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CARDPAK INC 401K PLAN 401k Plan overview

Plan NameCARDPAK INC 401K PLAN
Plan identification number 001

CARDPAK INC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CARD PAK, INC. has sponsored the creation of one or more 401k plans.

Company Name:CARD PAK, INC.
Employer identification number (EIN):340971339
NAIC Classification:322200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDPAK INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01RICHARD THOMAS
0012016-01-01
0012015-01-01RICHARD THOMAS
0012014-01-01JERRY LAMM
0012013-01-01JERRY LAMM
0012012-01-01JERRY LAMM
0012011-01-01LYNNE MORRISON
0012010-01-01LYNNE MORRISON
0012009-01-01LYNNE MORRISON

Plan Statistics for CARDPAK INC 401K PLAN

401k plan membership statisitcs for CARDPAK INC 401K PLAN

Measure Date Value
2016: CARDPAK INC 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01135
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CARDPAK INC 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01147
Total number of active participants reported on line 7a of the Form 55002015-01-01120
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01134
Number of participants with account balances2015-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CARDPAK INC 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01133
Total number of active participants reported on line 7a of the Form 55002014-01-01124
Number of retired or separated participants receiving benefits2014-01-0122
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01146
Number of participants with account balances2014-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CARDPAK INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01137
Total number of active participants reported on line 7a of the Form 55002013-01-01119
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01126
Number of participants with account balances2013-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CARDPAK INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01128
Total number of active participants reported on line 7a of the Form 55002012-01-01129
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-01136
Total participants2012-01-01136
Number of participants with account balances2012-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CARDPAK INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01123
Total number of active participants reported on line 7a of the Form 55002011-01-01117
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01128
Total participants2011-01-01128
Number of participants with account balances2011-01-01121
2010: CARDPAK INC 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01123
Total number of active participants reported on line 7a of the Form 55002010-01-01116
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01123
Number of participants with account balances2010-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CARDPAK INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01139
Total number of active participants reported on line 7a of the Form 55002009-01-01116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01123
Number of participants with account balances2009-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CARDPAK INC 401K PLAN

Measure Date Value
2016 : CARDPAK INC 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$862,228
Total of all expenses incurred2016-12-31$8,389,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,294,087
Expenses. Certain deemed distributions of participant loans2016-12-31$47,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$422,872
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$7,526,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$48,013
Total interest from all sources2016-12-31$6,480
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$26,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$26,419
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$276,286
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$147,808
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-7,526,882
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,526,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$35,853
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,033,814
Interest on participant loans2016-12-31$3,452
Interest earned on other investments2016-12-31$3,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$328,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$406,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$136,092
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$16,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,294,087
Contract administrator fees2016-12-31$12,160
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BARNES WENDLING CPA'S, INC.
Accountancy firm EIN2016-12-31341463411
Total income from all sources (including contributions)2016-09-30$862,228
Total of all expenses incurred2016-09-30$8,389,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$8,294,087
Expenses. Certain deemed distributions of participant loans2016-09-30$47,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$422,872
Value of total assets at end of year2016-09-30$0
Value of total assets at beginning of year2016-09-30$7,526,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$48,013
Total interest from all sources2016-09-30$6,480
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$26,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-09-30$0
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$26,419
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$276,286
Participant contributions at end of year2016-09-30$0
Participant contributions at beginning of year2016-09-30$147,808
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$10,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$-7,526,882
Value of net assets at end of year (total assets less liabilities)2016-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$7,526,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$35,853
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$7,033,814
Interest on participant loans2016-09-30$3,452
Interest earned on other investments2016-09-30$3,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$328,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$406,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$136,092
Employer contributions (assets) at end of year2016-09-30$0
Employer contributions (assets) at beginning of year2016-09-30$16,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$8,294,087
Contract administrator fees2016-09-30$12,160
Did the plan have assets held for investment2016-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30BARNES WENDLING CPA'S, INC.
Accountancy firm EIN2016-09-30341463411
2015 : CARDPAK INC 401K PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$593,992
Total of all expenses incurred2015-12-31$382,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$327,463
Expenses. Certain deemed distributions of participant loans2015-12-31$3,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$626,986
Value of total assets at end of year2015-12-31$7,526,882
Value of total assets at beginning of year2015-12-31$7,315,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$51,714
Total interest from all sources2015-12-31$9,749
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$90,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$90,848
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$375,860
Participant contributions at end of year2015-12-31$147,808
Participant contributions at beginning of year2015-12-31$141,568
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$41,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$211,443
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,526,882
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,315,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$47,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,033,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,896,398
Interest on participant loans2015-12-31$6,438
Interest earned on other investments2015-12-31$3,311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$328,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$268,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-133,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$209,716
Employer contributions (assets) at end of year2015-12-31$16,390
Employer contributions (assets) at beginning of year2015-12-31$9,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$327,463
Contract administrator fees2015-12-31$4,027
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BARNES WENDLING CPA'S, INC.
Accountancy firm EIN2015-12-31341463411
2014 : CARDPAK INC 401K PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,068,852
Total of all expenses incurred2014-12-31$210,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$118,221
Expenses. Certain deemed distributions of participant loans2014-12-31$47,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$568,177
Value of total assets at end of year2014-12-31$7,315,439
Value of total assets at beginning of year2014-12-31$6,456,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$44,803
Total interest from all sources2014-12-31$9,751
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$94,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$94,515
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$340,667
Participant contributions at end of year2014-12-31$141,568
Participant contributions at beginning of year2014-12-31$148,714
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$34,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$858,676
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,315,439
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,456,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$41,518
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,896,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,169,871
Income. Interest from loans (other than to participants)2014-12-31$6,737
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,014
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$268,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$124,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$396,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$192,660
Employer contributions (assets) at end of year2014-12-31$9,128
Employer contributions (assets) at beginning of year2014-12-31$14,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$118,221
Contract administrator fees2014-12-31$3,285
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BARNES WENDLING CPAS, INC.
Accountancy firm EIN2014-12-31341463411
2013 : CARDPAK INC 401K PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,757,527
Total of all expenses incurred2013-12-31$264,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$254,293
Expenses. Certain deemed distributions of participant loans2013-12-31$7,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$537,729
Value of total assets at end of year2013-12-31$6,456,763
Value of total assets at beginning of year2013-12-31$4,964,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,507
Total interest from all sources2013-12-31$8,649
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$36,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$36,627
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$344,633
Participant contributions at end of year2013-12-31$148,714
Participant contributions at beginning of year2013-12-31$137,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,492,597
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,456,763
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,964,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,169,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,633,281
Interest on participant loans2013-12-31$5,732
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$124,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$179,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,174,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$193,096
Employer contributions (assets) at end of year2013-12-31$14,006
Employer contributions (assets) at beginning of year2013-12-31$13,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$254,293
Contract administrator fees2013-12-31$3,507
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BARNES WENDLING CPAS, INC.
Accountancy firm EIN2013-12-31341463411
2012 : CARDPAK INC 401K PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,170,452
Total of all expenses incurred2012-12-31$379,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$351,668
Expenses. Certain deemed distributions of participant loans2012-12-31$24,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$590,556
Value of total assets at end of year2012-12-31$4,964,166
Value of total assets at beginning of year2012-12-31$4,172,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,287
Total interest from all sources2012-12-31$5,984
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$42,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$42,921
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$377,705
Participant contributions at end of year2012-12-31$137,409
Participant contributions at beginning of year2012-12-31$143,633
Other income not declared elsewhere2012-12-31$3,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$791,320
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,964,166
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,172,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,633,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,839,656
Interest on participant loans2012-12-31$5,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$179,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$153,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$527,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$212,851
Employer contributions (assets) at end of year2012-12-31$13,540
Employer contributions (assets) at beginning of year2012-12-31$36,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$351,668
Contract administrator fees2012-12-31$3,287
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BARNES WENDLING CPAS INC
Accountancy firm EIN2012-12-31341463411
2011 : CARDPAK INC 401K PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$358,878
Total of all expenses incurred2011-12-31$276,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$265,937
Expenses. Certain deemed distributions of participant loans2011-12-31$7,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$558,287
Value of total assets at end of year2011-12-31$4,172,846
Value of total assets at beginning of year2011-12-31$4,090,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,400
Total interest from all sources2011-12-31$4,368
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$32,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$32,721
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$355,036
Participant contributions at end of year2011-12-31$143,633
Participant contributions at beginning of year2011-12-31$104,682
Participant contributions at beginning of year2011-12-31$22
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,287
Other income not declared elsewhere2011-12-31$2,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$82,255
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,172,846
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,090,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$3,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,839,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,855,632
Interest on participant loans2011-12-31$4,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$153,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$110,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-239,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$199,964
Employer contributions (assets) at end of year2011-12-31$36,537
Employer contributions (assets) at beginning of year2011-12-31$19,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$265,937
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BARNES WENDLING CPAS INC
Accountancy firm EIN2011-12-31341463411
2010 : CARDPAK INC 401K PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$903,514
Total of all expenses incurred2010-12-31$165,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$141,495
Expenses. Certain deemed distributions of participant loans2010-12-31$3,153
Value of total corrective distributions2010-12-31$21,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$559,622
Value of total assets at end of year2010-12-31$4,090,591
Value of total assets at beginning of year2010-12-31$3,352,755
Total interest from all sources2010-12-31$3,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$362,499
Participant contributions at end of year2010-12-31$104,682
Participant contributions at beginning of year2010-12-31$78,602
Participant contributions at end of year2010-12-31$22
Other income not declared elsewhere2010-12-31$3,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$737,836
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,090,591
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,352,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,855,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,046,883
Interest on participant loans2010-12-31$3,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$74,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$74,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$110,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$152,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$337,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$197,123
Employer contributions (assets) at end of year2010-12-31$19,384
Employer contributions (assets) at beginning of year2010-12-31$1
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$141,495
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BARNES WENDLING CPAS INC
Accountancy firm EIN2010-12-31341463411
2009 : CARDPAK INC 401K PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for CARDPAK INC 401K PLAN

2016: CARDPAK INC 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: CARDPAK INC 401K 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: CARDPAK INC 401K 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: CARDPAK INC 401K 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: CARDPAK INC 401K 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: CARDPAK INC 401K 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
2010: CARDPAK INC 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CARDPAK INC 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB2GE4J
Policy instance 1
Insurance contract or identification numberGAPB2GE4J
Total amount of commissions paid to insurance brokerUSD $854
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $854
Insurance broker organization code?7
Insurance broker nameCOMMONWEALTH FINANCIAL NETWORK
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB2GE4J
Policy instance 1
Insurance contract or identification numberGAPB2GE4J
Number of Individuals Covered133
Total amount of commissions paid to insurance brokerUSD $526
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $458
Insurance broker organization code?7
Insurance broker nameCOMMONWEALTH FINANCIAL NETWORK
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB2LA78
Policy instance 1
Insurance contract or identification numberGAPB2LA78
Number of Individuals Covered118
Total amount of commissions paid to insurance brokerUSD $610
Total amount of fees paid to insurance companyUSD $152
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $610
Amount paid for insurance broker fees152
Insurance broker organization code?7
Insurance broker nameAMERIPRISE FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB2LA78
Policy instance 1
Insurance contract or identification numberGAPB2LA78
Number of Individuals Covered127
Total amount of commissions paid to insurance brokerUSD $491
Total amount of fees paid to insurance companyUSD $123
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $491
Amount paid for insurance broker fees123
Insurance broker organization code?7
Insurance broker nameAMERIPRISE FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB2LA78
Policy instance 1
Insurance contract or identification numberGAPB2LA78
Number of Individuals Covered121
Total amount of commissions paid to insurance brokerUSD $408
Total amount of fees paid to insurance companyUSD $102
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB2LA78
Policy instance 1
Insurance contract or identification numberGAPB2LA78
Number of Individuals Covered117
Total amount of commissions paid to insurance brokerUSD $361
Total amount of fees paid to insurance companyUSD $90
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $361
Amount paid for insurance broker fees90
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?7
Insurance broker nameAMERIPRISE FINANCIAL SVS

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