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ROBERT A. AMEY CO., INC. PROFIT-SHARING PLAN AND TRUST 401k Plan overview

Plan NameROBERT A. AMEY CO., INC. PROFIT-SHARING PLAN AND TRUST
Plan identification number 003

ROBERT A. AMEY CO., INC. PROFIT-SHARING PLAN AND TRUST 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).
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • Profit-sharing

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. PROFIT-SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01JAMES AMEY2024-10-01
0032022-01-01JAMES AMEY2023-10-05
0032021-01-01JAMES AMEY2022-10-12
0032020-01-01JAMES AMEY2021-06-08
0032019-01-01JAMES AMEY2020-09-04
0032018-01-01JAMES AMEY2019-10-11
0032017-01-01JAMES AMEY2018-08-29
0032016-01-01JAMES AMEY2017-10-10

Financial Data on ROBERT A. AMEY CO., INC. PROFIT-SHARING PLAN AND TRUST

Measure Date Value
2025 : ROBERT A. AMEY CO., INC. PROFIT-SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-127620
Net assets as of the end of the plan year2025-09-12921867
Total assets as of the beginning of the plan year2025-09-12597870
Value of plan covered by a fidelity bond2025-09-12385000
Other income to plan in this plan year2025-09-12192678
Plan net income in this plan year2025-09-12323997
Net assets as of the end of the plan year2025-09-12921867
Net assets as of the beginning of the plan year2025-09-12597870
Employer contributions to plan in this plan year2025-09-12138939
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-127620
2024 : ROBERT A. AMEY CO., INC. PROFIT-SHARING PLAN AND TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-010
Total expenses incurred by plan in this plan year2024-10-015442
Net assets as of the end of the plan year2024-10-01597870
Total assets as of the beginning of the plan year2024-10-01421591
Value of plan covered by a fidelity bond2024-10-01385000
Other income to plan in this plan year2024-10-01101419
Plan net income in this plan year2024-10-01176279
Net assets as of the end of the plan year2024-10-01597870
Net assets as of the beginning of the plan year2024-10-01421591
Employer contributions to plan in this plan year2024-10-0180302
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-015442
2022 : ROBERT A. AMEY CO., INC. PROFIT-SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-1230902
Net assets as of the end of the plan year2022-10-12443948
Total assets as of the beginning of the plan year2022-10-12322904
Value of plan covered by a fidelity bond2022-10-12385000
Other income to plan in this plan year2022-10-1279144
Plan net income in this plan year2022-10-12121044
Net assets as of the end of the plan year2022-10-12443948
Net assets as of the beginning of the plan year2022-10-12322904
Employer contributions to plan in this plan year2022-10-1272802
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-121564

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