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Plan Name | SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN |
Plan identification number | 006 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SAPPI NORTH AMERICA, INC. |
Employer identification number (EIN): | 232366983 |
NAIC Classification: | 322200 |
Additional information about SAPPI NORTH AMERICA, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1986-07-07 |
Company Identification Number: | 0006974606 |
Legal Registered Office Address: |
255 STATE ST FL 4 BOSTON United States of America (USA) 02109 |
More information about SAPPI NORTH AMERICA, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
006 | 2022-01-01 | ||||
006 | 2021-01-01 | ||||
006 | 2020-01-01 | ||||
006 | 2019-01-01 | ||||
006 | 2018-01-01 | ||||
006 | 2017-01-01 | NICOLE LESSARD | DEBORAH HACKETT | 2018-08-31 | |
006 | 2016-01-01 | NICOLE LESSARD | DEBORAH HACKETT | 2017-07-28 | |
006 | 2015-01-01 | DEBORAH HACKETT | DEBORAH HACKETT | 2016-09-19 | |
006 | 2014-01-01 | ERICKA SANFILIPPO | |||
006 | 2013-01-01 | ERICKA SANFILIPPO | |||
006 | 2012-01-01 | JANE HOLLAND MGR.CORP BENEFITS | DEBORAH HACKETT DIR. CORP BENEFITS | 2013-07-22 | |
006 | 2011-01-01 | JANE HOLLAND MGR.CORP BENEFITS | DEBORAH HACKETT DIR. CORP BENEFITS | 2012-09-06 | |
006 | 2010-01-01 | JANE HOLLAND MGR.CORP BENEFITS | |||
006 | 2009-01-01 | JANE HOLLAND MGR.CORP BENEFITS | DEBORAH HACKETT DIR. CORP BENEFITS | 2010-09-30 |
Measure | Date | Value |
---|---|---|
2022: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,571 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,251 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 42 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 288 |
Total of all active and inactive participants | 2022-01-01 | 1,581 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 7 |
Total participants | 2022-01-01 | 1,588 |
Number of participants with account balances | 2022-01-01 | 1,565 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 27 |
2021: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,550 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,282 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 36 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 248 |
Total of all active and inactive participants | 2021-01-01 | 1,566 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 5 |
Total participants | 2021-01-01 | 1,571 |
Number of participants with account balances | 2021-01-01 | 1,564 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 21 |
2020: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,544 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,276 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 25 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 243 |
Total of all active and inactive participants | 2020-01-01 | 1,544 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 6 |
Total participants | 2020-01-01 | 1,550 |
Number of participants with account balances | 2020-01-01 | 1,541 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 15 |
2019: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,537 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,330 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 188 |
Total of all active and inactive participants | 2019-01-01 | 1,541 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 3 |
Total participants | 2019-01-01 | 1,544 |
Number of participants with account balances | 2019-01-01 | 1,536 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 13 |
2018: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,550 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,342 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 171 |
Total of all active and inactive participants | 2018-01-01 | 1,531 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 6 |
Total participants | 2018-01-01 | 1,537 |
Number of participants with account balances | 2018-01-01 | 1,524 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 24 |
2017: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1,506 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,360 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 165 |
Total of all active and inactive participants | 2017-01-01 | 1,544 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 6 |
Total participants | 2017-01-01 | 1,550 |
Number of participants with account balances | 2017-01-01 | 1,539 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 8 |
2016: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,493 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,333 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 150 |
Total of all active and inactive participants | 2016-01-01 | 1,500 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 6 |
Total participants | 2016-01-01 | 1,506 |
Number of participants with account balances | 2016-01-01 | 1,387 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 6 |
2015: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,661 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,318 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 156 |
Total of all active and inactive participants | 2015-01-01 | 1,487 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 6 |
Total participants | 2015-01-01 | 1,493 |
Number of participants with account balances | 2015-01-01 | 1,372 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 5 |
2014: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,543 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,495 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 146 |
Total of all active and inactive participants | 2014-01-01 | 1,654 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 7 |
Total participants | 2014-01-01 | 1,661 |
Number of participants with account balances | 2014-01-01 | 1,393 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 6 |
2013: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,653 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,362 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 161 |
Total of all active and inactive participants | 2013-01-01 | 1,536 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 7 |
Total participants | 2013-01-01 | 1,543 |
Number of participants with account balances | 2013-01-01 | 1,424 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 6 |
2012: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,651 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,461 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 177 |
Total of all active and inactive participants | 2012-01-01 | 1,648 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 5 |
Total participants | 2012-01-01 | 1,653 |
Number of participants with account balances | 2012-01-01 | 1,449 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,709 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,443 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 197 |
Total of all active and inactive participants | 2011-01-01 | 1,648 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 1,651 |
Number of participants with account balances | 2011-01-01 | 1,475 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
2010: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 1,884 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,483 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 218 |
Total of all active and inactive participants | 2010-01-01 | 1,706 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 3 |
Total participants | 2010-01-01 | 1,709 |
Number of participants with account balances | 2010-01-01 | 1,527 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,887 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,636 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 237 |
Total of all active and inactive participants | 2009-01-01 | 1,880 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 1,884 |
Number of participants with account balances | 2009-01-01 | 1,574 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 13 |
Measure | Date | Value |
---|---|---|
2022 : SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $544,300 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-23,680,735 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $31,443,153 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $31,240,382 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $35,622 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $14,828,221 |
Value of total assets at end of year | 2022-12-31 | $242,953,465 |
Value of total assets at beginning of year | 2022-12-31 | $298,621,653 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $167,149 |
Total interest from all sources | 2022-12-31 | $224,095 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,800,791 |
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 | $3,800,791 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
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 | $11,470,464 |
Participant contributions at end of year | 2022-12-31 | $4,600,063 |
Participant contributions at beginning of year | 2022-12-31 | $4,570,420 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $176,978 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $860 |
Other income not declared elsewhere | 2022-12-31 | $3,032 |
Administrative expenses (other) incurred | 2022-12-31 | $167,149 |
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 | $-55,123,888 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $242,953,465 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $298,621,653 |
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 | $103,985,646 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $233,459,588 |
Interest on participant loans | 2022-12-31 | $224,095 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $134,367,756 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $60,591,645 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-31,557,091 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-10,979,783 |
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 | No |
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 | $3,180,779 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $31,239,522 |
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 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2022-12-31 | 043499945 |
2021 : SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $126,253 |
Total transfer of assets from this plan | 2021-12-31 | $374,732 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $49,768,642 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $34,745,607 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $34,608,831 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $15,457 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $14,699,862 |
Value of total assets at end of year | 2021-12-31 | $298,621,653 |
Value of total assets at beginning of year | 2021-12-31 | $283,847,097 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $121,319 |
Total interest from all sources | 2021-12-31 | $244,510 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $8,589,759 |
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 | $8,589,759 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $11,062,936 |
Participant contributions at end of year | 2021-12-31 | $4,570,420 |
Participant contributions at beginning of year | 2021-12-31 | $4,952,549 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $588,549 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $3,581 |
Other income not declared elsewhere | 2021-12-31 | $4,525 |
Administrative expenses (other) incurred | 2021-12-31 | $121,319 |
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 | $15,023,035 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $298,621,653 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $283,847,097 |
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 | $233,459,588 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $217,006,549 |
Interest on participant loans | 2021-12-31 | $244,510 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $60,591,645 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $61,887,999 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $25,342,736 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $887,250 |
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 | No |
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 | $3,048,377 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $34,605,250 |
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 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2021-12-31 | 043499945 |
2020 : SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $150,347 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $46,376,495 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $19,186,080 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $19,051,779 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $-6,062 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $14,273,376 |
Value of total assets at end of year | 2020-12-31 | $283,847,097 |
Value of total assets at beginning of year | 2020-12-31 | $256,807,029 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $140,363 |
Total interest from all sources | 2020-12-31 | $303,887 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $5,937,281 |
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 | $5,937,281 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $10,841,530 |
Participant contributions at end of year | 2020-12-31 | $4,952,549 |
Participant contributions at beginning of year | 2020-12-31 | $5,711,747 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $349,209 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $2,511 |
Other income not declared elsewhere | 2020-12-31 | $363 |
Administrative expenses (other) incurred | 2020-12-31 | $140,363 |
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 | $27,190,415 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $283,847,097 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $256,807,029 |
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 | $217,006,549 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $196,176,076 |
Interest on participant loans | 2020-12-31 | $303,887 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $61,887,999 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $54,919,206 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $24,574,198 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,287,390 |
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 | No |
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 | $3,082,637 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $19,049,268 |
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 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2020-12-31 | 043499945 |
2019 : SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $202,427 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $55,293,935 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $28,879,534 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $28,670,520 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $39,392 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $14,149,157 |
Value of total assets at end of year | 2019-12-31 | $256,807,029 |
Value of total assets at beginning of year | 2019-12-31 | $230,595,055 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $169,622 |
Total interest from all sources | 2019-12-31 | $297,919 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $7,296,058 |
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 | $7,296,058 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2019-12-31 | $10,786,303 |
Participant contributions at end of year | 2019-12-31 | $5,711,747 |
Participant contributions at beginning of year | 2019-12-31 | $5,277,334 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $260,616 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $1,000 |
Other income not declared elsewhere | 2019-12-31 | $4,769 |
Administrative expenses (other) incurred | 2019-12-31 | $169,622 |
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 | $26,414,401 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $256,807,029 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $230,595,055 |
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 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 | $196,176,076 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $168,016,024 |
Interest on participant loans | 2019-12-31 | $297,919 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $54,919,206 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $57,301,697 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $32,161,651 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,384,381 |
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 |
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 | $3,102,238 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $28,669,520 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2019-12-31 | 043499945 |
2018 : SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $18,187 |
Total transfer of assets from this plan | 2018-12-31 | $109,568 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $4,461,381 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $28,636,245 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $28,462,779 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $37,525 |
Value of total corrective distributions | 2018-12-31 | $194 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $13,891,773 |
Value of total assets at end of year | 2018-12-31 | $230,595,055 |
Value of total assets at beginning of year | 2018-12-31 | $254,861,300 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $135,747 |
Total interest from all sources | 2018-12-31 | $245,505 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $7,548,583 |
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 | $7,548,583 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
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 | $10,619,178 |
Participant contributions at end of year | 2018-12-31 | $5,277,334 |
Participant contributions at beginning of year | 2018-12-31 | $4,946,966 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $219,567 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $18,033 |
Other income not declared elsewhere | 2018-12-31 | $19,027 |
Administrative expenses (other) incurred | 2018-12-31 | $135,747 |
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 | $-24,174,864 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $230,595,055 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $254,861,300 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $168,016,024 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $191,750,673 |
Interest on participant loans | 2018-12-31 | $245,505 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $57,301,697 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $58,163,661 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-18,514,970 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $1,271,463 |
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 | $3,053,028 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $28,444,746 |
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 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2018-12-31 | 043499945 |
2017 : SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $392,483 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $42,493,020 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $22,738,226 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $22,611,220 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $-4,711 |
Value of total corrective distributions | 2017-12-31 | $445 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $13,125,796 |
Value of total assets at end of year | 2017-12-31 | $254,861,300 |
Value of total assets at beginning of year | 2017-12-31 | $235,498,989 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $131,272 |
Total interest from all sources | 2017-12-31 | $216,353 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $6,631,149 |
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 | $6,631,149 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
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 | $9,854,766 |
Participant contributions at end of year | 2017-12-31 | $4,946,966 |
Participant contributions at beginning of year | 2017-12-31 | $5,061,926 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $487,665 |
Other income not declared elsewhere | 2017-12-31 | $661 |
Administrative expenses (other) incurred | 2017-12-31 | $131,272 |
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 | $19,754,794 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $254,861,300 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $235,498,989 |
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 | $191,750,673 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $162,689,853 |
Interest on participant loans | 2017-12-31 | $216,353 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $58,163,661 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $67,747,210 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $21,287,740 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,231,321 |
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 | $2,783,365 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $22,611,220 |
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 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2017-12-31 | 043499945 |
2016 : SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $28,456,272 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $18,510,407 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $18,374,446 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $4,062 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $12,457,329 |
Value of total assets at end of year | 2016-12-31 | $235,498,989 |
Value of total assets at beginning of year | 2016-12-31 | $225,553,124 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $131,899 |
Total interest from all sources | 2016-12-31 | $207,872 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $5,453,738 |
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 | $5,453,738 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
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 | $9,219,922 |
Participant contributions at end of year | 2016-12-31 | $5,061,926 |
Participant contributions at beginning of year | 2016-12-31 | $4,931,020 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $201,215 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $624,706 |
Other income not declared elsewhere | 2016-12-31 | $510 |
Administrative expenses (other) incurred | 2016-12-31 | $131,899 |
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 | $9,945,865 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $235,498,989 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $225,553,124 |
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 | $162,689,853 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $157,352,935 |
Interest on participant loans | 2016-12-31 | $207,872 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $67,747,210 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $63,009,903 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $9,021,280 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $1,315,543 |
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 | $2,612,701 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $58,051 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $18,374,446 |
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 | CARON & BLETZER, PPLC |
Accountancy firm EIN | 2016-12-31 | 043499945 |
2015 : SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $424,747 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $10,090,091 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $19,928,617 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $19,770,257 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $1,674 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $12,057,940 |
Value of total assets at end of year | 2015-12-31 | $225,553,124 |
Value of total assets at beginning of year | 2015-12-31 | $235,816,397 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $156,686 |
Total interest from all sources | 2015-12-31 | $198,731 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $5,060,518 |
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 | $5,060,518 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
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 | $9,137,654 |
Participant contributions at end of year | 2015-12-31 | $4,931,020 |
Participant contributions at beginning of year | 2015-12-31 | $4,802,716 |
Participant contributions at end of year | 2015-12-31 | $201,215 |
Participant contributions at beginning of year | 2015-12-31 | $191,235 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $339,387 |
Other income not declared elsewhere | 2015-12-31 | $3,024 |
Administrative expenses (other) incurred | 2015-12-31 | $156,686 |
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 | $-9,838,526 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $225,553,124 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $235,816,397 |
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 | $157,352,935 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $162,933,001 |
Interest on participant loans | 2015-12-31 | $198,731 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $63,009,903 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $67,834,128 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-8,911,137 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $1,681,015 |
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 | $2,580,899 |
Employer contributions (assets) at end of year | 2015-12-31 | $58,051 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $55,317 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $19,770,257 |
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 | CARON & BLETZER, PPLC |
Accountancy firm EIN | 2015-12-31 | 043499945 |
2014 : SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $97,282 |
Total transfer of assets from this plan | 2014-12-31 | $83,267 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $26,914,089 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $21,461,328 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $21,400,780 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $-31,446 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $12,325,019 |
Value of total assets at end of year | 2014-12-31 | $235,816,397 |
Value of total assets at beginning of year | 2014-12-31 | $230,349,621 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $91,994 |
Total interest from all sources | 2014-12-31 | $201,622 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $6,549,684 |
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 | $6,549,684 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
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 | $9,255,989 |
Participant contributions at end of year | 2014-12-31 | $4,802,716 |
Participant contributions at beginning of year | 2014-12-31 | $4,751,579 |
Participant contributions at end of year | 2014-12-31 | $191,235 |
Participant contributions at beginning of year | 2014-12-31 | $197,767 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $495,634 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $249 |
Other income not declared elsewhere | 2014-12-31 | $-136,291 |
Administrative expenses (other) incurred | 2014-12-31 | $91,994 |
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 | $5,452,761 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $235,816,397 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $230,349,621 |
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 | $162,933,001 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $153,248,795 |
Interest on participant loans | 2014-12-31 | $201,622 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $67,834,128 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $72,094,341 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $6,542,851 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,431,204 |
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 | $2,573,396 |
Employer contributions (assets) at end of year | 2014-12-31 | $55,317 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $57,139 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $21,400,531 |
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 | CARON & BLETZER, PPLC |
Accountancy firm EIN | 2014-12-31 | 043499945 |
2013 : SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $190,700 |
Total transfer of assets from this plan | 2013-12-31 | $769,248 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $41,521,168 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $16,995,846 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $16,832,583 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $96,548 |
Value of total corrective distributions | 2013-12-31 | $1,917 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $11,883,698 |
Value of total assets at end of year | 2013-12-31 | $230,349,621 |
Value of total assets at beginning of year | 2013-12-31 | $206,402,847 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $64,798 |
Total interest from all sources | 2013-12-31 | $190,000 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $4,130,558 |
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 | $4,130,558 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
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 | $8,954,669 |
Participant contributions at end of year | 2013-12-31 | $4,751,579 |
Participant contributions at beginning of year | 2013-12-31 | $4,770,680 |
Participant contributions at end of year | 2013-12-31 | $197,767 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $263,255 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $107 |
Other income not declared elsewhere | 2013-12-31 | $1,616 |
Administrative expenses (other) incurred | 2013-12-31 | $64,798 |
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 | $24,525,322 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $230,349,621 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $206,402,847 |
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 | $153,248,795 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $126,073,852 |
Interest on participant loans | 2013-12-31 | $190,000 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $72,094,341 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $75,558,315 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $25,800,517 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-485,221 |
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 | $2,665,774 |
Employer contributions (assets) at end of year | 2013-12-31 | $57,139 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $16,832,476 |
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 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2013-12-31 | 043499945 |
2012 : SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $240,105 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $29,957,561 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $15,369,862 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $15,241,478 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $49,134 |
Value of total corrective distributions | 2012-12-31 | $2,321 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $10,939,202 |
Value of total assets at end of year | 2012-12-31 | $206,402,847 |
Value of total assets at beginning of year | 2012-12-31 | $192,055,253 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $76,929 |
Total interest from all sources | 2012-12-31 | $202,645 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $2,728,934 |
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 | $2,728,934 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
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 | $8,498,356 |
Participant contributions at end of year | 2012-12-31 | $4,770,680 |
Participant contributions at beginning of year | 2012-12-31 | $4,796,889 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $8,404 |
Other income not declared elsewhere | 2012-12-31 | $-3,045 |
Administrative expenses (other) incurred | 2012-12-31 | $76,929 |
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 | $14,587,699 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $206,402,847 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $192,055,253 |
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 | $126,073,852 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $114,805,858 |
Interest on participant loans | 2012-12-31 | $202,645 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $75,558,315 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $72,452,506 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $13,867,614 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $2,222,211 |
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 | $2,432,442 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $15,241,478 |
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 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2012-12-31 | 043499945 |
2011 : SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $14,790,736 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $15,914,594 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $15,777,171 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $69,929 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $11,372,646 |
Value of total assets at end of year | 2011-12-31 | $192,055,253 |
Value of total assets at beginning of year | 2011-12-31 | $193,179,111 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $67,494 |
Total interest from all sources | 2011-12-31 | $221,761 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $2,485,572 |
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 | $2,485,572 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
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 | $8,487,689 |
Participant contributions at end of year | 2011-12-31 | $4,796,889 |
Participant contributions at beginning of year | 2011-12-31 | $4,689,337 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $184,376 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $447,550 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $70 |
Other income not declared elsewhere | 2011-12-31 | $1,905 |
Administrative expenses (other) incurred | 2011-12-31 | $67,494 |
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 | $-1,123,858 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $192,055,253 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $193,179,111 |
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 | $114,805,858 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $122,499,071 |
Interest on participant loans | 2011-12-31 | $221,761 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $72,452,506 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $65,752,124 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,128,072 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $2,836,924 |
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 | $2,437,407 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $54,203 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $15,777,101 |
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 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2011-12-31 | 043499945 |
2010 : SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $228,128 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $29,713,835 |
Total loss/gain on sale of assets | 2010-12-31 | $-28,084 |
Total of all expenses incurred | 2010-12-31 | $15,373,617 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $15,218,377 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $68,042 |
Value of total corrective distributions | 2010-12-31 | $3,725 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $11,410,285 |
Value of total assets at end of year | 2010-12-31 | $193,179,111 |
Value of total assets at beginning of year | 2010-12-31 | $179,067,021 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $83,473 |
Total interest from all sources | 2010-12-31 | $244,707 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $2,318,709 |
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 | $2,318,708 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
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 | $8,480,967 |
Participant contributions at end of year | 2010-12-31 | $4,689,337 |
Participant contributions at beginning of year | 2010-12-31 | $4,569,286 |
Participant contributions at end of year | 2010-12-31 | $184,376 |
Participant contributions at beginning of year | 2010-12-31 | $222,570 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $470,390 |
Other income not declared elsewhere | 2010-12-31 | $8,172 |
Administrative expenses (other) incurred | 2010-12-31 | $83,473 |
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 | $14,340,218 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $193,179,111 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $179,067,021 |
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 | $122,499,071 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $107,833,969 |
Interest on participant loans | 2010-12-31 | $244,707 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $65,752,124 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $65,797,457 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $12,652,443 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $3,107,603 |
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 |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $578,795 |
Contributions received in cash from employer | 2010-12-31 | $2,458,928 |
Employer contributions (assets) at end of year | 2010-12-31 | $54,203 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $64,944 |
Income. Dividends from common stock | 2010-12-31 | $1 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $15,218,377 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $594,645 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $622,729 |
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 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2010-12-31 | 043499945 |
2022: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SAPPI FINE PAPER NORTH AMERICA HOURLY INVESTMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |