401k Plan data: AMEC 401(K) PLAN plan

AMEC 401(K) PLAN 401k Plan overview

Plan Name	AMEC 401(K) PLAN
Plan identification number	001

AMEC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMERICAN MORTGAGE & EQUITY CONSULTANTS has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN MORTGAGE & EQUITY CONSULTANTS

Employer identification number (EIN): 411941324

NAIC Classification: 522292
NAIC Description: Real Estate Credit

Additional information about AMERICAN MORTGAGE & EQUITY CONSULTANTS

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2013-09-25

Company Identification Number: 0801856442

Legal Registered Office Address: 2523 S WAYZATA BLVD STE 200

MINNEAPOLIS
United States of America (USA)
55405

More information about AMERICAN MORTGAGE & EQUITY CONSULTANTS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMEC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-05-01 MARY GRIFFIN 2022-09-13
001 2013-01-01 STACEY ELLESTAD
001 2012-01-01 STACEY ELLESTAD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-05-01	MARY GRIFFIN	2022-09-13
001	2013-01-01	STACEY ELLESTAD
001	2012-01-01	STACEY ELLESTAD

Plan Statistics for AMEC 401(K) PLAN

401k plan membership statisitcs for AMEC 401(K) PLAN

Measure Date Value
2013: AMEC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: AMEC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 168
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 1
Total of all active and inactive participants 2012-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 169
Number of participants with account balances 2012-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2013: AMEC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: AMEC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	168
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	1
Total of all active and inactive participants	2012-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	169
Number of participants with account balances	2012-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on AMEC 401(K) PLAN

Measure	Date	Value
2013 : AMEC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-08-28	$0
Total transfer of assets from this plan	2013-08-28	$415,522
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-28	$0
Total income from all sources (including contributions)	2013-08-28	$103,026
Total loss/gain on sale of assets	2013-08-28	$0
Total of all expenses incurred	2013-08-28	$80,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-28	$14,530
Value of total corrective distributions	2013-08-28	$64,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-28	$64,887
Value of total assets at end of year	2013-08-28	$0
Value of total assets at beginning of year	2013-08-28	$393,301
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-28	$1,605
Total interest from all sources	2013-08-28	$84
Total dividends received (eg from common stock, registered investment company shares)	2013-08-28	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-28	No
Was this plan covered by a fidelity bond	2013-08-28	No
If this is an individual account plan, was there a blackout period	2013-08-28	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-28	$0
Were there any nonexempt tranactions with any party-in-interest	2013-08-28	No
Contributions received from participants	2013-08-28	$63,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-28	No
Value of net income/loss	2013-08-28	$22,221
Value of net assets at end of year (total assets less liabilities)	2013-08-28	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-08-28	$393,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-28	No
Were any leases to which the plan was party in default or uncollectible	2013-08-28	No
Value of interest in pooled separate accounts at end of year	2013-08-28	$0
Value of interest in pooled separate accounts at beginning of year	2013-08-28	$385,631
Interest earned on other investments	2013-08-28	$84
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-08-28	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-08-28	$7,670
Net investment gain/loss from pooled separate accounts	2013-08-28	$38,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-28	No
Was there a failure to transmit to the plan any participant contributions	2013-08-28	Yes
Has the plan failed to provide any benefit when due under the plan	2013-08-28	No
Contributions received in cash from employer	2013-08-28	$1,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-28	$14,530
Contract administrator fees	2013-08-28	$1,605
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	2013-08-28	Yes
Did the plan have assets held for investment	2013-08-28	No
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	2013-08-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-28	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-28	Yes
Opinion of an independent qualified public accountant for this plan	2013-08-28	Disclaimer
Accountancy firm name	2013-08-28	BOECKERMANN, GRAFSTROM & MAYER, LLC
Accountancy firm EIN	2013-08-28	200472826
2012 : AMEC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$394,165
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$383,443
Value of total assets at end of year	2012-12-31	$393,301
Value of total assets at beginning of year	2012-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$864
Total interest from all sources	2012-12-31	$25
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	No
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$380,295
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$3,148
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	$393,301
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$393,301
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$0
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
Value of interest in pooled separate accounts at end of year	2012-12-31	$385,631
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest earned on other investments	2012-12-31	$25
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$7,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$10,697
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	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contract administrator fees	2012-12-31	$864
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
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	BOECKERMANN, GRAFSTROM & MAYER, LLC
Accountancy firm EIN	2012-12-31	200472826

Form 5500 Responses for AMEC 401(K) PLAN

2013: AMEC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AMEC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

AMEC 401(K) PLAN [EIN = 581704913]

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Company Name:	AMERICAN MORTGAGE & EQUITY CONSULTANTS
Employer identification number (EIN):	411941324
NAIC Classification:	522292
NAIC Description:	Real Estate Credit

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2013-09-25
Company Identification Number:	0801856442
Legal Registered Office Address:	2523 S WAYZATA BLVD STE 200 MINNEAPOLIS United States of America (USA) 55405