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Plan Name | WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN |
Plan identification number | 333 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | WRIGHT BUSINESS FORMS, INC. |
Employer identification number (EIN): | 930586475 |
NAIC Classification: | 322200 |
Additional information about WRIGHT BUSINESS FORMS, INC.
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 1970-10-09 |
Company Identification Number: | 9100314 |
Legal Registered Office Address: |
851 SW SIXTH AVE STE #1500 PORTLAND United States of America (USA) 97204 |
More information about WRIGHT BUSINESS FORMS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
333 | 2019-01-01 | ||||
333 | 2018-01-01 | DAN ADKISON | |||
333 | 2017-01-01 | DAN ADKISON | |||
333 | 2016-01-01 | DAN ADKISON | |||
333 | 2015-01-01 | DAN ADKISON | |||
333 | 2014-01-01 | DAN ADKISON | |||
333 | 2013-01-01 | DAN ADKISON | |||
333 | 2012-01-01 | SHANTELLE HAMPTON | SHANTELLE HAMPTON | 2013-10-10 | |
333 | 2011-01-01 | BRIAN CICERCHI | BRIAN CICERCHI | 2012-09-05 | |
333 | 2010-01-01 | DANIEL ADKISON | DANIEL ADKISON | 2011-10-12 | |
333 | 2009-01-01 | DANIEL ADKISON | DANIEL ADKISON | 2010-08-12 | |
333 | 2009-01-01 | DANIEL ADKISON |
Measure | Date | Value |
---|---|---|
2019: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 355 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 6 |
2018: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 381 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 282 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 73 |
Total of all active and inactive participants | 2018-01-01 | 355 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 355 |
Number of participants with account balances | 2018-01-01 | 342 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 32 |
2017: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 340 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 341 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 40 |
Total of all active and inactive participants | 2017-01-01 | 381 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 381 |
Number of participants with account balances | 2017-01-01 | 357 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 24 |
2016: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 368 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 301 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 39 |
Total of all active and inactive participants | 2016-01-01 | 340 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 340 |
Number of participants with account balances | 2016-01-01 | 323 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 27 |
2015: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 344 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 336 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 31 |
Total of all active and inactive participants | 2015-01-01 | 368 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 368 |
Number of participants with account balances | 2015-01-01 | 332 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 13 |
2014: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 354 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 306 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 36 |
Total of all active and inactive participants | 2014-01-01 | 344 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 344 |
Number of participants with account balances | 2014-01-01 | 291 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 308 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 309 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 45 |
Total of all active and inactive participants | 2013-01-01 | 354 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 354 |
Number of participants with account balances | 2013-01-01 | 294 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 312 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 273 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 34 |
Total of all active and inactive participants | 2012-01-01 | 308 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 308 |
Number of participants with account balances | 2012-01-01 | 290 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 24 |
2011: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 312 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 277 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 34 |
Total of all active and inactive participants | 2011-01-01 | 312 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 312 |
Number of participants with account balances | 2011-01-01 | 296 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 34 |
2010: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 296 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 292 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 19 |
Total of all active and inactive participants | 2010-01-01 | 312 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 312 |
Number of participants with account balances | 2010-01-01 | 295 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 20 |
2009: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 346 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 269 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 25 |
Total of all active and inactive participants | 2009-01-01 | 296 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 296 |
Number of participants with account balances | 2009-01-01 | 295 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 30 |
Measure | Date | Value |
---|---|---|
2019 : WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2019-03-29 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-03-29 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-03-29 | $0 |
Total transfer of assets to this plan | 2019-03-29 | $0 |
Total transfer of assets from this plan | 2019-03-29 | $14,529,875 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-29 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-29 | $0 |
Expenses. Interest paid | 2019-03-29 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-03-29 | $0 |
Total income from all sources (including contributions) | 2019-03-29 | $1,570,197 |
Total loss/gain on sale of assets | 2019-03-29 | $0 |
Total of all expenses incurred | 2019-03-29 | $860,685 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-29 | $844,631 |
Expenses. Certain deemed distributions of participant loans | 2019-03-29 | $0 |
Value of total corrective distributions | 2019-03-29 | $811 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-03-29 | $285,417 |
Value of total assets at end of year | 2019-03-29 | $0 |
Value of total assets at beginning of year | 2019-03-29 | $13,820,363 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-29 | $15,243 |
Total income from rents | 2019-03-29 | $0 |
Total interest from all sources | 2019-03-29 | $2,041 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-03-29 | $11,167 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-03-29 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-03-29 | $11,167 |
Assets. Real estate other than employer real property at end of year | 2019-03-29 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2019-03-29 | $0 |
Administrative expenses professional fees incurred | 2019-03-29 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-03-29 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-03-29 | $0 |
Was this plan covered by a fidelity bond | 2019-03-29 | Yes |
Value of fidelity bond cover | 2019-03-29 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-03-29 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-03-29 | No |
Contributions received from participants | 2019-03-29 | $221,487 |
Participant contributions at end of year | 2019-03-29 | $0 |
Participant contributions at beginning of year | 2019-03-29 | $187,474 |
Participant contributions at end of year | 2019-03-29 | $0 |
Participant contributions at beginning of year | 2019-03-29 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-03-29 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-03-29 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-03-29 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-03-29 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-03-29 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-03-29 | $0 |
Assets. Loans (other than to participants) at end of year | 2019-03-29 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-03-29 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-03-29 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-03-29 | $0 |
Other income not declared elsewhere | 2019-03-29 | $0 |
Administrative expenses (other) incurred | 2019-03-29 | $15,243 |
Liabilities. Value of operating payables at end of year | 2019-03-29 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-03-29 | $0 |
Total non interest bearing cash at end of year | 2019-03-29 | $0 |
Total non interest bearing cash at beginning of year | 2019-03-29 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-29 | No |
Income. Non cash contributions | 2019-03-29 | $0 |
Value of net income/loss | 2019-03-29 | $709,512 |
Value of net assets at end of year (total assets less liabilities) | 2019-03-29 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-03-29 | $13,820,363 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-03-29 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-29 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-03-29 | No |
Assets. partnership/joint venture interests at end of year | 2019-03-29 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2019-03-29 | $0 |
Investment advisory and management fees | 2019-03-29 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-03-29 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-03-29 | $13,117,194 |
Value of interest in pooled separate accounts at end of year | 2019-03-29 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-03-29 | $0 |
Interest on participant loans | 2019-03-29 | $2,041 |
Income. Interest from loans (other than to participants) | 2019-03-29 | $0 |
Interest earned on other investments | 2019-03-29 | $0 |
Income. Interest from US Government securities | 2019-03-29 | $0 |
Income. Interest from corporate debt instruments | 2019-03-29 | $0 |
Value of interest in master investment trust accounts at end of year | 2019-03-29 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2019-03-29 | $0 |
Value of interest in common/collective trusts at end of year | 2019-03-29 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-03-29 | $515,695 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-03-29 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-03-29 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-03-29 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-03-29 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-03-29 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-03-29 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-03-29 | $0 |
Asset value of US Government securities at end of year | 2019-03-29 | $0 |
Asset value of US Government securities at beginning of year | 2019-03-29 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-03-29 | $1,267,854 |
Net investment gain/loss from pooled separate accounts | 2019-03-29 | $0 |
Net investment gain or loss from common/collective trusts | 2019-03-29 | $3,718 |
Net gain/loss from 103.12 investment entities | 2019-03-29 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-03-29 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-03-29 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-03-29 | No |
Assets. Invements in employer securities at end of year | 2019-03-29 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-03-29 | $0 |
Assets. Value of employer real property at end of year | 2019-03-29 | $0 |
Assets. Value of employer real property at beginning of year | 2019-03-29 | $0 |
Contributions received in cash from employer | 2019-03-29 | $63,930 |
Employer contributions (assets) at end of year | 2019-03-29 | $0 |
Employer contributions (assets) at beginning of year | 2019-03-29 | $0 |
Income. Dividends from preferred stock | 2019-03-29 | $0 |
Income. Dividends from common stock | 2019-03-29 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-03-29 | $844,631 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-03-29 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-03-29 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-03-29 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-03-29 | $0 |
Contract administrator fees | 2019-03-29 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-03-29 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-03-29 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-03-29 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-03-29 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-03-29 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-03-29 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-03-29 | $0 |
Did the plan have assets held for investment | 2019-03-29 | No |
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 | 2019-03-29 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-03-29 | Yes |
Aggregate proceeds on sale of assets | 2019-03-29 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-03-29 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-03-29 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-03-29 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-03-29 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-03-29 | Disclaimer |
Accountancy firm name | 2019-03-29 | FORD BLACK & COMPANY |
Accountancy firm EIN | 2019-03-29 | 930690981 |
2018 : WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $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 |
Expenses. Interest paid | 2018-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $909,909 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,390,628 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,328,234 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,733,073 |
Value of total assets at end of year | 2018-12-31 | $13,820,363 |
Value of total assets at beginning of year | 2018-12-31 | $15,301,082 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $62,394 |
Total income from rents | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $5,390 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $496,836 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $496,836 |
Assets. Real estate other than employer real property at end of year | 2018-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2018-12-31 | $0 |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $969,190 |
Participant contributions at end of year | 2018-12-31 | $187,474 |
Participant contributions at beginning of year | 2018-12-31 | $150,816 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $420,810 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2018-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $62,394 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $-1,480,719 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $13,820,363 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $15,301,082 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $0 |
Investment advisory and management fees | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $13,117,194 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $14,347,679 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $0 |
Interest on participant loans | 2018-12-31 | $5,390 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $0 |
Income. Interest from US Government securities | 2018-12-31 | $0 |
Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $515,695 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $802,587 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Asset value of US Government securities at end of year | 2018-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,335,321 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $9,931 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $0 |
Assets. Value of employer real property at end of year | 2018-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2018-12-31 | $0 |
Contributions received in cash from employer | 2018-12-31 | $343,073 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,328,234 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $0 |
Contract administrator fees | 2018-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2018-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | FORD BLACK & COMPANY |
Accountancy firm EIN | 2018-12-31 | 930690981 |
2017 : WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $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 |
Expenses. Interest paid | 2017-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $3,745,022 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,170,674 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,110,128 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of total corrective distributions | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,718,358 |
Value of total assets at end of year | 2017-12-31 | $15,301,082 |
Value of total assets at beginning of year | 2017-12-31 | $12,726,734 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $60,546 |
Total income from rents | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $5,641 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $380,896 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $380,896 |
Assets. Real estate other than employer real property at end of year | 2017-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2017-12-31 | $0 |
Administrative expenses professional fees incurred | 2017-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $850,358 |
Participant contributions at end of year | 2017-12-31 | $150,816 |
Participant contributions at beginning of year | 2017-12-31 | $178,696 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $562,987 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2017-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $60,546 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $2,574,348 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $15,301,082 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,726,734 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $0 |
Investment advisory and management fees | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $14,347,679 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $11,866,092 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $0 |
Interest on participant loans | 2017-12-31 | $5,368 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $0 |
Income. Interest from US Government securities | 2017-12-31 | $0 |
Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $802,587 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $681,946 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $681,946 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $273 |
Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Asset value of US Government securities at end of year | 2017-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,631,137 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $8,990 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
Assets. Value of employer real property at end of year | 2017-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2017-12-31 | $0 |
Contributions received in cash from employer | 2017-12-31 | $305,013 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Income. Dividends from preferred stock | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,110,128 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $0 |
Contract administrator fees | 2017-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | FORD BLACK & COMPANY |
Accountancy firm EIN | 2017-12-31 | 930690981 |
2016 : WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $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 |
Expenses. Interest paid | 2016-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,050,148 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,667,849 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,611,652 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,174,279 |
Value of total assets at end of year | 2016-12-31 | $12,726,734 |
Value of total assets at beginning of year | 2016-12-31 | $12,344,435 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $56,197 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $6,495 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $336,435 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $336,435 |
Assets. Real estate other than employer real property at end of year | 2016-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2016-12-31 | $0 |
Administrative expenses professional fees incurred | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $788,534 |
Participant contributions at end of year | 2016-12-31 | $178,696 |
Participant contributions at beginning of year | 2016-12-31 | $230,473 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $100,100 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $56,197 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Income. Non cash contributions | 2016-12-31 | $0 |
Value of net income/loss | 2016-12-31 | $382,299 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $12,726,734 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,344,435 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $11,866,092 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $11,783,459 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $0 |
Interest on participant loans | 2016-12-31 | $6,150 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $0 |
Income. Interest from US Government securities | 2016-12-31 | $0 |
Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $681,946 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $330,503 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $330,503 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $345 |
Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Asset value of US Government securities at end of year | 2016-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $532,939 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $0 |
Assets. Value of employer real property at end of year | 2016-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2016-12-31 | $0 |
Contributions received in cash from employer | 2016-12-31 | $285,645 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,611,652 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $0 |
Contract administrator fees | 2016-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | FORD BLACK & COMPANY |
Accountancy firm EIN | 2016-12-31 | 930690981 |
2015 : WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $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 |
Expenses. Interest paid | 2015-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $872,383 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $608,793 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $551,465 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of total corrective distributions | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $967,149 |
Value of total assets at end of year | 2015-12-31 | $12,344,435 |
Value of total assets at beginning of year | 2015-12-31 | $12,080,845 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $57,328 |
Total income from rents | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $11,791 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $525,460 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $525,460 |
Assets. Real estate other than employer real property at end of year | 2015-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2015-12-31 | $0 |
Administrative expenses professional fees incurred | 2015-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $679,580 |
Participant contributions at end of year | 2015-12-31 | $230,473 |
Participant contributions at beginning of year | 2015-12-31 | $205,596 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $29,168 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2015-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $57,328 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $0 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Income. Non cash contributions | 2015-12-31 | $0 |
Value of net income/loss | 2015-12-31 | $263,590 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $12,344,435 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,080,845 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $0 |
Investment advisory and management fees | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $11,783,459 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $11,665,417 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
Interest on participant loans | 2015-12-31 | $11,735 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $0 |
Income. Interest from US Government securities | 2015-12-31 | $0 |
Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $330,503 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $209,832 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $209,832 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $56 |
Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Asset value of US Government securities at end of year | 2015-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-632,017 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $0 |
Assets. Value of employer real property at end of year | 2015-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2015-12-31 | $0 |
Contributions received in cash from employer | 2015-12-31 | $258,401 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Income. Dividends from preferred stock | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $551,465 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $0 |
Contract administrator fees | 2015-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $0 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2015-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | FORD BLACK & COMPANY |
Accountancy firm EIN | 2015-12-31 | 930690981 |
2014 : WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2014-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Expenses. Interest paid | 2014-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,641,285 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,635,512 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,573,934 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $5,244 |
Value of total corrective distributions | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $846,878 |
Value of total assets at end of year | 2014-12-31 | $12,080,845 |
Value of total assets at beginning of year | 2014-12-31 | $12,075,072 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $56,334 |
Total income from rents | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $7,744 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $291,174 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $291,174 |
Assets. Real estate other than employer real property at end of year | 2014-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2014-12-31 | $0 |
Administrative expenses professional fees incurred | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $585,018 |
Participant contributions at end of year | 2014-12-31 | $205,596 |
Participant contributions at beginning of year | 2014-12-31 | $261,915 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $28,135 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $56,334 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $0 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Income. Non cash contributions | 2014-12-31 | $0 |
Value of net income/loss | 2014-12-31 | $5,773 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $12,080,845 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,075,072 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $0 |
Investment advisory and management fees | 2014-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $11,665,417 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $11,615,628 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
Interest on participant loans | 2014-12-31 | $7,720 |
Income. Interest from loans (other than to participants) | 2014-12-31 | $0 |
Interest earned on other investments | 2014-12-31 | $0 |
Income. Interest from US Government securities | 2014-12-31 | $0 |
Income. Interest from corporate debt instruments | 2014-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $209,832 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $197,529 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $197,529 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $24 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
Asset value of US Government securities at end of year | 2014-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $495,489 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2014-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $0 |
Assets. Value of employer real property at end of year | 2014-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2014-12-31 | $0 |
Contributions received in cash from employer | 2014-12-31 | $233,725 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Income. Dividends from preferred stock | 2014-12-31 | $0 |
Income. Dividends from common stock | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,573,934 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $0 |
Contract administrator fees | 2014-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $0 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | FORD BLACK & COMPANY |
Accountancy firm EIN | 2014-12-31 | 930690981 |
2013 : WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Expenses. Interest paid | 2013-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,416,868 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,913,820 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,899,399 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of total corrective distributions | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $775,797 |
Value of total assets at end of year | 2013-12-31 | $12,075,072 |
Value of total assets at beginning of year | 2013-12-31 | $11,572,024 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $14,421 |
Total income from rents | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $9,214 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $437,344 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $437,344 |
Assets. Real estate other than employer real property at end of year | 2013-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $0 |
Administrative expenses professional fees incurred | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $551,244 |
Participant contributions at end of year | 2013-12-31 | $261,915 |
Participant contributions at beginning of year | 2013-12-31 | $267,631 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $2,881 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $4,416 |
Administrative expenses (other) incurred | 2013-12-31 | $14,421 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $150 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $0 |
Value of net income/loss | 2013-12-31 | $503,048 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $12,075,072 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,572,024 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
Investment advisory and management fees | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $11,615,628 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $10,218,968 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $0 |
Interest on participant loans | 2013-12-31 | $8,343 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
Interest earned on other investments | 2013-12-31 | $0 |
Income. Interest from US Government securities | 2013-12-31 | $0 |
Income. Interest from corporate debt instruments | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $43,521 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $197,529 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,041,754 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,041,754 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $871 |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Asset value of US Government securities at end of year | 2013-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,189,960 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $137 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
Assets. Value of employer real property at end of year | 2013-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $221,672 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Income. Dividends from preferred stock | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,899,399 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $0 |
Contract administrator fees | 2013-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $0 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | FORD BLACK & COMPANY |
Accountancy firm EIN | 2013-12-31 | 930690981 |
2012 : WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Expenses. Interest paid | 2012-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,901,823 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $978,958 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $953,673 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $18,456 |
Value of total corrective distributions | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $714,852 |
Value of total assets at end of year | 2012-12-31 | $11,572,024 |
Value of total assets at beginning of year | 2012-12-31 | $10,649,159 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $6,829 |
Total interest from all sources | 2012-12-31 | $10,694 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $493,952 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $493,952 |
Assets. Real estate other than employer real property at end of year | 2012-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2012-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $506,482 |
Participant contributions at end of year | 2012-12-31 | $267,631 |
Participant contributions at beginning of year | 2012-12-31 | $292,668 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2012-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2012-12-31 | $0 |
Other income not declared elsewhere | 2012-12-31 | $-1,342 |
Administrative expenses (other) incurred | 2012-12-31 | $6,829 |
Total non interest bearing cash at end of year | 2012-12-31 | $150 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $425 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Income. Non cash contributions | 2012-12-31 | $0 |
Value of net income/loss | 2012-12-31 | $922,865 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $11,572,024 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,649,159 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $10,218,968 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $9,471,637 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $0 |
Interest on participant loans | 2012-12-31 | $9,151 |
Interest earned on other investments | 2012-12-31 | $0 |
Income. Interest from US Government securities | 2012-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $43,521 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,041,754 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $884,429 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $884,429 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1,543 |
Asset value of US Government securities at end of year | 2012-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $683,309 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $358 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $0 |
Contributions received in cash from employer | 2012-12-31 | $208,370 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Income. Dividends from preferred stock | 2012-12-31 | $0 |
Income. Dividends from common stock | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $953,673 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | FORD BLACK & COMPANY |
Accountancy firm EIN | 2012-12-31 | 930690981 |
2011 : WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Expenses. Interest paid | 2011-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $519,519 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,240,966 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,197,539 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $27,998 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $763,283 |
Value of total assets at end of year | 2011-12-31 | $10,649,159 |
Value of total assets at beginning of year | 2011-12-31 | $11,370,606 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $15,429 |
Total interest from all sources | 2011-12-31 | $14,158 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $305,819 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $305,819 |
Assets. Real estate other than employer real property at end of year | 2011-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2011-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $541,496 |
Participant contributions at end of year | 2011-12-31 | $292,668 |
Participant contributions at beginning of year | 2011-12-31 | $293,545 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $3,658 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2011-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $3,956 |
Administrative expenses (other) incurred | 2011-12-31 | $15,429 |
Total non interest bearing cash at end of year | 2011-12-31 | $425 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $200 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Income. Non cash contributions | 2011-12-31 | $0 |
Value of net income/loss | 2011-12-31 | $-721,447 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $10,649,159 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,370,606 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2011-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $9,471,637 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $9,968,741 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $0 |
Interest on participant loans | 2011-12-31 | $11,031 |
Interest earned on other investments | 2011-12-31 | $0 |
Income. Interest from US Government securities | 2011-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,106,935 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $884,429 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,185 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,185 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $3,127 |
Asset value of US Government securities at end of year | 2011-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-567,869 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $172 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $0 |
Contributions received in cash from employer | 2011-12-31 | $218,129 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Income. Dividends from preferred stock | 2011-12-31 | $0 |
Income. Dividends from common stock | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,197,539 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | FORD BLACK & COMPANY |
Accountancy firm EIN | 2011-12-31 | 930690981 |
2010 : WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Expenses. Interest paid | 2010-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,104,077 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,582,996 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,539,415 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $19,949 |
Value of total corrective distributions | 2010-12-31 | $12,770 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $820,202 |
Value of total assets at end of year | 2010-12-31 | $11,370,606 |
Value of total assets at beginning of year | 2010-12-31 | $10,849,525 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $10,862 |
Total interest from all sources | 2010-12-31 | $11,602 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $162,484 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $162,484 |
Assets. Real estate other than employer real property at end of year | 2010-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $490,535 |
Participant contributions at end of year | 2010-12-31 | $293,545 |
Participant contributions at beginning of year | 2010-12-31 | $217,206 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $130,996 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $7,537 |
Administrative expenses (other) incurred | 2010-12-31 | $10,862 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Income. Non cash contributions | 2010-12-31 | $0 |
Value of net income/loss | 2010-12-31 | $521,081 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $11,370,606 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $10,849,525 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $9,968,741 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $9,488,604 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $0 |
Interest on participant loans | 2010-12-31 | $11,602 |
Interest earned on other investments | 2010-12-31 | $0 |
Income. Interest from US Government securities | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,106,935 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,182,096 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,385 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $-38,381 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $-38,381 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
Asset value of US Government securities at end of year | 2010-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $996,016 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $106,236 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $198,671 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Income. Dividends from preferred stock | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,539,415 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | FORD BLACK & COMPANY |
Accountancy firm EIN | 2010-12-31 | 930690981 |
2009 : WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2019: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2019 form 5500 responses | ||
---|---|---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | Yes |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WRIGHT BUSINESS FORMS, INC. EMPLOYEES' QUALIFIED SAVINGS & INVESTMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |