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A & K WHOLESALE, INC. RETIREMENT PLAN 401k Plan overview

Plan NameA & K WHOLESALE, INC. RETIREMENT PLAN
Plan identification number 001

A & K WHOLESALE, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

A & K WHOLESALE, INC. has sponsored the creation of one or more 401k plans.

Company Name:A & K WHOLESALE, INC.
Employer identification number (EIN):205376784
NAIC Classification:424210
NAIC Description:Drugs and Druggists' Sundries Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A & K WHOLESALE, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-09-01ADAM E. WHEELER2022-05-10 ADAM E. WHEELER2022-05-10
0012019-09-01ADAM E. WHEELER2021-03-29 ADAM E. WHEELER2021-03-29
0012018-09-01ADAM E. WHEELER2020-03-25 ADAM E. WHEELER2020-03-25
0012017-09-01ADAM E. WHEELER2019-06-03 ADAM E. WHEELER2019-06-03
0012016-09-01ADAM E. WHEELER2018-05-29 ADAM E. WHEELER2018-05-29
0012015-09-01ADAM E. WHEELER2017-06-02 ADAM E. WHEELER2017-06-02
0012014-09-01ADAM E. WHEELER2016-06-03 ADAM E. WHEELER2016-06-03

Plan Statistics for A & K WHOLESALE, INC. RETIREMENT PLAN

401k plan membership statisitcs for A & K WHOLESALE, INC. RETIREMENT PLAN

Measure Date Value
2021: A & K WHOLESALE, INC. RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-08-31148,007
Acturial value of plan assets2021-08-31148,007
Funding target for retired participants and beneficiaries receiving payment2021-08-310
Number of terminated vested participants2021-08-310
Fundng target for terminated vested participants2021-08-310
Active participant vested funding target2021-08-31156,223
Number of active participants2021-08-311
Total funding liabilities for active participants2021-08-31156,223
Total participant count2021-08-311
Total funding target for all participants2021-08-31156,223
Balance at beginning of prior year after applicable adjustments2021-08-310
Prefunding balance at beginning of prior year after applicable adjustments2021-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-08-310
Prefunding balanced used to offset prior years funding requirement2021-08-310
Amount remaining of carryover balance2021-08-310
Amount remaining of prefunding balance2021-08-310
Present value of excess contributions2021-08-317,499
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-08-317,499
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-08-310
Reductions in caryover balances due to elections or deemed elections2021-08-310
Reductions in prefunding balances due to elections or deemed elections2021-08-310
Balance of carryovers at beginning of current year2021-08-310
Balance of prefunding at beginning of current year2021-08-310
Total employer contributions2021-08-3110,000
Total employee contributions2021-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-08-310
Contributions made to avoid restrictions adjusted to valuation date2021-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-08-319,270
Unpaid minimum required contributions for all prior years2021-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-08-310
Remaining amount of unpaid minimum required contributions2021-08-310
Minimum required contributions for current year target normal cost2021-08-310
Net shortfall amortization installment of oustanding balance2021-08-318,216
Waiver amortization installment2021-08-310
Total funding amount beforereflecting carryover/prefunding balances2021-08-311,535
Carryover balance elected to use to offset funding requirement2021-08-310
Prefunding balance elected to use to offset funding requirement2021-08-310
Additional cash requirement2021-08-311,535
Contributions allocatedtoward minimum required contributions for current year2021-08-319,270
Unpaid minimum required contributions for current year2021-08-310
Unpaid minimum required contributions for all years2021-08-310
2020: A & K WHOLESALE, INC. RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-08-31129,547
Acturial value of plan assets2020-08-31129,547
Funding target for retired participants and beneficiaries receiving payment2020-08-310
Number of terminated vested participants2020-08-310
Fundng target for terminated vested participants2020-08-310
Active participant vested funding target2020-08-31140,059
Number of active participants2020-08-311
Total funding liabilities for active participants2020-08-31140,059
Total participant count2020-08-311
Total funding target for all participants2020-08-31140,059
Balance at beginning of prior year after applicable adjustments2020-08-310
Prefunding balance at beginning of prior year after applicable adjustments2020-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-08-310
Prefunding balanced used to offset prior years funding requirement2020-08-310
Amount remaining of carryover balance2020-08-310
Amount remaining of prefunding balance2020-08-310
Present value of excess contributions2020-08-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-08-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-08-310
Reductions in caryover balances due to elections or deemed elections2020-08-310
Reductions in prefunding balances due to elections or deemed elections2020-08-310
Balance of carryovers at beginning of current year2020-08-310
Balance of prefunding at beginning of current year2020-08-310
Total employer contributions2020-08-3110,000
Total employee contributions2020-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-08-310
Contributions made to avoid restrictions adjusted to valuation date2020-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-08-319,207
Unpaid minimum required contributions for all prior years2020-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-08-310
Remaining amount of unpaid minimum required contributions2020-08-310
Minimum required contributions for current year target normal cost2020-08-310
Net shortfall amortization installment of oustanding balance2020-08-3110,512
Waiver amortization installment2020-08-310
Total funding amount beforereflecting carryover/prefunding balances2020-08-311,708
Carryover balance elected to use to offset funding requirement2020-08-310
Prefunding balance elected to use to offset funding requirement2020-08-310
Additional cash requirement2020-08-311,708
Contributions allocatedtoward minimum required contributions for current year2020-08-319,207
Unpaid minimum required contributions for current year2020-08-310
Unpaid minimum required contributions for all years2020-08-310
2019: A & K WHOLESALE, INC. RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-08-31128,976
Acturial value of plan assets2019-08-31128,976
Funding target for retired participants and beneficiaries receiving payment2019-08-310
Number of terminated vested participants2019-08-310
Fundng target for terminated vested participants2019-08-310
Active participant vested funding target2019-08-3199,737
Number of active participants2019-08-311
Total funding liabilities for active participants2019-08-31124,671
Total participant count2019-08-311
Total funding target for all participants2019-08-31124,671
Balance at beginning of prior year after applicable adjustments2019-08-310
Prefunding balance at beginning of prior year after applicable adjustments2019-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-08-310
Prefunding balanced used to offset prior years funding requirement2019-08-310
Amount remaining of carryover balance2019-08-310
Amount remaining of prefunding balance2019-08-310
Present value of excess contributions2019-08-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-08-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-08-310
Reductions in caryover balances due to elections or deemed elections2019-08-310
Reductions in prefunding balances due to elections or deemed elections2019-08-310
Balance of carryovers at beginning of current year2019-08-310
Balance of prefunding at beginning of current year2019-08-310
Total employer contributions2019-08-310
Total employee contributions2019-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-08-310
Contributions made to avoid restrictions adjusted to valuation date2019-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-08-310
Unpaid minimum required contributions for all prior years2019-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-08-310
Remaining amount of unpaid minimum required contributions2019-08-310
Minimum required contributions for current year target normal cost2019-08-310
Net shortfall amortization installment of oustanding balance2019-08-310
Waiver amortization installment2019-08-310
Total funding amount beforereflecting carryover/prefunding balances2019-08-310
Carryover balance elected to use to offset funding requirement2019-08-310
Prefunding balance elected to use to offset funding requirement2019-08-310
Additional cash requirement2019-08-310
Contributions allocatedtoward minimum required contributions for current year2019-08-310
Unpaid minimum required contributions for current year2019-08-310
Unpaid minimum required contributions for all years2019-08-310
2018: A & K WHOLESALE, INC. RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-08-31119,245
Acturial value of plan assets2018-08-31119,245
Funding target for retired participants and beneficiaries receiving payment2018-08-310
Number of terminated vested participants2018-08-310
Fundng target for terminated vested participants2018-08-310
Active participant vested funding target2018-08-3165,375
Number of active participants2018-08-311
Total funding liabilities for active participants2018-08-31108,958
Total participant count2018-08-311
Total funding target for all participants2018-08-31108,958
Balance at beginning of prior year after applicable adjustments2018-08-310
Prefunding balance at beginning of prior year after applicable adjustments2018-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-08-310
Prefunding balanced used to offset prior years funding requirement2018-08-310
Amount remaining of carryover balance2018-08-310
Amount remaining of prefunding balance2018-08-310
Present value of excess contributions2018-08-3137,745
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-08-3137,745
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-08-310
Reductions in caryover balances due to elections or deemed elections2018-08-310
Reductions in prefunding balances due to elections or deemed elections2018-08-310
Balance of carryovers at beginning of current year2018-08-310
Balance of prefunding at beginning of current year2018-08-310
Total employer contributions2018-08-310
Total employee contributions2018-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-08-310
Contributions made to avoid restrictions adjusted to valuation date2018-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-08-310
Unpaid minimum required contributions for all prior years2018-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-08-310
Remaining amount of unpaid minimum required contributions2018-08-310
Minimum required contributions for current year target normal cost2018-08-310
Net shortfall amortization installment of oustanding balance2018-08-310
Waiver amortization installment2018-08-310
Total funding amount beforereflecting carryover/prefunding balances2018-08-310
Carryover balance elected to use to offset funding requirement2018-08-310
Prefunding balance elected to use to offset funding requirement2018-08-310
Additional cash requirement2018-08-310
Contributions allocatedtoward minimum required contributions for current year2018-08-310
Unpaid minimum required contributions for current year2018-08-310
Unpaid minimum required contributions for all years2018-08-310
2017: A & K WHOLESALE, INC. RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-08-3180,169
Acturial value of plan assets2017-08-3180,169
Funding target for retired participants and beneficiaries receiving payment2017-08-310
Number of terminated vested participants2017-08-310
Fundng target for terminated vested participants2017-08-310
Active participant vested funding target2017-08-3129,383
Number of active participants2017-08-311
Total funding liabilities for active participants2017-08-3158,766
Total participant count2017-08-311
Total funding target for all participants2017-08-3158,766
Balance at beginning of prior year after applicable adjustments2017-08-310
Prefunding balance at beginning of prior year after applicable adjustments2017-08-310
Amount remaining of carryover balance2017-08-310
Amount remaining of prefunding balance2017-08-310
Present value of excess contributions2017-08-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-08-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-08-310
Reductions in caryover balances due to elections or deemed elections2017-08-310
Reductions in prefunding balances due to elections or deemed elections2017-08-310
Balance of carryovers at beginning of current year2017-08-310
Balance of prefunding at beginning of current year2017-08-310
Total employer contributions2017-08-3140,000
Total employee contributions2017-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-08-310
Contributions made to avoid restrictions adjusted to valuation date2017-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-08-3137,745
Unpaid minimum required contributions for all prior years2017-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-08-310
Remaining amount of unpaid minimum required contributions2017-08-310
Minimum required contributions for current year target normal cost2017-08-3115,124
Net shortfall amortization installment of oustanding balance2017-08-310
Waiver amortization installment2017-08-310
Total funding amount beforereflecting carryover/prefunding balances2017-08-310
Carryover balance elected to use to offset funding requirement2017-08-310
Prefunding balance elected to use to offset funding requirement2017-08-310
Additional cash requirement2017-08-310
Contributions allocatedtoward minimum required contributions for current year2017-08-3137,745
Unpaid minimum required contributions for current year2017-08-310
Unpaid minimum required contributions for all years2017-08-310

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