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Plan Name | AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | AMERICAN GREETINGS CORPORATION |
Employer identification number (EIN): | 340065325 |
NAIC Classification: | 323100 |
Additional information about AMERICAN GREETINGS CORPORATION
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1944-01-29 |
Company Identification Number: | 186778 |
Legal Registered Office Address: |
50 W. BROAD ST SUITE 1800 COLUMBUS United States of America (USA) 43215 |
More information about AMERICAN GREETINGS CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | DEAN WILLMER | CHRISTOPHER HAFFKE | 2018-07-30 | |
001 | 2016-01-01 | KELLEY KORTE | CHRISTOPHER HAFFKE | 2017-09-01 | |
001 | 2015-01-01 | KELLEY KORTE | CHRISTOPHER HAFFKE | 2016-07-28 | |
001 | 2014-01-01 | KELLEY KORTE | BRIAN MCGRATH | 2015-07-31 | |
001 | 2013-01-01 | KELLEY KORTE | BRIAN MCGRATH | 2014-09-05 | |
001 | 2012-01-01 | KELLEY KORTE | BRIAN MCGRATH | 2013-07-17 | |
001 | 2011-01-01 | KELLEY KORTE | BRIAN MCGRATH | 2012-07-16 | |
001 | 2009-01-01 | KELLEY KORTE | BRIAN MCGRATH | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2022: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 5,307 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2,583 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 355 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,961 |
Total of all active and inactive participants | 2022-01-01 | 4,899 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 93 |
Total participants | 2022-01-01 | 4,992 |
Number of participants with account balances | 2022-01-01 | 4,803 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 5,480 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2,718 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 351 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2,156 |
Total of all active and inactive participants | 2021-01-01 | 5,225 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 82 |
Total participants | 2021-01-01 | 5,307 |
Number of participants with account balances | 2021-01-01 | 5,117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 6,040 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2,815 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 347 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2,238 |
Total of all active and inactive participants | 2020-01-01 | 5,400 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 80 |
Total participants | 2020-01-01 | 5,480 |
Number of participants with account balances | 2020-01-01 | 5,288 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 6,501 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3,235 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 385 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2,347 |
Total of all active and inactive participants | 2019-01-01 | 5,967 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 73 |
Total participants | 2019-01-01 | 6,040 |
Number of participants with account balances | 2019-01-01 | 5,881 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 7,226 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3,515 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 350 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2,555 |
Total of all active and inactive participants | 2018-01-01 | 6,420 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 81 |
Total participants | 2018-01-01 | 6,501 |
Number of participants with account balances | 2018-01-01 | 6,331 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 7,452 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4,672 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 316 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2,159 |
Total of all active and inactive participants | 2017-01-01 | 7,147 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 79 |
Total participants | 2017-01-01 | 7,226 |
Number of participants with account balances | 2017-01-01 | 7,038 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 7,207 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4,896 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 304 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2,175 |
Total of all active and inactive participants | 2016-01-01 | 7,375 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 77 |
Total participants | 2016-01-01 | 7,452 |
Number of participants with account balances | 2016-01-01 | 7,264 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 8,259 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4,630 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 319 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2,183 |
Total of all active and inactive participants | 2015-01-01 | 7,132 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 75 |
Total participants | 2015-01-01 | 7,207 |
Number of participants with account balances | 2015-01-01 | 7,076 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 7,681 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4,646 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 331 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3,213 |
Total of all active and inactive participants | 2014-01-01 | 8,190 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 69 |
Total participants | 2014-01-01 | 8,259 |
Number of participants with account balances | 2014-01-01 | 8,123 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 8,298 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5,132 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 315 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2,177 |
Total of all active and inactive participants | 2013-01-01 | 7,624 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 57 |
Total participants | 2013-01-01 | 7,681 |
Number of participants with account balances | 2013-01-01 | 7,536 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 9,484 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5,308 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 332 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2,600 |
Total of all active and inactive participants | 2012-01-01 | 8,240 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 58 |
Total participants | 2012-01-01 | 8,298 |
Number of participants with account balances | 2012-01-01 | 8,192 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 9,489 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5,572 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 349 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3,501 |
Total of all active and inactive participants | 2011-01-01 | 9,422 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 62 |
Total participants | 2011-01-01 | 9,484 |
Number of participants with account balances | 2011-01-01 | 9,411 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 12,516 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6,876 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 367 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3,070 |
Total of all active and inactive participants | 2009-01-01 | 10,313 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 67 |
Total participants | 2009-01-01 | 10,380 |
Number of participants with account balances | 2009-01-01 | 9,245 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
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 | $-142,516,578 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $71,412,091 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $70,997,035 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $-23,594 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $26,932,139 |
Value of total assets at end of year | 2022-12-31 | $932,564,264 |
Value of total assets at beginning of year | 2022-12-31 | $1,146,492,933 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $438,650 |
Total interest from all sources | 2022-12-31 | $208,285 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $35,895,333 |
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 | $35,895,333 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
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 | $15,995,896 |
Participant contributions at end of year | 2022-12-31 | $4,210,829 |
Participant contributions at beginning of year | 2022-12-31 | $4,291,826 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $655,593 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $16,077 |
Administrative expenses (other) incurred | 2022-12-31 | $438,650 |
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 | $-213,928,669 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $932,564,264 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,146,492,933 |
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 | $566,452,579 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $716,004,479 |
Interest on participant loans | 2022-12-31 | $208,285 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $361,900,856 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $426,196,628 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-153,153,462 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-52,398,873 |
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 | $10,280,650 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $70,980,958 |
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 | BDO USA P.C. |
Accountancy firm EIN | 2022-12-31 | 135381590 |
2021 : AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
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 | $174,171,864 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $84,252,245 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $83,595,736 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $61,598 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $25,948,673 |
Value of total assets at end of year | 2021-12-31 | $1,146,492,933 |
Value of total assets at beginning of year | 2021-12-31 | $1,056,573,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $594,911 |
Total interest from all sources | 2021-12-31 | $228,927 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $51,040,124 |
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 | $51,040,124 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
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 | $15,396,299 |
Participant contributions at end of year | 2021-12-31 | $4,291,826 |
Participant contributions at beginning of year | 2021-12-31 | $4,817,473 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $707,689 |
Administrative expenses (other) incurred | 2021-12-31 | $594,911 |
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 | $89,919,619 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,146,492,933 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,056,573,314 |
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 | $716,004,479 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $696,393,256 |
Interest on participant loans | 2021-12-31 | $228,927 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $426,196,628 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $355,362,585 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $67,795,081 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $29,159,059 |
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 | $9,844,685 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $83,595,736 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2021-12-31 | 135381590 |
2020 : AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
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 | $161,408,850 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $114,257,841 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $113,875,211 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $462 |
Value of total corrective distributions | 2020-12-31 | $127 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $24,107,821 |
Value of total assets at end of year | 2020-12-31 | $1,056,573,314 |
Value of total assets at beginning of year | 2020-12-31 | $1,009,422,305 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $382,041 |
Total interest from all sources | 2020-12-31 | $290,564 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $35,255,914 |
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 | $35,255,914 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
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 | $14,278,821 |
Participant contributions at end of year | 2020-12-31 | $4,817,473 |
Participant contributions at beginning of year | 2020-12-31 | $5,985,206 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $70,024 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $706,815 |
Other income not declared elsewhere | 2020-12-31 | $476 |
Administrative expenses (other) incurred | 2020-12-31 | $382,041 |
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 | $47,151,009 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,056,573,314 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,009,422,305 |
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 | $696,393,256 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $658,253,180 |
Interest on participant loans | 2020-12-31 | $290,564 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $355,362,585 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $345,059,272 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $64,509,909 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $37,244,166 |
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 | $9,122,185 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $54,623 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $113,875,211 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2020-12-31 | 135381590 |
2019 : AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
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 | $222,130,937 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $136,240,570 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $135,780,137 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $29,095,261 |
Value of total assets at end of year | 2019-12-31 | $1,009,422,305 |
Value of total assets at beginning of year | 2019-12-31 | $923,531,938 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $460,433 |
Total interest from all sources | 2019-12-31 | $344,446 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $29,353,606 |
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 | $29,353,606 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
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 | $16,974,555 |
Participant contributions at end of year | 2019-12-31 | $5,985,206 |
Participant contributions at beginning of year | 2019-12-31 | $6,812,824 |
Participant contributions at end of year | 2019-12-31 | $70,024 |
Participant contributions at beginning of year | 2019-12-31 | $66,542 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $768,338 |
Other income not declared elsewhere | 2019-12-31 | $54,128 |
Administrative expenses (other) incurred | 2019-12-31 | $460,433 |
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 | $85,890,367 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,009,422,305 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $923,531,938 |
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 | $658,253,180 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $604,442,998 |
Interest on participant loans | 2019-12-31 | $344,446 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $345,059,272 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $312,157,453 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $113,343,602 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $49,939,894 |
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 | $11,352,368 |
Employer contributions (assets) at end of year | 2019-12-31 | $54,623 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $52,121 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $135,780,137 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2019-12-31 | 135381590 |
2018 : AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $20,033,553 |
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 | $4,964,529 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $149,640,097 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $149,242,927 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $1,691 |
Value of total corrective distributions | 2018-12-31 | $324 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $35,383,726 |
Value of total assets at end of year | 2018-12-31 | $923,531,938 |
Value of total assets at beginning of year | 2018-12-31 | $1,088,241,059 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $395,155 |
Total interest from all sources | 2018-12-31 | $360,695 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $35,934,828 |
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 | $35,934,828 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
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 | $20,820,024 |
Participant contributions at end of year | 2018-12-31 | $6,812,824 |
Participant contributions at beginning of year | 2018-12-31 | $7,788,967 |
Participant contributions at end of year | 2018-12-31 | $66,542 |
Participant contributions at beginning of year | 2018-12-31 | $84,675 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $811,197 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $374 |
Administrative expenses (other) incurred | 2018-12-31 | $395,155 |
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 | $-144,675,568 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $923,531,938 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,088,241,059 |
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 | $604,442,998 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $741,224,630 |
Interest on participant loans | 2018-12-31 | $360,695 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $312,157,453 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $339,005,761 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-54,299,844 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-12,414,876 |
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 | $13,752,505 |
Employer contributions (assets) at end of year | 2018-12-31 | $52,121 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $137,026 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $149,242,553 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2018-12-31 | 135381590 |
2017 : AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
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 | $210,319,761 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $70,541,613 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $70,016,655 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $-849 |
Value of total corrective distributions | 2017-12-31 | $300 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $38,502,896 |
Value of total assets at end of year | 2017-12-31 | $1,088,241,059 |
Value of total assets at beginning of year | 2017-12-31 | $948,462,911 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $525,507 |
Total interest from all sources | 2017-12-31 | $321,776 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $28,727,201 |
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 | $28,727,201 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
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 | $22,413,773 |
Participant contributions at end of year | 2017-12-31 | $7,788,967 |
Participant contributions at beginning of year | 2017-12-31 | $7,014,052 |
Participant contributions at end of year | 2017-12-31 | $84,675 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $758,842 |
Administrative expenses (other) incurred | 2017-12-31 | $525,507 |
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 | $139,778,148 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,088,241,059 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $948,462,911 |
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 | $741,224,630 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $649,372,917 |
Interest on participant loans | 2017-12-31 | $321,776 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $339,005,761 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $291,932,350 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $106,783,751 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $35,984,137 |
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 | $15,330,281 |
Employer contributions (assets) at end of year | 2017-12-31 | $137,026 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $143,592 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $70,016,655 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2017-12-31 | 135381590 |
2016 : AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS 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 | $112,761,533 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $50,920,423 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $50,302,627 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $849 |
Value of total corrective distributions | 2016-12-31 | $99 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $38,799,293 |
Value of total assets at end of year | 2016-12-31 | $948,462,911 |
Value of total assets at beginning of year | 2016-12-31 | $886,621,801 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $616,848 |
Total interest from all sources | 2016-12-31 | $284,792 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $23,333,792 |
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 | $23,333,792 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
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 | $22,314,357 |
Participant contributions at end of year | 2016-12-31 | $7,014,052 |
Participant contributions at beginning of year | 2016-12-31 | $6,471,673 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $864,379 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $47,691 |
Administrative expenses (other) incurred | 2016-12-31 | $616,848 |
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 | $61,841,110 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $948,462,911 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $886,621,801 |
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 | $649,372,917 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $608,236,277 |
Interest on participant loans | 2016-12-31 | $284,792 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $291,932,350 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $260,049,608 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $35,026,869 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $15,316,787 |
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 | $15,620,557 |
Employer contributions (assets) at end of year | 2016-12-31 | $143,592 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $11,864,243 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $50,254,936 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2016-12-31 | 135381590 |
2015 : AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
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 | $36,871,686 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $59,500,689 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $58,964,868 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $-103 |
Value of total corrective distributions | 2015-12-31 | $49,609 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $31,746,621 |
Value of total assets at end of year | 2015-12-31 | $886,621,801 |
Value of total assets at beginning of year | 2015-12-31 | $909,250,804 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $486,315 |
Total interest from all sources | 2015-12-31 | $260,002 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $25,443,410 |
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 | $25,443,410 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
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 | $19,243,007 |
Participant contributions at end of year | 2015-12-31 | $6,471,673 |
Participant contributions at beginning of year | 2015-12-31 | $6,233,463 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $67,459 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $613,945 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $12,412 |
Administrative expenses (other) incurred | 2015-12-31 | $486,315 |
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 | $-22,629,003 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $886,621,801 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $909,250,804 |
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 | $608,236,277 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $628,141,976 |
Interest on participant loans | 2015-12-31 | $260,002 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $260,049,608 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $260,591,558 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-20,177,543 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-400,804 |
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 | $11,889,669 |
Employer contributions (assets) at end of year | 2015-12-31 | $11,864,243 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $14,216,348 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $58,952,456 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2015-12-31 | 135381590 |
2014 : AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $1,772,295 |
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 | $116,464,232 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $68,972,710 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $68,470,378 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $21,820 |
Value of total corrective distributions | 2014-12-31 | $17,227 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $33,067,804 |
Value of total assets at end of year | 2014-12-31 | $909,250,804 |
Value of total assets at beginning of year | 2014-12-31 | $863,531,577 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $463,285 |
Total interest from all sources | 2014-12-31 | $265,213 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $27,896,142 |
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 | $27,896,142 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
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 | $18,831,463 |
Participant contributions at end of year | 2014-12-31 | $6,233,463 |
Participant contributions at beginning of year | 2014-12-31 | $6,268,828 |
Participant contributions at end of year | 2014-12-31 | $67,459 |
Participant contributions at beginning of year | 2014-12-31 | $75,708 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $599,051 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $8,332 |
Administrative expenses (other) incurred | 2014-12-31 | $463,285 |
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 | $47,491,522 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $909,250,804 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $863,531,577 |
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 | $628,141,976 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $592,163,438 |
Interest on participant loans | 2014-12-31 | $265,213 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $260,591,558 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $249,050,450 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $39,365,164 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $15,869,909 |
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 | $13,637,290 |
Employer contributions (assets) at end of year | 2014-12-31 | $14,216,348 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $15,973,153 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $68,462,046 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2013 : AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
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 | $182,433,361 |
Total loss/gain on sale of assets | 2013-12-31 | $2,106,893 |
Total of all expenses incurred | 2013-12-31 | $69,014,611 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $68,479,658 |
Value of total corrective distributions | 2013-12-31 | $246 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $33,723,512 |
Value of total assets at end of year | 2013-12-31 | $863,531,577 |
Value of total assets at beginning of year | 2013-12-31 | $750,112,827 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $534,707 |
Total interest from all sources | 2013-12-31 | $256,808 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $20,772,343 |
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 | $20,489,966 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
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 | $18,809,241 |
Participant contributions at end of year | 2013-12-31 | $6,268,828 |
Participant contributions at beginning of year | 2013-12-31 | $6,000,978 |
Participant contributions at end of year | 2013-12-31 | $75,708 |
Participant contributions at beginning of year | 2013-12-31 | $67,825 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $738,486 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $28,619 |
Administrative expenses (other) incurred | 2013-12-31 | $534,707 |
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 | $113,418,750 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $863,531,577 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $750,112,827 |
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 | $592,163,438 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $713,389,499 |
Interest on participant loans | 2013-12-31 | $256,808 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $249,050,450 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $109,489,035 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $16,084,770 |
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 |
Assets. Invements in employer securities at end of year | 2013-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $16,264,682 |
Contributions received in cash from employer | 2013-12-31 | $14,175,785 |
Employer contributions (assets) at end of year | 2013-12-31 | $15,973,153 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $14,389,843 |
Income. Dividends from common stock | 2013-12-31 | $282,377 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $68,451,039 |
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 | 2013-12-31 | No |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $4,351,079 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $2,244,186 |
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 | SS & G, INC |
Accountancy firm EIN | 2013-12-31 | 341945695 |
2012 : AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $3,750,091 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $3,750,091 |
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 | $113,407,905 |
Total loss/gain on sale of assets | 2012-12-31 | $1,158,009 |
Total of all expenses incurred | 2012-12-31 | $63,102,867 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $63,024,896 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $19,104 |
Value of total corrective distributions | 2012-12-31 | $18,881 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $32,931,142 |
Value of total assets at end of year | 2012-12-31 | $750,112,827 |
Value of total assets at beginning of year | 2012-12-31 | $699,807,789 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $39,986 |
Total interest from all sources | 2012-12-31 | $243,831 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $17,655,539 |
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 | $17,025,465 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
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 | $18,425,138 |
Participant contributions at end of year | 2012-12-31 | $6,000,978 |
Participant contributions at beginning of year | 2012-12-31 | $5,472,812 |
Participant contributions at end of year | 2012-12-31 | $67,825 |
Participant contributions at beginning of year | 2012-12-31 | $71,269 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $925,517 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $46,086 |
Other income not declared elsewhere | 2012-12-31 | $32,830 |
Administrative expenses (other) incurred | 2012-12-31 | $39,986 |
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 | $50,305,038 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $750,112,827 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $699,807,789 |
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 | $713,389,499 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $666,108,851 |
Interest on participant loans | 2012-12-31 | $243,831 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $57,636,463 |
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 |
Assets. Invements in employer securities at end of year | 2012-12-31 | $16,264,682 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $12,918,615 |
Contributions received in cash from employer | 2012-12-31 | $13,580,487 |
Employer contributions (assets) at end of year | 2012-12-31 | $14,389,843 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $15,236,242 |
Income. Dividends from common stock | 2012-12-31 | $630,074 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $62,978,810 |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $8,863,207 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $7,705,198 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | SS & G, INC. |
Accountancy firm EIN | 2012-12-31 | 341945695 |
2011 : AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-8,459,074 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-8,459,074 |
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 | $34,161,313 |
Total loss/gain on sale of assets | 2011-12-31 | $-56,052 |
Total of all expenses incurred | 2011-12-31 | $53,416,602 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $53,388,019 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $-4,049 |
Value of total corrective distributions | 2011-12-31 | $92 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $34,517,213 |
Value of total assets at end of year | 2011-12-31 | $699,807,789 |
Value of total assets at beginning of year | 2011-12-31 | $719,063,078 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $32,540 |
Total interest from all sources | 2011-12-31 | $199,258 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $19,319,622 |
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 | $18,795,500 |
Administrative expenses professional fees incurred | 2011-12-31 | $4,275 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
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 | $18,758,630 |
Participant contributions at end of year | 2011-12-31 | $5,472,812 |
Participant contributions at beginning of year | 2011-12-31 | $4,836,007 |
Participant contributions at end of year | 2011-12-31 | $71,269 |
Participant contributions at beginning of year | 2011-12-31 | $68,457 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $522,341 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $19,747 |
Other income not declared elsewhere | 2011-12-31 | $27,838 |
Administrative expenses (other) incurred | 2011-12-31 | $28,265 |
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 | $-19,255,289 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $699,807,789 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $719,063,078 |
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 | $666,108,851 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $678,325,094 |
Interest on participant loans | 2011-12-31 | $199,258 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-11,387,492 |
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 |
Assets. Invements in employer securities at end of year | 2011-12-31 | $12,918,615 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $21,148,751 |
Contributions received in cash from employer | 2011-12-31 | $15,236,242 |
Employer contributions (assets) at end of year | 2011-12-31 | $15,236,242 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $14,684,769 |
Income. Dividends from common stock | 2011-12-31 | $524,122 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $53,368,272 |
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 | 2011-12-31 | No |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $6,214,943 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $6,270,995 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | SS & G FINANCIAL SERVICES, INC. |
Accountancy firm EIN | 2011-12-31 | 341945695 |
2010 : AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $402,672 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $402,672 |
Total transfer of assets to this plan | 2010-12-31 | $16,123,784 |
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 | $103,087,719 |
Total loss/gain on sale of assets | 2010-12-31 | $72,824 |
Total of all expenses incurred | 2010-12-31 | $55,974,436 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $55,902,764 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $28,578 |
Value of total corrective distributions | 2010-12-31 | $7,347 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $34,691,070 |
Value of total assets at end of year | 2010-12-31 | $719,063,078 |
Value of total assets at beginning of year | 2010-12-31 | $655,826,011 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $35,747 |
Total interest from all sources | 2010-12-31 | $244,735 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $15,223,195 |
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 | $14,696,568 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
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 | $19,046,805 |
Participant contributions at end of year | 2010-12-31 | $4,836,007 |
Participant contributions at beginning of year | 2010-12-31 | $4,714,534 |
Participant contributions at end of year | 2010-12-31 | $68,457 |
Participant contributions at beginning of year | 2010-12-31 | $63,931 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $1,051,909 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $14,868 |
Other income not declared elsewhere | 2010-12-31 | $70,788 |
Administrative expenses (other) incurred | 2010-12-31 | $35,747 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $47,113,283 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $719,063,078 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $655,826,011 |
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 | $678,325,094 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $615,087,047 |
Interest on participant loans | 2010-12-31 | $244,735 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $171,542 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $52,381,021 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $1,414 |
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 | $21,148,751 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $21,777,039 |
Contributions received in cash from employer | 2010-12-31 | $14,592,356 |
Employer contributions (assets) at end of year | 2010-12-31 | $14,684,769 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $14,011,918 |
Income. Dividends from common stock | 2010-12-31 | $526,627 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $55,887,896 |
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 | 2010-12-31 | No |
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 | $7,130,882 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $7,058,058 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | SS & G FINANCIAL SERVICES, INC. |
Accountancy firm EIN | 2010-12-31 | 341945695 |
2022: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS 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 | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS 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 | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS 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 | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS 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 | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS 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 | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS 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 | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS 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 | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS 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 | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS 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 | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS 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 | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS 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 | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
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 | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: AMERICAN GREETINGS RETIREMENT PROFIT SHARING AND SAVINGS 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 | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |