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A & M ENGINEERING 401K PLAN 401k Plan overview

Plan NameA & M ENGINEERING 401K PLAN
Plan identification number 001

A & M ENGINEERING 401K 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.
  • 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

A & M ENGINEERING has sponsored the creation of one or more 401k plans.

Company Name:A & M ENGINEERING
Employer identification number (EIN):731275099
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A & M ENGINEERING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ZOUNEE YANG2024-10-14
0012022-01-01CARLA SMYLIE2023-10-16
0012021-01-01SCOTT BONNALLIE2022-10-17
0012021-01-01CARLA SMYLIE2023-10-16
0012020-01-01SCOTT BONNALLIE2021-05-05
0012019-01-01SCOTT BONNALLIE2020-07-16
0012018-01-01CINDY L. STAFFORD2019-03-14
0012017-12-01CINDY L. STAFFORD2018-04-16
0012014-01-01ALTAY ERTUGRUL2015-06-26
0012013-01-01ALTAY ERTUGRUL2014-03-21 TURGAY ERTUGRUL2014-03-21
0012012-01-01ALTAY ERTUGRUL2013-03-28 TURGAY ERTUGRUL2013-03-28
0012011-01-01ALTAY ERTUGRUL2012-05-14 TURGAY ERTUGRUL2012-05-14

Plan Statistics for A & M ENGINEERING 401K PLAN

401k plan membership statisitcs for A & M ENGINEERING 401K PLAN

Measure Date Value
2025: A & M ENGINEERING 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-03105
Total number of particpants at end of year2025-10-0391
Number of Participants With Account Balances2025-10-0343
2024: A & M ENGINEERING 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1498
Total number of particpants at end of year2024-10-1491
Number of Participants With Account Balances2024-10-1450
2023: A & M ENGINEERING 401K PLAN 2023 401k membership
Total number of particpants at beginning of year2023-10-1676
Total number of particpants at end of year2023-10-1695
Number of Participants With Account Balances2023-10-1653

Financial Data on A & M ENGINEERING 401K PLAN

Measure Date Value
2025 : A & M ENGINEERING 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-030
Total liabilities as of the end of the plan year2025-10-030
Total liabilities as of the beginning of the plan year2025-10-030
Total expenses incurred by plan in this plan year2025-10-03739096
Net assets as of the end of the plan year2025-10-032569202
Total assets as of the beginning of the plan year2025-10-032420707
Value of plan covered by a fidelity bond2025-10-0350000
Participant contributions to plan in this plan year2025-10-03226335
Value of participant loans at end of plan year2025-10-0331292
Other expenses paid from plan in this plan year2025-10-030
Other contributions to plan in this plan year2025-10-03138472
Other income to plan in this plan year2025-10-03404944
Plan net income in this plan year2025-10-03148495
Net assets as of the end of the plan year2025-10-032569202
Net assets as of the beginning of the plan year2025-10-032420707
Employer contributions to plan in this plan year2025-10-03117840
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0315070
2024 : A & M ENGINEERING 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-14937674
Net assets as of the end of the plan year2024-10-142420707
Total assets as of the beginning of the plan year2024-10-142329536
Value of plan covered by a fidelity bond2024-10-1450000
Participant contributions to plan in this plan year2024-10-14345571
Value of participant loans at end of plan year2024-10-1490815
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-1496319
Other income to plan in this plan year2024-10-14445940
Plan net income in this plan year2024-10-1491171
Net assets as of the end of the plan year2024-10-142420707
Net assets as of the beginning of the plan year2024-10-142329536
Employer contributions to plan in this plan year2024-10-14141015
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1411310
2023 : A & M ENGINEERING 401K PLAN 2023 401k financial data
Total transfers to/from plan in this plan year2023-10-160
Total liabilities as of the end of the plan year2023-10-160
Total liabilities as of the beginning of the plan year2023-10-160
Total expenses incurred by plan in this plan year2023-10-16258443
Net assets as of the end of the plan year2023-10-162271420
Total assets as of the beginning of the plan year2023-10-161831811
Value of plan covered by a fidelity bond2023-10-1650000
Participant contributions to plan in this plan year2023-10-16190689
Value of participant loans at end of plan year2023-10-1650526
Other expenses paid from plan in this plan year2023-10-160
Other contributions to plan in this plan year2023-10-16111110
Other income to plan in this plan year2023-10-16291321
Plan net income in this plan year2023-10-16439609
Net assets as of the end of the plan year2023-10-162271420
Net assets as of the beginning of the plan year2023-10-161831811
Employer contributions to plan in this plan year2023-10-16104932
Expensese paid to adminstrative service provicers from plan in this plan year2023-10-16978

Potentially related plans

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