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ROBERT A. AMEY CO., INC. CASH BALANCE PENSION PLAN AND TRUST 401k Plan overview

Plan NameROBERT A. AMEY CO., INC. CASH BALANCE PENSION PLAN AND TRUST
Plan identification number 002

ROBERT A. AMEY CO., INC. CASH BALANCE PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

ROBERT A. AMEY COMPANY, INC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT A. AMEY COMPANY, INC
Employer identification number (EIN):930594686
NAIC Classification:425120
NAIC Description:Wholesale Trade Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT A. AMEY CO., INC. CASH BALANCE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JAMES AMEY2024-10-01
0022022-01-01JAMES AMEY2023-10-05
0022021-01-01JAMES AMEY2022-10-12
0022020-01-01JAMES AMEY2021-07-15
0022019-01-01JAMES AMEY2020-09-04
0022018-01-01JAMES AMEY2019-10-11
0022017-01-01JAMES AMEY2018-08-29
0022016-01-01JAMES AMEY2017-10-10

Plan Statistics for ROBERT A. AMEY CO., INC. CASH BALANCE PENSION PLAN AND TRUST

401k plan membership statisitcs for ROBERT A. AMEY CO., INC. CASH BALANCE PENSION PLAN AND TRUST

Measure Date Value
2025: ROBERT A. AMEY CO., INC. CASH BALANCE PENSION PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-09-128
Total number of particpants at end of year2025-09-128
2024: ROBERT A. AMEY CO., INC. CASH BALANCE PENSION PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-10-017
Total number of particpants at end of year2024-10-018
2022: ROBERT A. AMEY CO., INC. CASH BALANCE PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-12-312,424,842
Acturial value of plan assets2022-12-312,424,842
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-311,860,522
Number of active participants2022-12-317
Total funding liabilities for active participants2022-12-311,860,522
Total participant count2022-12-317
Total funding target for all participants2022-12-311,860,522
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 contributions2022-12-31283,283
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31283,283
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 contributions2022-12-31353,316
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 date2022-12-31349,241
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 cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31349,241
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 year2022-10-125
Total number of particpants at end of year2022-10-128
2021: ROBERT A. AMEY CO., INC. CASH BALANCE PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets2021-12-312,224,859
Acturial value of plan assets2021-12-312,224,859
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-311,414,288
Number of active participants2021-12-318
Total funding liabilities for active participants2021-12-311,414,288
Total participant count2021-12-318
Total funding target for all participants2021-12-311,414,288
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31520,205
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31520,205
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31288,418
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31283,283
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31302,111
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31283,283
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: ROBERT A. AMEY CO., INC. CASH BALANCE PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-12-311,495,575
Acturial value of plan assets2020-12-311,495,575
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-311,125,890
Number of active participants2020-12-315
Total funding liabilities for active participants2020-12-311,125,890
Total participant count2020-12-315
Total funding target for all participants2020-12-311,125,890
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31262,309
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31262,309
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31530,798
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31520,205
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31286,468
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31520,205
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: ROBERT A. AMEY CO., INC. CASH BALANCE PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-311,082,777
Acturial value of plan assets2019-12-311,082,777
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-31730,249
Number of active participants2019-12-316
Total funding liabilities for active participants2019-12-31730,249
Total participant count2019-12-316
Total funding target for all participants2019-12-31730,249
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31213,395
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31213,395
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31268,385
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31262,309
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31243,416
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31262,309
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: ROBERT A. AMEY CO., INC. CASH BALANCE PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-31552,054
Acturial value of plan assets2018-12-31552,054
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-31489,165
Number of active participants2018-12-317
Total funding liabilities for active participants2018-12-31489,165
Total participant count2018-12-317
Total funding target for all participants2018-12-31489,165
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31103,763
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31103,763
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31404,761
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31395,089
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31244,583
Net shortfall amortization installment of oustanding balance2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31181,694
Additional cash requirement2018-12-31181,694
Contributions allocatedtoward minimum required contributions for current year2018-12-31395,089
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: ROBERT A. AMEY CO., INC. CASH BALANCE PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-31208,345
Acturial value of plan assets2017-12-31208,345
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-310
Number of active participants2017-12-317
Total funding liabilities for active participants2017-12-31195,379
Total participant count2017-12-317
Total funding target for all participants2017-12-31195,379
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-319,451
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-319,451
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31373,724
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31366,386
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31275,589
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31262,623
Additional cash requirement2017-12-31262,623
Contributions allocatedtoward minimum required contributions for current year2017-12-31366,386
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: ROBERT A. AMEY CO., INC. CASH BALANCE PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets2016-12-310
Acturial value of plan assets2016-12-310
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-310
Number of active participants2016-12-319
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-319
Total funding target for all participants2016-12-310
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31199,725
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31194,706
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31185,255
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31185,255
Additional cash requirement2016-12-31185,255
Contributions allocatedtoward minimum required contributions for current year2016-12-31194,706
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

Financial Data on ROBERT A. AMEY CO., INC. CASH BALANCE PENSION PLAN AND TRUST

Measure Date Value
2025 : ROBERT A. AMEY CO., INC. CASH BALANCE PENSION PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-12915542
Net assets as of the end of the plan year2025-09-12280908
Total assets as of the beginning of the plan year2025-09-12955623
Value of plan covered by a fidelity bond2025-09-12385000
Other income to plan in this plan year2025-09-1240827
Plan net income in this plan year2025-09-12-674715
Net assets as of the end of the plan year2025-09-12280908
Net assets as of the beginning of the plan year2025-09-12955623
Employer contributions to plan in this plan year2025-09-12200000
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1211676
2024 : ROBERT A. AMEY CO., INC. CASH BALANCE PENSION PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-011934108
Net assets as of the end of the plan year2024-10-01955623
Total assets as of the beginning of the plan year2024-10-012778158
Value of plan covered by a fidelity bond2024-10-01385000
Other income to plan in this plan year2024-10-01111573
Plan net income in this plan year2024-10-01-1822535
Net assets as of the end of the plan year2024-10-01955623
Net assets as of the beginning of the plan year2024-10-012778158
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0119108
2022 : ROBERT A. AMEY CO., INC. CASH BALANCE PENSION PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-129162
Net assets as of the end of the plan year2022-10-122513277
Total assets as of the beginning of the plan year2022-10-122026373
Value of plan covered by a fidelity bond2022-10-12385000
Other income to plan in this plan year2022-10-12207648
Plan net income in this plan year2022-10-12486904
Net assets as of the end of the plan year2022-10-122513277
Net assets as of the beginning of the plan year2022-10-122026373
Employer contributions to plan in this plan year2022-10-12288418
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-129162

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