Portola Packaging Inc. 401(k) Plan (terminated 2013): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2013, when $19.1 million was transferred out of the plan. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Portola Packaging Inc. 401(k) Plan Facts (plan year 2013)

Plan name
PORTOLA PACKAGING INC. RETIREMENT AND SAVINGS PLAN
Plan type
401(k) with employer contributions
Plan sponsor
PORTOLA PACKAGING INC.
Participants
539
Former employees with a balance
0
Employer contributions
$429,973 in plan year 2013 (29% of all contributions)
Plan year
Jan 1, 2013 – Dec 31, 2013
Plan established
Jan 1, 1991
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2013 (Jan 1, 2013 – Dec 31, 2013), filed Aug 18, 2014. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2013

  • $1.50 million went into the plan in contributions, $429,973 of it from the employer (29%).
  • $3.84 million was paid out to participants.
  • Investment and other income added $2.97 million.

How the Portola Packaging Inc. 401(k) changed, 2009–2013

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2009529$13.7 million$137,940$1.23 million
2010603$19.3 million$179,245$2.80 million
2011681$18.2 million$470,251$2.64 million
2012793$18.5 million$431,083$3.35 million
2013 (final)539$0$429,973$3.84 million

Portola Packaging Inc. 401(k) Contact Information

Phone
630-338-0039
Mailing address
1811 CENTRE POINT CIRCLE, STE 123, NAPERVILLE IL 60563
Plan sponsor
PORTOLA PACKAGING INC.
Employer identification number (EIN)
94-1582719
Plan number
002

Questions about the Portola Packaging Inc. 401(k)

Is the Portola Packaging Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2013.

Does Portola Packaging Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2013 the employer contributed $429,973, 29% of all contributions.

Does the Portola Packaging Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Portola Packaging Inc 401(k) plan?

539 participants at the start of plan year 2013.

Who manages the Portola Packaging Inc 401(k) accounts?

Transamerica is the plan's recordkeeper, which is where participants log in to see their balance.

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