AUTOMATION & ELECTRONICS, INC. has sponsored the creation of one or more 401k plans.
Additional information about AUTOMATION & ELECTRONICS, INC.
Submission information for form 5500 for 401k plan AUTOMATION & ELECTRONICS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : AUTOMATION & ELECTRONICS 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-06-03 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-03 | 1842407 |
| Net assets as of the end of the plan year | 2025-06-03 | 9697528 |
| Total assets as of the beginning of the plan year | 2025-06-03 | 9497728 |
| Value of plan covered by a fidelity bond | 2025-06-03 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-03 | 410591 |
| Other income to plan in this plan year | 2025-06-03 | 1429536 |
| Plan net income in this plan year | 2025-06-03 | 199800 |
| Net assets as of the end of the plan year | 2025-06-03 | 9697528 |
| Net assets as of the beginning of the plan year | 2025-06-03 | 9497728 |
| Employer contributions to plan in this plan year | 2025-06-03 | 202080 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-03 | 38754 |
| 2024 : AUTOMATION & ELECTRONICS 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-09-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-10 | 1796668 |
| Net assets as of the end of the plan year | 2024-09-10 | 9497728 |
| Total assets as of the beginning of the plan year | 2024-09-10 | 9053846 |
| Value of plan covered by a fidelity bond | 2024-09-10 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-10 | 366372 |
| Other income to plan in this plan year | 2024-09-10 | 1691669 |
| Plan net income in this plan year | 2024-09-10 | 443882 |
| Net assets as of the end of the plan year | 2024-09-10 | 9497728 |
| Net assets as of the beginning of the plan year | 2024-09-10 | 9053846 |
| Employer contributions to plan in this plan year | 2024-09-10 | 182509 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-10 | 38898 |
| 2022 : AUTOMATION & ELECTRONICS 401(K) PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-05-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-31 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-31 | 2181864 |
| Net assets as of the end of the plan year | 2022-05-31 | 12208301 |
| Total assets as of the beginning of the plan year | 2022-05-31 | 11995279 |
| Value of plan covered by a fidelity bond | 2022-05-31 | 500000 |
| Participant contributions to plan in this plan year | 2022-05-31 | 390047 |
| Other expenses paid from plan in this plan year | 2022-05-31 | 0 |
| Other contributions to plan in this plan year | 2022-05-31 | 0 |
| Other income to plan in this plan year | 2022-05-31 | 1810918 |
| Plan net income in this plan year | 2022-05-31 | 213022 |
| Net assets as of the end of the plan year | 2022-05-31 | 12208301 |
| Net assets as of the beginning of the plan year | 2022-05-31 | 11995279 |
| Employer contributions to plan in this plan year | 2022-05-31 | 193921 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-31 | 60812 |
| 2018 : AUTOMATION & ELECTRONICS 401(K) PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $82,896 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $756,417 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $742,300 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $714,176 |
| Value of total assets at end of year | 2018-12-31 | $9,108,836 |
| Value of total assets at beginning of year | 2018-12-31 | $9,782,357 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $14,117 |
| Total interest from all sources | 2018-12-31 | $166 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $463,296 |
| Participant contributions at end of year | 2018-12-31 | $0 |
| Participant contributions at beginning of year | 2018-12-31 | $0 |
| Participant contributions at end of year | 2018-12-31 | $5,341 |
| Participant contributions at beginning of year | 2018-12-31 | $5,092 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-673,521 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $9,108,836 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,782,357 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $9,088,118 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $9,756,346 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $8,990 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $10,042 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $10,042 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $166 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-631,446 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $250,880 |
| Employer contributions (assets) at end of year | 2018-12-31 | $6,387 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $10,877 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $742,300 |
| Contract administrator fees | 2018-12-31 | $14,117 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | PORTER, MUIRHEAD, CORNIA AND HOWARD |
| Accountancy firm EIN | 2018-12-31 | 830220400 |
| 2017 : AUTOMATION & ELECTRONICS 401(K) PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,959,382 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $411,500 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $398,782 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $684,643 |
| Value of total assets at end of year | 2017-12-31 | $9,782,357 |
| Value of total assets at beginning of year | 2017-12-31 | $8,234,475 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $12,718 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $437,550 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Participant contributions at end of year | 2017-12-31 | $5,092 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $1,547,882 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,782,357 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,234,475 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $12,718 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $9,756,346 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,215,610 |
| Interest on participant loans | 2017-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $10,042 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $9,804 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $9,804 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,274,739 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $247,093 |
| Employer contributions (assets) at end of year | 2017-12-31 | $10,877 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $9,061 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $398,782 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | PORTER, MUIRHEAD, CORNIA & HOWARD |
| Accountancy firm EIN | 2017-12-31 | 830220400 |
| 2016 : AUTOMATION & ELECTRONICS 401(K) PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $1,285,651 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $298,007 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $291,378 |
| Value of total corrective distributions | 2016-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $735,579 |
| Value of total assets at end of year | 2016-12-31 | $8,234,475 |
| Value of total assets at beginning of year | 2016-12-31 | $7,246,831 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $6,629 |
| Total interest from all sources | 2016-12-31 | $550,072 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $6,629 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $469,885 |
| Participant contributions at end of year | 2016-12-31 | $0 |
| Participant contributions at beginning of year | 2016-12-31 | $0 |
| Participant contributions at end of year | 2016-12-31 | $0 |
| Participant contributions at beginning of year | 2016-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $987,644 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,234,475 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,246,831 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,215,610 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,421,087 |
| Interest on participant loans | 2016-12-31 | $0 |
| Interest earned on other investments | 2016-12-31 | $550,070 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $9,804 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $809,446 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $809,446 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $2 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $265,694 |
| Employer contributions (assets) at end of year | 2016-12-31 | $9,061 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $16,298 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $291,378 |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | PORTER, MUIRHEAD, CORNIA & HOWARD |
| Accountancy firm EIN | 2016-12-31 | 830220400 |
