APPLETON COATED LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan APPLETON COATED LLC RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES
401k plan membership statisitcs for APPLETON COATED LLC RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES
Measure | Date | Value |
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2016: APPLETON COATED LLC RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 50,567,016 |
Acturial value of plan assets | 2016-12-31 | 53,441,554 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 37,737,818 |
Number of terminated vested participants | 2016-12-31 | 147 |
Fundng target for terminated vested participants | 2016-12-31 | 8,074,566 |
Active participant vested funding target | 2016-12-31 | 8,544,449 |
Number of active participants | 2016-12-31 | 93 |
Total funding liabilities for active participants | 2016-12-31 | 8,636,298 |
Total participant count | 2016-12-31 | 503 |
Total funding target for all participants | 2016-12-31 | 54,448,682 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 133,572 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 141,960 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 300,000 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 1,007,128 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 466,401 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 466,401 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 466,401 |
Unpaid minimum required contributions for all years | 2016-12-31 | 466,401 |
Total participants, beginning-of-year | 2016-01-01 | 499 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 213 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 129 |
Total of all active and inactive participants | 2016-01-01 | 439 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 51 |
Total participants | 2016-01-01 | 490 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: APPLETON COATED LLC RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 507 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 213 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 146 |
Total of all active and inactive participants | 2015-01-01 | 452 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 47 |
Total participants | 2015-01-01 | 499 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: APPLETON COATED LLC RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 512 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 107 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 208 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 142 |
Total of all active and inactive participants | 2014-01-01 | 457 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 50 |
Total participants | 2014-01-01 | 507 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: APPLETON COATED LLC RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 515 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 138 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 203 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 123 |
Total of all active and inactive participants | 2013-01-01 | 464 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 48 |
Total participants | 2013-01-01 | 512 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: APPLETON COATED LLC RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 526 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 152 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 197 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 126 |
Total of all active and inactive participants | 2012-01-01 | 475 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 40 |
Total participants | 2012-01-01 | 515 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: APPLETON COATED LLC RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 533 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 169 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 192 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 136 |
Total of all active and inactive participants | 2011-01-01 | 497 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 29 |
Total participants | 2011-01-01 | 526 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: APPLETON COATED LLC RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 539 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 173 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 188 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 141 |
Total of all active and inactive participants | 2010-01-01 | 502 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 31 |
Total participants | 2010-01-01 | 533 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 3 |
2009: APPLETON COATED LLC RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 544 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 213 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 174 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 121 |
Total of all active and inactive participants | 2009-01-01 | 508 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 31 |
Total participants | 2009-01-01 | 539 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
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2016 : APPLETON COATED LLC RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,244,447 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,633,258 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,633,258 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $51,184,398 |
Value of total assets at beginning of year | 2016-12-31 | $50,573,209 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | 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 | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $611,189 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $51,184,398 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $50,573,209 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $51,184,398 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $50,573,209 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,633,258 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2016-12-31 | 390859910 |
2015 : APPLETON COATED LLC RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $-1,441,154 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,528,373 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,528,373 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $253,405 |
Value of total assets at end of year | 2015-12-31 | $50,573,209 |
Value of total assets at beginning of year | 2015-12-31 | $55,542,736 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | 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 | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-4,969,527 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $50,573,209 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $55,542,736 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $50,573,209 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $55,029,619 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $253,405 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $513,117 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,528,373 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2015-12-31 | 390859910 |
2014 : APPLETON COATED LLC RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
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 | $6,159,392 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $3,496,444 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,496,444 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,161,609 |
Value of total assets at end of year | 2014-12-31 | $55,542,736 |
Value of total assets at beginning of year | 2014-12-31 | $52,879,788 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $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 | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,662,948 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $55,542,736 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $52,879,788 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $55,029,619 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $52,601,912 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,161,609 |
Employer contributions (assets) at end of year | 2014-12-31 | $513,117 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $277,876 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,496,444 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2014-12-31 | 390859910 |
2013 : APPLETON COATED LLC RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $40,186 |
Total income from all sources (including contributions) | 2013-12-31 | $5,914,403 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,278,620 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,278,620 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $906,004 |
Value of total assets at end of year | 2013-12-31 | $52,879,788 |
Value of total assets at beginning of year | 2013-12-31 | $50,284,191 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $40,186 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,635,783 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $52,879,788 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $50,244,005 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $52,601,912 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $50,284,191 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $906,004 |
Employer contributions (assets) at end of year | 2013-12-31 | $277,876 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,278,620 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2013-12-31 | 390859910 |
2012 : APPLETON COATED LLC RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $40,186 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $20,853 |
Total income from all sources (including contributions) | 2012-12-31 | $7,041,518 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,118,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,118,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $957,844 |
Value of total assets at end of year | 2012-12-31 | $50,284,191 |
Value of total assets at beginning of year | 2012-12-31 | $46,341,340 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $40,186 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $20,853 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,923,518 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $50,244,005 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $46,320,487 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $50,284,191 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $45,031,840 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $957,844 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,309,500 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,118,000 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2012-12-31 | 390859910 |
2011 : APPLETON COATED LLC RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $20,853 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $21,157 |
Total income from all sources (including contributions) | 2011-12-31 | $2,430,792 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $3,003,793 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,003,793 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,309,500 |
Value of total assets at end of year | 2011-12-31 | $46,341,340 |
Value of total assets at beginning of year | 2011-12-31 | $46,914,645 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $20,853 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $21,157 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-573,001 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $46,320,487 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $46,893,488 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $45,031,840 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $46,914,645 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,309,500 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,309,500 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,003,793 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2011-12-31 | 390859910 |
2010 : APPLETON COATED LLC RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $21,157 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $23,690 |
Total income from all sources (including contributions) | 2010-12-31 | $6,048,870 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,813,531 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,813,531 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $300,000 |
Value of total assets at end of year | 2010-12-31 | $46,914,645 |
Value of total assets at beginning of year | 2010-12-31 | $43,681,839 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $21,157 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $23,690 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,235,339 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $46,893,488 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $43,658,149 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $46,914,645 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $43,681,839 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $300,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,813,531 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2010-12-31 | 390859910 |
2009 : APPLETON COATED LLC RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES 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 |