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WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number 001

WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING 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.
  • 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

WHITLOCK HOLDING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:WHITLOCK HOLDING COMPANY
Employer identification number (EIN):731283206
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01KEITH BISHOP
0012015-01-01KEITH BISHOP
0012014-01-01KEITH BISHOP
0012013-01-01KEITH BISHOP
0012012-01-01KEITH BISHOP
0012011-01-01KEITH BISHOP
0012009-01-01KEITH BISHOP KEITH BISHOP2010-07-26

Plan Statistics for WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01591
Total number of active participants reported on line 7a of the Form 55002016-01-01559
Number of retired or separated participants receiving benefits2016-01-0118
Number of other retired or separated participants entitled to future benefits2016-01-0152
Total of all active and inactive participants2016-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01631
Number of participants with account balances2016-01-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01598
Total number of active participants reported on line 7a of the Form 55002015-01-01519
Number of retired or separated participants receiving benefits2015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01581
Number of participants with account balances2015-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01630
Total number of active participants reported on line 7a of the Form 55002014-01-01513
Number of retired or separated participants receiving benefits2014-01-0113
Number of other retired or separated participants entitled to future benefits2014-01-0169
Total of all active and inactive participants2014-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01597
Number of participants with account balances2014-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01621
Total number of active participants reported on line 7a of the Form 55002013-01-01548
Number of retired or separated participants receiving benefits2013-01-0112
Number of other retired or separated participants entitled to future benefits2013-01-0167
Total of all active and inactive participants2013-01-01627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01629
Number of participants with account balances2013-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01668
Total number of active participants reported on line 7a of the Form 55002012-01-01533
Number of retired or separated participants receiving benefits2012-01-0111
Number of other retired or separated participants entitled to future benefits2012-01-0169
Total of all active and inactive participants2012-01-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01614
Number of participants with account balances2012-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01634
Total number of active participants reported on line 7a of the Form 55002011-01-01585
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-0172
Total of all active and inactive participants2011-01-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01667
Number of participants with account balances2011-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01663
Total number of active participants reported on line 7a of the Form 55002009-01-01550
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-0153
Total of all active and inactive participants2009-01-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01609
Number of participants with account balances2009-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING 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$31,919
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$2,996,201
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,597,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,538,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,698,937
Value of total assets at end of year2016-12-31$17,943,420
Value of total assets at beginning of year2016-12-31$17,513,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$58,820
Total interest from all sources2016-12-31$44,875
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$485,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$485,960
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$119,602
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,151,996
Participant contributions at end of year2016-12-31$945,483
Participant contributions at beginning of year2016-12-31$1,148,110
Participant contributions at end of year2016-12-31$15,685
Participant contributions at beginning of year2016-12-31$16,285
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$23,451
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,248
Liabilities. Value of operating payables at end of year2016-12-31$31,919
Total non interest bearing cash at end of year2016-12-31$2,683
Total non interest bearing cash at beginning of year2016-12-31$3,506
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$398,495
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,911,501
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,513,006
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
Investment advisory and management fees2016-12-31$48,168
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,884,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,252,371
Interest on participant loans2016-12-31$34,084
Interest earned on other investments2016-12-31$10,791
Value of interest in common/collective trusts at end of year2016-12-31$3,052,489
Value of interest in common/collective trusts at beginning of year2016-12-31$3,080,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$726,999
Net investment gain or loss from common/collective trusts2016-12-31$39,430
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$546,941
Employer contributions (assets) at end of year2016-12-31$19,600
Employer contributions (assets) at beginning of year2016-12-31$7,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,538,886
Contract administrator fees2016-12-31$10,652
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31HOGANTAYLOR LLP
Accountancy firm EIN2016-12-31731413977
2015 : WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING 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$1,648,098
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,587,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,528,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,583,795
Value of total assets at end of year2015-12-31$17,513,006
Value of total assets at beginning of year2015-12-31$17,452,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$58,993
Total interest from all sources2015-12-31$52,167
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$613,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$613,655
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$76,595
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,081,854
Participant contributions at end of year2015-12-31$1,148,110
Participant contributions at beginning of year2015-12-31$1,111,045
Participant contributions at end of year2015-12-31$16,285
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$17,547
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,248
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$13,551
Total non interest bearing cash at end of year2015-12-31$3,506
Total non interest bearing cash at beginning of year2015-12-31$3,227
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$60,120
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,513,006
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,452,886
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
Investment advisory and management fees2015-12-31$48,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,252,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,175,209
Interest on participant loans2015-12-31$35,499
Interest earned on other investments2015-12-31$16,668
Value of interest in common/collective trusts at end of year2015-12-31$3,080,878
Value of interest in common/collective trusts at beginning of year2015-12-31$3,149,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-609,162
Net investment gain or loss from common/collective trusts2015-12-31$7,643
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$484,394
Employer contributions (assets) at end of year2015-12-31$7,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,528,985
Contract administrator fees2015-12-31$10,039
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 name2015-12-31HOGANTAYLOR LLP
Accountancy firm EIN2015-12-31731413977
2014 : WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING 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$2,293,108
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,232,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,176,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,359,720
Value of total assets at end of year2014-12-31$17,452,886
Value of total assets at beginning of year2014-12-31$16,391,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$55,734
Total interest from all sources2014-12-31$42,144
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$537,647
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$537,647
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$46,516
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$931,741
Participant contributions at end of year2014-12-31$1,111,045
Participant contributions at beginning of year2014-12-31$914,911
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$13,551
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$11,324
Total non interest bearing cash at end of year2014-12-31$3,227
Total non interest bearing cash at beginning of year2014-12-31$1,024
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$1,061,025
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,452,886
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,391,861
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$45,633
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,175,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,557,151
Interest on participant loans2014-12-31$31,707
Interest earned on other investments2014-12-31$10,437
Value of interest in common/collective trusts at end of year2014-12-31$3,149,854
Value of interest in common/collective trusts at beginning of year2014-12-31$2,907,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$325,704
Net investment gain or loss from common/collective trusts2014-12-31$27,893
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$427,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,176,349
Contract administrator fees2014-12-31$10,101
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 name2014-12-31HOGANTAYLOR LLP
Accountancy firm EIN2014-12-31731413977
2013 : WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING 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$4,314
Total income from all sources (including contributions)2013-12-31$3,750,539
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,096,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,046,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,471,705
Value of total assets at end of year2013-12-31$16,391,861
Value of total assets at beginning of year2013-12-31$13,742,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$49,514
Total interest from all sources2013-12-31$28,930
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$641,941
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$641,941
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$923,101
Participant contributions at end of year2013-12-31$914,911
Participant contributions at beginning of year2013-12-31$857,069
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$133,764
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$11,324
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4,898
Total non interest bearing cash at end of year2013-12-31$1,024
Total non interest bearing cash at beginning of year2013-12-31$1,042
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$2,654,056
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,391,861
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,737,805
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$38,725
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,557,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,869,568
Interest on participant loans2013-12-31$28,637
Interest earned on other investments2013-12-31$293
Value of interest in common/collective trusts at end of year2013-12-31$2,907,451
Value of interest in common/collective trusts at beginning of year2013-12-31$3,009,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,641,192
Net investment gain or loss from common/collective trusts2013-12-31$-33,229
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$414,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,046,969
Contract administrator fees2013-12-31$10,789
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$4,314
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HOGANTAYLOR LLP
Accountancy firm EIN2013-12-31731413977
2012 : WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING 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$4,314
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$32,993
Total income from all sources (including contributions)2012-12-31$2,173,279
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,034,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,983,039
Value of total corrective distributions2012-12-31$4,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$924,304
Value of total assets at end of year2012-12-31$13,742,119
Value of total assets at beginning of year2012-12-31$13,631,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$47,032
Total interest from all sources2012-12-31$71,967
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$517,526
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$517,526
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$871,669
Participant contributions at end of year2012-12-31$857,069
Participant contributions at beginning of year2012-12-31$922,930
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4,898
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,945
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$32,993
Total non interest bearing cash at end of year2012-12-31$1,042
Total non interest bearing cash at beginning of year2012-12-31$33,063
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$138,894
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,737,805
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,598,911
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$37,297
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,869,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,140,276
Interest on participant loans2012-12-31$28,789
Interest earned on other investments2012-12-31$43,178
Value of interest in common/collective trusts at end of year2012-12-31$3,009,542
Value of interest in common/collective trusts at beginning of year2012-12-31$2,531,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$663,395
Net investment gain or loss from common/collective trusts2012-12-31$-3,913
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$52,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,983,039
Contract administrator fees2012-12-31$9,735
Liabilities. Value of benefit claims payable at end of year2012-12-31$4,314
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOGANTAYLOR LLP
Accountancy firm EIN2012-12-31731413977
2011 : WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING 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$32,993
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,600
Total income from all sources (including contributions)2011-12-31$1,568,700
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,402,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,355,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,601,947
Value of total assets at end of year2011-12-31$13,631,904
Value of total assets at beginning of year2011-12-31$13,443,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$46,480
Total interest from all sources2011-12-31$28,693
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$348,777
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$348,777
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$1,077,077
Participant contributions at end of year2011-12-31$922,930
Participant contributions at beginning of year2011-12-31$883,831
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$23,952
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$12,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$32,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$11,600
Other income not declared elsewhere2011-12-31$69
Total non interest bearing cash at end of year2011-12-31$33,063
Total non interest bearing cash at beginning of year2011-12-31$2,424
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$166,547
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,598,911
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,432,364
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
Investment advisory and management fees2011-12-31$36,890
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,140,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,587,099
Interest on participant loans2011-12-31$28,570
Interest earned on other investments2011-12-31$123
Value of interest in common/collective trusts at end of year2011-12-31$2,531,690
Value of interest in common/collective trusts at beginning of year2011-12-31$1,958,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-537,913
Net investment gain or loss from common/collective trusts2011-12-31$127,127
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$500,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,355,673
Contract administrator fees2011-12-31$9,590
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 name2011-12-31HOGANTAYLOR LLP
Accountancy firm EIN2011-12-31731413977
2010 : WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,600
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$2,984,286
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$981,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$936,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,571,672
Value of total assets at end of year2010-12-31$13,443,964
Value of total assets at beginning of year2010-12-31$11,429,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$45,499
Total interest from all sources2010-12-31$31,375
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$331,797
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$331,797
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$1,078,591
Participant contributions at end of year2010-12-31$883,831
Participant contributions at beginning of year2010-12-31$680,614
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$12,062
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$18,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$11,600
Total non interest bearing cash at end of year2010-12-31$2,424
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$2,002,668
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,432,364
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,429,696
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
Investment advisory and management fees2010-12-31$33,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,587,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,706,646
Interest on participant loans2010-12-31$31,061
Interest earned on other investments2010-12-31$23
Value of interest in common/collective trusts at end of year2010-12-31$1,958,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,023,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,023,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,049,442
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$493,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$936,119
Contract administrator fees2010-12-31$11,980
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31HOGANTAYLOR LLP
Accountancy firm EIN2010-12-31731413977
2009 : WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING PLAN

2016: WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WHITLOCK PACKAGING CORPORATION 401(K) PROFIT SHARING 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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