PULP SULPHITE & PAPER MILL WORKERS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PULP SULPHITE & PAPER MILL WORKERS LOS ANGELES INSURANCE TRUST
401k plan membership statisitcs for PULP SULPHITE & PAPER MILL WORKERS LOS ANGELES INSURANCE TRUST
| Measure | Date | Value |
|---|
| 2016 : PULP SULPHITE & PAPER MILL WORKERS LOS ANGELES INSURANCE TRUST 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-01-31 | $800,475 |
| Total of all expenses incurred | 2016-01-31 | $664,810 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-01-31 | $656,322 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-01-31 | $800,253 |
| Value of total assets at end of year | 2016-01-31 | $540,762 |
| Value of total assets at beginning of year | 2016-01-31 | $405,097 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-01-31 | $8,488 |
| Total interest from all sources | 2016-01-31 | $222 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-01-31 | No |
| Administrative expenses professional fees incurred | 2016-01-31 | $6,500 |
| Was this plan covered by a fidelity bond | 2016-01-31 | Yes |
| Value of fidelity bond cover | 2016-01-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-01-31 | No |
| Contributions received from participants | 2016-01-31 | $223,866 |
| Administrative expenses (other) incurred | 2016-01-31 | $1,880 |
| Total non interest bearing cash at end of year | 2016-01-31 | $196,745 |
| Total non interest bearing cash at beginning of year | 2016-01-31 | $61,302 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-01-31 | No |
| Value of net income/loss | 2016-01-31 | $135,665 |
| Value of net assets at end of year (total assets less liabilities) | 2016-01-31 | $540,762 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-01-31 | $405,097 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-01-31 | No |
| Investment advisory and management fees | 2016-01-31 | $108 |
| Value of interest in common/collective trusts at end of year | 2016-01-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-01-31 | $344,017 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-01-31 | $343,795 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-01-31 | $343,795 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-01-31 | $222 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-01-31 | $656,322 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-01-31 | No |
| Contributions received in cash from employer | 2016-01-31 | $576,387 |
| Did the plan have assets held for investment | 2016-01-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-01-31 | Unqualified |
| Accountancy firm name | 2016-01-31 | KENNEDY & KENNEDY CPAS |
| Accountancy firm EIN | 2016-01-31 | 956285205 |
| 2015 : PULP SULPHITE & PAPER MILL WORKERS LOS ANGELES INSURANCE TRUST 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-01-31 | $778,680 |
| Total of all expenses incurred | 2015-01-31 | $652,721 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-01-31 | $644,365 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-01-31 | $778,475 |
| Value of total assets at end of year | 2015-01-31 | $405,097 |
| Value of total assets at beginning of year | 2015-01-31 | $279,138 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-01-31 | $8,356 |
| Total interest from all sources | 2015-01-31 | $205 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-01-31 | No |
| Administrative expenses professional fees incurred | 2015-01-31 | $6,500 |
| Was this plan covered by a fidelity bond | 2015-01-31 | Yes |
| Value of fidelity bond cover | 2015-01-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-01-31 | No |
| Contributions received from participants | 2015-01-31 | $219,587 |
| Administrative expenses (other) incurred | 2015-01-31 | $1,748 |
| Total non interest bearing cash at end of year | 2015-01-31 | $61,302 |
| Total non interest bearing cash at beginning of year | 2015-01-31 | $164,096 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-01-31 | No |
| Value of net income/loss | 2015-01-31 | $125,959 |
| Value of net assets at end of year (total assets less liabilities) | 2015-01-31 | $405,097 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-01-31 | $279,138 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-01-31 | No |
| Investment advisory and management fees | 2015-01-31 | $108 |
| Value of interest in common/collective trusts at end of year | 2015-01-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-01-31 | $343,795 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-01-31 | $115,042 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-01-31 | $115,042 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-01-31 | $205 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-01-31 | $644,365 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-01-31 | No |
| Contributions received in cash from employer | 2015-01-31 | $558,888 |
| Did the plan have assets held for investment | 2015-01-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-01-31 | Unqualified |
| Accountancy firm name | 2015-01-31 | KENNEDY & KENNEDY CPAS |
| Accountancy firm EIN | 2015-01-31 | 956285205 |
| 2014 : PULP SULPHITE & PAPER MILL WORKERS LOS ANGELES INSURANCE TRUST 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-01-31 | $644,123 |
| Total of all expenses incurred | 2014-01-31 | $631,773 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-01-31 | $622,850 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-01-31 | $643,975 |
| Value of total assets at end of year | 2014-01-31 | $279,138 |
| Value of total assets at beginning of year | 2014-01-31 | $266,788 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-01-31 | $8,923 |
| Total interest from all sources | 2014-01-31 | $148 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-01-31 | No |
| Administrative expenses professional fees incurred | 2014-01-31 | $7,000 |
| Was this plan covered by a fidelity bond | 2014-01-31 | Yes |
| Value of fidelity bond cover | 2014-01-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-01-31 | No |
| Contributions received from participants | 2014-01-31 | $228,592 |
| Administrative expenses (other) incurred | 2014-01-31 | $1,748 |
| Total non interest bearing cash at end of year | 2014-01-31 | $164,096 |
| Total non interest bearing cash at beginning of year | 2014-01-31 | $201,894 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-01-31 | No |
| Value of net income/loss | 2014-01-31 | $12,350 |
| Value of net assets at end of year (total assets less liabilities) | 2014-01-31 | $279,138 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-01-31 | $266,788 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-01-31 | No |
| Investment advisory and management fees | 2014-01-31 | $175 |
| Value of interest in common/collective trusts at end of year | 2014-01-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-01-31 | $115,042 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-01-31 | $64,894 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-01-31 | $64,894 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-01-31 | $148 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-01-31 | $622,850 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-01-31 | No |
| Contributions received in cash from employer | 2014-01-31 | $415,383 |
| Did the plan have assets held for investment | 2014-01-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-01-31 | Unqualified |
| Accountancy firm name | 2014-01-31 | KENNEDY & KENNEDY CPAS |
| Accountancy firm EIN | 2014-01-31 | 956285205 |
| 2013 : PULP SULPHITE & PAPER MILL WORKERS LOS ANGELES INSURANCE TRUST 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-01-31 | $620,970 |
| Total of all expenses incurred | 2013-01-31 | $622,251 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-01-31 | $616,311 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-01-31 | $620,893 |
| Value of total assets at end of year | 2013-01-31 | $266,788 |
| Value of total assets at beginning of year | 2013-01-31 | $268,069 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-01-31 | $5,940 |
| Total interest from all sources | 2013-01-31 | $77 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-01-31 | No |
| Administrative expenses professional fees incurred | 2013-01-31 | $4,000 |
| Was this plan covered by a fidelity bond | 2013-01-31 | Yes |
| Value of fidelity bond cover | 2013-01-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-01-31 | No |
| Contributions received from participants | 2013-01-31 | $167,682 |
| Administrative expenses (other) incurred | 2013-01-31 | $1,748 |
| Total non interest bearing cash at end of year | 2013-01-31 | $201,894 |
| Total non interest bearing cash at beginning of year | 2013-01-31 | $199,110 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-01-31 | No |
| Value of net income/loss | 2013-01-31 | $-1,281 |
| Value of net assets at end of year (total assets less liabilities) | 2013-01-31 | $266,788 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-01-31 | $268,069 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-01-31 | No |
| Investment advisory and management fees | 2013-01-31 | $192 |
| Value of interest in common/collective trusts at end of year | 2013-01-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-01-31 | $64,894 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-01-31 | $68,959 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-01-31 | $68,959 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-01-31 | $77 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-01-31 | $616,311 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-01-31 | No |
| Contributions received in cash from employer | 2013-01-31 | $453,211 |
| Did the plan have assets held for investment | 2013-01-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-01-31 | Unqualified |
| Accountancy firm name | 2013-01-31 | KENNEDY & KENNEDY CPAS |
| Accountancy firm EIN | 2013-01-31 | 956285205 |
| 2012 : PULP SULPHITE & PAPER MILL WORKERS LOS ANGELES INSURANCE TRUST 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-01-31 | $523,084 |
| Total of all expenses incurred | 2012-01-31 | $532,328 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-01-31 | $522,655 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-01-31 | $523,020 |
| Value of total assets at end of year | 2012-01-31 | $268,069 |
| Value of total assets at beginning of year | 2012-01-31 | $277,313 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-01-31 | $9,673 |
| Total interest from all sources | 2012-01-31 | $64 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-01-31 | No |
| Administrative expenses professional fees incurred | 2012-01-31 | $7,805 |
| Was this plan covered by a fidelity bond | 2012-01-31 | Yes |
| Value of fidelity bond cover | 2012-01-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-01-31 | No |
| Contributions received from participants | 2012-01-31 | $160,253 |
| Administrative expenses (other) incurred | 2012-01-31 | $1,748 |
| Total non interest bearing cash at end of year | 2012-01-31 | $199,110 |
| Total non interest bearing cash at beginning of year | 2012-01-31 | $208,293 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-01-31 | No |
| Value of net income/loss | 2012-01-31 | $-9,244 |
| Value of net assets at end of year (total assets less liabilities) | 2012-01-31 | $268,069 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-01-31 | $277,313 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-01-31 | No |
| Investment advisory and management fees | 2012-01-31 | $120 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-01-31 | $68,959 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-01-31 | $69,020 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-01-31 | $69,020 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-01-31 | $64 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-01-31 | $522,655 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-01-31 | No |
| Contributions received in cash from employer | 2012-01-31 | $362,767 |
| Did the plan have assets held for investment | 2012-01-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-01-31 | Unqualified |
| Accountancy firm name | 2012-01-31 | KENNEDY & KENNEDY CPAS |
| Accountancy firm EIN | 2012-01-31 | 956285205 |
| 2011 : PULP SULPHITE & PAPER MILL WORKERS LOS ANGELES INSURANCE TRUST 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-01-31 | $492,576 |
| Total of all expenses incurred | 2011-01-31 | $450,487 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-01-31 | $441,537 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-01-31 | $492,507 |
| Value of total assets at end of year | 2011-01-31 | $277,313 |
| Value of total assets at beginning of year | 2011-01-31 | $235,224 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-01-31 | $8,950 |
| Total interest from all sources | 2011-01-31 | $69 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-01-31 | No |
| Administrative expenses professional fees incurred | 2011-01-31 | $4,500 |
| Was this plan covered by a fidelity bond | 2011-01-31 | Yes |
| Value of fidelity bond cover | 2011-01-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-01-31 | No |
| Contributions received from participants | 2011-01-31 | $150,946 |
| Administrative expenses (other) incurred | 2011-01-31 | $4,285 |
| Total non interest bearing cash at end of year | 2011-01-31 | $208,293 |
| Total non interest bearing cash at beginning of year | 2011-01-31 | $166,148 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-01-31 | No |
| Value of net income/loss | 2011-01-31 | $42,089 |
| Value of net assets at end of year (total assets less liabilities) | 2011-01-31 | $277,313 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-01-31 | $235,224 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-01-31 | No |
| Investment advisory and management fees | 2011-01-31 | $165 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-01-31 | $69,020 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-01-31 | $69,076 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-01-31 | $69,076 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-01-31 | $69 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-01-31 | $441,537 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-01-31 | No |
| Contributions received in cash from employer | 2011-01-31 | $341,561 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-01-31 | No |
| Did the plan have assets held for investment | 2011-01-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-01-31 | Unqualified |
| Accountancy firm name | 2011-01-31 | MILLER AND CO. LLP |
| Accountancy firm EIN | 2011-01-31 | 951754087 |