BOXED, LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : BOXED 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $40,946 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $42,296 |
Total income from all sources (including contributions) | 2022-12-31 | $412,296 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $662,371 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $642,644 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,592,840 |
Value of total assets at end of year | 2022-12-31 | $6,036,297 |
Value of total assets at beginning of year | 2022-12-31 | $6,287,722 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $19,727 |
Total interest from all sources | 2022-12-31 | $2,821 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $121,720 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $121,720 |
Administrative expenses professional fees incurred | 2022-12-31 | $2,878 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,420,836 |
Participant contributions at end of year | 2022-12-31 | $51,185 |
Participant contributions at beginning of year | 2022-12-31 | $48,347 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $172,004 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $40,946 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $42,296 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-250,075 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,995,351 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,245,426 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,979,986 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,237,284 |
Interest on participant loans | 2022-12-31 | $2,821 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $5,126 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,091 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,305,171 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $86 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $642,644 |
Contract administrator fees | 2022-12-31 | $16,849 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : BOXED 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $42,296 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $5,359 |
Total income from all sources (including contributions) | 2021-12-31 | $2,037,098 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $847,434 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $832,557 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,119,063 |
Value of total assets at end of year | 2021-12-31 | $6,287,722 |
Value of total assets at beginning of year | 2021-12-31 | $5,061,121 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $14,877 |
Total interest from all sources | 2021-12-31 | $2,805 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $155,047 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $155,047 |
Administrative expenses professional fees incurred | 2021-12-31 | $2,715 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,073,670 |
Participant contributions at end of year | 2021-12-31 | $48,347 |
Participant contributions at beginning of year | 2021-12-31 | $58,086 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $45,393 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $42,296 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $5,359 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,189,664 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,245,426 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,055,762 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,237,284 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,002,882 |
Interest on participant loans | 2021-12-31 | $2,805 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,091 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $153 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $760,165 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $18 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $832,557 |
Contract administrator fees | 2021-12-31 | $12,162 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SOBEL & CO. LLC |
Accountancy firm EIN | 2021-12-31 | 221430039 |