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PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 401k Plan overview

Plan NamePRIMESOURCE RETIREMENT SAVINGS PLUS PLAN
Plan identification number 001

PRIMESOURCE RETIREMENT SAVINGS PLUS 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PRIMESOURCE BUILDING PRODUCTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PRIMESOURCE BUILDING PRODUCTS, INC.
Employer identification number (EIN):752751831
NAIC Classification:423300

Additional information about PRIMESOURCE BUILDING PRODUCTS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1998-04-07
Company Identification Number: 0012031906
Legal Registered Office Address: 1321 GREENWAY DR

IRVING
United States of America (USA)
75038

More information about PRIMESOURCE BUILDING PRODUCTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAN JERGER-STEVENS JAN JERGER-STEVENS2018-10-10
0012016-01-01JAN JERGER-STEVENS
0012015-01-01ROSEANN N RUSH ROSEANN N RUSH2016-10-03
0012014-01-01ROSEANN N. RUSH ROSEANN N. RUSH2015-10-01
0012013-01-01ROSEANN N. RUSH ROSEANN N. RUSH2014-10-10
0012012-01-01ROSEANN N. RUSH ROSEANN N. RUSH2013-10-08
0012011-01-01ROSEANN N. RUSH
0012010-01-01ROSEANN N. RUSH
0012009-01-01ROSEANN N. RUSH

Plan Statistics for PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN

401k plan membership statisitcs for PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN

Measure Date Value
2022: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,516
Total number of active participants reported on line 7a of the Form 55002022-01-011,778
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-01944
Total of all active and inactive participants2022-01-012,731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-012,736
Number of participants with account balances2022-01-012,579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01362
2021: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,714
Total number of active participants reported on line 7a of the Form 55002021-01-011,697
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-01801
Total of all active and inactive participants2021-01-012,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-012,516
Number of participants with account balances2021-01-012,369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01220
2020: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,700
Total number of active participants reported on line 7a of the Form 55002020-01-011,006
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01699
Total of all active and inactive participants2020-01-011,709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-011,714
Number of participants with account balances2020-01-011,636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01209
2019: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,696
Total number of active participants reported on line 7a of the Form 55002019-01-011,116
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01573
Total of all active and inactive participants2019-01-011,693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-011,700
Number of participants with account balances2019-01-011,637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01254
2018: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,532
Total number of active participants reported on line 7a of the Form 55002018-01-011,200
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01487
Total of all active and inactive participants2018-01-011,691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-011,696
Number of participants with account balances2018-01-011,611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01204
2017: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,375
Total number of active participants reported on line 7a of the Form 55002017-01-011,193
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01333
Total of all active and inactive participants2017-01-011,528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,532
Number of participants with account balances2017-01-011,389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01149
2016: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,313
Total number of active participants reported on line 7a of the Form 55002016-01-011,096
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01272
Total of all active and inactive participants2016-01-011,370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-011,375
Number of participants with account balances2016-01-011,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0199
2015: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,305
Total number of active participants reported on line 7a of the Form 55002015-01-011,022
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01287
Total of all active and inactive participants2015-01-011,311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,313
Number of participants with account balances2015-01-011,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01126
2014: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,315
Total number of active participants reported on line 7a of the Form 55002014-01-011,109
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01189
Total of all active and inactive participants2014-01-011,301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,305
Number of participants with account balances2014-01-011,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0194
2013: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,282
Total number of active participants reported on line 7a of the Form 55002013-01-011,120
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01192
Total of all active and inactive participants2013-01-011,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,315
Number of participants with account balances2013-01-011,225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0184
2012: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,260
Total number of active participants reported on line 7a of the Form 55002012-01-011,105
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01174
Total of all active and inactive participants2012-01-011,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,282
Number of participants with account balances2012-01-011,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0177
2011: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,139
Total number of active participants reported on line 7a of the Form 55002011-01-01994
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01259
Total of all active and inactive participants2011-01-011,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-011,260
Number of participants with account balances2011-01-011,199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0181
2010: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,075
Total number of active participants reported on line 7a of the Form 55002010-01-01938
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01193
Total of all active and inactive participants2010-01-011,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-018
Total participants2010-01-011,139
Number of participants with account balances2010-01-011,091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0168
2009: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,143
Total number of active participants reported on line 7a of the Form 55002009-01-01880
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01190
Total of all active and inactive participants2009-01-011,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-011,075
Number of participants with account balances2009-01-011,047
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0176

Financial Data on PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN

Measure Date Value
2022 : PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,264,054
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$11,538,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,312,893
Expenses. Certain deemed distributions of participant loans2022-12-31$37
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,339,858
Value of total assets at end of year2022-12-31$139,577,495
Value of total assets at beginning of year2022-12-31$159,380,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$225,648
Total interest from all sources2022-12-31$569,806
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,346,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$7,346,541
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,883,039
Participant contributions at end of year2022-12-31$2,824,234
Participant contributions at beginning of year2022-12-31$2,766,084
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,404,735
Other income not declared elsewhere2022-12-31$131,128
Administrative expenses (other) incurred2022-12-31$225,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-19,802,632
Value of net assets at end of year (total assets less liabilities)2022-12-31$139,577,495
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$159,380,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$111,488,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$135,368,849
Interest on participant loans2022-12-31$133,602
Interest earned on other investments2022-12-31$436,204
Value of interest in common/collective trusts at end of year2022-12-31$4,098,613
Value of interest in common/collective trusts at beginning of year2022-12-31$5,832,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$21,165,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$15,412,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-31,956,450
Net investment gain or loss from common/collective trusts2022-12-31$-694,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,052,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,312,893
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US
Accountancy firm EIN2022-12-31390859910
2021 : PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$91,455
Total transfer of assets from this plan2021-12-31$91,909
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$55,868,441
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$13,466,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,206,233
Expenses. Certain deemed distributions of participant loans2021-12-31$248
Value of total corrective distributions2021-12-31$23,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$36,263,025
Value of total assets at end of year2021-12-31$159,380,127
Value of total assets at beginning of year2021-12-31$116,978,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$236,682
Total interest from all sources2021-12-31$510,508
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,174,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,174,945
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,262,479
Participant contributions at end of year2021-12-31$2,766,084
Participant contributions at beginning of year2021-12-31$2,562,690
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$25,269,239
Other income not declared elsewhere2021-12-31$192,859
Administrative expenses (other) incurred2021-12-31$236,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$42,401,862
Value of net assets at end of year (total assets less liabilities)2021-12-31$159,380,127
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$116,978,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$135,368,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$95,119,685
Interest on participant loans2021-12-31$126,790
Interest earned on other investments2021-12-31$383,718
Value of interest in common/collective trusts at end of year2021-12-31$5,832,550
Value of interest in common/collective trusts at beginning of year2021-12-31$4,387,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$15,412,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$14,908,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,685,808
Net investment gain or loss from common/collective trusts2021-12-31$41,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,731,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,206,233
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US
Accountancy firm EIN2021-12-31390859910
2020 : PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$23,506,151
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,906,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,718,605
Expenses. Certain deemed distributions of participant loans2020-12-31$338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,110,166
Value of total assets at end of year2020-12-31$116,978,719
Value of total assets at beginning of year2020-12-31$105,378,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$187,213
Total interest from all sources2020-12-31$511,131
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,644,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,644,170
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,757,661
Participant contributions at end of year2020-12-31$2,562,690
Participant contributions at beginning of year2020-12-31$2,880,204
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$587,525
Other income not declared elsewhere2020-12-31$154,229
Administrative expenses (other) incurred2020-12-31$187,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,599,995
Value of net assets at end of year (total assets less liabilities)2020-12-31$116,978,719
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$105,378,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$95,119,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$89,572,514
Interest on participant loans2020-12-31$149,574
Interest earned on other investments2020-12-31$361,557
Value of interest in common/collective trusts at end of year2020-12-31$4,387,617
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$14,908,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,926,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,838,409
Net investment gain or loss from common/collective trusts2020-12-31$248,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,764,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,718,605
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US
Accountancy firm EIN2020-12-31390859910
2019 : PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$28,602,840
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$16,387,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,188,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,716,572
Value of total assets at end of year2019-12-31$105,378,724
Value of total assets at beginning of year2019-12-31$93,163,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$198,904
Total interest from all sources2019-12-31$606,403
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,544,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,544,254
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,098,475
Participant contributions at end of year2019-12-31$2,880,204
Participant contributions at beginning of year2019-12-31$3,186,981
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$395,880
Other income not declared elsewhere2019-12-31$159,278
Administrative expenses (other) incurred2019-12-31$198,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,215,459
Value of net assets at end of year (total assets less liabilities)2019-12-31$105,378,724
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$93,163,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$89,572,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$75,137,525
Interest on participant loans2019-12-31$168,363
Interest earned on other investments2019-12-31$438,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,926,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,838,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,576,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,222,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,188,477
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US
Accountancy firm EIN2019-12-31390859910
2018 : PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$5,486,941
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,453,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,278,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,982,798
Value of total assets at end of year2018-12-31$93,163,265
Value of total assets at beginning of year2018-12-31$100,129,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$174,523
Total interest from all sources2018-12-31$568,301
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,972,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,972,301
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,869,388
Participant contributions at end of year2018-12-31$3,186,981
Participant contributions at beginning of year2018-12-31$3,209,943
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$910,632
Other income not declared elsewhere2018-12-31$188,455
Administrative expenses (other) incurred2018-12-31$174,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,966,348
Value of net assets at end of year (total assets less liabilities)2018-12-31$93,163,265
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$100,129,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$75,137,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$83,287,354
Interest on participant loans2018-12-31$162,914
Interest earned on other investments2018-12-31$405,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$14,838,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,632,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,224,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,202,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,278,766
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$22,758,516
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,701,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,672,787
Value of total corrective distributions2017-12-31$1,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,171,660
Value of total assets at end of year2017-12-31$100,129,613
Value of total assets at beginning of year2017-12-31$90,072,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,300
Total interest from all sources2017-12-31$557,624
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,808,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,808,709
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,506,827
Participant contributions at end of year2017-12-31$3,209,943
Participant contributions at beginning of year2017-12-31$3,118,022
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$595,926
Other income not declared elsewhere2017-12-31$5,687
Administrative expenses (other) incurred2017-12-31$27,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,056,801
Value of net assets at end of year (total assets less liabilities)2017-12-31$100,129,613
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$90,072,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$83,287,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$72,754,873
Interest on participant loans2017-12-31$142,650
Interest earned on other investments2017-12-31$414,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,632,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$14,199,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,214,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,068,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,672,787
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HOUSE & ASSOCIATES
Accountancy firm EIN2017-12-31752251628
2016 : PRIMESOURCE RETIREMENT SAVINGS PLUS 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$13,683,243
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,607,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,573,110
Value of total corrective distributions2016-12-31$7,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,896,360
Value of total assets at end of year2016-12-31$90,072,812
Value of total assets at beginning of year2016-12-31$87,996,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,200
Total interest from all sources2016-12-31$559,290
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,339,721
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$4,339,721
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,754,496
Participant contributions at end of year2016-12-31$3,118,022
Participant contributions at beginning of year2016-12-31$3,293,256
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$406,988
Other income not declared elsewhere2016-12-31$7,163
Administrative expenses (other) incurred2016-12-31$27,200
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$2,075,928
Value of net assets at end of year (total assets less liabilities)2016-12-31$90,072,812
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$87,996,884
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$72,754,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$69,757,812
Interest on participant loans2016-12-31$129,310
Interest earned on other investments2016-12-31$429,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$14,199,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,945,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$880,709
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$2,734,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,573,110
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 name2016-12-31HOUSE & ASSOCIATES
Accountancy firm EIN2016-12-31752251628
2015 : PRIMESOURCE RETIREMENT SAVINGS PLUS 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$8,939,498
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$10,789,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,760,350
Expenses. Certain deemed distributions of participant loans2015-12-31$282
Value of total corrective distributions2015-12-31$313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,780,840
Value of total assets at end of year2015-12-31$87,996,884
Value of total assets at beginning of year2015-12-31$89,846,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,400
Total interest from all sources2015-12-31$567,278
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,992,224
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$6,992,224
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,322,260
Participant contributions at end of year2015-12-31$3,293,256
Participant contributions at beginning of year2015-12-31$3,281,197
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$386,617
Other income not declared elsewhere2015-12-31$2,945
Administrative expenses (other) incurred2015-12-31$28,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,849,847
Value of net assets at end of year (total assets less liabilities)2015-12-31$87,996,884
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$89,846,731
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$69,757,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$72,913,237
Interest on participant loans2015-12-31$144,868
Interest earned on other investments2015-12-31$422,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,945,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$13,652,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,403,789
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$3,071,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,760,350
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 name2015-12-31HOUSE & ASSOCIATES
Accountancy firm EIN2015-12-31752251628
2014 : PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$42,153
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$14,070,455
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,138,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,106,602
Value of total corrective distributions2014-12-31$3,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,649,434
Value of total assets at end of year2014-12-31$89,846,731
Value of total assets at beginning of year2014-12-31$81,872,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,500
Total interest from all sources2014-12-31$529,311
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,685,570
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$5,685,570
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,963,404
Participant contributions at end of year2014-12-31$3,281,197
Participant contributions at beginning of year2014-12-31$3,272,966
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$851,406
Other income not declared elsewhere2014-12-31$1,938
Administrative expenses (other) incurred2014-12-31$28,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,932,215
Value of net assets at end of year (total assets less liabilities)2014-12-31$89,846,731
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$81,872,363
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$72,913,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$66,314,759
Interest on participant loans2014-12-31$138,811
Interest earned on other investments2014-12-31$390,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$13,652,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,284,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-795,798
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$2,834,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,106,602
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 name2014-12-31HOUSE & ASSOCIATES
Accountancy firm EIN2014-12-31752251628
2013 : PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$210,749
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$20,660,982
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,323,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,293,338
Expenses. Certain deemed distributions of participant loans2013-12-31$3,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,994,301
Value of total assets at end of year2013-12-31$81,872,363
Value of total assets at beginning of year2013-12-31$66,745,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,750
Total interest from all sources2013-12-31$516,391
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,564,094
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$1,564,094
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,814,290
Participant contributions at end of year2013-12-31$3,272,966
Participant contributions at beginning of year2013-12-31$3,069,315
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$384,538
Other income not declared elsewhere2013-12-31$13,684
Administrative expenses (other) incurred2013-12-31$26,750
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$15,337,133
Value of net assets at end of year (total assets less liabilities)2013-12-31$81,872,363
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$66,745,979
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$66,314,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$49,448,361
Interest on participant loans2013-12-31$130,786
Interest earned on other investments2013-12-31$385,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,284,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$14,228,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,572,512
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$2,795,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,293,338
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 name2013-12-31HOUSE & ASSOCIATES
Accountancy firm EIN2013-12-31752251628
2012 : PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$9,429
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$14,193,982
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,833,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,807,165
Expenses. Certain deemed distributions of participant loans2012-12-31$469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,325,954
Value of total assets at end of year2012-12-31$66,745,979
Value of total assets at beginning of year2012-12-31$58,375,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25,750
Total interest from all sources2012-12-31$527,620
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,040,709
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$1,040,709
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,551,048
Participant contributions at end of year2012-12-31$3,069,315
Participant contributions at beginning of year2012-12-31$2,615,205
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$137,910
Other income not declared elsewhere2012-12-31$1,581
Administrative expenses (other) incurred2012-12-31$25,750
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$8,360,598
Value of net assets at end of year (total assets less liabilities)2012-12-31$66,745,979
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$58,375,952
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$49,448,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$41,999,940
Interest on participant loans2012-12-31$120,339
Interest earned on other investments2012-12-31$407,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$14,228,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$13,760,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,222,633
Net investment gain/loss from pooled separate accounts2012-12-31$3,075,485
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$2,636,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,807,165
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 name2012-12-31HOUSE & ASSOCIATES
Accountancy firm EIN2012-12-31752251628
2011 : PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$414,945
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,237,125
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,155,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,138,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,185,938
Value of total assets at end of year2011-12-31$58,375,952
Value of total assets at beginning of year2011-12-31$53,879,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,515
Total interest from all sources2011-12-31$485,984
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,202,632
Participant contributions at end of year2011-12-31$2,615,205
Participant contributions at beginning of year2011-12-31$2,558,722
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$428,090
Other income not declared elsewhere2011-12-31$3,903
Administrative expenses (other) incurred2011-12-31$17,515
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$4,081,335
Value of net assets at end of year (total assets less liabilities)2011-12-31$58,375,952
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$53,879,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$41,999,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$41,251,950
Interest on participant loans2011-12-31$118,900
Interest earned on other investments2011-12-31$367,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$13,760,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$10,069,000
Net investment gain/loss from pooled separate accounts2011-12-31$-1,438,700
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$2,555,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,138,275
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 name2011-12-31HOUSE & ASSOCIATES
Accountancy firm EIN2011-12-31752251628
2010 : PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$65,397
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$11,987,627
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,152,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,132,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,437,981
Value of total assets at end of year2010-12-31$53,879,672
Value of total assets at beginning of year2010-12-31$46,110,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,280
Total interest from all sources2010-12-31$439,492
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,753,470
Participant contributions at end of year2010-12-31$2,558,722
Participant contributions at beginning of year2010-12-31$1,988,066
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$469,133
Other income not declared elsewhere2010-12-31$2,107
Administrative expenses (other) incurred2010-12-31$20,280
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$7,834,734
Value of net assets at end of year (total assets less liabilities)2010-12-31$53,879,672
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$46,110,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$41,251,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$34,460,728
Interest on participant loans2010-12-31$118,180
Interest earned on other investments2010-12-31$321,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$10,069,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,661,541
Net investment gain/loss from pooled separate accounts2010-12-31$5,108,047
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$2,215,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,132,613
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 name2010-12-31HOUSE & ASSOCIATES
Accountancy firm EIN2010-12-31752251628

Form 5500 Responses for PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN

2022: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
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: PRIMESOURCE RETIREMENT SAVINGS PLUS 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PRIMESOURCE RETIREMENT SAVINGS PLUS 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PRIMESOURCE RETIREMENT SAVINGS PLUS 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: PRIMESOURCE RETIREMENT SAVINGS PLUS 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
2011: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH6225
Policy instance 1
Insurance contract or identification numberYH6225
Number of Individuals Covered2736
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH6225
Policy instance 1
Insurance contract or identification numberYH6225
Number of Individuals Covered2516
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH6225
Policy instance 1
Insurance contract or identification numberYH6225
Number of Individuals Covered1714
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number776225
Policy instance 1
Insurance contract or identification number776225
Number of Individuals Covered1700
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY225
Policy instance 1
Insurance contract or identification numberPHY225
Number of Individuals Covered1617
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY225
Policy instance 1
Insurance contract or identification numberPHY225
Number of Individuals Covered1532
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,142
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES INSURANCE GROUP, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY225
Policy instance 1
Insurance contract or identification numberPHY225
Number of Individuals Covered1313
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,661
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,661
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES FINANCIAL SERVICES IN
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY225
Policy instance 1
Insurance contract or identification numberPHY225
Number of Individuals Covered1305
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,352
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,352
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES PLANNING CORPORATION
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY225
Policy instance 1
Insurance contract or identification numberPHY225
Number of Individuals Covered1315
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,008
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,498
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES PLANNING CORPORATION
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY225
Policy instance 1
Insurance contract or identification numberPHY225
Number of Individuals Covered1282
Insurance policy start date2012-04-10
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,023
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,023
Insurance broker organization code?3
Insurance broker nameWALNUT STREET SECURITIES INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX184
Policy instance 2
Insurance contract or identification numberPHX184
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-04-10
Total amount of commissions paid to insurance brokerUSD $19,601
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,601
Insurance broker organization code?3
Insurance broker nameWALNUT STREET SECURITIES INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX184
Policy instance 1
Insurance contract or identification numberPHX184
Number of Individuals Covered1260
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $109,242
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX184
Policy instance 1
Insurance contract or identification numberPHX184
Number of Individuals Covered1138
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $115,693
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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