10,161,233 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $276,880 |
Value of total corrective distributions | 2015-12-31 | $126,958 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $6,679,162 |
Value of total assets at end of year | 2015-12-31 | $69,978,371 |
Value of total assets at beginning of year | 2015-12-31 | $73,091,247 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $33,134 |
Total interest from all sources | 2015-12-31 | $223,449 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $660,906 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $660,906 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $4,681,435 |
Participant contributions at end of year | 2015-12-31 | $2,417,680 |
Participant contributions at beginning of year | 2015-12-31 | $2,353,973 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $428,271 |
Other income not declared elsewhere | 2015-12-31 | $27,717 |
Administrative expenses (other) incurred | 2015-12-31 | $33,134 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-3,112,876 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $69,978,371 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $73,091,247 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $56,172,707 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $58,634,894 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $11,387,984 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $12,102,380 |
Interest on participant loans | 2015-12-31 | $96,638 |
Interest earned on other investments | 2015-12-31 | $126,811 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-105,905 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,569,456 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $10,161,233 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | AGEE FISHER BARRETT LLC |
Accountancy firm EIN | 2015-12-31 | 582248437 |
2014 : ALTIUM PACKAGING 401K PLAN 2014 401k financial data |
---|
Total transfer of assets to this plan | 2014-12-31 | $1,454,832 |
Total income from all sources (including contributions) | 2014-12-31 | $10,525,260 |
Total of all expenses incurred | 2014-12-31 | $6,714,253 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,410,046 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $185,301 |
Value of total corrective distributions | 2014-12-31 | $85,298 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $7,454,176 |
Value of total assets at end of year | 2014-12-31 | $73,091,247 |
Value of total assets at beginning of year | 2014-12-31 | $67,825,408 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $33,608 |
Total interest from all sources | 2014-12-31 | $178,753 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $721,191 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $721,191 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $4,313,004 |
Participant contributions at end of year | 2014-12-31 | $2,353,973 |
Participant contributions at beginning of year | 2014-12-31 | $2,043,650 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,658,692 |
Administrative expenses (other) incurred | 2014-12-31 | $33,608 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,811,007 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $73,091,247 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $67,825,408 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $58,634,894 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $53,778,468 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $12,102,380 |
Interest on participant loans | 2014-12-31 | $178,753 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $12,003,290 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $2,135,112 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $36,028 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,482,480 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,410,046 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | AGEE FISHER BARRETT LLC |
Accountancy firm EIN | 2014-12-31 | 582248437 |
2013 : ALTIUM PACKAGING 401K PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $16,382,116 |
Total of all expenses incurred | 2013-12-31 | $7,691,488 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $7,360,219 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $263,644 |
Value of total corrective distributions | 2013-12-31 | $56,725 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $5,425,042 |
Value of total assets at end of year | 2013-12-31 | $67,825,408 |
Value of total assets at beginning of year | 2013-12-31 | $59,134,780 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $10,900 |
Total interest from all sources | 2013-12-31 | $91,440 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $531,714 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $531,714 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $3,684,669 |
Participant contributions at end of year | 2013-12-31 | $2,043,650 |
Participant contributions at beginning of year | 2013-12-31 | $2,188,647 |
Participant contributions at beginning of year | 2013-12-31 | $131,930 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $515,585 |
Administrative expenses (other) incurred | 2013-12-31 | $10,900 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $8,690,628 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $67,825,408 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $59,134,780 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $53,778,468 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $43,680,857 |
Interest on participant loans | 2013-12-31 | $91,440 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $12,003,290 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $13,082,569 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $10,188,248 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $145,672 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,224,788 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $50,777 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $7,360,219 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | AGEE FISHER BARRETT LLC |
Accountancy firm EIN | 2013-12-31 | 582248437 |
2012 : ALTIUM PACKAGING 401K PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $11,345,339 |
Total of all expenses incurred | 2012-12-31 | $4,251,266 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $4,102,297 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $66,709 |
Value of total corrective distributions | 2012-12-31 | $71,593 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $5,280,618 |
Value of total assets at end of year | 2012-12-31 | $59,134,780 |
Value of total assets at beginning of year | 2012-12-31 | $52,040,707 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $10,667 |
Total interest from all sources | 2012-12-31 | $88,267 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $594,879 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $594,879 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $3,243,690 |
Participant contributions at end of year | 2012-12-31 | $2,188,647 |
Participant contributions at beginning of year | 2012-12-31 | $2,018,662 |
Participant contributions at end of year | 2012-12-31 | $131,930 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $891,711 |
Administrative expenses (other) incurred | 2012-12-31 | $10,667 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $7,094,073 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $59,134,780 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $52,040,707 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $43,680,857 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $38,271,713 |
Interest on participant loans | 2012-12-31 | $88,267 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $13,082,569 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $11,750,332 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $5,196,024 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $185,551 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,145,217 |
Employer contributions (assets) at end of year | 2012-12-31 | $50,777 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $4,102,297 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | AGEE FISHER BARRETT LLC |
Accountancy firm EIN | 2012-12-31 | 582248437 |
2011 : ALTIUM PACKAGING 401K PLAN 2011 401k financial data |
---|
Total transfer of assets from this plan | 2011-12-31 | $1,316,818 |
Total income from all sources (including contributions) | 2011-12-31 | $3,517,157 |
Total of all expenses incurred | 2011-12-31 | $4,611,485 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,402,214 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $108,891 |
Value of total corrective distributions | 2011-12-31 | $90,280 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,299,809 |
Value of total assets at end of year | 2011-12-31 | $52,040,707 |
Value of total assets at beginning of year | 2011-12-31 | $54,451,853 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $10,100 |
Total interest from all sources | 2011-12-31 | $88,174 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $497,395 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $497,395 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,897,941 |
Participant contributions at end of year | 2011-12-31 | $2,018,662 |
Participant contributions at beginning of year | 2011-12-31 | $1,825,223 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $344,628 |
Other income not declared elsewhere | 2011-12-31 | $6,335 |
Administrative expenses (other) incurred | 2011-12-31 | $10,100 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-1,094,328 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $52,040,707 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $54,451,853 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $38,271,713 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $40,788,939 |
Interest on participant loans | 2011-12-31 | $88,174 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $11,750,332 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $11,837,691 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,593,610 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $219,054 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,057,240 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $4,402,214 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | AGEE FISHER BARRETT LLC |
Accountancy firm EIN | 2011-12-31 | 582248437 |
2010 : ALTIUM PACKAGING 401K PLAN 2010 401k financial data |
---|
Total income from all sources (including contributions) | 2010-12-31 | $9,981,106 |
Total of all expenses incurred | 2010-12-31 | $5,433,307 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,109,000 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $243,248 |
Value of total corrective distributions | 2010-12-31 | $69,976 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $4,335,904 |
Value of total assets at end of year | 2010-12-31 | $54,451,853 |
Value of total assets at beginning of year | 2010-12-31 | $49,904,054 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $11,083 |
Total interest from all sources | 2010-12-31 | $99,115 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $389,577 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $389,577 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $3,100,438 |
Participant contributions at end of year | 2010-12-31 | $1,825,223 |
Participant contributions at beginning of year | 2010-12-31 | $1,832,438 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $138,698 |
Administrative expenses (other) incurred | 2010-12-31 | $11,083 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,547,799 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $54,451,853 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $49,904,054 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $40,788,939 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $36,199,498 |
Interest on participant loans | 2010-12-31 | $99,115 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $11,837,691 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $11,872,118 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,871,526 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $284,984 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,096,768 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $5,109,000 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | AGEE FISHER BARRETT LLC |
Accountancy firm EIN | 2010-12-31 | 582248437 |