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ADVANCED MECHANICAL SYSTEMS RETIREMENT PLAN 401k Plan overview

Plan NameADVANCED MECHANICAL SYSTEMS RETIREMENT PLAN
Plan identification number 002

ADVANCED MECHANICAL SYSTEMS RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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.
  • 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

ADVANCED MECHANICAL SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ADVANCED MECHANICAL SYSTEMS, INC.
Employer identification number (EIN):742456130
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about ADVANCED MECHANICAL SYSTEMS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1987-03-17
Company Identification Number: 0103169200
Legal Registered Office Address: 12815 COGBURN

SAN ANTONIO
United States of America (USA)
78249

More information about ADVANCED MECHANICAL SYSTEMS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED MECHANICAL SYSTEMS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DAVID FLUCHEL2024-10-14
0022023-01-01DAVID FLUCHEL2025-01-06 DAVID FLUCHEL2025-01-06
0022022-01-01DAVID FLUCHEL2023-10-11 DAVID FLUCHEL2023-10-11
0022021-01-01DAVID FLUCHEL2022-09-15
0022020-01-01DAVID FLUCHEL2021-10-05
0022019-01-01DAVID FLUCHEL2020-10-12

Plan Statistics for ADVANCED MECHANICAL SYSTEMS RETIREMENT PLAN

401k plan membership statisitcs for ADVANCED MECHANICAL SYSTEMS RETIREMENT PLAN

Measure Date Value
2025: ADVANCED MECHANICAL SYSTEMS RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-3115
Total number of particpants at end of year2025-07-3116
Number of Participants With Account Balances2025-07-3115
Total number of particpants at beginning of year2025-01-0714
Total number of particpants at end of year2025-01-070
Total number of particpants at beginning of year2025-01-069
Total number of particpants at end of year2025-01-0614
2022: ADVANCED MECHANICAL SYSTEMS RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-31815,828
Acturial value of plan assets2022-12-31815,828
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-312
Fundng target for terminated vested participants2022-12-311,948
Active participant vested funding target2022-12-31858,813
Number of active participants2022-12-319
Total funding liabilities for active participants2022-12-31863,959
Total participant count2022-12-3111
Total funding target for all participants2022-12-31865,907
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-311,582
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-311,661
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31323,438
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31298,096
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31292,909
Net shortfall amortization installment of oustanding balance2022-12-3150,079
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31297,537
Additional cash requirement2022-12-31297,537
Contributions allocatedtoward minimum required contributions for current year2022-12-31298,096
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total number of particpants at beginning of year2022-09-1513
Total number of particpants at end of year2022-09-1515
Number of Participants With Account Balances2022-09-1515

Financial Data on ADVANCED MECHANICAL SYSTEMS RETIREMENT PLAN

Measure Date Value
2025 : ADVANCED MECHANICAL SYSTEMS RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-310
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-312647712
Net assets as of the end of the plan year2025-07-312689831
Total assets as of the beginning of the plan year2025-07-31917945
Value of plan covered by a fidelity bond2025-07-31300000
Participant contributions to plan in this plan year2025-07-311473891
Other expenses paid from plan in this plan year2025-07-312647593
Other contributions to plan in this plan year2025-07-312498
Other income to plan in this plan year2025-07-312891349
Plan net income in this plan year2025-07-311771886
Net assets as of the end of the plan year2025-07-312689831
Net assets as of the beginning of the plan year2025-07-31917945
Employer contributions to plan in this plan year2025-07-3151860
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-31119
Total expenses incurred by plan in this plan year2025-01-071312879
Net assets as of the end of the plan year2025-01-070
Total assets as of the beginning of the plan year2025-01-071289003
Value of plan covered by a fidelity bond2025-01-075000
Other income to plan in this plan year2025-01-0723876
Plan net income in this plan year2025-01-07-1289003
Net assets as of the end of the plan year2025-01-070
Net assets as of the beginning of the plan year2025-01-071289003
Total expenses incurred by plan in this plan year2025-01-060
Net assets as of the end of the plan year2025-01-061289003
Total assets as of the beginning of the plan year2025-01-061078700
Value of plan covered by a fidelity bond2025-01-065000
Other income to plan in this plan year2025-01-06104336
Plan net income in this plan year2025-01-06210303
Net assets as of the end of the plan year2025-01-061289003
Net assets as of the beginning of the plan year2025-01-061078700
Employer contributions to plan in this plan year2025-01-06105967
2022 : ADVANCED MECHANICAL SYSTEMS RETIREMENT PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-09-150
Total liabilities as of the beginning of the plan year2022-09-150
Total expenses incurred by plan in this plan year2022-09-150
Net assets as of the end of the plan year2022-09-15594295
Total assets as of the beginning of the plan year2022-09-15297378
Value of plan covered by a fidelity bond2022-09-155000
Participant contributions to plan in this plan year2022-09-15122448
Other expenses paid from plan in this plan year2022-09-150
Other contributions to plan in this plan year2022-09-150
Other income to plan in this plan year2022-09-1533136
Plan net income in this plan year2022-09-15296917
Net assets as of the end of the plan year2022-09-15594295
Net assets as of the beginning of the plan year2022-09-15297378
Employer contributions to plan in this plan year2022-09-15141333
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-150

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