401k Plan data: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM plan

LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 401k Plan overview

Plan Name	LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM
Plan identification number	004

LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LUVATA APPLETON, LLC has sponsored the creation of one or more 401k plans.

Company Name: LUVATA APPLETON, LLC

Employer identification number (EIN): 391714255

NAIC Classification: 331400

Additional information about LUVATA APPLETON, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2279870

More information about LUVATA APPLETON, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2024-01-01 JAMIE OWENS
004 2023-01-01
004 2023-01-01 JAMIE OWENS
004 2022-01-01
004 2022-01-01 JAMIE OWENS
004 2021-01-01
004 2021-01-01 KELCIE KEMP
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 STEPHEN BONGERS
004 2016-01-01 STEPHEN BONGERS 2017-06-20 STEPHEN BONGERS 2017-06-20
004 2015-01-01 STEPHEN BONGERS 2016-06-24 STEPHEN BONGERS 2016-06-24
004 2014-01-01 STEPHEN BONGERS 2015-07-14 STEPHEN BONGERS 2015-07-14
004 2013-01-01 STEPHEN BONGERS 2014-06-25 STEPHEN BONGERS 2014-06-25
004 2012-01-01 STEPHEN BONGERS 2013-06-27 STEPHEN BONGERS 2013-06-27
004 2011-01-01 STEPHEN BONGERS 2012-06-14 STEPHEN BONGERS 2012-06-14
004 2010-01-01 STEPHEN BONGERS 2011-06-22 STEPHEN BONGERS 2011-06-22
004 2009-01-01 STEPHEN BONGERS STEPHEN BONGERS 2010-08-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2024-01-01	JAMIE OWENS
004	2023-01-01
004	2023-01-01	JAMIE OWENS
004	2022-01-01
004	2022-01-01	JAMIE OWENS
004	2021-01-01
004	2021-01-01	KELCIE KEMP
004	2020-01-01
004	2019-01-01
004	2018-01-01
004	2017-01-01	STEPHEN BONGERS
004	2016-01-01	STEPHEN BONGERS	2017-06-20	STEPHEN BONGERS	2017-06-20
004	2015-01-01	STEPHEN BONGERS	2016-06-24	STEPHEN BONGERS	2016-06-24
004	2014-01-01	STEPHEN BONGERS	2015-07-14	STEPHEN BONGERS	2015-07-14
004	2013-01-01	STEPHEN BONGERS	2014-06-25	STEPHEN BONGERS	2014-06-25
004	2012-01-01	STEPHEN BONGERS	2013-06-27	STEPHEN BONGERS	2013-06-27
004	2011-01-01	STEPHEN BONGERS	2012-06-14	STEPHEN BONGERS	2012-06-14
004	2010-01-01	STEPHEN BONGERS	2011-06-22	STEPHEN BONGERS	2011-06-22
004	2009-01-01	STEPHEN BONGERS		STEPHEN BONGERS	2010-08-27

Plan Statistics for LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM

401k plan membership statisitcs for LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM

Measure Date Value
2023: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2023 401k membership
Total participants, beginning-of-year 2023-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 184
Number of retired or separated participants receiving benefits 2023-01-01 6
Number of other retired or separated participants entitled to future benefits 2023-01-01 36
Total of all active and inactive participants 2023-01-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 226
Number of participants with account balances 2023-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2022 401k membership
Total participants, beginning-of-year 2022-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 181
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 37
Total of all active and inactive participants 2022-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 225
Number of participants with account balances 2022-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2021 401k membership
Total participants, beginning-of-year 2021-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 161
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 38
Total of all active and inactive participants 2021-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 199
Number of participants with account balances 2021-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2020 401k membership
Total participants, beginning-of-year 2020-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 159
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 33
Total of all active and inactive participants 2020-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 193
Number of participants with account balances 2020-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2019 401k membership
Total participants, beginning-of-year 2019-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 161
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 32
Total of all active and inactive participants 2019-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 194
Number of participants with account balances 2019-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2018 401k membership
Total participants, beginning-of-year 2018-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 151
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 26
Total of all active and inactive participants 2018-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 178
Number of participants with account balances 2018-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2017 401k membership
Total participants, beginning-of-year 2017-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 97
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 109
Number of participants with account balances 2017-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2009: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2009 401k membership
Total participants, beginning-of-year 2009-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 67
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 74
Number of participants with account balances 2009-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2023 401k membership
Total participants, beginning-of-year	2023-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	184
Number of retired or separated participants receiving benefits	2023-01-01	6
Number of other retired or separated participants entitled to future benefits	2023-01-01	36
Total of all active and inactive participants	2023-01-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	226
Number of participants with account balances	2023-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2022 401k membership
Total participants, beginning-of-year	2022-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	181
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	37
Total of all active and inactive participants	2022-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	225
Number of participants with account balances	2022-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2021 401k membership
Total participants, beginning-of-year	2021-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	161
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	38
Total of all active and inactive participants	2021-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	199
Number of participants with account balances	2021-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2020 401k membership
Total participants, beginning-of-year	2020-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	159
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	33
Total of all active and inactive participants	2020-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	193
Number of participants with account balances	2020-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2019 401k membership
Total participants, beginning-of-year	2019-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	161
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	32
Total of all active and inactive participants	2019-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	194
Number of participants with account balances	2019-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2018 401k membership
Total participants, beginning-of-year	2018-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	151
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	26
Total of all active and inactive participants	2018-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	178
Number of participants with account balances	2018-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2017 401k membership
Total participants, beginning-of-year	2017-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	97
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	109
Number of participants with account balances	2017-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2009: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2009 401k membership
Total participants, beginning-of-year	2009-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	67
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	74
Number of participants with account balances	2009-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM

Measure	Date	Value
2023 : LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$6,970,753
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,902,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,851,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,393,015
Value of total assets at end of year	2023-12-31	$34,109,846
Value of total assets at beginning of year	2023-12-31	$29,041,407
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$50,741
Total interest from all sources	2023-12-31	$48,870
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$904,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$904,383
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,593,215
Participant contributions at end of year	2023-12-31	$408,661
Participant contributions at beginning of year	2023-12-31	$316,545
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$136,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$5,068,439
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$34,109,846
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$29,041,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$28,687,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$22,874,369
Interest on participant loans	2023-12-31	$22,316
Value of interest in common/collective trusts at end of year	2023-12-31	$4,911,340
Value of interest in common/collective trusts at beginning of year	2023-12-31	$5,774,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$102,796
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$76,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$76,242
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$26,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$3,485,681
Net investment gain or loss from common/collective trusts	2023-12-31	$138,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$662,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,851,573
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	COHEN & COMPANY
Accountancy firm EIN	2023-12-31	341912961
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$6,970,753
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$1,902,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$1,851,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$2,393,015
Value of total assets at end of year	2023-01-01	$34,109,846
Value of total assets at beginning of year	2023-01-01	$29,041,407
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$50,741
Total interest from all sources	2023-01-01	$48,870
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$904,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$904,383
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$2,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$1,593,215
Participant contributions at end of year	2023-01-01	$408,661
Participant contributions at beginning of year	2023-01-01	$316,545
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$136,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$5,068,439
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$34,109,846
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$29,041,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$28,687,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$22,874,369
Interest on participant loans	2023-01-01	$22,316
Value of interest in common/collective trusts at end of year	2023-01-01	$4,911,340
Value of interest in common/collective trusts at beginning of year	2023-01-01	$5,774,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$102,796
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-01	$26,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$3,485,681
Net investment gain or loss from common/collective trusts	2023-01-01	$138,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$662,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$1,851,573
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	COHEN & COMPANY
Accountancy firm EIN	2023-01-01	341912961
2022 : LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,536,720
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,323,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,276,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,153,678
Value of total assets at end of year	2022-12-31	$29,041,407
Value of total assets at beginning of year	2022-12-31	$34,901,280
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$46,184
Total interest from all sources	2022-12-31	$15,146
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$829,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$829,039
Administrative expenses professional fees incurred	2022-12-31	$300
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,461,889
Participant contributions at end of year	2022-12-31	$316,545
Participant contributions at beginning of year	2022-12-31	$322,719
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$92,505
Administrative expenses (other) incurred	2022-12-31	$45,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,859,873
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$29,041,407
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$34,901,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$22,874,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$32,773,473
Interest on participant loans	2022-12-31	$14,109
Value of interest in common/collective trusts at end of year	2022-12-31	$5,774,251
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,749,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$76,242
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$55,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$55,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,612,517
Net investment gain or loss from common/collective trusts	2022-12-31	$77,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$599,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,276,969
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2022-12-31	390859910
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-3,536,720
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$2,323,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$2,276,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$2,153,678
Value of total assets at end of year	2022-01-01	$29,041,407
Value of total assets at beginning of year	2022-01-01	$34,901,280
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$46,184
Total interest from all sources	2022-01-01	$15,146
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$829,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$829,039
Administrative expenses professional fees incurred	2022-01-01	$300
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$2,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$1,461,889
Participant contributions at end of year	2022-01-01	$316,545
Participant contributions at beginning of year	2022-01-01	$322,719
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$92,505
Administrative expenses (other) incurred	2022-01-01	$45,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-5,859,873
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$29,041,407
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$34,901,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$22,874,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$32,773,473
Interest on participant loans	2022-01-01	$14,109
Value of interest in common/collective trusts at end of year	2022-01-01	$5,774,251
Value of interest in common/collective trusts at beginning of year	2022-01-01	$1,749,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$76,242
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-01-01	$1,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-6,612,517
Net investment gain or loss from common/collective trusts	2022-01-01	$77,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$599,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$2,276,969
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	BAKER TILLY US, LLP
Accountancy firm EIN	2022-01-01	390859910
2021 : LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,793,960
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,911,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,886,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,945,373
Value of total assets at end of year	2021-12-31	$34,901,280
Value of total assets at beginning of year	2021-12-31	$34,018,329
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$24,560
Total interest from all sources	2021-12-31	$15,809
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,241,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,241,156
Administrative expenses professional fees incurred	2021-12-31	$900
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,269,933
Participant contributions at end of year	2021-12-31	$322,719
Participant contributions at beginning of year	2021-12-31	$274,882
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$29,593
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$134,966
Administrative expenses (other) incurred	2021-12-31	$23,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$882,951
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$34,901,280
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$34,018,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$32,773,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$28,223,236
Interest on participant loans	2021-12-31	$15,804
Value of interest in common/collective trusts at end of year	2021-12-31	$1,749,708
Value of interest in common/collective trusts at beginning of year	2021-12-31	$5,439,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$55,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$36,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$36,950
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,525,421
Net investment gain or loss from common/collective trusts	2021-12-31	$66,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$540,474
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$14,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,886,449
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	390859910
2020 : LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$10,940,167
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,567,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,545,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,135,050
Value of total assets at end of year	2020-12-31	$34,018,329
Value of total assets at beginning of year	2020-12-31	$24,646,151
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$22,735
Total interest from all sources	2020-12-31	$15,601
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$917,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$917,581
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,160,043
Participant contributions at end of year	2020-12-31	$274,882
Participant contributions at beginning of year	2020-12-31	$305,483
Participant contributions at end of year	2020-12-31	$29,593
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$5,285,557
Administrative expenses (other) incurred	2020-12-31	$22,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$9,372,178
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$34,018,329
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$24,646,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$28,223,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$23,699,389
Interest on participant loans	2020-12-31	$15,532
Value of interest in common/collective trusts at end of year	2020-12-31	$5,439,330
Value of interest in common/collective trusts at beginning of year	2020-12-31	$620,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$36,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$20,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$20,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$69
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,834,643
Net investment gain or loss from common/collective trusts	2020-12-31	$37,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$689,450
Employer contributions (assets) at end of year	2020-12-31	$14,338
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,545,254
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2020-12-31	390859910
2019 : LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$5,731,928
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,444,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,423,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,479,549
Value of total assets at end of year	2019-12-31	$24,646,151
Value of total assets at beginning of year	2019-12-31	$21,358,302
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$20,843
Total interest from all sources	2019-12-31	$12,464
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$660,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$660,637
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,023,973
Participant contributions at end of year	2019-12-31	$305,483
Participant contributions at beginning of year	2019-12-31	$260,663
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$12,226
Other income not declared elsewhere	2019-12-31	$-17,125
Administrative expenses (other) incurred	2019-12-31	$20,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,287,849
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$24,646,151
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$21,358,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$23,699,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$20,640,541
Interest on participant loans	2019-12-31	$12,208
Value of interest in common/collective trusts at end of year	2019-12-31	$620,465
Value of interest in common/collective trusts at beginning of year	2019-12-31	$449,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$20,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$7,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$7,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$256
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,584,658
Net investment gain or loss from common/collective trusts	2019-12-31	$11,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$443,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,423,236
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2019-12-31	390859910
2018 : LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2018 401k financial data
Transfers to/from the plan	2018-12-31	$12,467,197
Total income from all sources	2018-12-31	$-363,992
Expenses. Total of all expenses incurred	2018-12-31	$660,381
Benefits paid (including direct rollovers)	2018-12-31	$650,096
Total plan assets at end of year	2018-12-31	$21,358,302
Total plan assets at beginning of year	2018-12-31	$9,915,478
Value of fidelity bond covering the plan	2018-12-31	$2,000,000
Total contributions received or receivable from participants	2018-12-31	$652,367
Expenses. Other expenses not covered elsewhere	2018-12-31	$10,285
Contributions received from other sources (not participants or employers)	2018-12-31	$8,689
Other income received	2018-12-31	$-1,317,225
Net income (gross income less expenses)	2018-12-31	$-1,024,373
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$21,358,302
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$9,915,478
Assets. Value of participant loans	2018-12-31	$260,663
Total contributions received or receivable from employer(s)	2018-12-31	$292,177
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2017 401k financial data
Total income from all sources	2017-12-31	$2,422,908
Expenses. Total of all expenses incurred	2017-12-31	$1,591,227
Benefits paid (including direct rollovers)	2017-12-31	$1,589,677
Total plan assets at end of year	2017-12-31	$9,915,478
Total plan assets at beginning of year	2017-12-31	$9,083,797
Value of fidelity bond covering the plan	2017-12-31	$2,000,000
Total contributions received or receivable from participants	2017-12-31	$518,231
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$132,126
Other income received	2017-12-31	$1,535,975
Net income (gross income less expenses)	2017-12-31	$831,681
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$9,915,478
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,083,797
Assets. Value of participant loans	2017-12-31	$127,818
Total contributions received or receivable from employer(s)	2017-12-31	$236,576
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2009 : LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM

2023: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2009: LUVATA APPLETON LLC INVESTMENT PLAN FOR HOURLY EM 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SF 51633 - 2
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SF 51633
Policy instance	1

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Company Name:	LUVATA APPLETON, LLC
Employer identification number (EIN):	391714255
NAIC Classification:	331400

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2279870