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CARTON CRAFT CORPORATION 401(K) PLAN 401k Plan overview

Plan NameCARTON CRAFT CORPORATION 401(K) PLAN
Plan identification number 002

CARTON CRAFT CORPORATION 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CARTON CRAFT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CARTON CRAFT CORPORATION
Employer identification number (EIN):610680474
NAIC Classification:322200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARTON CRAFT CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01
0022015-01-01ROBERT F. BREWER
0022014-01-01JOHN REISS
0022013-01-01JOHN REISS
0022012-01-01JOHN REISS
0022011-01-01JOHN REISS2012-07-13
0022010-01-01JOHN REISS2011-07-29

Plan Statistics for CARTON CRAFT CORPORATION 401(K) PLAN

401k plan membership statisitcs for CARTON CRAFT CORPORATION 401(K) PLAN

Measure Date Value
2017: CARTON CRAFT CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01204
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CARTON CRAFT CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01183
Total number of active participants reported on line 7a of the Form 55002016-01-01195
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01204
Number of participants with account balances2016-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: CARTON CRAFT CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01179
Total number of active participants reported on line 7a of the Form 55002015-01-01171
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01181
Number of participants with account balances2015-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: CARTON CRAFT CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01173
Total number of active participants reported on line 7a of the Form 55002014-01-01162
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01173
Number of participants with account balances2014-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: CARTON CRAFT CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01129
Total number of active participants reported on line 7a of the Form 55002013-01-01160
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01172
Number of participants with account balances2013-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: CARTON CRAFT CORPORATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01124
Total number of active participants reported on line 7a of the Form 55002012-01-01126
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01128
Number of participants with account balances2012-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011

Financial Data on CARTON CRAFT CORPORATION 401(K) PLAN

Measure Date Value
2017 : CARTON CRAFT CORPORATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-11-07$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-07$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-07$0
Total income from all sources (including contributions)2017-11-07$894,393
Total loss/gain on sale of assets2017-11-07$0
Total of all expenses incurred2017-11-07$4,996,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-11-07$4,989,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-11-07$344,959
Value of total assets at end of year2017-11-07$0
Value of total assets at beginning of year2017-11-07$4,102,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-11-07$7,724
Total interest from all sources2017-11-07$27,717
Total dividends received (eg from common stock, registered investment company shares)2017-11-07$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-11-07Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-11-07$0
Was this plan covered by a fidelity bond2017-11-07Yes
Value of fidelity bond cover2017-11-07$500,000
If this is an individual account plan, was there a blackout period2017-11-07No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-11-07$0
Were there any nonexempt tranactions with any party-in-interest2017-11-07No
Contributions received from participants2017-11-07$236,753
Participant contributions at end of year2017-11-07$0
Participant contributions at beginning of year2017-11-07$14,106
Income. Received or receivable in cash from other sources (including rollovers)2017-11-07$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-07No
Value of net income/loss2017-11-07$-4,102,368
Value of net assets at end of year (total assets less liabilities)2017-11-07$0
Value of net assets at beginning of year (total assets less liabilities)2017-11-07$4,102,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-11-07No
Were any loans by the plan or fixed income obligations due to the plan in default2017-11-07No
Were any leases to which the plan was party in default or uncollectible2017-11-07No
Value of interest in pooled separate accounts at end of year2017-11-07$0
Value of interest in pooled separate accounts at beginning of year2017-11-07$3,040,576
Interest earned on other investments2017-11-07$27,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-11-07$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-11-07$1,036,739
Net investment gain/loss from pooled separate accounts2017-11-07$521,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-11-07No
Was there a failure to transmit to the plan any participant contributions2017-11-07Yes
Has the plan failed to provide any benefit when due under the plan2017-11-07No
Contributions received in cash from employer2017-11-07$108,206
Employer contributions (assets) at end of year2017-11-07$0
Employer contributions (assets) at beginning of year2017-11-07$10,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-11-07$4,989,037
Contract administrator fees2017-11-07$7,724
Did the plan have assets held for investment2017-11-07No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-07No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-11-07Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-11-07Yes
Opinion of an independent qualified public accountant for this plan2017-11-07Disclaimer
Accountancy firm name2017-11-07MATHER & COMPANY CPAS, LLC
Accountancy firm EIN2017-11-07611210177
2016 : CARTON CRAFT CORPORATION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$839,041
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$106,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$103,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$612,354
Value of total assets at end of year2016-12-31$4,102,368
Value of total assets at beginning of year2016-12-31$3,369,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,725
Total interest from all sources2016-12-31$29,742
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$410,862
Participant contributions at end of year2016-12-31$14,106
Participant contributions at beginning of year2016-12-31$5,108
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$732,837
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,102,368
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,369,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,040,576
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,488,308
Interest earned on other investments2016-12-31$29,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,036,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$874,141
Net investment gain/loss from pooled separate accounts2016-12-31$196,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$195,323
Employer contributions (assets) at end of year2016-12-31$10,947
Employer contributions (assets) at beginning of year2016-12-31$1,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$103,479
Contract administrator fees2016-12-31$2,725
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MATHER & COMPANY CPAS, LLC
Accountancy firm EIN2016-12-31611210177
2015 : CARTON CRAFT CORPORATION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$769,146
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$188,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$182,492
Value of total corrective distributions2015-12-31$4,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$736,020
Value of total assets at end of year2015-12-31$3,369,531
Value of total assets at beginning of year2015-12-31$2,789,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,484
Total interest from all sources2015-12-31$25,664
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$364,663
Participant contributions at end of year2015-12-31$5,108
Participant contributions at beginning of year2015-12-31$14,104
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$190,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$580,434
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,369,531
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,789,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,488,308
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,070,039
Interest earned on other investments2015-12-31$25,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$874,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$698,424
Net investment gain/loss from pooled separate accounts2015-12-31$7,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$180,658
Employer contributions (assets) at end of year2015-12-31$1,974
Employer contributions (assets) at beginning of year2015-12-31$6,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$182,492
Contract administrator fees2015-12-31$1,484
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MATHER & COMPANY
Accountancy firm EIN2015-12-31611210177
2014 : CARTON CRAFT CORPORATION 401(K) 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$667,465
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$278,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$269,655
Value of total corrective distributions2014-12-31$7,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$520,111
Value of total assets at end of year2014-12-31$2,789,097
Value of total assets at beginning of year2014-12-31$2,400,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,756
Total interest from all sources2014-12-31$21,936
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$347,274
Participant contributions at end of year2014-12-31$6,530
Participant contributions at beginning of year2014-12-31$5,450
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$388,751
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,789,097
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,400,346
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
Value of interest in pooled separate accounts at end of year2014-12-31$2,070,039
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,676,162
Interest earned on other investments2014-12-31$21,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$698,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$716,818
Net investment gain/loss from pooled separate accounts2014-12-31$125,418
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$172,837
Employer contributions (assets) at end of year2014-12-31$14,104
Employer contributions (assets) at beginning of year2014-12-31$1,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$269,655
Contract administrator fees2014-12-31$1,756
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 name2014-12-31MATHER & COMPANY CPA'S
Accountancy firm EIN2014-12-31611210177
2013 : CARTON CRAFT CORPORATION 401(K) 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$723,812
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$175,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$172,744
Value of total corrective distributions2013-12-31$1,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$317,670
Value of total assets at end of year2013-12-31$2,400,346
Value of total assets at beginning of year2013-12-31$1,851,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$863
Total interest from all sources2013-12-31$20,776
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$230,596
Participant contributions at end of year2013-12-31$5,450
Participant contributions at beginning of year2013-12-31$10,203
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$548,425
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,400,346
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,851,921
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
Value of interest in pooled separate accounts at end of year2013-12-31$1,676,162
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,144,333
Interest earned on other investments2013-12-31$20,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$716,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$693,538
Net investment gain/loss from pooled separate accounts2013-12-31$385,366
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$87,074
Employer contributions (assets) at end of year2013-12-31$1,916
Employer contributions (assets) at beginning of year2013-12-31$3,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$172,744
Contract administrator fees2013-12-31$863
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 name2013-12-31MATHER & CO. CPAS LLC
Accountancy firm EIN2013-12-31611210177
2012 : CARTON CRAFT CORPORATION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$397,148
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$107,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$99,727
Value of total corrective distributions2012-12-31$6,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$239,728
Value of total assets at end of year2012-12-31$1,851,921
Value of total assets at beginning of year2012-12-31$1,561,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,009
Total interest from all sources2012-12-31$19,779
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$173,966
Participant contributions at end of year2012-12-31$10,203
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$290,116
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,851,921
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,561,805
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
Value of interest in pooled separate accounts at end of year2012-12-31$1,144,333
Value of interest in pooled separate accounts at beginning of year2012-12-31$944,781
Interest earned on other investments2012-12-31$19,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$693,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$617,024
Net investment gain/loss from pooled separate accounts2012-12-31$137,641
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$65,762
Employer contributions (assets) at end of year2012-12-31$3,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$99,727
Contract administrator fees2012-12-31$1,009
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 name2012-12-31MATHER & COMPANY CPAS, LLC
Accountancy firm EIN2012-12-31611210177

Form 5500 Responses for CARTON CRAFT CORPORATION 401(K) PLAN

2017: CARTON CRAFT CORPORATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARTON CRAFT CORPORATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARTON CRAFT CORPORATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARTON CRAFT CORPORATION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARTON CRAFT CORPORATION 401(K) 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARTON CRAFT CORPORATION 401(K) 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 – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800312
Policy instance 1
Insurance contract or identification number800312
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-11-07
Total amount of commissions paid to insurance brokerUSD $12,049
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
Commission paid to Insurance BrokerUSD $12,049
Insurance broker organization code?3
Insurance broker nameKESTRA INVESTMENT SERVICES LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800312
Policy instance 1
Insurance contract or identification number800312
Number of Individuals Covered181
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,142
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 Administration1
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
Commission paid to Insurance BrokerUSD $11,142
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE SERVICES INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800312
Policy instance 1
Insurance contract or identification number800312
Number of Individuals Covered173
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,009
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 Administration1
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
Commission paid to Insurance BrokerUSD $9,009
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE SERVICES INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800312
Policy instance 1
Insurance contract or identification number800312
Number of Individuals Covered172
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,360
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 Administration1
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
Commission paid to Insurance BrokerUSD $3,918
Insurance broker organization code?3
Insurance broker nameBB&T INS SERVICES INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800312
Policy instance 1
Insurance contract or identification number800312
Number of Individuals Covered128
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,431
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
Commission paid to Insurance BrokerUSD $3,431
Insurance broker organization code?3
Insurance broker nameBB & T INS SERVICES INC

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