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AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameAMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 003

AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

AMERICAN ELECTRIC SUPPLY, INC. has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN ELECTRIC SUPPLY, INC.
Employer identification number (EIN):330058413
NAIC Classification:423600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01MICHAEL PRATT2023-10-16
0032021-01-01MICHAEL PRATT2022-10-17
0032020-01-01MICHAEL PRATT2021-10-10
0032019-01-01MICHAEL PRATT2020-10-14
0032018-01-01MICHAEL PRATT2019-10-15
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01DAN WULFERT
0032013-01-01DAN WULFERT
0032012-01-01DAN WULFERT
0032011-01-01DAN WULFERT
0032009-01-01DAN WULFERT DAN WULFERT2010-10-15

Plan Statistics for AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01117
Total number of active participants reported on line 7a of the Form 55002022-01-0179
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-0125
Total of all active and inactive participants2022-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01119
Number of participants with account balances2022-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01113
Total number of active participants reported on line 7a of the Form 55002021-01-0182
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0125
Total of all active and inactive participants2021-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01117
Number of participants with account balances2021-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01111
Total number of active participants reported on line 7a of the Form 55002020-01-0186
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01114
Number of participants with account balances2020-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01106
Total number of active participants reported on line 7a of the Form 55002019-01-0192
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01111
Number of participants with account balances2019-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01103
Total number of active participants reported on line 7a of the Form 55002018-01-0189
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01106
Number of participants with account balances2018-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01106
Total number of active participants reported on line 7a of the Form 55002017-01-0187
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01101
Number of participants with account balances2017-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01108
Total number of active participants reported on line 7a of the Form 55002016-01-0191
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01106
Number of participants with account balances2016-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0195
Total number of active participants reported on line 7a of the Form 55002015-01-0189
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0198
Number of participants with account balances2015-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01139
Total number of active participants reported on line 7a of the Form 55002014-01-0187
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0195
Number of participants with account balances2014-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01136
Total number of active participants reported on line 7a of the Form 55002013-01-0183
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01132
Number of participants with account balances2013-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01115
Total number of active participants reported on line 7a of the Form 55002012-01-0181
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01115
Number of participants with account balances2012-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01117
Total number of active participants reported on line 7a of the Form 55002011-01-0181
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 participants2011-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01115
Number of participants with account balances2011-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01117
Total number of active participants reported on line 7a of the Form 55002009-01-0197
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01115
Number of participants with account balances2009-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$1,109,745
Total plan liabilities at beginning of year2022-12-31$1,251,862
Total income from all sources2022-12-31$2,105,276
Expenses. Total of all expenses incurred2022-12-31$510,607
Benefits paid (including direct rollovers)2022-12-31$461,166
Total plan assets at end of year2022-12-31$11,259,228
Total plan assets at beginning of year2022-12-31$9,806,676
Value of fidelity bond covering the plan2022-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2022-12-31$49,441
Other income received2022-12-31$1,543,276
Net income (gross income less expenses)2022-12-31$1,594,669
Net plan assets at end of year (total assets less liabilities)2022-12-31$10,149,483
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,554,814
Assets. Value of employer securities2022-12-31$10,136,151
Total contributions received or receivable from employer(s)2022-12-31$562,000
2021 : AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$1,251,862
Total plan liabilities at beginning of year2021-12-31$1,500,086
Total income from all sources2021-12-31$1,457,435
Expenses. Total of all expenses incurred2021-12-31$193,369
Benefits paid (including direct rollovers)2021-12-31$132,887
Total plan assets at end of year2021-12-31$9,806,676
Total plan assets at beginning of year2021-12-31$8,790,834
Value of fidelity bond covering the plan2021-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$60,482
Other income received2021-12-31$795,435
Net income (gross income less expenses)2021-12-31$1,264,066
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,554,814
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$7,290,748
Assets. Value of employer securities2021-12-31$8,592,876
Total contributions received or receivable from employer(s)2021-12-31$662,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$1,500,086
Total plan liabilities at beginning of year2020-12-31$1,737,878
Total income from all sources2020-12-31$1,347,377
Expenses. Total of all expenses incurred2020-12-31$173,394
Benefits paid (including direct rollovers)2020-12-31$102,340
Total plan assets at end of year2020-12-31$8,790,834
Total plan assets at beginning of year2020-12-31$7,854,643
Value of fidelity bond covering the plan2020-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2020-12-31$71,054
Other income received2020-12-31$735,377
Net income (gross income less expenses)2020-12-31$1,173,983
Net plan assets at end of year (total assets less liabilities)2020-12-31$7,290,748
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,116,765
Assets. Value of employer securities2020-12-31$7,797,441
Total contributions received or receivable from employer(s)2020-12-31$612,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$1,737,878
Total plan liabilities at beginning of year2019-12-31$1,965,336
Total income from all sources2019-12-31$1,066,089
Expenses. Total of all expenses incurred2019-12-31$211,509
Benefits paid (including direct rollovers)2019-12-31$130,261
Total plan assets at end of year2019-12-31$7,854,643
Total plan assets at beginning of year2019-12-31$7,227,521
Value of fidelity bond covering the plan2019-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2019-12-31$81,248
Other income received2019-12-31$403,089
Net income (gross income less expenses)2019-12-31$854,580
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,116,765
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,262,185
Assets. Value of employer securities2019-12-31$7,062,204
Total contributions received or receivable from employer(s)2019-12-31$663,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$1,965,336
Total plan liabilities at beginning of year2018-12-31$2,183,110
Total income from all sources2018-12-31$604,470
Expenses. Total of all expenses incurred2018-12-31$212,086
Benefits paid (including direct rollovers)2018-12-31$121,154
Total plan assets at end of year2018-12-31$7,227,521
Total plan assets at beginning of year2018-12-31$7,052,911
Value of fidelity bond covering the plan2018-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$90,932
Other income received2018-12-31$-9,530
Net income (gross income less expenses)2018-12-31$392,384
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,262,185
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,869,801
Assets. Value of employer securities2018-12-31$6,659,115
Total contributions received or receivable from employer(s)2018-12-31$614,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$2,183,110
Total plan liabilities at beginning of year2017-12-31$2,366,225
Total income from all sources2017-12-31$1,369,901
Expenses. Total of all expenses incurred2017-12-31$161,499
Benefits paid (including direct rollovers)2017-12-31$61,633
Total plan assets at end of year2017-12-31$7,052,911
Total plan assets at beginning of year2017-12-31$6,027,624
Value of fidelity bond covering the plan2017-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2017-12-31$99,866
Other income received2017-12-31$957,901
Net income (gross income less expenses)2017-12-31$1,208,402
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,869,801
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,661,399
Assets. Value of employer securities2017-12-31$6,668,645
Total contributions received or receivable from employer(s)2017-12-31$412,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$2,366,225
Total plan liabilities at beginning of year2016-12-31$3,286,838
Total income from all sources2016-12-31$1,451,866
Expenses. Total of all expenses incurred2016-12-31$156,040
Benefits paid (including direct rollovers)2016-12-31$17,947
Total plan assets at end of year2016-12-31$6,027,624
Total plan assets at beginning of year2016-12-31$5,652,411
Value of fidelity bond covering the plan2016-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$138,093
Other income received2016-12-31$951,866
Net income (gross income less expenses)2016-12-31$1,295,826
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,661,399
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,365,573
Assets. Value of employer securities2016-12-31$5,710,745
Total contributions received or receivable from employer(s)2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$3,286,838
Total plan liabilities at beginning of year2015-12-31$3,900,862
Total income from all sources2015-12-31$1,014,992
Expenses. Total of all expenses incurred2015-12-31$230,372
Benefits paid (including direct rollovers)2015-12-31$82,588
Total plan assets at end of year2015-12-31$5,652,411
Total plan assets at beginning of year2015-12-31$5,481,815
Value of fidelity bond covering the plan2015-12-31$300,000
Expenses. Other expenses not covered elsewhere2015-12-31$147,784
Other income received2015-12-31$514,992
Net income (gross income less expenses)2015-12-31$784,620
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,365,573
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,580,953
Assets. Value of employer securities2015-12-31$4,758,879
Total contributions received or receivable from employer(s)2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$771,525
Total unrealized appreciation/depreciation of assets2014-12-31$771,525
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,900,862
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,959,796
Expenses. Interest paid2014-12-31$172,595
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$172,595
Total income from all sources (including contributions)2014-12-31$1,614,525
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$301,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$129,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$843,000
Value of total assets at end of year2014-12-31$5,481,815
Value of total assets at beginning of year2014-12-31$4,228,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
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
Liabilities. Value of operating payables at end of year2014-12-31$3,900,862
Liabilities. Value of operating payables at beginning of year2014-12-31$3,959,796
Total non interest bearing cash at end of year2014-12-31$284,826
Total non interest bearing cash at beginning of year2014-12-31$2,593
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$1,312,692
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,580,953
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$268,261
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
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
Assets. Invements in employer securities at end of year2014-12-31$4,696,989
Assets. Invements in employer securities at beginning of year2014-12-31$3,925,464
Contributions received in cash from employer2014-12-31$843,000
Employer contributions (assets) at end of year2014-12-31$500,000
Employer contributions (assets) at beginning of year2014-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$129,238
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GEORGE W. TEATS, JR CPA
Accountancy firm EIN2014-12-31261557474
2013 : AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,421,134
Total unrealized appreciation/depreciation of assets2013-12-31$1,421,134
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,959,796
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,941,927
Expenses. Interest paid2013-12-31$154,353
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$154,353
Total income from all sources (including contributions)2013-12-31$1,902,633
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$202,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$29,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$481,499
Value of total assets at end of year2013-12-31$4,228,057
Value of total assets at beginning of year2013-12-31$2,509,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,869
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
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
Administrative expenses (other) incurred2013-12-31$17,869
Liabilities. Value of operating payables at end of year2013-12-31$3,959,796
Liabilities. Value of operating payables at beginning of year2013-12-31$3,941,927
Total non interest bearing cash at end of year2013-12-31$2,593
Total non interest bearing cash at beginning of year2013-12-31$5,302
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$1,700,556
Value of net assets at end of year (total assets less liabilities)2013-12-31$268,261
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-1,432,295
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
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
Assets. Invements in employer securities at end of year2013-12-31$3,925,464
Assets. Invements in employer securities at beginning of year2013-12-31$2,504,330
Contributions received in cash from employer2013-12-31$481,499
Employer contributions (assets) at end of year2013-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$29,855
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GEORGE W. TEATS, JR CPA
Accountancy firm EIN2013-12-31261557474
2012 : AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$3,924,818
Total plan liabilities at beginning of year2012-12-31$3,924,818
Total income from all sources2012-12-31$9,614
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$37,071
Total plan assets at end of year2012-12-31$2,505,114
Total plan assets at beginning of year2012-12-31$2,495,500
Expenses. Other expenses not covered elsewhere2012-12-31$154,353
Other income received2012-12-31$9,614
Net income (gross income less expenses)2012-12-31$9,614
Net plan assets at end of year (total assets less liabilities)2012-12-31$-1,419,704
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$-1,429,318
Assets. Value of employer securities2012-12-31$2,504,330
Total contributions received or receivable from employer(s)2012-12-31$195,941
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$3,610,591
Total plan liabilities at beginning of year2011-12-31$3,610,591
Total income from all sources2011-12-31$0
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$2,404,150
Total plan assets at beginning of year2011-12-31$2,404,150
Expenses. Other expenses not covered elsewhere2011-12-31$64,314
Other income received2011-12-31$-196,563
Net income (gross income less expenses)2011-12-31$0
Net plan assets at end of year (total assets less liabilities)2011-12-31$-1,206,441
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$-1,206,441
Assets. Value of employer securities2011-12-31$2,377,052
Total contributions received or receivable from employer(s)2011-12-31$38,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$3,394,500
Total plan liabilities at beginning of year2010-12-31$3,394,500
Total income from all sources2010-12-31$0
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$3,209,113
Total plan assets at beginning of year2010-12-31$3,209,113
Expenses. Other expenses not covered elsewhere2010-12-31$113,189
Other income received2010-12-31$-937,865
Net income (gross income less expenses)2010-12-31$0
Net plan assets at end of year (total assets less liabilities)2010-12-31$-185,387
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$-185,387
Assets. Value of employer securities2010-12-31$3,109,113
Total contributions received or receivable from employer(s)2010-12-31$30,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP 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 AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP 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: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP 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: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP 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

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