401k Plan data: CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN plan

CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN 401k Plan overview

Plan Name	CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN
Plan identification number	001

CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

CARTHAGE FIBRE DRUM, INC has sponsored the creation of one or more 401k plans.

Company Name: CARTHAGE FIBRE DRUM, INC

Employer identification number (EIN): 222637455

NAIC Classification: 321900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 AMY GRUNER 2024-03-22
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01 AMY GRUNER 2015-01-16
001 2012-07-01 AMY GRUNER
001 2012-07-01 AMY GRUNER
001 2011-07-01 AMY GRUNER
001 2009-07-01 TIMOTHY WRIGHT
001 2009-07-01 TIMOTHY WRIGHT
001 2009-07-01 TIMOTHY WRIGHT

Plan Statistics for CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN

401k plan membership statisitcs for CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2012: CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 11
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 1
Total of all active and inactive participants 2012-07-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 1
Total participants 2012-07-01 13
Number of participants with account balances 2012-07-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 18
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 12
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 1
Total of all active and inactive participants 2011-07-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 13
Number of participants with account balances 2011-07-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 24
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 19
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 19
Number of participants with account balances 2009-07-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2012: CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	11
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	1
Total of all active and inactive participants	2012-07-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	1
Total participants	2012-07-01	13
Number of participants with account balances	2012-07-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	18
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	12
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	1
Total of all active and inactive participants	2011-07-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	13
Number of participants with account balances	2011-07-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	24
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	19
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	19
Number of participants with account balances	2009-07-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN

Measure	Date	Value
2013 : CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-06-30	$0
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$111,256
Expenses. Total of all expenses incurred	2013-06-30	$50,016
Benefits paid (including direct rollovers)	2013-06-30	$47,643
Total plan assets at end of year	2013-06-30	$471,879
Total plan assets at beginning of year	2013-06-30	$430,011
Value of fidelity bond covering the plan	2013-06-30	$0
Assets. Value of tangible personal property	2013-06-30	$0
Total contributions received or receivable from participants	2013-06-30	$30,380
Assets. Value of loans (other than to participants)	2013-06-30	$0
Expenses. Other expenses not covered elsewhere	2013-06-30	$0
Contributions received from other sources (not participants or employers)	2013-06-30	$0
Other income received	2013-06-30	$65,686
Noncash contributions received	2013-06-30	$0
Net income (gross income less expenses)	2013-06-30	$61,240
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$471,879
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$430,011
Assets. Value of participant loans	2013-06-30	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2013-06-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2013-06-30	$0
Assets. Value of assets in partnership/joint-venture interests	2013-06-30	$0
Assets. Value of real-estate (other than employer real property)	2013-06-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-06-30	$0
Assets. Value of employer securities	2013-06-30	$0
Assets. Value of employer real property	2013-06-30	$0
Total contributions received or receivable from employer(s)	2013-06-30	$15,190
Value of certain deemed distributions of participant loans	2013-06-30	$0
Value of corrective distributions	2013-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$2,373
2012 : CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-06-30	$0
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$35,395
Expenses. Total of all expenses incurred	2012-06-30	$0
Benefits paid (including direct rollovers)	2012-06-30	$0
Total plan assets at end of year	2012-06-30	$430,010
Total plan assets at beginning of year	2012-06-30	$393,861
Value of fidelity bond covering the plan	2012-06-30	$250,000
Assets. Value of tangible personal property	2012-06-30	$0
Total contributions received or receivable from participants	2012-06-30	$28,515
Assets. Value of loans (other than to participants)	2012-06-30	$0
Expenses. Other expenses not covered elsewhere	2012-06-30	$0
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$-7,377
Noncash contributions received	2012-06-30	$0
Net income (gross income less expenses)	2012-06-30	$35,395
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$430,010
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$393,861
Assets. Value of participant loans	2012-06-30	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2012-06-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2012-06-30	$0
Assets. Value of assets in partnership/joint-venture interests	2012-06-30	$0
Assets. Value of real-estate (other than employer real property)	2012-06-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-06-30	$0
Assets. Value of employer securities	2012-06-30	$0
Assets. Value of employer real property	2012-06-30	$0
Total contributions received or receivable from employer(s)	2012-06-30	$14,257
Value of certain deemed distributions of participant loans	2012-06-30	$0
Value of corrective distributions	2012-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$0
2011 : CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$111,669
Expenses. Total of all expenses incurred	2011-06-30	$234,632
Benefits paid (including direct rollovers)	2011-06-30	$234,632
Total plan assets at end of year	2011-06-30	$393,861
Total plan assets at beginning of year	2011-06-30	$516,824
Value of fidelity bond covering the plan	2011-06-30	$250,000
Assets. Value of tangible personal property	2011-06-30	$0
Total contributions received or receivable from participants	2011-06-30	$20,198
Assets. Value of loans (other than to participants)	2011-06-30	$0
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$81,372
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$-122,963
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$393,861
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$516,824
Assets. Value of participant loans	2011-06-30	$9,628
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-06-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2011-06-30	$0
Assets. Value of assets in partnership/joint-venture interests	2011-06-30	$0
Assets. Value of real-estate (other than employer real property)	2011-06-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-06-30	$0
Assets. Value of employer securities	2011-06-30	$0
Assets. Value of employer real property	2011-06-30	$0
Total contributions received or receivable from employer(s)	2011-06-30	$10,099
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2011-06-30	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$234,632
2010 : CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN 2010 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2010-06-30	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$34,754
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$0
Amount contributed by the employer to the plan for this plan year	2010-06-30	$0

Form 5500 Responses for CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN

2012: CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	Yes
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: CARTHAGE FIBRE DRUM, INC EMPLOYEES PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

875635

Policy instance

Insurance contract or identification number	875635
Number of Individuals Covered	15
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $10,000
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

30708

Policy instance

Insurance contract or identification number	30708
Number of Individuals Covered	18
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $18
Total amount of fees paid to insurance company	USD $1,765
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CARTHAGE FIBRE DRUM, INC
Employer identification number (EIN):	222637455
NAIC Classification:	321900

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-07-01	AMY GRUNER	2024-03-22
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01	AMY GRUNER	2015-01-16
001	2012-07-01	AMY GRUNER
001	2012-07-01	AMY GRUNER
001	2011-07-01	AMY GRUNER
001	2009-07-01	TIMOTHY WRIGHT
001	2009-07-01	TIMOTHY WRIGHT
001	2009-07-01	TIMOTHY WRIGHT