401k Plan data: A & M WHOLESALE HARDWARE CO. 401(K) PLAN plan

A & M WHOLESALE HARDWARE CO. 401(K) PLAN 401k Plan overview

Plan Name	A & M WHOLESALE HARDWARE CO. 401(K) PLAN
Plan identification number	001

A & M WHOLESALE HARDWARE CO. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 & M WHOLESALE HARDWARE CO has sponsored the creation of one or more 401k plans.

Company Name: A & M WHOLESALE HARDWARE CO

Employer identification number (EIN): 221813738

NAIC Classification: 423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A & M WHOLESALE HARDWARE CO. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOSHUA GOLDSTEIN 2024-10-14
001 2022-01-01 JOSHUA GOLDSTEIN 2023-10-16
001 2021-01-01 JOSHUA GOLDSTEIN 2022-10-16
001 2020-01-01 JOSHUA GOLDSTEIN 2021-10-14 JOSHUA GOLDSTEIN 2021-10-14
001 2019-01-01 JOSHUA GOLDSTEIN 2020-10-13 JOSHUA GOLDSTEIN 2020-10-13
001 2018-01-01 JOSHUA GOLDSTEIN 2019-10-10
001 2017-01-01 JOSHUA GOLDSTEIN 2018-10-15 JOSHUA GOLDSTEIN 2018-10-15
001 2016-01-01 JOSHUA GOLDSTEIN 2017-10-08 JOSHUA GOLDSTEIN 2017-10-08
001 2015-01-01 JOSHUA GOLDSTEIN
001 2014-01-01 KATHLEEN BURKE
001 2013-01-01 JOSHUA GOLDSTEIN
001 2012-01-01 ARNOLD YOUNG ARNOLD YOUNG 2013-10-15
001 2011-01-01 ARNOLD YOUNG ARNOLD YOUNG 2012-10-16
001 2010-01-01 ARNOLD YOUNG 2011-10-25 ARNOLD YOUNG 2011-10-25
001 2009-01-01 ARNOLD YOUNG ARNOLD YOUNG 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JOSHUA GOLDSTEIN	2024-10-14
001	2022-01-01	JOSHUA GOLDSTEIN	2023-10-16
001	2021-01-01	JOSHUA GOLDSTEIN	2022-10-16
001	2020-01-01	JOSHUA GOLDSTEIN	2021-10-14	JOSHUA GOLDSTEIN	2021-10-14
001	2019-01-01	JOSHUA GOLDSTEIN	2020-10-13	JOSHUA GOLDSTEIN	2020-10-13
001	2018-01-01	JOSHUA GOLDSTEIN	2019-10-10
001	2017-01-01	JOSHUA GOLDSTEIN	2018-10-15	JOSHUA GOLDSTEIN	2018-10-15
001	2016-01-01	JOSHUA GOLDSTEIN	2017-10-08	JOSHUA GOLDSTEIN	2017-10-08
001	2015-01-01	JOSHUA GOLDSTEIN
001	2014-01-01	KATHLEEN BURKE
001	2013-01-01	JOSHUA GOLDSTEIN
001	2012-01-01	ARNOLD YOUNG		ARNOLD YOUNG	2013-10-15
001	2011-01-01	ARNOLD YOUNG		ARNOLD YOUNG	2012-10-16
001	2010-01-01	ARNOLD YOUNG	2011-10-25	ARNOLD YOUNG	2011-10-25
001	2009-01-01	ARNOLD YOUNG		ARNOLD YOUNG	2010-10-13

Plan Statistics for A & M WHOLESALE HARDWARE CO. 401(K) PLAN

401k plan membership statisitcs for A & M WHOLESALE HARDWARE CO. 401(K) PLAN

Measure Date Value
2025: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-15 107
Total number of particpants at end of year 2025-10-15 112
Number of Participants With Account Balances 2025-10-15 75
2024: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-14 104
Total number of particpants at end of year 2024-10-14 104
Number of Participants With Account Balances 2024-10-14 73
2022: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-10-16 106
Total number of particpants at end of year 2022-10-16 100
Number of Participants With Account Balances 2022-10-16 70
2015: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 77
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 25
Total of all active and inactive participants 2015-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 103
Number of participants with account balances 2015-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 109
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 26
Total of all active and inactive participants 2014-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 135
Number of participants with account balances 2014-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 113
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 29
Total of all active and inactive participants 2013-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 143
Number of participants with account balances 2013-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 79
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 40
Total of all active and inactive participants 2012-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 119
Number of participants with account balances 2012-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 89
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 33
Total of all active and inactive participants 2011-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 122
Number of participants with account balances 2011-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 85
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 33
Total of all active and inactive participants 2009-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 118
Number of participants with account balances 2009-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2025: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-15	107
Total number of particpants at end of year	2025-10-15	112
Number of Participants With Account Balances	2025-10-15	75
2024: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-14	104
Total number of particpants at end of year	2024-10-14	104
Number of Participants With Account Balances	2024-10-14	73
2022: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-10-16	106
Total number of particpants at end of year	2022-10-16	100
Number of Participants With Account Balances	2022-10-16	70
2015: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	77
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	25
Total of all active and inactive participants	2015-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	103
Number of participants with account balances	2015-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	109
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	26
Total of all active and inactive participants	2014-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	135
Number of participants with account balances	2014-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	113
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	29
Total of all active and inactive participants	2013-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	143
Number of participants with account balances	2013-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	79
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	40
Total of all active and inactive participants	2012-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	119
Number of participants with account balances	2012-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	89
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	33
Total of all active and inactive participants	2011-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	122
Number of participants with account balances	2011-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	85
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	33
Total of all active and inactive participants	2009-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	118
Number of participants with account balances	2009-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on A & M WHOLESALE HARDWARE CO. 401(K) PLAN

Measure	Date	Value
2025 : A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-10-15	0
Total expenses incurred by plan in this plan year	2025-10-15	265091
Net assets as of the end of the plan year	2025-10-15	6719896
Total assets as of the beginning of the plan year	2025-10-15	5811778
Value of plan covered by a fidelity bond	2025-10-15	500000
Participant contributions to plan in this plan year	2025-10-15	447281
Value of participant loans at end of plan year	2025-10-15	44896
Other contributions to plan in this plan year	2025-10-15	4848
Other income to plan in this plan year	2025-10-15	678642
Plan net income in this plan year	2025-10-15	908118
Net assets as of the end of the plan year	2025-10-15	6719896
Net assets as of the beginning of the plan year	2025-10-15	5811778
Employer contributions to plan in this plan year	2025-10-15	42438
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-15	27447
2024 : A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-10-14	0
Total expenses incurred by plan in this plan year	2024-10-14	299032
Net assets as of the end of the plan year	2024-10-14	5811778
Total assets as of the beginning of the plan year	2024-10-14	4902290
Value of plan covered by a fidelity bond	2024-10-14	500000
Participant contributions to plan in this plan year	2024-10-14	415756
Value of participant loans at end of plan year	2024-10-14	44738
Other income to plan in this plan year	2024-10-14	753902
Plan net income in this plan year	2024-10-14	909488
Net assets as of the end of the plan year	2024-10-14	5811778
Net assets as of the beginning of the plan year	2024-10-14	4902290
Employer contributions to plan in this plan year	2024-10-14	38862
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-14	26387
2022 : A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year	2022-10-16	0
Total expenses incurred by plan in this plan year	2022-10-16	395387
Net assets as of the end of the plan year	2022-10-16	5613572
Total assets as of the beginning of the plan year	2022-10-16	4902630
Value of plan covered by a fidelity bond	2022-10-16	500000
Participant contributions to plan in this plan year	2022-10-16	379768
Value of participant loans at end of plan year	2022-10-16	32762
Other income to plan in this plan year	2022-10-16	690252
Plan net income in this plan year	2022-10-16	710942
Net assets as of the end of the plan year	2022-10-16	5613572
Net assets as of the beginning of the plan year	2022-10-16	4902630
Employer contributions to plan in this plan year	2022-10-16	36309
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-16	25401
2015 : A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	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
Total income from all sources (including contributions)	2015-12-31	$211,521
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$191,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$165,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$243,658
Value of total assets at end of year	2015-12-31	$2,568,595
Value of total assets at beginning of year	2015-12-31	$2,548,588
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$25,561
Total interest from all sources	2015-12-31	$2,632
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$56,318
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	$56,318
Administrative expenses professional fees incurred	2015-12-31	$10,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$224,260
Participant contributions at end of year	2015-12-31	$67,462
Participant contributions at beginning of year	2015-12-31	$56,096
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
Value of net income/loss	2015-12-31	$20,007
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,568,595
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,548,588
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
Investment advisory and management fees	2015-12-31	$13,951
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,481,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,487,383
Interest on participant loans	2015-12-31	$2,632
Income. Interest from loans (other than to participants)	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$5,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$5,109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-91,087
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
Contributions received in cash from employer	2015-12-31	$19,398
Employer contributions (assets) at end of year	2015-12-31	$19,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$165,953
Contract administrator fees	2015-12-31	$1,610
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
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	SMOLIN, LUPIN & CO., P.A.
Accountancy firm EIN	2015-12-31	223696669
2014 : A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	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	$395,082
Total income from all sources (including contributions)	2014-12-31	$423,836
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$214,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$201,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$269,434
Value of total assets at end of year	2014-12-31	$2,548,588
Value of total assets at beginning of year	2014-12-31	$2,733,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$12,601
Total interest from all sources	2014-12-31	$1,965
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$52,376
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	$52,376
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$259,818
Participant contributions at end of year	2014-12-31	$56,096
Participant contributions at beginning of year	2014-12-31	$19,495
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$7,116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$1,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$395,082
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
Value of net income/loss	2014-12-31	$209,814
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,548,588
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,338,774
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
Investment advisory and management fees	2014-12-31	$10,671
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,487,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,719,084
Interest on participant loans	2014-12-31	$1,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$5,109
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$987,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$987,991
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$100,061
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
Contributions received in cash from employer	2014-12-31	$2,500
Employer contributions (assets) at beginning of year	2014-12-31	$6,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$201,421
Contract administrator fees	2014-12-31	$1,930
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
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	SMOLIN, LUPIN & CO., P.A.
Accountancy firm EIN	2014-12-31	223696669
2013 : A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$346,869
Total unrealized appreciation/depreciation of assets	2013-12-31	$346,869
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$395,082
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$802,916
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,755,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,722,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$225,246
Value of total assets at end of year	2013-12-31	$2,733,856
Value of total assets at beginning of year	2013-12-31	$3,291,426
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$32,593
Total interest from all sources	2013-12-31	$763
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$66,034
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	$17,592
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
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	$219,042
Participant contributions at end of year	2013-12-31	$19,495
Participant contributions at beginning of year	2013-12-31	$19,791
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$1,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$395,082
Administrative expenses (other) incurred	2013-12-31	$32,468
Total non interest bearing cash at beginning of year	2013-12-31	$216
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
Value of net income/loss	2013-12-31	$-952,652
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,338,774
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,291,426
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,719,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,559,350
Interest on participant loans	2013-12-31	$763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$987,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$69,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$69,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$164,004
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
Contributions received in cash from employer	2013-12-31	$6,204
Employer contributions (assets) at end of year	2013-12-31	$6,204
Employer contributions (assets) at beginning of year	2013-12-31	$17,418
Income. Dividends from common stock	2013-12-31	$48,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,722,975
Contract administrator fees	2013-12-31	$125
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 beginning of year	2013-12-31	$1,625,137
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
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	SMOLIN, LUPIN & CO., P.A.
Accountancy firm EIN	2013-12-31	223696669
2012 : A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$230,248
Total unrealized appreciation/depreciation of assets	2012-12-31	$230,248
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
Total income from all sources (including contributions)	2012-12-31	$666,458
Total loss/gain on sale of assets	2012-12-31	$30,658
Total of all expenses incurred	2012-12-31	$283,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$272,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$202,305
Value of total assets at end of year	2012-12-31	$3,291,426
Value of total assets at beginning of year	2012-12-31	$2,908,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$10,788
Total interest from all sources	2012-12-31	$1,905
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$69,125
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	$26,875
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$73,634
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$180,540
Participant contributions at end of year	2012-12-31	$19,791
Participant contributions at beginning of year	2012-12-31	$33,661
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$4,347
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$-111
Total non interest bearing cash at end of year	2012-12-31	$216
Total non interest bearing cash at beginning of year	2012-12-31	$320
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
Value of net income/loss	2012-12-31	$383,030
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,291,426
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,908,396
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
Investment advisory and management fees	2012-12-31	$10,788
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,559,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,353,348
Interest on participant loans	2012-12-31	$1,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$69,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$23,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$23,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$132,217
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
Contributions received in cash from employer	2012-12-31	$17,418
Employer contributions (assets) at end of year	2012-12-31	$17,418
Employer contributions (assets) at beginning of year	2012-12-31	$18,668
Income. Dividends from common stock	2012-12-31	$42,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$272,640
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	2012-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$1,625,137
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$1,479,050
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	$142,744
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$112,086
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	SMOLIN, LUPIN & CO., P.A.
Accountancy firm EIN	2012-12-31	223696669
2011 : A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-33,990
Total unrealized appreciation/depreciation of assets	2011-12-31	$-33,990
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
Total income from all sources (including contributions)	2011-12-31	$255,606
Total loss/gain on sale of assets	2011-12-31	$-797
Total of all expenses incurred	2011-12-31	$79,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$52,874
Expenses. Certain deemed distributions of participant loans	2011-12-31	$25,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$205,349
Value of total assets at end of year	2011-12-31	$2,908,396
Value of total assets at beginning of year	2011-12-31	$2,732,725
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,260
Total interest from all sources	2011-12-31	$81,993
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
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	$186,681
Participant contributions at end of year	2011-12-31	$33,661
Participant contributions at beginning of year	2011-12-31	$47,255
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$7,328
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$-111
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$-111
Total non interest bearing cash at end of year	2011-12-31	$320
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
Value of net income/loss	2011-12-31	$175,671
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,908,396
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,732,725
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
Investment advisory and management fees	2011-12-31	$1,260
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,353,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,256,249
Interest on participant loans	2011-12-31	$1,243
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$5,801
Income. Interest from corporate debt instruments	2011-12-31	$74,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$23,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$10,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$10,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$3,051
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
Contributions received in cash from employer	2011-12-31	$18,668
Employer contributions (assets) at end of year	2011-12-31	$18,668
Employer contributions (assets) at beginning of year	2011-12-31	$29,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$52,874
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	2011-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$1,479,050
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$1,381,937
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	$1,365,837
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$1,366,634
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	SMOLIN,LUPIN & CO., P.A.
Accountancy firm EIN	2011-12-31	223696669
2009 : A & M WHOLESALE HARDWARE CO. 401(K) 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

Form 5500 Responses for A & M WHOLESALE HARDWARE CO. 401(K) PLAN

2015: A & M WHOLESALE HARDWARE CO. 401(K) 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: A & M WHOLESALE HARDWARE CO. 401(K) 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: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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: A & M WHOLESALE HARDWARE CO. 401(K) 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: A & M WHOLESALE HARDWARE CO. 401(K) 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
2009: A & M WHOLESALE HARDWARE CO. 401(K) 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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	A & M WHOLESALE HARDWARE CO
Employer identification number (EIN):	221813738
NAIC Classification:	423800