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A & M ASSOCIATES, LTD. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameA & M ASSOCIATES, LTD. 401(K) RETIREMENT PLAN
Plan identification number 001

A & M ASSOCIATES, LTD. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

A & M ASSOCIATES HOLDINGS LTD. has sponsored the creation of one or more 401k plans.

Company Name:A & M ASSOCIATES HOLDINGS LTD.
Employer identification number (EIN):611948260
NAIC Classification:335900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A & M ASSOCIATES, LTD. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KEVIN REIDY2024-06-20 KEVIN REIDY2024-06-20
0012022-01-01KEVIN REIDY2023-05-10 KEVIN REIDY2023-05-10
0012021-01-01KEVIN REIDY2022-04-28 KEVIN REIDY2022-04-28
0012020-01-01PATRICIA GEPPNER-BRAGA2021-06-30 PATRICIA GEPPNER-BRAGA2021-06-30

Plan Statistics for A & M ASSOCIATES, LTD. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for A & M ASSOCIATES, LTD. 401(K) RETIREMENT PLAN

Measure Date Value
2025: A & M ASSOCIATES, LTD. 401(K) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-1713
Total number of particpants at end of year2025-04-1711
Number of Participants With Account Balances2025-04-178
2024: A & M ASSOCIATES, LTD. 401(K) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-2011
Total number of particpants at end of year2024-06-2013
Number of Participants With Account Balances2024-06-208
2022: A & M ASSOCIATES, LTD. 401(K) RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-04-288
Total number of particpants at end of year2022-04-289
Number of Participants With Account Balances2022-04-287

Financial Data on A & M ASSOCIATES, LTD. 401(K) RETIREMENT PLAN

Measure Date Value
2025 : A & M ASSOCIATES, LTD. 401(K) RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-04-170
Total expenses incurred by plan in this plan year2025-04-17601178
Net assets as of the end of the plan year2025-04-17662009
Total assets as of the beginning of the plan year2025-04-171045513
Value of plan covered by a fidelity bond2025-04-17385000
Participant contributions to plan in this plan year2025-04-17102800
Other income to plan in this plan year2025-04-1765085
Plan net income in this plan year2025-04-17-383504
Net assets as of the end of the plan year2025-04-17662009
Net assets as of the beginning of the plan year2025-04-171045513
Employer contributions to plan in this plan year2025-04-1749789
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-173569
2024 : A & M ASSOCIATES, LTD. 401(K) RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-2038243
Net assets as of the end of the plan year2024-06-201045513
Total assets as of the beginning of the plan year2024-06-20819238
Value of plan covered by a fidelity bond2024-06-20385000
Participant contributions to plan in this plan year2024-06-2083271
Other income to plan in this plan year2024-06-20127143
Plan net income in this plan year2024-06-20226275
Net assets as of the end of the plan year2024-06-201045513
Net assets as of the beginning of the plan year2024-06-20819238
Employer contributions to plan in this plan year2024-06-2054104
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-204190
2022 : A & M ASSOCIATES, LTD. 401(K) RETIREMENT PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-04-280
Total expenses incurred by plan in this plan year2022-04-283299
Net assets as of the end of the plan year2022-04-28847915
Total assets as of the beginning of the plan year2022-04-28670499
Value of plan covered by a fidelity bond2022-04-28385000
Participant contributions to plan in this plan year2022-04-2859388
Other income to plan in this plan year2022-04-2880617
Plan net income in this plan year2022-04-28177416
Net assets as of the end of the plan year2022-04-28847915
Net assets as of the beginning of the plan year2022-04-28670499
Employer contributions to plan in this plan year2022-04-2840710
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-283299

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