Logo

A & M ENGINEERING, INC. CASH BALANCE PENSION PLAN CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameA & M ENGINEERING, INC. CASH BALANCE PENSION PLAN CASH BALANCE PENSION PLAN
Plan identification number 002

A & M ENGINEERING, INC. CASH BALANCE PENSION PLAN CASH BALANCE PENSION 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.
  • 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).
  • 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

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

Company Name:A & M ENGINEERING, INC.
Employer identification number (EIN):952836399
NAIC Classification:332300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A & M ENGINEERING, INC. CASH BALANCE PENSION PLAN CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01BORIS BELJAK2024-10-08
0022022-01-01BORIS BELJAK2023-10-10
0022021-01-01SCOTT SMITH2022-10-17
0022021-01-01SCOTT SMITH2022-10-17
0022020-01-01
0022019-01-01

Plan Statistics for A & M ENGINEERING, INC. CASH BALANCE PENSION PLAN CASH BALANCE PENSION PLAN

401k plan membership statisitcs for A & M ENGINEERING, INC. CASH BALANCE PENSION PLAN CASH BALANCE PENSION PLAN

Measure Date Value
2025: A & M ENGINEERING, INC. CASH BALANCE PENSION PLAN CASH BALANCE PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-0426
Total number of particpants at end of year2025-09-040
2024: A & M ENGINEERING, INC. CASH BALANCE PENSION PLAN CASH BALANCE PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0830
Total number of particpants at end of year2024-10-0826
2022: A & M ENGINEERING, INC. CASH BALANCE PENSION PLAN CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-311,240,480
Acturial value of plan assets2022-12-311,240,480
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 target2022-12-311,207,741
Number of active participants2022-12-3124
Total funding liabilities for active participants2022-12-311,225,100
Total participant count2022-12-3124
Total funding target for all participants2022-12-311,225,100
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 contributions2022-12-3150,215
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3152,957
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 contributions2022-12-31397,100
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 date2022-12-31363,803
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 cost2022-12-31379,082
Net shortfall amortization installment of oustanding balance2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31363,702
Additional cash requirement2022-12-31363,702
Contributions allocatedtoward minimum required contributions for current year2022-12-31363,803
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: A & M ENGINEERING, INC. CASH BALANCE PENSION PLAN CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31861,152
Acturial value of plan assets2021-12-31861,152
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 target2021-12-31732,616
Number of active participants2021-12-3124
Total funding liabilities for active participants2021-12-31779,894
Total participant count2021-12-3124
Total funding target for all participants2021-12-31779,894
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 contributions2021-12-3198,433
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3198,433
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
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 contributions2021-12-31359,736
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 date2021-12-31328,627
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 cost2021-12-31359,670
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31278,412
Additional cash requirement2021-12-31278,412
Contributions allocatedtoward minimum required contributions for current year2021-12-31328,627
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: A & M ENGINEERING, INC. CASH BALANCE PENSION PLAN CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31452,627
Acturial value of plan assets2020-12-31452,627
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 target2020-12-31376,241
Number of active participants2020-12-3122
Total funding liabilities for active participants2020-12-31376,241
Total participant count2020-12-3122
Total funding target for all participants2020-12-31376,241
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 contributions2020-12-3174,695
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3174,695
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
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 contributions2020-12-31422,145
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 date2020-12-31408,465
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 cost2020-12-31386,418
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31310,032
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31310,032
Contributions allocatedtoward minimum required contributions for current year2020-12-31408,465
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: A & M ENGINEERING, INC. CASH BALANCE PENSION PLAN CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-310
Acturial value of plan assets2019-12-310
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 target2019-12-310
Number of active participants2019-12-3118
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-3118
Total funding target for all participants2019-12-310
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 contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
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 contributions2019-12-31452,617
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 date2019-12-31435,221
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 cost2019-12-31360,526
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31360,526
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31360,526
Contributions allocatedtoward minimum required contributions for current year2019-12-31435,221
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310

Financial Data on A & M ENGINEERING, INC. CASH BALANCE PENSION PLAN CASH BALANCE PENSION PLAN

Measure Date Value
2025 : A & M ENGINEERING, INC. CASH BALANCE PENSION PLAN CASH BALANCE PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-040
Total liabilities as of the end of the plan year2025-09-040
Total liabilities as of the beginning of the plan year2025-09-040
Total expenses incurred by plan in this plan year2025-09-042451393
Net assets as of the end of the plan year2025-09-0482685
Total assets as of the beginning of the plan year2025-09-042122942
Value of plan covered by a fidelity bond2025-09-04300000
Participant contributions to plan in this plan year2025-09-040
Other expenses paid from plan in this plan year2025-09-040
Other contributions to plan in this plan year2025-09-040
Other income to plan in this plan year2025-09-0495483
Plan net income in this plan year2025-09-04-2040257
Net assets as of the end of the plan year2025-09-0482685
Net assets as of the beginning of the plan year2025-09-042122942
Employer contributions to plan in this plan year2025-09-04315653
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-0414359
2024 : A & M ENGINEERING, INC. CASH BALANCE PENSION PLAN CASH BALANCE PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-087576
Net assets as of the end of the plan year2024-10-082122942
Total assets as of the beginning of the plan year2024-10-081584684
Value of plan covered by a fidelity bond2024-10-083000000
Other income to plan in this plan year2024-10-08103631
Plan net income in this plan year2024-10-08538258
Net assets as of the end of the plan year2024-10-082122942
Net assets as of the beginning of the plan year2024-10-081584684
Employer contributions to plan in this plan year2024-10-08442203
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-087576

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup