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EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN 401k Plan overview

Plan NameEVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN
Plan identification number 002

EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

EVENING POST INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:EVENING POST INDUSTRIES, INC.
Employer identification number (EIN):570160880
NAIC Classification:511110
NAIC Description:Newspaper Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-01-01PAUL SHARRY PAUL SHARRY2015-10-10
0022013-01-01PAUL SHARRY PAUL SHARRY2014-09-29
0022012-01-01PAUL SHARRY
0022011-01-01PAUL SHARRY PAUL SHARRY2012-10-12
0022009-01-01PAUL SHARRY PAUL SHARRY2010-10-08

Plan Statistics for EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN

401k plan membership statisitcs for EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN

Measure Date Value
2014: EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,785
Total number of active participants reported on line 7a of the Form 55002014-01-011,340
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01374
Total of all active and inactive participants2014-01-011,714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,717
Number of participants with account balances2014-01-011,653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01135
2013: EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,718
Total number of active participants reported on line 7a of the Form 55002013-01-011,345
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01354
Total of all active and inactive participants2013-01-011,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,701
Number of participants with account balances2013-01-011,497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01161
2012: EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,790
Total number of active participants reported on line 7a of the Form 55002012-01-011,339
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01307
Total of all active and inactive participants2012-01-011,646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,647
Number of participants with account balances2012-01-011,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01156
2011: EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,807
Total number of active participants reported on line 7a of the Form 55002011-01-011,428
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01288
Total of all active and inactive participants2011-01-011,716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,716
Number of participants with account balances2011-01-011,443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01106
2009: EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,017
Total number of active participants reported on line 7a of the Form 55002009-01-011,465
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01271
Total of all active and inactive participants2009-01-011,736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,737
Number of participants with account balances2009-01-011,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01134

Financial Data on EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN

Measure Date Value
2014 : EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$8,737,008
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,731,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,703,068
Value of total corrective distributions2014-12-31$316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,699,222
Value of total assets at end of year2014-12-31$64,798,057
Value of total assets at beginning of year2014-12-31$63,793,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,595
Total interest from all sources2014-12-31$40,319
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,328,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,328,041
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,891,652
Participant contributions at end of year2014-12-31$947,750
Participant contributions at beginning of year2014-12-31$948,931
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$529,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,005,029
Value of net assets at end of year (total assets less liabilities)2014-12-31$64,798,057
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$63,793,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$14
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$47,259,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$47,740,653
Value of interest in pooled separate accounts at end of year2014-12-31$14,460,469
Value of interest in pooled separate accounts at beginning of year2014-12-31$13,756,992
Interest on participant loans2014-12-31$40,319
Value of interest in common/collective trusts at end of year2014-12-31$2,130,679
Value of interest in common/collective trusts at beginning of year2014-12-31$1,346,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,268,236
Net investment gain/loss from pooled separate accounts2014-12-31$244,999
Net investment gain or loss from common/collective trusts2014-12-31$156,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,278,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,703,068
Contract administrator fees2014-12-31$28,581
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON, HUGHES, GOODMAN, LLP
Accountancy firm EIN2014-12-31560747981
2013 : EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$0
Total income from all sources (including contributions)2013-12-31$12,812,544
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,283,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,220,625
Expenses. Certain deemed distributions of participant loans2013-12-31$7,064
Value of total corrective distributions2013-12-31$31,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,886,000
Value of total assets at end of year2013-12-31$63,793,028
Value of total assets at beginning of year2013-12-31$55,263,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24,720
Total interest from all sources2013-12-31$39,697
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$862,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$862,844
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,632,932
Participant contributions at end of year2013-12-31$948,931
Participant contributions at beginning of year2013-12-31$875,813
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$102,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,529,099
Value of net assets at end of year (total assets less liabilities)2013-12-31$63,793,028
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$55,263,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$47,740,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$39,901,477
Value of interest in pooled separate accounts at end of year2013-12-31$13,756,992
Value of interest in pooled separate accounts at beginning of year2013-12-31$13,700,236
Interest on participant loans2013-12-31$39,697
Value of interest in common/collective trusts at end of year2013-12-31$1,346,452
Value of interest in common/collective trusts at beginning of year2013-12-31$786,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,424,225
Net investment gain/loss from pooled separate accounts2013-12-31$245,957
Net investment gain or loss from common/collective trusts2013-12-31$353,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,150,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,220,625
Contract administrator fees2013-12-31$24,700
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2013-12-31560747981
2012 : EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$1,660,602
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$10,314,677
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,977,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,964,930
Expenses. Certain deemed distributions of participant loans2012-12-31$1,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,066,289
Value of total assets at end of year2012-12-31$55,263,929
Value of total assets at beginning of year2012-12-31$51,587,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,202
Total interest from all sources2012-12-31$38,622
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$911,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$911,732
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,667,944
Participant contributions at end of year2012-12-31$875,813
Participant contributions at beginning of year2012-12-31$902,652
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$130,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,337,400
Value of net assets at end of year (total assets less liabilities)2012-12-31$55,263,929
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$51,587,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$629
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$39,901,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$36,688,673
Value of interest in pooled separate accounts at end of year2012-12-31$13,700,236
Value of interest in pooled separate accounts at beginning of year2012-12-31$13,491,944
Interest on participant loans2012-12-31$38,622
Value of interest in common/collective trusts at end of year2012-12-31$786,403
Value of interest in common/collective trusts at beginning of year2012-12-31$503,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,003,524
Net investment gain/loss from pooled separate accounts2012-12-31$285,937
Net investment gain or loss from common/collective trusts2012-12-31$8,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,268,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,964,930
Contract administrator fees2012-12-31$10,573
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2012-12-31560747981
2011 : EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,810,654
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,219,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,160,199
Value of total corrective distributions2011-12-31$37,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,712,852
Value of total assets at end of year2011-12-31$51,587,131
Value of total assets at beginning of year2011-12-31$52,995,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,302
Total interest from all sources2011-12-31$44,507
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$783,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$783,495
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,599,476
Participant contributions at end of year2011-12-31$902,652
Participant contributions at beginning of year2011-12-31$889,299
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$32,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,408,391
Value of net assets at end of year (total assets less liabilities)2011-12-31$51,587,131
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$52,995,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$36,688,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$38,581,674
Value of interest in pooled separate accounts at end of year2011-12-31$13,491,944
Value of interest in pooled separate accounts at beginning of year2011-12-31$13,196,502
Interest on participant loans2011-12-31$44,507
Value of interest in common/collective trusts at end of year2011-12-31$503,862
Value of interest in common/collective trusts at beginning of year2011-12-31$328,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,997,187
Net investment gain/loss from pooled separate accounts2011-12-31$258,729
Net investment gain or loss from common/collective trusts2011-12-31$8,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,080,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,160,199
Contract administrator fees2011-12-31$21,302
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2011-12-31560747981
2010 : EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$10,010,952
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,618,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,585,732
Value of total corrective distributions2010-12-31$20,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,896,769
Value of total assets at end of year2010-12-31$52,995,522
Value of total assets at beginning of year2010-12-31$46,602,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,562
Total interest from all sources2010-12-31$39,751
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$646,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$646,377
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,492,461
Participant contributions at end of year2010-12-31$889,299
Participant contributions at beginning of year2010-12-31$698,578
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$346,651
Other income not declared elsewhere2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,392,539
Value of net assets at end of year (total assets less liabilities)2010-12-31$52,995,522
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$46,602,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$38,581,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,840,515
Value of interest in pooled separate accounts at end of year2010-12-31$13,196,502
Value of interest in pooled separate accounts at beginning of year2010-12-31$12,787,990
Interest on participant loans2010-12-31$39,751
Value of interest in common/collective trusts at end of year2010-12-31$328,047
Value of interest in common/collective trusts at beginning of year2010-12-31$275,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,129,643
Net investment gain/loss from pooled separate accounts2010-12-31$256,399
Net investment gain or loss from common/collective trusts2010-12-31$42,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,057,657
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,585,732
Contract administrator fees2010-12-31$12,562
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2010-12-31560747981

Form 5500 Responses for EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN

2014: EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EVENING POST INDUSTRIES AND AFFILIATED COMPANIES INCENTIVE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered1653
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered1497
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered1429
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered1443
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered1421
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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