Profile
Worcester Envelope Co. 401(K) Retirement Savings Plan & Trust in Auburn, MA is in Massachusetts, its EIN is 041989150, its industry group is Converted Paper Product Manufacturing, its plan administrator is David Nadeau, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, is a single-employer plan, its business code is 322200, has 100 to 499 total participants, is worse than the overall plan medians in each of total income, net income, participant loans as a percentage of plan assets, and yield on beginning-of-plan-year total assets (4 total), and is worse than the overall participant averages in each of net income per total participant, active-participant contributions per head, employer contributions per active participant, and total administrative expense per participant (4 total).
Numeric values:
- total assets ($12,336,404)
- net assets (assets minus liabilities) ($12.30M)
- value of interest in registered investment companies (e.g., mutual funds) ($11.20M)
- total assets at beginning of plan year ($10,996,743)
- total income ($1,874,859)
- earnings on investments ($1,504,614)
- net earnings on investments ($1,504,614)
- net income ($1,339,661)
- value of interest in common/collective trusts ($967,227)
- total expenses ($535,198)
- total contributions ($328,059)
- cash contributions from participants ($286,812)
- participant loans ($137,166)
- average account balance ($81,161)
- other administrative expenses ($47,864)
- total administrative expenses ($47,864)
- cash contributions from employers ($41,247)
- net income per total participant ($8,814)
- average participant cash contribution per active participant ($2,812)
- average employer cash contribution per active participant ($404.40)
- total administrative expense per participant ($314.89)
- total noninterest-bearing cash ($0)
- receivables - employer contributions ($0)
- receivables - participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- corrective distributions ($0)
- professional fees ($0)
- contract administrator fees ($0)
- investment advisory and management fees ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- percentage of active participants (67.1%)
- yield on beginning-of-plan-year total assets (13.68%)
- diversity of asset types (10.5%)
- participant loans as a percentage of plan assets (1.11%)
- total administrative expense ratio (0.390%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (102)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (152)
- other retired or separated participants entitled to future benefits (50)
- retired or separated participants receiving benefits (0)
- total participants (152)