Fidelity bond in place
Yes
Filing
Mooney-General Paper Co. Employee Savings & Retirement Plan
Mooney - General Paper Company • EIN 22-1424323 • Plan year 2004
Filing Insights
Participants
Up26 → 42
16 • 61.54%
Assets
Up$713,879 → $840,881
$127,002 • 17.79%
Investment Management Fee
-
Admin expenses - • Total expenses $43,724
Filing Details
Context- Net investment result
- $127,002
- Pension payor EIN
- 95-6817943
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
Not reported
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 32 | $2,698,372 | $163,286 | $5,103iApproximate average salary by contribution assumption: employee only about $127,567 at 4% or $85,045 at 6%; with 50% employer match about $85,045 at 4% or $56,697 at 6%; with 100% employer match about $63,784 at 4% or $42,522 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 32 | $2,698,372 | $163,286 | $5,103iApproximate average salary by contribution assumption: employee only about $127,567 at 4% or $85,045 at 6%; with 50% employer match about $85,045 at 4% or $56,697 at 6%; with 100% employer match about $63,784 at 4% or $42,522 at 6%. |
| 2022 | 1 | 34 | $2,251,982 | $156,693 | $4,609iApproximate average salary by contribution assumption: employee only about $115,215 at 4% or $76,810 at 6%; with 50% employer match about $76,810 at 4% or $51,207 at 6%; with 100% employer match about $57,608 at 4% or $38,405 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 34 | $2,251,982 | $156,693 | $4,609iApproximate average salary by contribution assumption: employee only about $115,215 at 4% or $76,810 at 6%; with 50% employer match about $76,810 at 4% or $51,207 at 6%; with 100% employer match about $57,608 at 4% or $38,405 at 6%. |
| 2021 | 1 | 34 | $2,930,008 | $149,505 | $4,397iApproximate average salary by contribution assumption: employee only about $109,930 at 4% or $73,287 at 6%; with 50% employer match about $73,287 at 4% or $48,858 at 6%; with 100% employer match about $54,965 at 4% or $36,643 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 34 | $2,930,008 | $149,505 | $4,397iApproximate average salary by contribution assumption: employee only about $109,930 at 4% or $73,287 at 6%; with 50% employer match about $73,287 at 4% or $48,858 at 6%; with 100% employer match about $54,965 at 4% or $36,643 at 6%. |
| 2020 | 1 | 35 | $2,498,970 | $194,839 | $5,567iApproximate average salary by contribution assumption: employee only about $139,171 at 4% or $92,780 at 6%; with 50% employer match about $92,780 at 4% or $61,854 at 6%; with 100% employer match about $69,585 at 4% or $46,390 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 35 | $2,498,970 | $194,839 | $5,567iApproximate average salary by contribution assumption: employee only about $139,171 at 4% or $92,780 at 6%; with 50% employer match about $92,780 at 4% or $61,854 at 6%; with 100% employer match about $69,585 at 4% or $46,390 at 6%. |
| 2019 | 1 | 39 | $2,523,983 | $116,656 | $2,991iApproximate average salary by contribution assumption: employee only about $74,779 at 4% or $49,853 at 6%; with 50% employer match about $49,853 at 4% or $33,235 at 6%; with 100% employer match about $37,390 at 4% or $24,926 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 39 | $2,523,983 | $116,656 | $2,991iApproximate average salary by contribution assumption: employee only about $74,779 at 4% or $49,853 at 6%; with 50% employer match about $49,853 at 4% or $33,235 at 6%; with 100% employer match about $37,390 at 4% or $24,926 at 6%. |
| 2018 | 1 | 41 | $2,199,304 | $117,264 | $2,860iApproximate average salary by contribution assumption: employee only about $71,502 at 4% or $47,668 at 6%; with 50% employer match about $47,668 at 4% or $31,779 at 6%; with 100% employer match about $35,751 at 4% or $23,834 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 41 | $2,199,304 | $117,264 | $2,860iApproximate average salary by contribution assumption: employee only about $71,502 at 4% or $47,668 at 6%; with 50% employer match about $47,668 at 4% or $31,779 at 6%; with 100% employer match about $35,751 at 4% or $23,834 at 6%. |
| 2017 | 1 | 39 | $2,304,493 | $109,537 | $2,809iApproximate average salary by contribution assumption: employee only about $70,216 at 4% or $46,811 at 6%; with 50% employer match about $46,811 at 4% or $31,207 at 6%; with 100% employer match about $35,108 at 4% or $23,405 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 39 | $2,304,493 | $109,537 | $2,809iApproximate average salary by contribution assumption: employee only about $70,216 at 4% or $46,811 at 6%; with 50% employer match about $46,811 at 4% or $31,207 at 6%; with 100% employer match about $35,108 at 4% or $23,405 at 6%. |
| 2016 | 1 | 39 | $2,232,644 | $119,442 | $3,063iApproximate average salary by contribution assumption: employee only about $76,565 at 4% or $51,044 at 6%; with 50% employer match about $51,044 at 4% or $34,029 at 6%; with 100% employer match about $38,283 at 4% or $25,522 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 39 | $2,232,644 | $119,442 | $3,063iApproximate average salary by contribution assumption: employee only about $76,565 at 4% or $51,044 at 6%; with 50% employer match about $51,044 at 4% or $34,029 at 6%; with 100% employer match about $38,283 at 4% or $25,522 at 6%. |
| 2015 | 1 | 42 | $2,001,423 | $110,572 | $2,633iApproximate average salary by contribution assumption: employee only about $65,817 at 4% or $43,878 at 6%; with 50% employer match about $43,878 at 4% or $29,252 at 6%; with 100% employer match about $32,908 at 4% or $21,939 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 42 | $2,001,423 | $110,572 | $2,633iApproximate average salary by contribution assumption: employee only about $65,817 at 4% or $43,878 at 6%; with 50% employer match about $43,878 at 4% or $29,252 at 6%; with 100% employer match about $32,908 at 4% or $21,939 at 6%. |
| 2014 | 1 | 43 | $1,955,018 | $141,683 | $3,295iApproximate average salary by contribution assumption: employee only about $82,374 at 4% or $54,916 at 6%; with 50% employer match about $54,916 at 4% or $36,611 at 6%; with 100% employer match about $41,187 at 4% or $27,458 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 43 | $1,955,018 | $141,683 | $3,295iApproximate average salary by contribution assumption: employee only about $82,374 at 4% or $54,916 at 6%; with 50% employer match about $54,916 at 4% or $36,611 at 6%; with 100% employer match about $41,187 at 4% or $27,458 at 6%. |
| 2013 | 1 | 41 | $1,780,684 | $133,609 | $3,259iApproximate average salary by contribution assumption: employee only about $81,469 at 4% or $54,313 at 6%; with 50% employer match about $54,313 at 4% or $36,208 at 6%; with 100% employer match about $40,734 at 4% or $27,156 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 41 | $1,780,684 | $133,609 | $3,259iApproximate average salary by contribution assumption: employee only about $81,469 at 4% or $54,313 at 6%; with 50% employer match about $54,313 at 4% or $36,208 at 6%; with 100% employer match about $40,734 at 4% or $27,156 at 6%. |
| 2012 | 1 | 19 | $1,602,243 | $103,288 | $5,436iApproximate average salary by contribution assumption: employee only about $135,905 at 4% or $90,604 at 6%; with 50% employer match about $90,604 at 4% or $60,402 at 6%; with 100% employer match about $67,953 at 4% or $45,302 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 19 | $1,602,243 | $103,288 | $5,436iApproximate average salary by contribution assumption: employee only about $135,905 at 4% or $90,604 at 6%; with 50% employer match about $90,604 at 4% or $60,402 at 6%; with 100% employer match about $67,953 at 4% or $45,302 at 6%. |
| 2011 | 1 | 18 | $1,379,295 | $101,363 | $5,631iApproximate average salary by contribution assumption: employee only about $140,782 at 4% or $93,855 at 6%; with 50% employer match about $93,855 at 4% or $62,570 at 6%; with 100% employer match about $70,391 at 4% or $46,927 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 18 | $1,379,295 | $101,363 | $5,631iApproximate average salary by contribution assumption: employee only about $140,782 at 4% or $93,855 at 6%; with 50% employer match about $93,855 at 4% or $62,570 at 6%; with 100% employer match about $70,391 at 4% or $46,927 at 6%. |
| 2010 | 1 | 18 | $1,366,931 | $88,683 | $4,927iApproximate average salary by contribution assumption: employee only about $123,171 at 4% or $82,114 at 6%; with 50% employer match about $82,114 at 4% or $54,743 at 6%; with 100% employer match about $61,585 at 4% or $41,057 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 18 | $1,366,931 | $88,683 | $4,927iApproximate average salary by contribution assumption: employee only about $123,171 at 4% or $82,114 at 6%; with 50% employer match about $82,114 at 4% or $54,743 at 6%; with 100% employer match about $61,585 at 4% or $41,057 at 6%. |
| 2009 | 1 | 18 | $1,182,134 | $94,832 | $5,268iApproximate average salary by contribution assumption: employee only about $131,711 at 4% or $87,807 at 6%; with 50% employer match about $87,807 at 4% or $58,538 at 6%; with 100% employer match about $65,856 at 4% or $43,904 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 18 | $1,182,134 | $94,832 | $5,268iApproximate average salary by contribution assumption: employee only about $131,711 at 4% or $87,807 at 6%; with 50% employer match about $87,807 at 4% or $58,538 at 6%; with 100% employer match about $65,856 at 4% or $43,904 at 6%. |
| 2008 | 1 | 38 | $964,305 | $105,980 | $2,789iApproximate average salary by contribution assumption: employee only about $69,724 at 4% or $46,482 at 6%; with 50% employer match about $46,482 at 4% or $30,988 at 6%; with 100% employer match about $34,862 at 4% or $23,241 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 38 | $964,305 | $105,980 | $2,789iApproximate average salary by contribution assumption: employee only about $69,724 at 4% or $46,482 at 6%; with 50% employer match about $46,482 at 4% or $30,988 at 6%; with 100% employer match about $34,862 at 4% or $23,241 at 6%. |
| 2007 | 1 | 40 | $1,190,263 | $107,663 | $2,692iApproximate average salary by contribution assumption: employee only about $67,289 at 4% or $44,860 at 6%; with 50% employer match about $44,860 at 4% or $29,906 at 6%; with 100% employer match about $33,645 at 4% or $22,430 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 40 | $1,190,263 | $107,663 | $2,692iApproximate average salary by contribution assumption: employee only about $67,289 at 4% or $44,860 at 6%; with 50% employer match about $44,860 at 4% or $29,906 at 6%; with 100% employer match about $33,645 at 4% or $22,430 at 6%. |
| 2006 | 1 | 41 | $991,676 | $96,232 | $2,347iApproximate average salary by contribution assumption: employee only about $58,678 at 4% or $39,119 at 6%; with 50% employer match about $39,119 at 4% or $26,079 at 6%; with 100% employer match about $29,339 at 4% or $19,559 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 41 | $991,676 | $96,232 | $2,347iApproximate average salary by contribution assumption: employee only about $58,678 at 4% or $39,119 at 6%; with 50% employer match about $39,119 at 4% or $26,079 at 6%; with 100% employer match about $29,339 at 4% or $19,559 at 6%. |
| 2005 | 1 | 40 | $885,010 | $114,126 | $2,853iApproximate average salary by contribution assumption: employee only about $71,329 at 4% or $47,553 at 6%; with 50% employer match about $47,553 at 4% or $31,702 at 6%; with 100% employer match about $35,664 at 4% or $23,776 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 40 | $885,010 | $114,126 | $2,853iApproximate average salary by contribution assumption: employee only about $71,329 at 4% or $47,553 at 6%; with 50% employer match about $47,553 at 4% or $31,702 at 6%; with 100% employer match about $35,664 at 4% or $23,776 at 6%. |
| 2004 | 1 | 42 | $840,881 | $117,377 | $2,795iApproximate average salary by contribution assumption: employee only about $69,867 at 4% or $46,578 at 6%; with 50% employer match about $46,578 at 4% or $31,052 at 6%; with 100% employer match about $34,934 at 4% or $23,289 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | Current | 42 | $840,881 | $117,377 | $2,795iApproximate average salary by contribution assumption: employee only about $69,867 at 4% or $46,578 at 6%; with 50% employer match about $46,578 at 4% or $31,052 at 6%; with 100% employer match about $34,934 at 4% or $23,289 at 6%. |
| 2003 | 1 | 38 | $713,879 | $116,954 | $3,078iApproximate average salary by contribution assumption: employee only about $76,943 at 4% or $51,296 at 6%; with 50% employer match about $51,296 at 4% or $34,197 at 6%; with 100% employer match about $38,472 at 4% or $25,648 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 38 | $713,879 | $116,954 | $3,078iApproximate average salary by contribution assumption: employee only about $76,943 at 4% or $51,296 at 6%; with 50% employer match about $51,296 at 4% or $34,197 at 6%; with 100% employer match about $38,472 at 4% or $25,648 at 6%. |
| 2002 | 1 | 45 | $559,941 | $110,831 | $2,463iApproximate average salary by contribution assumption: employee only about $61,573 at 4% or $41,049 at 6%; with 50% employer match about $41,049 at 4% or $27,366 at 6%; with 100% employer match about $30,786 at 4% or $20,524 at 6%. |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 45 | $559,941 | $110,831 | $2,463iApproximate average salary by contribution assumption: employee only about $61,573 at 4% or $41,049 at 6%; with 50% employer match about $41,049 at 4% or $27,366 at 6%; with 100% employer match about $30,786 at 4% or $20,524 at 6%. |
| 2001 | 1 | 45 | $0 | $0 | - |
| Mooney-General Paper Co. Employee Savings & Retirement Plan | - | 45 | - | - | - |
| 2000 | 1 | 42 | $505,620 | $82,734 | $1,970iApproximate average salary by contribution assumption: employee only about $49,246 at 4% or $32,831 at 6%; with 50% employer match about $32,831 at 4% or $21,887 at 6%; with 100% employer match about $24,623 at 4% or $16,415 at 6%. |
| Mooney - General Paper Co Employee Savings & Retirement Plan | - | 42 | $505,620 | $82,734 | $1,970iApproximate average salary by contribution assumption: employee only about $49,246 at 4% or $32,831 at 6%; with 50% employer match about $32,831 at 4% or $21,887 at 6%; with 100% employer match about $24,623 at 4% or $16,415 at 6%. |
| 1999 | 1 | 41 | $432,176 | $83,509 | $2,037iApproximate average salary by contribution assumption: employee only about $50,920 at 4% or $33,947 at 6%; with 50% employer match about $33,947 at 4% or $22,631 at 6%; with 100% employer match about $25,460 at 4% or $16,973 at 6%. |
| Mooney - General Paper Co Employee Savings & Retirement Plan | - | 41 | $432,176 | $83,509 | $2,037iApproximate average salary by contribution assumption: employee only about $50,920 at 4% or $33,947 at 6%; with 50% employer match about $33,947 at 4% or $22,631 at 6%; with 100% employer match about $25,460 at 4% or $16,973 at 6%. |
Schedule Details
Schedule I
Schedule I Financial Statement
Small plan result
Balance sheet and activity values reported by the filer for this small-plan annual return.
End-of-year assets$840,881$127,002 change
Balance Sheet
Beginning and end of plan year.
Total assets$713,879$840,881Increase +$127,002 (17.79%)
Total liabilities$0$0No change $0
Net assets$713,879$840,881Increase +$127,002 (17.79%)
Contributions
Employer contributions$0
Participant contributions$117,377
Other contributions$0
Income & Expenses
Total income$170,726
Total expenses$43,724
Net income$127,002
Source fields
- Schedule I source fields
- Filing Id
- 84037200347315
- Schedule I EIN
- 22-1424323
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2004-01-01
- Schedule I Tax Period
- 20041231
- Small plan total assets at beginning of year
- $713,879
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $713,879
- Small plan total assets at end of year
- $840,881
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $840,881
- Small plan employer contributions
- $0
- Small plan participant contributions
- $117,377
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $53,349
- Small plan total income
- $170,726
- Small plan total benefit distributions
- $43,454
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $270
- Small plan total expenses
- $43,724
- Small plan net income or loss
- $127,002
- Small Total Plan Transfers Amount
- $0
- Small Joint Venture End of year Indicator
- No
- Small Joint Venture End of year Amount
- $0
- Small Employer Prop End of year Indicator
- No
- Small Employer Prop End of year Amount
- $0
- Small Investment Real Est End of year I
- 2
- Small Investment Real Est End of year A
- 0
- Small Employer Sec End of year Indicator
- No
- Small Employer Sec End of year Amount
- $0
- Small Mortg Participants End of year Indicator
- Yes
- Small Mortg Participants End of year Amount
- $4,952
- Small Oth Lns Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Amount
- $0
- Small Personal Prop End of year Indicator
- No
- Small Personal Prop End of year Amount
- $0
- Small Fail Xmt Ctb I
- 2
- Small Fail Xmt Ctb A
- 0
- Small plan participant loans in default
- No
- Small Loans In Default Amount
- $0
- Small plan leases in default
- No
- Small Leases In Default Amount
- $0
- Small Pt In Interest Not Reported I
- 2
- Small Pt In Interest Not Reported A
- 0
- Small plan fidelity bond in place
- Yes
- Small plan fidelity bond amount
- $250,000
- Small plan loss discovered during year
- No
- Small Loss Discovered Dur Year Amount
- $0
- Small plan assets with undetermined value
- No
- Small Asset Undeterm Valuation Amount
- $0
- Small plan non-cash contributions reported
- No
- Small Non Cash Contribution Amount
- $0
- Small 20 Percent Sngl Investment Indicator
- No
- Small 20 Percent Sngl Investment Amount
- $0
- Small plan all plan assets distributed
- No
- Waiver Annual Iqpa Report
- 1
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN95-6817943
Transfers
Distributed property value$0
Schedule R source fields
- Payor 95-6817943
- Filing Id
- 84037200347315
- Schedule R EIN
- 22-1424323
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2004-01-01
- Schedule R Tax Period
- 20041231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 95-6817943
- Pension Payor 02 EIN
- 22-1424323
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0