A & R ENGINEERING CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan A & R ENGINEERING CO., INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for A & R ENGINEERING CO., INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024: A & R ENGINEERING CO., INC. 401(K) PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-31 | 101 |
| Total number of particpants at end of year | 2024-07-31 | 72 |
| Number of Participants With Account Balances | 2024-07-31 | 72 |
| 2022: A & R ENGINEERING CO., INC. 401(K) PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-10-08 | 100 |
| Total number of particpants at end of year | 2022-10-08 | 103 |
| Number of Participants With Account Balances | 2022-10-08 | 95 |
| 2019: A & R ENGINEERING CO., INC. 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-03-01 | 128 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-03-01 | 73 |
| Number of retired or separated participants receiving benefits | 2019-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-03-01 | 30 |
| Total of all active and inactive participants | 2019-03-01 | 103 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-03-01 | 0 |
| Total participants | 2019-03-01 | 103 |
| Number of participants with account balances | 2019-03-01 | 97 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-03-01 | 6 |
| 2018: A & R ENGINEERING CO., INC. 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-03-01 | 129 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-03-01 | 73 |
| Number of retired or separated participants receiving benefits | 2018-03-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-03-01 | 50 |
| Total of all active and inactive participants | 2018-03-01 | 124 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-03-01 | 0 |
| Total participants | 2018-03-01 | 124 |
| Number of participants with account balances | 2018-03-01 | 121 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-03-01 | 5 |
| Measure | Date | Value |
|---|
| 2024 : A & R ENGINEERING CO., INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-31 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-31 | 213958 |
| Net assets as of the end of the plan year | 2024-07-31 | 9077297 |
| Total assets as of the beginning of the plan year | 2024-07-31 | 7551355 |
| Value of plan covered by a fidelity bond | 2024-07-31 | 600000 |
| Participant contributions to plan in this plan year | 2024-07-31 | 186928 |
| Value of participant loans at end of plan year | 2024-07-31 | 194903 |
| Other expenses paid from plan in this plan year | 2024-07-31 | 0 |
| Other contributions to plan in this plan year | 2024-07-31 | 1540 |
| Other income to plan in this plan year | 2024-07-31 | 1345520 |
| Plan net income in this plan year | 2024-07-31 | 1525942 |
| Net assets as of the end of the plan year | 2024-07-31 | 9077297 |
| Net assets as of the beginning of the plan year | 2024-07-31 | 7551355 |
| Employer contributions to plan in this plan year | 2024-07-31 | 205912 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-31 | 22474 |
| 2022 : A & R ENGINEERING CO., INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-08 | 308850 |
| Net assets as of the end of the plan year | 2022-10-08 | 7559020 |
| Total assets as of the beginning of the plan year | 2022-10-08 | 7328990 |
| Value of plan covered by a fidelity bond | 2022-10-08 | 600000 |
| Participant contributions to plan in this plan year | 2022-10-08 | 187150 |
| Value of participant loans at end of plan year | 2022-10-08 | 145877 |
| Other expenses paid from plan in this plan year | 2022-10-08 | 5331 |
| Other income to plan in this plan year | 2022-10-08 | 351730 |
| Plan net income in this plan year | 2022-10-08 | 230030 |
| Net assets as of the end of the plan year | 2022-10-08 | 7559020 |
| Net assets as of the beginning of the plan year | 2022-10-08 | 7328990 |
| Fees paid to broker by Benefit Provider | 2022-10-08 | 100 |
| 2020 : A & R ENGINEERING CO., INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-02-29 | $0 |
| Total transfer of assets to this plan | 2020-02-29 | $0 |
| Total transfer of assets from this plan | 2020-02-29 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-02-29 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-02-29 | $0 |
| Total income from all sources (including contributions) | 2020-02-29 | $610,233 |
| Total loss/gain on sale of assets | 2020-02-29 | $0 |
| Total of all expenses incurred | 2020-02-29 | $129,053 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-02-29 | $89,769 |
| Expenses. Certain deemed distributions of participant loans | 2020-02-29 | $25,787 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-02-29 | $415,477 |
| Value of total assets at end of year | 2020-02-29 | $6,709,615 |
| Value of total assets at beginning of year | 2020-02-29 | $6,228,435 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-02-29 | $13,497 |
| Total interest from all sources | 2020-02-29 | $7,366 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-02-29 | $335,575 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-02-29 | $335,575 |
| Was this plan covered by a fidelity bond | 2020-02-29 | Yes |
| Value of fidelity bond cover | 2020-02-29 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-02-29 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-02-29 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-02-29 | No |
| Contributions received from participants | 2020-02-29 | $205,359 |
| Participant contributions at end of year | 2020-02-29 | $83,394 |
| Participant contributions at beginning of year | 2020-02-29 | $129,515 |
| Participant contributions at end of year | 2020-02-29 | $0 |
| Participant contributions at beginning of year | 2020-02-29 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-02-29 | $0 |
| Other income not declared elsewhere | 2020-02-29 | $-8,774 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-02-29 | No |
| Income. Non cash contributions | 2020-02-29 | $0 |
| Value of net income/loss | 2020-02-29 | $481,180 |
| Value of net assets at end of year (total assets less liabilities) | 2020-02-29 | $6,709,615 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-02-29 | $6,228,435 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-02-29 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-02-29 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-02-29 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-02-29 | $4,675,542 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-02-29 | $4,180,410 |
| Interest on participant loans | 2020-02-29 | $7,366 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-02-29 | $6,107 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-02-29 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-02-29 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-02-29 | $1,734,454 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-02-29 | $1,703,503 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-02-29 | $-139,411 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-02-29 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-02-29 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-02-29 | No |
| Contributions received in cash from employer | 2020-02-29 | $210,118 |
| Employer contributions (assets) at end of year | 2020-02-29 | $210,118 |
| Employer contributions (assets) at beginning of year | 2020-02-29 | $215,007 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-02-29 | $89,769 |
| Contract administrator fees | 2020-02-29 | $13,497 |
| Did the plan have assets held for investment | 2020-02-29 | 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 | 2020-02-29 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-02-29 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-02-29 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-02-29 | Disclaimer |
| Accountancy firm name | 2020-02-29 | PENSION ASSURANCE LLP |
| Accountancy firm EIN | 2020-02-29 | 300840934 |
| 2019 : A & R ENGINEERING CO., INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-02-28 | $0 |