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Plan Name | BI-COMP, INC. PENSION PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | APTARA, INC. |
Employer identification number (EIN): | 541596745 |
NAIC Classification: | 323100 |
Additional information about APTARA, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2014-04-24 |
Company Identification Number: | 0801978315 |
Legal Registered Office Address: |
4501 DALY DR STE 312 CHANTILLY United States of America (USA) 20151 |
More information about APTARA, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2021-10-01 | BRITTANI WESTER | 2023-07-06 | ||
002 | 2020-10-01 | BRITTANI WESTER | 2022-05-04 | ||
002 | 2019-10-01 | GENE DAVIS | 2021-06-23 | ||
002 | 2018-10-01 | ||||
002 | 2017-10-01 | ||||
002 | 2016-10-01 | ||||
002 | 2015-10-01 | ||||
002 | 2014-10-01 | ||||
002 | 2013-10-01 | SARA GRIGG | 2015-07-13 | ||
002 | 2012-10-01 | SANDRA PERKINS | 2014-07-14 | ||
002 | 2011-10-01 | TERRY HILEMAN | 2013-07-08 | ||
002 | 2010-10-01 | TERRY HILEMAN | 2012-04-12 |
Measure | Date | Value |
---|---|---|
2022: BI-COMP, INC. PENSION PLAN 2022 401k membership | ||
Market value of plan assets | 2022-09-30 | 2,431,211 |
Acturial value of plan assets | 2022-09-30 | 2,431,211 |
Funding target for retired participants and beneficiaries receiving payment | 2022-09-30 | 1,661,996 |
Number of terminated vested participants | 2022-09-30 | 19 |
Fundng target for terminated vested participants | 2022-09-30 | 498,667 |
Active participant vested funding target | 2022-09-30 | 47,096 |
Number of active participants | 2022-09-30 | 2 |
Total funding liabilities for active participants | 2022-09-30 | 47,096 |
Total participant count | 2022-09-30 | 66 |
Total funding target for all participants | 2022-09-30 | 2,207,759 |
Balance at beginning of prior year after applicable adjustments | 2022-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-09-30 | 77,365 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-09-30 | 0 |
Amount remaining of carryover balance | 2022-09-30 | 0 |
Amount remaining of prefunding balance | 2022-09-30 | 77,365 |
Present value of excess contributions | 2022-09-30 | 13,308 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-09-30 | 14,009 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-09-30 | 14,009 |
Reductions in caryover balances due to elections or deemed elections | 2022-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-09-30 | 0 |
Balance of carryovers at beginning of current year | 2022-09-30 | 0 |
Balance of prefunding at beginning of current year | 2022-09-30 | 104,952 |
Total employer contributions | 2022-09-30 | 89,970 |
Total employee contributions | 2022-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-09-30 | 86,587 |
Unpaid minimum required contributions for all prior years | 2022-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-09-30 | 72,000 |
Net shortfall amortization installment of oustanding balance | 2022-09-30 | 0 |
Waiver amortization installment | 2022-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-09-30 | 0 |
Additional cash requirement | 2022-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-09-30 | 86,587 |
Unpaid minimum required contributions for current year | 2022-09-30 | 0 |
Unpaid minimum required contributions for all years | 2022-09-30 | 0 |
2021: BI-COMP, INC. PENSION PLAN 2021 401k membership | ||
Market value of plan assets | 2021-09-30 | 2,236,250 |
Acturial value of plan assets | 2021-09-30 | 2,236,250 |
Funding target for retired participants and beneficiaries receiving payment | 2021-09-30 | 1,662,206 |
Number of terminated vested participants | 2021-09-30 | 22 |
Fundng target for terminated vested participants | 2021-09-30 | 595,908 |
Active participant vested funding target | 2021-09-30 | 45,651 |
Number of active participants | 2021-09-30 | 2 |
Total funding liabilities for active participants | 2021-09-30 | 45,651 |
Total participant count | 2021-09-30 | 69 |
Total funding target for all participants | 2021-09-30 | 2,303,765 |
Balance at beginning of prior year after applicable adjustments | 2021-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-09-30 | 88,501 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-09-30 | 18,424 |
Amount remaining of carryover balance | 2021-09-30 | 0 |
Amount remaining of prefunding balance | 2021-09-30 | 70,077 |
Present value of excess contributions | 2021-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-09-30 | 0 |
Balance of carryovers at beginning of current year | 2021-09-30 | 0 |
Balance of prefunding at beginning of current year | 2021-09-30 | 77,365 |
Total employer contributions | 2021-09-30 | 90,000 |
Total employee contributions | 2021-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-09-30 | 86,997 |
Unpaid minimum required contributions for all prior years | 2021-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-09-30 | 20,000 |
Net shortfall amortization installment of oustanding balance | 2021-09-30 | 144,880 |
Waiver amortization installment | 2021-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-09-30 | 73,689 |
Carryover balance elected to use to offset funding requirement | 2021-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-09-30 | 0 |
Additional cash requirement | 2021-09-30 | 73,689 |
Contributions allocatedtoward minimum required contributions for current year | 2021-09-30 | 86,997 |
Unpaid minimum required contributions for current year | 2021-09-30 | 0 |
Unpaid minimum required contributions for all years | 2021-09-30 | 0 |
2020: BI-COMP, INC. PENSION PLAN 2020 401k membership | ||
Market value of plan assets | 2020-09-30 | 2,147,253 |
Acturial value of plan assets | 2020-09-30 | 2,147,253 |
Funding target for retired participants and beneficiaries receiving payment | 2020-09-30 | 1,683,587 |
Number of terminated vested participants | 2020-09-30 | 23 |
Fundng target for terminated vested participants | 2020-09-30 | 623,787 |
Active participant vested funding target | 2020-09-30 | 41,675 |
Number of active participants | 2020-09-30 | 2 |
Total funding liabilities for active participants | 2020-09-30 | 41,675 |
Total participant count | 2020-09-30 | 70 |
Total funding target for all participants | 2020-09-30 | 2,349,049 |
Balance at beginning of prior year after applicable adjustments | 2020-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-09-30 | 85,040 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-09-30 | 0 |
Amount remaining of carryover balance | 2020-09-30 | 0 |
Amount remaining of prefunding balance | 2020-09-30 | 85,040 |
Present value of excess contributions | 2020-09-30 | 858 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-09-30 | 906 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-09-30 | 0 |
Balance of carryovers at beginning of current year | 2020-09-30 | 0 |
Balance of prefunding at beginning of current year | 2020-09-30 | 88,501 |
Total employer contributions | 2020-09-30 | 72,000 |
Total employee contributions | 2020-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-09-30 | 69,585 |
Unpaid minimum required contributions for all prior years | 2020-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-09-30 | 20,000 |
Net shortfall amortization installment of oustanding balance | 2020-09-30 | 290,297 |
Waiver amortization installment | 2020-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-09-30 | 88,009 |
Carryover balance elected to use to offset funding requirement | 2020-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-09-30 | 18,424 |
Additional cash requirement | 2020-09-30 | 69,585 |
Contributions allocatedtoward minimum required contributions for current year | 2020-09-30 | 69,585 |
Unpaid minimum required contributions for current year | 2020-09-30 | 0 |
Unpaid minimum required contributions for all years | 2020-09-30 | 0 |
2019: BI-COMP, INC. PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-09-30 | 2,182,276 |
Acturial value of plan assets | 2019-09-30 | 2,182,276 |
Funding target for retired participants and beneficiaries receiving payment | 2019-09-30 | 1,618,089 |
Number of terminated vested participants | 2019-09-30 | 25 |
Fundng target for terminated vested participants | 2019-09-30 | 653,951 |
Active participant vested funding target | 2019-09-30 | 36,227 |
Number of active participants | 2019-09-30 | 2 |
Total funding liabilities for active participants | 2019-09-30 | 36,227 |
Total participant count | 2019-09-30 | 73 |
Total funding target for all participants | 2019-09-30 | 2,308,267 |
Balance at beginning of prior year after applicable adjustments | 2019-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-09-30 | 77,712 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-09-30 | 0 |
Amount remaining of carryover balance | 2019-09-30 | 0 |
Amount remaining of prefunding balance | 2019-09-30 | 77,712 |
Present value of excess contributions | 2019-09-30 | 2,585 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-09-30 | 2,735 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-09-30 | 2,735 |
Reductions in caryover balances due to elections or deemed elections | 2019-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-09-30 | 0 |
Balance of carryovers at beginning of current year | 2019-09-30 | 0 |
Balance of prefunding at beginning of current year | 2019-09-30 | 85,040 |
Total employer contributions | 2019-09-30 | 72,000 |
Total employee contributions | 2019-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-09-30 | 69,322 |
Unpaid minimum required contributions for all prior years | 2019-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-09-30 | 20,000 |
Net shortfall amortization installment of oustanding balance | 2019-09-30 | 211,031 |
Waiver amortization installment | 2019-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-09-30 | 68,464 |
Carryover balance elected to use to offset funding requirement | 2019-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-09-30 | 0 |
Additional cash requirement | 2019-09-30 | 68,464 |
Contributions allocatedtoward minimum required contributions for current year | 2019-09-30 | 69,322 |
Unpaid minimum required contributions for current year | 2019-09-30 | 0 |
Unpaid minimum required contributions for all years | 2019-09-30 | 0 |
2018: BI-COMP, INC. PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-09-30 | 2,189,194 |
Acturial value of plan assets | 2018-09-30 | 2,189,194 |
Funding target for retired participants and beneficiaries receiving payment | 2018-09-30 | 1,499,236 |
Number of terminated vested participants | 2018-09-30 | 27 |
Fundng target for terminated vested participants | 2018-09-30 | 701,571 |
Active participant vested funding target | 2018-09-30 | 74,677 |
Number of active participants | 2018-09-30 | 3 |
Total funding liabilities for active participants | 2018-09-30 | 74,677 |
Total participant count | 2018-09-30 | 74 |
Total funding target for all participants | 2018-09-30 | 2,275,484 |
Balance at beginning of prior year after applicable adjustments | 2018-09-30 | 1,135 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-09-30 | 71,431 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-09-30 | 1,135 |
Prefunding balanced used to offset prior years funding requirement | 2018-09-30 | 1,433 |
Amount remaining of carryover balance | 2018-09-30 | 0 |
Amount remaining of prefunding balance | 2018-09-30 | 69,998 |
Present value of excess contributions | 2018-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-09-30 | 0 |
Balance of carryovers at beginning of current year | 2018-09-30 | 0 |
Balance of prefunding at beginning of current year | 2018-09-30 | 77,712 |
Total employer contributions | 2018-09-30 | 60,660 |
Total employee contributions | 2018-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-09-30 | 58,469 |
Unpaid minimum required contributions for all prior years | 2018-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-09-30 | 20,000 |
Net shortfall amortization installment of oustanding balance | 2018-09-30 | 164,002 |
Waiver amortization installment | 2018-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-09-30 | 55,884 |
Carryover balance elected to use to offset funding requirement | 2018-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-09-30 | 0 |
Additional cash requirement | 2018-09-30 | 55,884 |
Contributions allocatedtoward minimum required contributions for current year | 2018-09-30 | 58,469 |
Unpaid minimum required contributions for current year | 2018-09-30 | 0 |
Unpaid minimum required contributions for all years | 2018-09-30 | 0 |
2017: BI-COMP, INC. PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-09-30 | 2,090,531 |
Acturial value of plan assets | 2017-09-30 | 2,090,531 |
Funding target for retired participants and beneficiaries receiving payment | 2017-09-30 | 1,447,114 |
Number of terminated vested participants | 2017-09-30 | 29 |
Fundng target for terminated vested participants | 2017-09-30 | 725,197 |
Active participant vested funding target | 2017-09-30 | 67,969 |
Number of active participants | 2017-09-30 | 3 |
Total funding liabilities for active participants | 2017-09-30 | 67,969 |
Total participant count | 2017-09-30 | 74 |
Total funding target for all participants | 2017-09-30 | 2,240,280 |
Balance at beginning of prior year after applicable adjustments | 2017-09-30 | 1,049 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-09-30 | 57,842 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-09-30 | 0 |
Amount remaining of carryover balance | 2017-09-30 | 1,049 |
Amount remaining of prefunding balance | 2017-09-30 | 57,842 |
Present value of excess contributions | 2017-09-30 | 8,350 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-09-30 | 8,869 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-09-30 | 8,869 |
Reductions in caryover balances due to elections or deemed elections | 2017-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-09-30 | 0 |
Balance of carryovers at beginning of current year | 2017-09-30 | 1,135 |
Balance of prefunding at beginning of current year | 2017-09-30 | 71,431 |
Total employer contributions | 2017-09-30 | 60,659 |
Total employee contributions | 2017-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-09-30 | 58,091 |
Unpaid minimum required contributions for all prior years | 2017-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-09-30 | 20,000 |
Net shortfall amortization installment of oustanding balance | 2017-09-30 | 222,315 |
Waiver amortization installment | 2017-09-30 | 0 |
Waived amount of outstanding balance | 2017-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-09-30 | 60,659 |
Carryover balance elected to use to offset funding requirement | 2017-09-30 | 1,135 |
Prefunding balance elected to use to offset funding requirement | 2017-09-30 | 1,433 |
Additional cash requirement | 2017-09-30 | 58,091 |
Contributions allocatedtoward minimum required contributions for current year | 2017-09-30 | 58,091 |
Unpaid minimum required contributions for current year | 2017-09-30 | 0 |
Unpaid minimum required contributions for all years | 2017-09-30 | 0 |