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TRI J PACKAGING, INC. RETIREMENT PLAN 401k Plan overview

Plan NameTRI J PACKAGING, INC. RETIREMENT PLAN
Plan identification number 001

TRI J PACKAGING, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRI J PACKAGING, INC. has sponsored the creation of one or more 401k plans.

Company Name:TRI J PACKAGING, INC.
Employer identification number (EIN):273012901
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRI J PACKAGING, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01
0012023-01-01JON WATSON
0012022-01-01
0012022-01-01JON WATSON
0012021-01-01
0012021-01-01JON WATSON
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JON WATON
0012016-01-01JON WATON
0012015-01-01JON WATON
0012014-01-01JON WATSON
0012013-01-01JON WATSON
0012012-01-01JON WATSON
0012011-01-01JON WATSON

Financial Data on TRI J PACKAGING, INC. RETIREMENT PLAN

Measure Date Value
2023 : TRI J PACKAGING, INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$-1,670,611
Expenses. Total of all expenses incurred2023-12-31$1,949,234
Benefits paid (including direct rollovers)2023-12-31$1,948,011
Total plan assets at end of year2023-12-31$0
Total plan assets at beginning of year2023-12-31$3,619,845
Value of fidelity bond covering the plan2023-12-31$160,000
Other income received2023-12-31$-1,672,187
Net income (gross income less expenses)2023-12-31$-3,619,845
Net plan assets at end of year (total assets less liabilities)2023-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,619,845
Assets. Value of employer securities2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$1,576
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$1,223
2022 : TRI J PACKAGING, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-314,315
Expenses. Total of all expenses incurred2022-12-31$27,682
Benefits paid (including direct rollovers)2022-12-31$27,284
Total plan assets at end of year2022-12-31$3,619,845
Total plan assets at beginning of year2022-12-31$3,961,842
Value of fidelity bond covering the plan2022-12-31$160,000
Total contributions received or receivable from participants2022-12-31$32,937
Expenses. Other expenses not covered elsewhere2022-12-31$398
Other income received2022-12-31$-369,616
Net income (gross income less expenses)2022-12-31$-341,997
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,619,845
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,961,842
Assets. Value of employer securities2022-12-31$3,304,772
Total contributions received or receivable from employer(s)2022-12-31$22,364
2021 : TRI J PACKAGING, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$2,364,174
Expenses. Total of all expenses incurred2021-12-31$2,097
Total plan assets at end of year2021-12-31$3,961,842
Total plan assets at beginning of year2021-12-31$1,599,765
Value of fidelity bond covering the plan2021-12-31$160,000
Total contributions received or receivable from participants2021-12-31$35,195
Other income received2021-12-31$2,306,419
Net income (gross income less expenses)2021-12-31$2,362,077
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,961,842
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,599,765
Assets. Value of employer securities2021-12-31$3,631,616
Total contributions received or receivable from employer(s)2021-12-31$22,560
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,097
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : TRI J PACKAGING, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$39,121
Expenses. Total of all expenses incurred2020-12-31$2,556
Benefits paid (including direct rollovers)2020-12-31$2,556
Total plan assets at end of year2020-12-31$1,599,765
Total plan assets at beginning of year2020-12-31$1,563,200
Value of fidelity bond covering the plan2020-12-31$160,000
Total contributions received or receivable from participants2020-12-31$25,315
Other income received2020-12-31$-3,296
Net income (gross income less expenses)2020-12-31$36,565
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,599,765
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,563,200
Assets. Value of employer securities2020-12-31$1,334,306
Total contributions received or receivable from employer(s)2020-12-31$17,102
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : TRI J PACKAGING, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$429,036
Expenses. Total of all expenses incurred2019-12-31$5,418
Benefits paid (including direct rollovers)2019-12-31$3,843
Total plan assets at end of year2019-12-31$1,563,200
Total plan assets at beginning of year2019-12-31$1,139,582
Value of fidelity bond covering the plan2019-12-31$120,000
Total contributions received or receivable from participants2019-12-31$22,931
Other income received2019-12-31$390,979
Net income (gross income less expenses)2019-12-31$423,618
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,563,200
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,139,582
Assets. Value of employer securities2019-12-31$1,366,115
Total contributions received or receivable from employer(s)2019-12-31$15,126
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,575
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : TRI J PACKAGING, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-62,412
Expenses. Total of all expenses incurred2018-12-31$560
Benefits paid (including direct rollovers)2018-12-31$560
Total plan assets at end of year2018-12-31$1,139,582
Total plan assets at beginning of year2018-12-31$1,202,554
Value of fidelity bond covering the plan2018-12-31$15,000
Total contributions received or receivable from participants2018-12-31$24,383
Other income received2018-12-31$-102,091
Net income (gross income less expenses)2018-12-31$-62,972
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,139,582
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,202,554
Assets. Value of employer securities2018-12-31$990,001
Total contributions received or receivable from employer(s)2018-12-31$15,296
2017 : TRI J PACKAGING, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$123,517
Total plan assets at end of year2017-12-31$1,202,554
Total plan assets at beginning of year2017-12-31$1,079,037
Value of fidelity bond covering the plan2017-12-31$15,000
Total contributions received or receivable from participants2017-12-31$12,841
Other income received2017-12-31$110,676
Net income (gross income less expenses)2017-12-31$123,517
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,202,554
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,079,037
Assets. Value of employer securities2017-12-31$1,085,669
2016 : TRI J PACKAGING, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$-276,272
Total plan assets at end of year2016-12-31$1,079,037
Total plan assets at beginning of year2016-12-31$1,355,309
Value of fidelity bond covering the plan2016-12-31$15,000
Total contributions received or receivable from participants2016-12-31$3,582
Other income received2016-12-31$-279,854
Net income (gross income less expenses)2016-12-31$-276,272
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,079,037
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,355,309
Assets. Value of employer securities2016-12-31$985,361
2015 : TRI J PACKAGING, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$384,877
Expenses. Total of all expenses incurred2015-12-31$73,569
Benefits paid (including direct rollovers)2015-12-31$73,569
Total plan assets at end of year2015-12-31$1,355,309
Total plan assets at beginning of year2015-12-31$1,044,001
Value of fidelity bond covering the plan2015-12-31$15,000
Total contributions received or receivable from participants2015-12-31$3,775
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$381,102
Net income (gross income less expenses)2015-12-31$311,308
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,355,309
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,044,001
Assets. Value of employer securities2015-12-31$1,264,684
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : TRI J PACKAGING, INC. RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$182,525
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,044,001
Total plan assets at beginning of year2014-12-31$861,476
Value of fidelity bond covering the plan2014-12-31$15,000
Total contributions received or receivable from participants2014-12-31$4,345
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$178,180
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$182,525
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,044,001
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$861,476
Assets. Value of employer securities2014-12-31$881,823
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : TRI J PACKAGING, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$59,627
Expenses. Total of all expenses incurred2013-12-31$49,002
Benefits paid (including direct rollovers)2013-12-31$49,002
Total plan assets at end of year2013-12-31$861,476
Total plan assets at beginning of year2013-12-31$850,851
Value of fidelity bond covering the plan2013-12-31$15,000
Total contributions received or receivable from participants2013-12-31$4,105
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$55,522
Net income (gross income less expenses)2013-12-31$10,625
Net plan assets at end of year (total assets less liabilities)2013-12-31$861,476
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$850,851
Assets. Value of employer securities2013-12-31$704,753
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : TRI J PACKAGING, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$174,181
Total plan assets at end of year2012-12-31$850,851
Total plan assets at beginning of year2012-12-31$676,670
Value of fidelity bond covering the plan2012-12-31$15,000
Total contributions received or receivable from participants2012-12-31$26,462
Other income received2012-12-31$147,719
Net income (gross income less expenses)2012-12-31$174,181
Net plan assets at end of year (total assets less liabilities)2012-12-31$850,851
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$676,670
Assets. Value of employer securities2012-12-31$595,633
2011 : TRI J PACKAGING, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$171,291
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$676,670
Total plan assets at beginning of year2011-12-31$505,379
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$23,803
Contributions received from other sources (not participants or employers)2011-12-31$55,861
Other income received2011-12-31$91,627
Net income (gross income less expenses)2011-12-31$171,291
Net plan assets at end of year (total assets less liabilities)2011-12-31$676,670
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$505,379
Assets. Value of employer securities2011-12-31$521,845
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : TRI J PACKAGING, INC. RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$505,379
Total plan assets at end of year2010-12-31$505,379
Total plan assets at beginning of year2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$217,000
Other income received2010-12-31$288,379
Net income (gross income less expenses)2010-12-31$505,379
Net plan assets at end of year (total assets less liabilities)2010-12-31$505,379
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Assets. Value of employer securities2010-12-31$430,337

Form 5500 Responses for TRI J PACKAGING, INC. RETIREMENT PLAN

2023: TRI J PACKAGING, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TRI J PACKAGING, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TRI J PACKAGING, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TRI J PACKAGING, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TRI J PACKAGING, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TRI J PACKAGING, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TRI J PACKAGING, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TRI J PACKAGING, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TRI J PACKAGING, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TRI J PACKAGING, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TRI J PACKAGING, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TRI J PACKAGING, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TRI J PACKAGING, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102207
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102207
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102207
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102207
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1

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