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AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 401k Plan overview

Plan NameAMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES
Plan identification number 001

AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

THE HUNT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:THE HUNT CORPORATION
Employer identification number (EIN):351332337
NAIC Classification:236200

Additional information about THE HUNT CORPORATION

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1990-09-14
Company Identification Number: 21766084
Legal Registered Office Address: 36727 IMMIGRANT RD

PLEASANT HILL
United States of America (USA)
97455

More information about THE HUNT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01BERNIE KNOBBE
0012015-01-01BERNIE KNOBBE
0012014-01-01STEPHEN W. ATKINS
0012013-01-01STEPHEN W. ATKINS
0012012-01-01STEPHEN W. ATKINS
0012011-01-01STEPHEN W. ATKINS
0012010-01-01STEPHEN W. ATKINS, VP AND CFO
0012009-01-01STEPHEN W. ATKINS, VP AND CFO

Plan Statistics for AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES

401k plan membership statisitcs for AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES

Measure Date Value
2015: AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 2015 401k membership
Total participants, beginning-of-year2015-01-01568
Total number of active participants reported on line 7a of the Form 55002015-01-01246
Number of retired or separated participants receiving benefits2015-01-0116
Number of other retired or separated participants entitled to future benefits2015-01-01200
Total of all active and inactive participants2015-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 2014 401k membership
Total participants, beginning-of-year2014-01-01615
Total number of active participants reported on line 7a of the Form 55002014-01-01249
Number of retired or separated participants receiving benefits2014-01-0117
Number of other retired or separated participants entitled to future benefits2014-01-01297
Total of all active and inactive participants2014-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 2013 401k membership
Total participants, beginning-of-year2013-01-01631
Total number of active participants reported on line 7a of the Form 55002013-01-01288
Number of retired or separated participants receiving benefits2013-01-0115
Number of other retired or separated participants entitled to future benefits2013-01-01307
Total of all active and inactive participants2013-01-01610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 2012 401k membership
Total participants, beginning-of-year2012-01-01648
Total number of active participants reported on line 7a of the Form 55002012-01-01324
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-01287
Total of all active and inactive participants2012-01-01625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-01631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 2011 401k membership
Total participants, beginning-of-year2011-01-01668
Total number of active participants reported on line 7a of the Form 55002011-01-01388
Number of retired or separated participants receiving benefits2011-01-0113
Number of other retired or separated participants entitled to future benefits2011-01-01244
Total of all active and inactive participants2011-01-01645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 2010 401k membership
Total participants, beginning-of-year2010-01-01687
Total number of active participants reported on line 7a of the Form 55002010-01-01433
Number of retired or separated participants receiving benefits2010-01-0113
Number of other retired or separated participants entitled to future benefits2010-01-01222
Total of all active and inactive participants2010-01-01668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 2009 401k membership
Total participants, beginning-of-year2009-01-01770
Total number of active participants reported on line 7a of the Form 55002009-01-01471
Number of retired or separated participants receiving benefits2009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-01202
Total of all active and inactive participants2009-01-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0149

Financial Data on AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES

Measure Date Value
2015 : AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-115,713
Total unrealized appreciation/depreciation of assets2015-12-31$-115,713
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$217,043
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$145,905
Total loss/gain on sale of assets2015-12-31$-69,058
Total of all expenses incurred2015-12-31$2,281,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,868,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$103,000
Value of total assets at end of year2015-12-31$11,406,052
Value of total assets at beginning of year2015-12-31$13,325,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$413,140
Total interest from all sources2015-12-31$50,390
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$326,096
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$202,037
Administrative expenses professional fees incurred2015-12-31$319,839
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$9,228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$11,004
Administrative expenses (other) incurred2015-12-31$89,935
Liabilities. Value of operating payables at end of year2015-12-31$217,043
Total non interest bearing cash at end of year2015-12-31$103,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,136,082
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,189,009
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,325,091
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$3,366
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,101,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,659,215
Income. Interest from US Government securities2015-12-31$37,023
Income. Interest from corporate debt instruments2015-12-31$13,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$240,627
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$241,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$241,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$1,071,576
Asset value of US Government securities at beginning of year2015-12-31$1,212,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-148,810
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$103,000
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$45,500
Income. Dividends from common stock2015-12-31$124,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,868,847
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$442,981
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$434,118
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$6,436,947
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$7,721,166
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$-69,058
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 name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-635,533
Total unrealized appreciation/depreciation of assets2014-12-31$-635,533
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$1,364,354
Total loss/gain on sale of assets2014-12-31$1,220,981
Total of all expenses incurred2014-12-31$2,297,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,199,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$426,000
Value of total assets at end of year2014-12-31$13,325,091
Value of total assets at beginning of year2014-12-31$14,258,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$98,520
Total interest from all sources2014-12-31$53,704
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$514,777
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$388,634
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$11,004
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$12,676
Administrative expenses (other) incurred2014-12-31$98,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-933,480
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,325,091
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,258,571
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,659,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,837,307
Income. Interest from US Government securities2014-12-31$34,411
Income. Interest from corporate debt instruments2014-12-31$19,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$241,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$185,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$185,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$1,212,452
Asset value of US Government securities at beginning of year2014-12-31$1,218,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-215,575
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$426,000
Employer contributions (assets) at end of year2014-12-31$45,500
Employer contributions (assets) at beginning of year2014-12-31$175,000
Income. Dividends from common stock2014-12-31$126,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,199,314
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$434,118
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$452,158
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$7,721,166
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$8,377,865
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
Aggregate proceeds on sale of assets2014-12-31$8,736,852
Aggregate carrying amount (costs) on sale of assets2014-12-31$7,515,871
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 name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,333,163
Total unrealized appreciation/depreciation of assets2013-12-31$1,333,163
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$3,200,742
Total loss/gain on sale of assets2013-12-31$840,405
Total of all expenses incurred2013-12-31$1,750,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,659,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$505,000
Value of total assets at end of year2013-12-31$14,258,571
Value of total assets at beginning of year2013-12-31$12,808,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$90,593
Total interest from all sources2013-12-31$59,080
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$401,850
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$281,671
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$12,676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$13,731
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$1,450,550
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,258,571
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,808,021
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
Investment advisory and management fees2013-12-31$90,593
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,837,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,786,540
Income. Interest from US Government securities2013-12-31$41,197
Income. Interest from corporate debt instruments2013-12-31$17,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$185,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$337,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$337,528
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$1,218,294
Asset value of US Government securities at beginning of year2013-12-31$1,388,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$61,244
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$505,000
Employer contributions (assets) at end of year2013-12-31$175,000
Employer contributions (assets) at beginning of year2013-12-31$175,000
Income. Dividends from common stock2013-12-31$120,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,659,599
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$452,158
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$428,666
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$8,377,865
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$6,678,423
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
Aggregate proceeds on sale of assets2013-12-31$6,024,701
Aggregate carrying amount (costs) on sale of assets2013-12-31$5,184,296
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 name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$746,387
Total unrealized appreciation/depreciation of assets2012-12-31$746,387
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$1,933,832
Total loss/gain on sale of assets2012-12-31$-115,180
Total of all expenses incurred2012-12-31$886,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$801,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$700,000
Value of total assets at end of year2012-12-31$12,808,021
Value of total assets at beginning of year2012-12-31$11,760,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$84,591
Total interest from all sources2012-12-31$64,505
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$223,104
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$76,527
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$13,731
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$13,773
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$1,047,573
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,808,021
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,760,448
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
Investment advisory and management fees2012-12-31$84,591
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,786,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,051,955
Income. Interest from US Government securities2012-12-31$41,818
Income. Interest from corporate debt instruments2012-12-31$22,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$337,528
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$300,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$300,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$1,388,133
Asset value of US Government securities at beginning of year2012-12-31$1,211,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$315,016
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$700,000
Employer contributions (assets) at end of year2012-12-31$175,000
Employer contributions (assets) at beginning of year2012-12-31$820,000
Income. Dividends from common stock2012-12-31$146,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$801,668
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$428,666
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$448,300
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$6,678,423
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$5,914,058
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
Aggregate proceeds on sale of assets2012-12-31$7,263,178
Aggregate carrying amount (costs) on sale of assets2012-12-31$7,378,358
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,162,796
Total unrealized appreciation/depreciation of assets2011-12-31$-1,162,796
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$1,103,122
Total loss/gain on sale of assets2011-12-31$598,655
Total of all expenses incurred2011-12-31$2,992,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,902,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,330,000
Value of total assets at end of year2011-12-31$11,760,448
Value of total assets at beginning of year2011-12-31$13,649,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$90,037
Total interest from all sources2011-12-31$76,561
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$267,445
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$111,942
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$13,773
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$15,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,889,160
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,760,448
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,649,608
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$90,037
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,051,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,933,724
Income. Interest from US Government securities2011-12-31$52,566
Income. Interest from corporate debt instruments2011-12-31$23,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$300,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$230,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$230,303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$510
Asset value of US Government securities at end of year2011-12-31$1,211,417
Asset value of US Government securities at beginning of year2011-12-31$1,327,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,743
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$1,330,000
Employer contributions (assets) at end of year2011-12-31$820,000
Employer contributions (assets) at beginning of year2011-12-31$411,937
Income. Dividends from common stock2011-12-31$155,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,902,245
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$448,300
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$477,445
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$5,914,058
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$7,252,706
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
Aggregate proceeds on sale of assets2011-12-31$7,494,384
Aggregate carrying amount (costs) on sale of assets2011-12-31$6,895,729
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 name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$591,528
Total unrealized appreciation/depreciation of assets2010-12-31$591,528
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$2,111,474
Total loss/gain on sale of assets2010-12-31$329,707
Total of all expenses incurred2010-12-31$1,739,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,652,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$657,748
Value of total assets at end of year2010-12-31$13,649,608
Value of total assets at beginning of year2010-12-31$13,277,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$86,249
Total interest from all sources2010-12-31$80,316
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$242,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$98,320
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$15,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$17,495
Administrative expenses (other) incurred2010-12-31$86,249
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$372,332
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,649,608
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,277,276
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$3,933,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,711,001
Income. Interest from US Government securities2010-12-31$53,927
Income. Interest from corporate debt instruments2010-12-31$26,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$230,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$12,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$12,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$1,327,535
Asset value of US Government securities at beginning of year2010-12-31$1,408,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$210,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$657,748
Employer contributions (assets) at end of year2010-12-31$411,937
Employer contributions (assets) at beginning of year2010-12-31$80,209
Income. Dividends from common stock2010-12-31$143,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,652,893
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$477,445
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$538,534
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$7,252,706
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$6,509,024
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
Aggregate proceeds on sale of assets2010-12-31$8,774,044
Aggregate carrying amount (costs) on sale of assets2010-12-31$8,444,337
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 name2010-12-31CLIFTON GUNDERSON, LLP
Accountancy firm EIN2010-12-31370802863

Form 5500 Responses for AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES

2015: AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
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: AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number135135
Policy instance 1
Insurance contract or identification number135135
Number of Individuals Covered455
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,609
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,609
Insurance broker organization code?3
Insurance broker nameTHOMAS W BEAL

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