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ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan NameENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN
Plan identification number 001

ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ENVELOPES UNLIMITED TRADING AS EU SERVICES has sponsored the creation of one or more 401k plans.

Company Name:ENVELOPES UNLIMITED TRADING AS EU SERVICES
Employer identification number (EIN):520907716
NAIC Classification:323100

Additional information about ENVELOPES UNLIMITED TRADING AS EU SERVICES

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1980-10-06
Company Identification Number: 600380853
Legal Registered Office Address: 7114 180TH AVE NE #B107

REDMOND
United States of America (USA)
980520000

More information about ENVELOPES UNLIMITED TRADING AS EU SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-07-01JIM ARMSTRONG JIM ARMSTRONG2017-04-18
0012015-07-01JIM ARMSTRONG JIM ARMSTRONG2017-05-05
0012014-07-01
0012014-07-01
0012013-07-01CHRISTOPHER P. BEAN
0012012-07-01CHRISTOPHER P. BEAN
0012011-07-01CHRISTOPHER P. BEAN
0012009-07-01CHRISTOPHER P. BEAN

Plan Statistics for ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2015: ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01309
Total number of active participants reported on line 7a of the Form 55002015-07-01329
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0145
Total of all active and inactive participants2015-07-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01374
Number of participants with account balances2015-07-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01334
Total number of active participants reported on line 7a of the Form 55002014-07-01255
Number of other retired or separated participants entitled to future benefits2014-07-0144
Total of all active and inactive participants2014-07-01299
Total participants2014-07-01299
Number of participants with account balances2014-07-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
2013: ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01312
Total number of active participants reported on line 7a of the Form 55002013-07-01279
Number of other retired or separated participants entitled to future benefits2013-07-0155
Total of all active and inactive participants2013-07-01334
Total participants2013-07-01334
Number of participants with account balances2013-07-01295
2012: ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01336
Total number of active participants reported on line 7a of the Form 55002012-07-01260
Number of other retired or separated participants entitled to future benefits2012-07-0152
Total of all active and inactive participants2012-07-01312
Total participants2012-07-01312
Number of participants with account balances2012-07-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-013
2011: ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01340
Total number of active participants reported on line 7a of the Form 55002011-07-01285
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-0150
Total of all active and inactive participants2011-07-01336
Total participants2011-07-01336
Number of participants with account balances2011-07-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-018
2009: ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01390
Total number of active participants reported on line 7a of the Form 55002009-07-01303
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-0158
Total of all active and inactive participants2009-07-01362
Total participants2009-07-01362
Number of participants with account balances2009-07-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0111

Financial Data on ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2016 : ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$668,209
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,511,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,474,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$718,812
Value of total assets at end of year2016-06-30$20,028,163
Value of total assets at beginning of year2016-06-30$20,871,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$36,864
Total interest from all sources2016-06-30$132,012
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$170,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$170,618
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$718,812
Participant contributions at end of year2016-06-30$651,858
Participant contributions at beginning of year2016-06-30$602,354
Assets. Other investments not covered elsewhere at end of year2016-06-30$17,827
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$17,827
Other income not declared elsewhere2016-06-30$32,950
Administrative expenses (other) incurred2016-06-30$36,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-843,032
Value of net assets at end of year (total assets less liabilities)2016-06-30$20,028,163
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$20,871,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$10,381,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$7,427,345
Value of interest in pooled separate accounts at end of year2016-06-30$2,375,464
Value of interest in pooled separate accounts at beginning of year2016-06-30$6,511,669
Interest on participant loans2016-06-30$31,802
Interest earned on other investments2016-06-30$100,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$6,601,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$6,312,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-204,957
Net investment gain/loss from pooled separate accounts2016-06-30$-181,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,474,377
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SARFINO AND RHOADES, LLP
Accountancy firm EIN2016-06-30520961657
2015 : ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$3,855
Total unrealized appreciation/depreciation of assets2015-06-30$3,855
Total income from all sources (including contributions)2015-06-30$1,450,630
Total of all expenses incurred2015-06-30$4,216,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$4,173,091
Expenses. Certain deemed distributions of participant loans2015-06-30$32,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$590,855
Value of total assets at end of year2015-06-30$20,871,195
Value of total assets at beginning of year2015-06-30$23,637,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$11,580
Total interest from all sources2015-06-30$144,656
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$372,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$372,661
Administrative expenses professional fees incurred2015-06-30$11,580
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$580,855
Participant contributions at end of year2015-06-30$602,354
Participant contributions at beginning of year2015-06-30$656,433
Assets. Other investments not covered elsewhere at end of year2015-06-30$17,827
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$17,906
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-2,766,363
Value of net assets at end of year (total assets less liabilities)2015-06-30$20,871,195
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$23,637,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$7,427,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$9,045,206
Value of interest in pooled separate accounts at end of year2015-06-30$6,511,669
Value of interest in pooled separate accounts at beginning of year2015-06-30$6,705,228
Income. Interest from loans (other than to participants)2015-06-30$32,228
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$112,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$6,312,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$7,212,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-51,274
Net investment gain/loss from pooled separate accounts2015-06-30$389,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$4,173,091
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SARFINO AND RHOADES, LLP
Accountancy firm EIN2015-06-30520961657
2014 : ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$2,114
Total unrealized appreciation/depreciation of assets2014-06-30$2,114
Total income from all sources (including contributions)2014-06-30$3,483,479
Total of all expenses incurred2014-06-30$1,406,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,351,936
Expenses. Certain deemed distributions of participant loans2014-06-30$44,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$693,623
Value of total assets at end of year2014-06-30$23,637,558
Value of total assets at beginning of year2014-06-30$21,560,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$10,180
Total interest from all sources2014-06-30$164,296
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$359,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$359,853
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$686,123
Participant contributions at end of year2014-06-30$656,433
Participant contributions at beginning of year2014-06-30$686,419
Assets. Other investments not covered elsewhere at end of year2014-06-30$17,906
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$17,912
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$7,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,076,778
Value of net assets at end of year (total assets less liabilities)2014-06-30$23,637,558
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$21,560,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$9,045,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$7,796,212
Value of interest in pooled separate accounts at end of year2014-06-30$6,705,228
Value of interest in pooled separate accounts at beginning of year2014-06-30$5,765,065
Interest on participant loans2014-06-30$32,728
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$131,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$7,212,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$7,295,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,094,341
Net investment gain/loss from pooled separate accounts2014-06-30$1,169,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,351,936
Contract administrator fees2014-06-30$10,180
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30SARFINO AND RHOADES, LLP
Accountancy firm EIN2014-06-30520961657
2013 : ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-1,956
Total unrealized appreciation/depreciation of assets2013-06-30$-1,956
Total income from all sources (including contributions)2013-06-30$2,989,727
Total of all expenses incurred2013-06-30$4,012,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$3,937,359
Expenses. Certain deemed distributions of participant loans2013-06-30$63,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$858,500
Value of total assets at end of year2013-06-30$21,560,781
Value of total assets at beginning of year2013-06-30$22,583,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$11,418
Total interest from all sources2013-06-30$224,147
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$106,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$106,299
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$744,295
Participant contributions at end of year2013-06-30$686,419
Participant contributions at beginning of year2013-06-30$668,539
Assets. Other investments not covered elsewhere at end of year2013-06-30$17,913
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$66,941
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$114,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-1,022,985
Value of net assets at end of year (total assets less liabilities)2013-06-30$21,560,781
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$22,583,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$7,796,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,077,122
Value of interest in pooled separate accounts at end of year2013-06-30$5,765,065
Value of interest in pooled separate accounts at beginning of year2013-06-30$9,694,927
Interest on participant loans2013-06-30$35,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$189,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$7,295,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$9,076,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$356,814
Net investment gain/loss from pooled separate accounts2013-06-30$1,445,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$3,937,359
Contract administrator fees2013-06-30$11,418
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30SARFINO AND RHOADES, LLP
Accountancy firm EIN2013-06-30520961657
2012 : ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$2,229
Total unrealized appreciation/depreciation of assets2012-06-30$2,229
Total income from all sources (including contributions)2012-06-30$881,905
Total of all expenses incurred2012-06-30$822,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$817,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$759,307
Value of total assets at end of year2012-06-30$22,583,766
Value of total assets at beginning of year2012-06-30$22,523,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$4,600
Total interest from all sources2012-06-30$258,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$757,456
Participant contributions at end of year2012-06-30$668,539
Participant contributions at beginning of year2012-06-30$675,915
Assets. Other investments not covered elsewhere at end of year2012-06-30$66,941
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$64,711
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$1,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$59,862
Value of net assets at end of year (total assets less liabilities)2012-06-30$22,583,766
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$22,523,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,077,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$0
Value of interest in pooled separate accounts at end of year2012-06-30$9,694,927
Value of interest in pooled separate accounts at beginning of year2012-06-30$13,325,409
Interest on participant loans2012-06-30$37,301
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$220,892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$9,076,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$8,457,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-153,248
Net investment gain/loss from pooled separate accounts2012-06-30$15,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$817,443
Contract administrator fees2012-06-30$4,600
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30SARFINO AND RHOADES, LLP
Accountancy firm EIN2012-06-30520961657
2011 : ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$2,627
Total unrealized appreciation/depreciation of assets2011-06-30$2,627
Total income from all sources (including contributions)2011-06-30$4,098,267
Total of all expenses incurred2011-06-30$1,446,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,441,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$782,195
Value of total assets at end of year2011-06-30$22,523,904
Value of total assets at beginning of year2011-06-30$19,872,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$4,700
Total interest from all sources2011-06-30$271,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$723,621
Participant contributions at end of year2011-06-30$675,915
Participant contributions at beginning of year2011-06-30$707,423
Assets. Other investments not covered elsewhere at end of year2011-06-30$64,711
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$62,084
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$58,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30Yes
Value of net income/loss2011-06-30$2,651,659
Value of net assets at end of year (total assets less liabilities)2011-06-30$22,523,904
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$19,872,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$13,325,409
Value of interest in pooled separate accounts at beginning of year2011-06-30$10,674,102
Interest on participant loans2011-06-30$39,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$231,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$8,457,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$8,428,636
Net investment gain/loss from pooled separate accounts2011-06-30$3,042,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,441,908
Contract administrator fees2011-06-30$4,700
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30SARFINO AND RHOADES, LLP
Accountancy firm EIN2011-06-30520961657

Form 5500 Responses for ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN

2015: ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: ENVELOPES UNLIMITED, INC. PROFIT SHARING AND 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037345
Policy instance 2
Insurance contract or identification number037345
Number of Individuals Covered374
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTH AMERICAN CO. FOR LIFE INS. (National Association of Insurance Commissioners NAIC id number: 38573 )
Policy contract numberLE00063125
Policy instance 1
Insurance contract or identification numberLE00063125
Number of Individuals Covered1
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37345-001
Policy instance 1
Insurance contract or identification number37345-001
Number of Individuals Covered266
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARENTEED GENERAL ACCOUNT CONTRACT
NORTH AMERICAN CO. FOR LIFE INS. (National Association of Insurance Commissioners NAIC id number: 38573 )
Policy contract numberLE00063125
Policy instance 2
Insurance contract or identification numberLE00063125
Number of Individuals Covered1
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37345-001
Policy instance 1
Insurance contract or identification number37345-001
Number of Individuals Covered295
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTH AMERICAN CO. FOR LIFE INS. (National Association of Insurance Commissioners NAIC id number: 38573 )
Policy contract numberLE00063125
Policy instance 2
Insurance contract or identification numberLE00063125
Number of Individuals Covered1
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37345-001
Policy instance 1
Insurance contract or identification number37345-001
Number of Individuals Covered312
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTH AMERICAN CO. FOR LIFE INS. (National Association of Insurance Commissioners NAIC id number: 38573 )
Policy contract numberLE00063125
Policy instance 2
Insurance contract or identification numberLE00063125
Number of Individuals Covered1
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37345-001
Policy instance 1
Insurance contract or identification number37345-001
Number of Individuals Covered336
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SHENANDOAH LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number000625469
Policy instance 2
Insurance contract or identification number000625469
Number of Individuals Covered2
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTH AMERICAN CO. FOR LIFE INS. (National Association of Insurance Commissioners NAIC id number: 38573 )
Policy contract numberLE00063125
Policy instance 3
Insurance contract or identification numberLE00063125
Number of Individuals Covered1
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37345-001
Policy instance 1
Insurance contract or identification number37345-001
Number of Individuals Covered340
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SHENANDOAH LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number000625469
Policy instance 2
Insurance contract or identification number000625469
Number of Individuals Covered2
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTH AMERICAN CO. FOR LIFE INS. (National Association of Insurance Commissioners NAIC id number: 38573 )
Policy contract numberLE00063125
Policy instance 3
Insurance contract or identification numberLE00063125
Number of Individuals Covered1
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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