401k Plan data: AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS PLAN plan

AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS PLAN
Plan identification number	001

AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

AMERICAN MANAGEMENT RESOURCES, INC. has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN MANAGEMENT RESOURCES, INC.

Employer identification number (EIN): 453911699

NAIC Classification: 424210
NAIC Description: Drugs and Druggists' Sundries Merchant Wholesalers

Additional information about AMERICAN MANAGEMENT RESOURCES, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 2011-11-22

Company Identification Number: C3426334

Legal Registered Office Address: 650 Town Center Dr Ste 1200

Costa Mesa
United States of America (USA)
92626

More information about AMERICAN MANAGEMENT RESOURCES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 BERNADETTE BLUE 2017-05-30
001 2014-01-01 BERNADETTE BLUE
001 2013-01-01 BERNADETTE BLUE
001 2012-01-01 BERNADETTE BLUE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01	BERNADETTE BLUE	2017-05-30
001	2014-01-01	BERNADETTE BLUE
001	2013-01-01	BERNADETTE BLUE
001	2012-01-01	BERNADETTE BLUE

Plan Statistics for AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS PLAN

Measure Date Value
2014: AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 76
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 43
Total of all active and inactive participants 2014-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 119
Number of participants with account balances 2014-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 104
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 43
Total of all active and inactive participants 2013-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 147
Number of participants with account balances 2013-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 194
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 13
Total of all active and inactive participants 2012-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 207
Number of participants with account balances 2012-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2014: AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	76
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	43
Total of all active and inactive participants	2014-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	119
Number of participants with account balances	2014-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	104
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	43
Total of all active and inactive participants	2013-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	147
Number of participants with account balances	2013-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	194
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	13
Total of all active and inactive participants	2012-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	207
Number of participants with account balances	2012-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS PLAN

Measure	Date	Value
2014 : AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$490,211
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$76,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$74,407
Expenses. Certain deemed distributions of participant loans	2014-12-31	$31
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$441,898
Value of total assets at end of year	2014-12-31	$869,438
Value of total assets at beginning of year	2014-12-31	$455,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,725
Total interest from all sources	2014-12-31	$251
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$29,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$29,628
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$46,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$132,263
Participant contributions at end of year	2014-12-31	$10,847
Participant contributions at beginning of year	2014-12-31	$4,370
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$309,635
Administrative expenses (other) incurred	2014-12-31	$1,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$414,048
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$869,438
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$455,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$587,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$381,804
Interest on participant loans	2014-12-31	$251
Value of interest in common/collective trusts at end of year	2014-12-31	$270,866
Value of interest in common/collective trusts at beginning of year	2014-12-31	$69,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-1,828
Net investment gain or loss from common/collective trusts	2014-12-31	$20,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$74,407
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LESLEY, THOMAS, SCHWARZ, & POSTMA
Accountancy firm EIN	2014-12-31	953864890
2013 : AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
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	$273,947
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$51,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$41,702
Expenses. Certain deemed distributions of participant loans	2013-12-31	$1,551
Value of total corrective distributions	2013-12-31	$7,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$202,248
Value of total assets at end of year	2013-12-31	$455,394
Value of total assets at beginning of year	2013-12-31	$233,412
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,677
Total interest from all sources	2013-12-31	$121
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$10,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$10,578
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$46,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$166,714
Participant contributions at end of year	2013-12-31	$4,370
Participant contributions at beginning of year	2013-12-31	$1,120
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$35,534
Administrative expenses (other) incurred	2013-12-31	$1,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$221,982
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$455,394
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$233,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$381,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$184,475
Interest on participant loans	2013-12-31	$121
Value of interest in common/collective trusts at end of year	2013-12-31	$69,220
Value of interest in common/collective trusts at beginning of year	2013-12-31	$47,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$49,909
Net investment gain or loss from common/collective trusts	2013-12-31	$11,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$41,702
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LESLEY, THOMAS, SCHWARZ, & POSTMA
Accountancy firm EIN	2013-12-31	953864890
2012 : AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS 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	$237,648
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$4,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,994
Value of total corrective distributions	2012-12-31	$2,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$225,852
Value of total assets at end of year	2012-12-31	$233,412
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	$228
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$3,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$3,673
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000
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	$216,439
Participant contributions at end of year	2012-12-31	$1,120
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$9,413
Administrative expenses (other) incurred	2012-12-31	$228
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	$233,412
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$233,412
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 registered invesment companies (eg mutual funds) at end of year	2012-12-31	$184,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$47,817
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$6,394
Net investment gain or loss from common/collective trusts	2012-12-31	$1,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,994
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	LESLEY, THOMAS, SCHWARZ, & POSTMA
Accountancy firm EIN	2012-12-31	953864890

Form 5500 Responses for AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS PLAN

2014: AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS 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	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AMERICAN MANAGEMENT RESOURCES, INC. 401(K) SAVINGS 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AMERICAN MANAGEMENT RESOURCES, INC.
Employer identification number (EIN):	453911699
NAIC Classification:	424210
NAIC Description:	Drugs and Druggists' Sundries Merchant Wholesalers

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	2011-11-22
Company Identification Number:	C3426334
Legal Registered Office Address:	650 Town Center Dr Ste 1200 Costa Mesa United States of America (USA) 92626