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J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 401k Plan overview

Plan NameJ. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION
Plan identification number 501

J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

D'ADDARIO & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:D'ADDARIO & COMPANY, INC.
Employer identification number (EIN):112288999
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012014-01-01RAY IRIZARRY RAY IRIZARRY2015-10-14
5012013-01-01RAY IRIZZARY RAY IRIZZARY2014-10-15
5012012-01-01RAY IRIZARRY RAY IRIZARRY2014-07-30
5012011-01-01RAY IRIZARRY RAY IRIZARRY2014-07-30
5012010-01-01RAY IRIZZARY
5012009-01-01RAY IRIZZARY

Plan Statistics for J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION

401k plan membership statisitcs for J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION

Measure Date Value
2014: J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2014 401k membership
Total participants, beginning-of-year2014-01-01801
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
2013: J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2013 401k membership
Total participants, beginning-of-year2013-01-01812
Total number of active participants reported on line 7a of the Form 55002013-01-01578
Total of all active and inactive participants2013-01-01578
Total participants2013-01-01578
2012: J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2012 401k membership
Total participants, beginning-of-year2012-01-01819
Total number of active participants reported on line 7a of the Form 55002012-01-01812
Total of all active and inactive participants2012-01-01812
Total participants2012-01-01812
2011: J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2011 401k membership
Total participants, beginning-of-year2011-01-01803
Total number of active participants reported on line 7a of the Form 55002011-01-01819
Total of all active and inactive participants2011-01-01819
Total participants2011-01-01819
2010: J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2010 401k membership
Total participants, beginning-of-year2010-01-01763
Total number of active participants reported on line 7a of the Form 55002010-01-01803
Total of all active and inactive participants2010-01-01803
2009: J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2009 401k membership
Total participants, beginning-of-year2009-01-01618
Total number of active participants reported on line 7a of the Form 55002009-01-01763
Total of all active and inactive participants2009-01-01763

Financial Data on J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION

Measure Date Value
2014 : J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$5,874,674
Total of all expenses incurred2014-12-31$6,108,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,042,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,874,674
Value of total assets at end of year2014-12-31$0
Value of total assets at beginning of year2014-12-31$233,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,065,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,249,932
Administrative expenses (other) incurred2014-12-31$1,065,738
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$233,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-233,461
Value of net assets at end of year (total assets less liabilities)2014-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$233,461
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
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$5,042,397
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$4,624,742
Did the plan have assets held for investment2014-12-31No
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 PBGC2014-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2014-12-31222027092
2013 : J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$5,207,510
Total of all expenses incurred2013-12-31$5,119,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,134,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,207,510
Value of total assets at end of year2013-12-31$233,461
Value of total assets at beginning of year2013-12-31$145,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$985,073
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$2,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,155,976
Administrative expenses (other) incurred2013-12-31$985,073
Total non interest bearing cash at end of year2013-12-31$233,461
Total non interest bearing cash at beginning of year2013-12-31$145,436
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$88,025
Value of net assets at end of year (total assets less liabilities)2013-12-31$233,461
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$145,436
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
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$4,134,412
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$4,051,534
Did the plan have assets held for investment2013-12-31No
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2013-12-31222027092
2012 : J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 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$317,389
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$398,899
Total income from all sources (including contributions)2012-12-31$5,722,763
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,722,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,722,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,722,763
Value of total assets at end of year2012-12-31$439,437
Value of total assets at beginning of year2012-12-31$520,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$965,034
Total interest from all sources2012-12-31$0
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 bond2012-12-31No
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,065,394
Administrative expenses (other) incurred2012-12-31$965,034
Total non interest bearing cash at end of year2012-12-31$145,437
Total non interest bearing cash at beginning of year2012-12-31$198,495
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$452
Value of net assets at end of year (total assets less liabilities)2012-12-31$122,048
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$121,596
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
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$5,722,311
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$4,657,369
Employer contributions (assets) at end of year2012-12-31$294,000
Employer contributions (assets) at beginning of year2012-12-31$322,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$317,389
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$398,899
Did the plan have assets held for investment2012-12-31No
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CARNEY PACHECO & ASSOCIATES PC
Accountancy firm EIN2012-12-31113111355
2011 : J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 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$398,899
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$436,286
Total income from all sources (including contributions)2011-12-31$6,440,182
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,433,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,433,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,440,182
Value of total assets at end of year2011-12-31$520,495
Value of total assets at beginning of year2011-12-31$551,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$949,559
Total interest from all sources2011-12-31$0
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 bond2011-12-31No
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$965,331
Administrative expenses (other) incurred2011-12-31$949,559
Total non interest bearing cash at end of year2011-12-31$198,495
Total non interest bearing cash at beginning of year2011-12-31$123,611
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$6,271
Value of net assets at end of year (total assets less liabilities)2011-12-31$121,596
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$115,325
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
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$6,433,911
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$5,474,851
Employer contributions (assets) at end of year2011-12-31$322,000
Employer contributions (assets) at beginning of year2011-12-31$428,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$398,899
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$436,286
Did the plan have assets held for investment2011-12-31No
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CARNEY, PACHECO & ASSOCIATES, P.C.
Accountancy firm EIN2011-12-31113111355
2010 : J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$436,286
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$372,811
Total income from all sources (including contributions)2010-12-31$4,671,774
Total of all expenses incurred2010-12-31$4,671,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,671,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,671,774
Value of total assets at end of year2010-12-31$551,611
Value of total assets at beginning of year2010-12-31$487,946
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 bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$767,969
Total non interest bearing cash at end of year2010-12-31$123,611
Total non interest bearing cash at beginning of year2010-12-31$157,446
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$190
Value of net assets at end of year (total assets less liabilities)2010-12-31$115,325
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$115,135
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
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$4,671,584
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$3,903,805
Employer contributions (assets) at end of year2010-12-31$428,000
Employer contributions (assets) at beginning of year2010-12-31$330,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$436,286
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$372,811
Did the plan have assets held for investment2010-12-31No
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CARNEY, PACHECO & ASSOCIATES, P.C.
Accountancy firm EIN2010-12-31113111355

Form 5500 Responses for J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION

2014: J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: J. D'ADDARIO & CO., INC. EMPLOYEES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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