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Plan Name | PACON CORPORATION UNION EMPLOYEE PENSION PLAN |
Plan identification number | 005 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | PACON CORPORATION |
Employer identification number (EIN): | 390833591 |
NAIC Classification: | 322200 |
Additional information about PACON CORPORATION
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2007-03-12 |
Company Identification Number: | 0800787528 |
Legal Registered Office Address: |
2525 N CASALOMA DR APPLETON United States of America (USA) 54913 |
More information about PACON CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
005 | 2013-03-01 | ||||
005 | 2012-03-01 | JOAN STRAND | |||
005 | 2011-03-01 | JOAN STRAND | |||
005 | 2010-03-01 | THOMAS O HURLEY | |||
005 | 2009-03-01 | PENSION CONSULTANTS CO., INC. |
Measure | Date | Value |
---|---|---|
2013: PACON CORPORATION UNION EMPLOYEE PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-03-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-03-01 | 0 |
Total of all active and inactive participants | 2013-03-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-03-01 | 0 |
Total participants | 2013-03-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-03-01 | 0 |
2012: PACON CORPORATION UNION EMPLOYEE PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-03-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 101 |
Number of retired or separated participants receiving benefits | 2012-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-03-01 | 15 |
Total of all active and inactive participants | 2012-03-01 | 116 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-03-01 | 0 |
Total participants | 2012-03-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-03-01 | 0 |
2011: PACON CORPORATION UNION EMPLOYEE PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-03-01 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 102 |
Number of retired or separated participants receiving benefits | 2011-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-03-01 | 22 |
Total of all active and inactive participants | 2011-03-01 | 124 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-03-01 | 0 |
Total participants | 2011-03-01 | 124 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-03-01 | 0 |
2010: PACON CORPORATION UNION EMPLOYEE PENSION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-03-01 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-03-01 | 123 |
Number of retired or separated participants receiving benefits | 2010-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-03-01 | 13 |
Total of all active and inactive participants | 2010-03-01 | 136 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-03-01 | 0 |
Total participants | 2010-03-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-03-01 | 0 |
2009: PACON CORPORATION UNION EMPLOYEE PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-03-01 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 123 |
Number of retired or separated participants receiving benefits | 2009-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-03-01 | 13 |
Total of all active and inactive participants | 2009-03-01 | 136 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-03-01 | 0 |
Total participants | 2009-03-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-03-01 | 0 |
Measure | Date | Value |
---|---|---|
2013 : PACON CORPORATION UNION EMPLOYEE PENSION PLAN 2013 401k financial data | ||
Total income from all sources (including contributions) | 2013-12-11 | $1,155,871 |
Total loss/gain on sale of assets | 2013-12-11 | $2,104 |
Total of all expenses incurred | 2013-12-11 | $5,376,354 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-11 | $5,364,968 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-11 | $1,134,493 |
Value of total assets at end of year | 2013-12-11 | $0 |
Value of total assets at beginning of year | 2013-12-11 | $4,220,483 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-11 | $11,386 |
Total interest from all sources | 2013-12-11 | $14 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-11 | $53,767 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-11 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-12-11 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-11 | $53,767 |
Was this plan covered by a fidelity bond | 2013-12-11 | Yes |
Value of fidelity bond cover | 2013-12-11 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-11 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-11 | $241 |
Administrative expenses (other) incurred | 2013-12-11 | $43 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-11 | No |
Value of net income/loss | 2013-12-11 | $-4,220,483 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-11 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-11 | $4,220,483 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-11 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-11 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-11 | No |
Investment advisory and management fees | 2013-12-11 | $11,343 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-11 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-11 | $4,048,569 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-11 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-11 | $171,914 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-11 | $171,914 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-11 | $14 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-11 | $-34,507 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-11 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-11 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-11 | No |
Contributions received in cash from employer | 2013-12-11 | $1,134,252 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-11 | $5,364,968 |
Did the plan have assets held for investment | 2013-12-11 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-11 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-11 | Yes |
Aggregate proceeds on sale of assets | 2013-12-11 | $2,104 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-11 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-11 | Unqualified |
Accountancy firm name | 2013-12-11 | SCHENCK SC |
Accountancy firm EIN | 2013-12-11 | 391173131 |
Total income from all sources (including contributions) | 2013-02-28 | $378,469 |
Total of all expenses incurred | 2013-02-28 | $38,131 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-02-28 | $13,613 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-02-28 | $148,444 |
Value of total assets at end of year | 2013-02-28 | $4,220,483 |
Value of total assets at beginning of year | 2013-02-28 | $3,880,145 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-02-28 | $24,518 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-02-28 | $127,451 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-02-28 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-02-28 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-02-28 | $127,451 |
Was this plan covered by a fidelity bond | 2013-02-28 | Yes |
Value of fidelity bond cover | 2013-02-28 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-02-28 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-02-28 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-02-28 | No |
Value of net income/loss | 2013-02-28 | $340,338 |
Value of net assets at end of year (total assets less liabilities) | 2013-02-28 | $4,220,483 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-02-28 | $3,880,145 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-02-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-02-28 | No |
Investment advisory and management fees | 2013-02-28 | $24,518 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-02-28 | $4,048,569 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-02-28 | $3,866,746 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-02-28 | $171,914 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-02-28 | $13,399 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-02-28 | $13,399 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-02-28 | $102,574 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-02-28 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-02-28 | No |
Contributions received in cash from employer | 2013-02-28 | $148,444 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-02-28 | $13,613 |
Did the plan have assets held for investment | 2013-02-28 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-02-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-02-28 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-02-28 | No |
Opinion of an independent qualified public accountant for this plan | 2013-02-28 | Unqualified |
Accountancy firm name | 2013-02-28 | SCHENCK SC |
Accountancy firm EIN | 2013-02-28 | 391173131 |
2012 : PACON CORPORATION UNION EMPLOYEE PENSION PLAN 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-02-29 | $951,012 |
Total of all expenses incurred | 2012-02-29 | $1,717,880 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-02-29 | $1,689,912 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-02-29 | $855,684 |
Value of total assets at end of year | 2012-02-29 | $3,880,145 |
Value of total assets at beginning of year | 2012-02-29 | $4,647,013 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-02-29 | $27,968 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-02-29 | $120,254 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-02-29 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-02-29 | $120,254 |
Was this plan covered by a fidelity bond | 2012-02-29 | Yes |
Value of fidelity bond cover | 2012-02-29 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-02-29 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-02-29 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-02-29 | No |
Value of net income/loss | 2012-02-29 | $-766,868 |
Value of net assets at end of year (total assets less liabilities) | 2012-02-29 | $3,880,145 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-02-29 | $4,647,013 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-02-29 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-02-29 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-02-29 | No |
Investment advisory and management fees | 2012-02-29 | $27,968 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-02-29 | $3,866,746 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-02-29 | $4,642,001 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-02-29 | $13,399 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-02-29 | $5,012 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-02-29 | $5,012 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-02-29 | $-24,926 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-02-29 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-02-29 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-02-29 | No |
Contributions received in cash from employer | 2012-02-29 | $855,684 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-02-29 | $1,689,912 |
Did the plan have assets held for investment | 2012-02-29 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-02-29 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-02-29 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-02-29 | No |
Opinion of an independent qualified public accountant for this plan | 2012-02-29 | Unqualified |
Accountancy firm name | 2012-02-29 | SCHENCK SC |
Accountancy firm EIN | 2012-02-29 | 391173131 |
2011 : PACON CORPORATION UNION EMPLOYEE PENSION PLAN 2011 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-02-28 | $0 |
Total income from all sources (including contributions) | 2011-02-28 | $968,932 |
Total of all expenses incurred | 2011-02-28 | $16,131 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-02-28 | $400,000 |
Value of total assets at end of year | 2011-02-28 | $4,647,013 |
Value of total assets at beginning of year | 2011-02-28 | $3,694,212 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-02-28 | $16,131 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-02-28 | $118,164 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-02-28 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-02-28 | $118,164 |
Was this plan covered by a fidelity bond | 2011-02-28 | Yes |
Value of fidelity bond cover | 2011-02-28 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-02-28 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-02-28 | $0 |
Other income not declared elsewhere | 2011-02-28 | $508 |
Liabilities. Value of operating payables at beginning of year | 2011-02-28 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-02-28 | No |
Value of net income/loss | 2011-02-28 | $952,801 |
Value of net assets at end of year (total assets less liabilities) | 2011-02-28 | $4,647,013 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-02-28 | $3,694,212 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-02-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-02-28 | No |
Investment advisory and management fees | 2011-02-28 | $16,131 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-02-28 | $4,642,001 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-02-28 | $3,694,103 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-02-28 | $5,012 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-02-28 | $109 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-02-28 | $109 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-02-28 | $450,260 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-02-28 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-02-28 | No |
Contributions received in cash from employer | 2011-02-28 | $400,000 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-02-28 | $0 |
Did the plan have assets held for investment | 2011-02-28 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-02-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-02-28 | No |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-02-28 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-02-28 | No |
Opinion of an independent qualified public accountant for this plan | 2011-02-28 | Unqualified |
Accountancy firm name | 2011-02-28 | SCHENCK SC |
Accountancy firm EIN | 2011-02-28 | 391173131 |
2013: PACON CORPORATION UNION EMPLOYEE PENSION PLAN 2013 form 5500 responses | ||
---|---|---|
2013-03-01 | Type of plan entity | Single employer plan |
2013-03-01 | This submission is the final filing | Yes |
2013-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2013-03-01 | Plan funding arrangement – Trust | Yes |
2013-03-01 | Plan benefit arrangement - Trust | Yes |
2012: PACON CORPORATION UNION EMPLOYEE PENSION PLAN 2012 form 5500 responses | ||
2012-03-01 | Type of plan entity | Single employer plan |
2012-03-01 | Plan funding arrangement – Trust | Yes |
2012-03-01 | Plan benefit arrangement - Trust | Yes |
2011: PACON CORPORATION UNION EMPLOYEE PENSION PLAN 2011 form 5500 responses | ||
2011-03-01 | Type of plan entity | Single employer plan |
2011-03-01 | Plan funding arrangement – Trust | Yes |
2011-03-01 | Plan benefit arrangement - Trust | Yes |
2010: PACON CORPORATION UNION EMPLOYEE PENSION PLAN 2010 form 5500 responses | ||
2010-03-01 | Type of plan entity | Single employer plan |
2010-03-01 | Plan funding arrangement – Trust | Yes |
2010-03-01 | Plan benefit arrangement - Trust | Yes |
2009: PACON CORPORATION UNION EMPLOYEE PENSION PLAN 2009 form 5500 responses | ||
2009-03-01 | Type of plan entity | Single employer plan |
2009-03-01 | Plan funding arrangement – Trust | Yes |
2009-03-01 | Plan benefit arrangement - Trust | Yes |