?>
Logo

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

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

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

401k Plan TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOSHUA GOLDSTEIN2023-10-16
0012021-01-01JOSHUA GOLDSTEIN2022-10-16
0012020-01-01JOSHUA GOLDSTEIN2021-10-14 JOSHUA GOLDSTEIN2021-10-14
0012019-01-01JOSHUA GOLDSTEIN2020-10-13 JOSHUA GOLDSTEIN2020-10-13
0012018-01-01JOSHUA GOLDSTEIN2019-10-10
0012017-01-01JOSHUA GOLDSTEIN2018-10-15 JOSHUA GOLDSTEIN2018-10-15
0012016-01-01JOSHUA GOLDSTEIN2017-10-08 JOSHUA GOLDSTEIN2017-10-08
0012015-01-01JOSHUA GOLDSTEIN
0012014-01-01KATHLEEN BURKE
0012013-01-01JOSHUA GOLDSTEIN
0012012-01-01ARNOLD YOUNG ARNOLD YOUNG2013-10-15
0012011-01-01ARNOLD YOUNG ARNOLD YOUNG2012-10-16
0012010-01-01ARNOLD YOUNG2011-10-25 ARNOLD YOUNG2011-10-25
0012009-01-01ARNOLD YOUNG ARNOLD YOUNG2010-10-13

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
2015: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01135
Total number of active participants reported on line 7a of the Form 55002015-01-0177
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01103
Number of participants with account balances2015-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01146
Total number of active participants reported on line 7a of the Form 55002014-01-01109
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01135
Number of participants with account balances2014-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01120
Total number of active participants reported on line 7a of the Form 55002013-01-01113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01143
Number of participants with account balances2013-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01140
Total number of active participants reported on line 7a of the Form 55002012-01-0179
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01119
Number of participants with account balances2012-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01126
Total number of active participants reported on line 7a of the Form 55002011-01-0189
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01122
Number of participants with account balances2011-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01128
Total number of active participants reported on line 7a of the Form 55002009-01-0185
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01118
Number of participants with account balances2009-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

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

Measure Date Value
2015 : A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$191,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$2,568,595
Value of total assets at beginning of year2015-12-31$2,548,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,561
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$56,318
Administrative expenses professional fees incurred2015-12-31$10,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$224,260
Participant contributions at end of year2015-12-31$67,462
Participant contributions at beginning of year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$13,951
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,481,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,487,383
Interest on participant loans2015-12-31$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 year2015-12-31$368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$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 assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$19,398
Employer contributions (assets) at end of year2015-12-31$19,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$165,953
Contract administrator fees2015-12-31$1,610
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SMOLIN, LUPIN & CO., P.A.
Accountancy firm EIN2015-12-31223696669
2014 : A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$214,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$2,548,588
Value of total assets at beginning of year2014-12-31$2,733,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,601
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$52,376
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$259,818
Participant contributions at end of year2014-12-31$56,096
Participant contributions at beginning of year2014-12-31$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 year2014-12-31$1,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$10,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,487,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,719,084
Interest on participant loans2014-12-31$1,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,109
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$987,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$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 assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,500
Employer contributions (assets) at beginning of year2014-12-31$6,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$201,421
Contract administrator fees2014-12-31$1,930
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SMOLIN, LUPIN & CO., P.A.
Accountancy firm EIN2014-12-31223696669
2013 : A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$346,869
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,755,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$2,733,856
Value of total assets at beginning of year2013-12-31$3,291,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$32,593
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$17,592
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$219,042
Participant contributions at end of year2013-12-31$19,495
Participant contributions at beginning of year2013-12-31$19,791
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$395,082
Administrative expenses (other) incurred2013-12-31$32,468
Total non interest bearing cash at beginning of year2013-12-31$216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,719,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,559,350
Interest on participant loans2013-12-31$763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$987,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$69,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$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 assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,204
Employer contributions (assets) at end of year2013-12-31$6,204
Employer contributions (assets) at beginning of year2013-12-31$17,418
Income. Dividends from common stock2013-12-31$48,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,722,975
Contract administrator fees2013-12-31$125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,625,137
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SMOLIN, LUPIN & CO., P.A.
Accountancy firm EIN2013-12-31223696669
2012 : A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$230,248
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$30,658
Total of all expenses incurred2012-12-31$283,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$3,291,426
Value of total assets at beginning of year2012-12-31$2,908,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,788
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$26,875
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$73,634
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$180,540
Participant contributions at end of year2012-12-31$19,791
Participant contributions at beginning of year2012-12-31$33,661
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,347
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$-111
Total non interest bearing cash at end of year2012-12-31$216
Total non interest bearing cash at beginning of year2012-12-31$320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$10,788
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,559,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,353,348
Interest on participant loans2012-12-31$1,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$69,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$23,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$17,418
Employer contributions (assets) at end of year2012-12-31$17,418
Employer contributions (assets) at beginning of year2012-12-31$18,668
Income. Dividends from common stock2012-12-31$42,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$272,640
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,625,137
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,479,050
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$142,744
Aggregate carrying amount (costs) on sale of assets2012-12-31$112,086
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SMOLIN, LUPIN & CO., P.A.
Accountancy firm EIN2012-12-31223696669
2011 : A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-33,990
Total unrealized appreciation/depreciation of assets2011-12-31$-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$255,606
Total loss/gain on sale of assets2011-12-31$-797
Total of all expenses incurred2011-12-31$79,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$52,874
Expenses. Certain deemed distributions of participant loans2011-12-31$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 year2011-12-31$2,908,396
Value of total assets at beginning of year2011-12-31$2,732,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,260
Total interest from all sources2011-12-31$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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$186,681
Participant contributions at end of year2011-12-31$33,661
Participant contributions at beginning of year2011-12-31$47,255
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$7,328
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$-111
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$-111
Total non interest bearing cash at end of year2011-12-31$320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,353,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,256,249
Interest on participant loans2011-12-31$1,243
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$5,801
Income. Interest from corporate debt instruments2011-12-31$74,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$23,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$10,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$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 assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$18,668
Employer contributions (assets) at end of year2011-12-31$18,668
Employer contributions (assets) at beginning of year2011-12-31$29,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$52,874
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,479,050
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,381,937
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,365,837
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,366,634
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SMOLIN,LUPIN & CO., P.A.
Accountancy firm EIN2011-12-31223696669
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 securities2009-12-31$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
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: A & M WHOLESALE HARDWARE CO. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3