A.L.M. HOLDING COMPANY has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2022: ASSURED RETIREMENT PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 89 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 17 |
Total of all active and inactive participants | 2022-01-01 | 106 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 106 |
Number of participants with account balances | 2022-01-01 | 106 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
2021: ASSURED RETIREMENT PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 88 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 87 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 11 |
Total of all active and inactive participants | 2021-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 98 |
Number of participants with account balances | 2021-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: ASSURED RETIREMENT PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 75 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 11 |
Total of all active and inactive participants | 2020-01-01 | 88 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 88 |
Number of participants with account balances | 2020-01-01 | 84 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 6 |
2019: ASSURED RETIREMENT PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 71 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
Total of all active and inactive participants | 2019-01-01 | 75 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 75 |
Number of participants with account balances | 2019-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: ASSURED RETIREMENT PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 5 |
Total of all active and inactive participants | 2018-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 28 |
Number of participants with account balances | 2018-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: ASSURED RETIREMENT PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 26 |
Number of participants with account balances | 2017-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 4 |
2016: ASSURED RETIREMENT PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-08-15 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-08-15 | 24 |
Number of retired or separated participants receiving benefits | 2016-08-15 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-08-15 | 0 |
Total of all active and inactive participants | 2016-08-15 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-08-15 | 0 |
Total participants | 2016-08-15 | 24 |
Number of participants with account balances | 2016-08-15 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-08-15 | 0 |
Measure | Date | Value |
---|
2022 : ASSURED RETIREMENT PLAN 2022 401k financial data |
---|
Transfers to/from the plan | 2022-12-31 | $-318 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $400,334 |
Expenses. Total of all expenses incurred | 2022-12-31 | $266,568 |
Benefits paid (including direct rollovers) | 2022-12-31 | $261,735 |
Total plan assets at end of year | 2022-12-31 | $4,163,780 |
Total plan assets at beginning of year | 2022-12-31 | $4,030,332 |
Value of fidelity bond covering the plan | 2022-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2022-12-31 | $346,798 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-693,882 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $133,766 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,163,780 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,030,332 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $747,418 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $4,833 |
2021 : ASSURED RETIREMENT PLAN 2021 401k financial data |
---|
Transfers to/from the plan | 2021-12-31 | $-65,427 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,418,610 |
Expenses. Total of all expenses incurred | 2021-12-31 | $181,341 |
Benefits paid (including direct rollovers) | 2021-12-31 | $164,477 |
Total plan assets at end of year | 2021-12-31 | $4,030,332 |
Total plan assets at beginning of year | 2021-12-31 | $2,858,490 |
Value of fidelity bond covering the plan | 2021-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $326,385 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $420,564 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $1,237,269 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,030,332 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,858,490 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $671,661 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $16,864 |
2020 : ASSURED RETIREMENT PLAN 2020 401k financial data |
---|
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,165,439 |
Expenses. Total of all expenses incurred | 2020-12-31 | $77,463 |
Benefits paid (including direct rollovers) | 2020-12-31 | $61,150 |
Total plan assets at end of year | 2020-12-31 | $2,858,490 |
Total plan assets at beginning of year | 2020-12-31 | $1,770,514 |
Value of fidelity bond covering the plan | 2020-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $264,544 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $377,169 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $1,087,976 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,858,490 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,770,514 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $523,726 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $16,313 |
2019 : ASSURED RETIREMENT PLAN 2019 401k financial data |
---|
Transfers to/from the plan | 2019-12-31 | $48,938 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,246,901 |
Expenses. Total of all expenses incurred | 2019-12-31 | $70,620 |
Benefits paid (including direct rollovers) | 2019-12-31 | $68,503 |
Total plan assets at end of year | 2019-12-31 | $1,770,514 |
Total plan assets at beginning of year | 2019-12-31 | $545,295 |
Value of fidelity bond covering the plan | 2019-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $205,145 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $103,801 |
Other income received | 2019-12-31 | $241,633 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $1,176,281 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,770,514 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $545,295 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $696,322 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,117 |
2018 : ASSURED RETIREMENT PLAN 2018 401k financial data |
---|
Transfers to/from the plan | 2018-12-31 | $31,662 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $140,304 |
Expenses. Total of all expenses incurred | 2018-12-31 | $46,396 |
Benefits paid (including direct rollovers) | 2018-12-31 | $38,459 |
Total plan assets at end of year | 2018-12-31 | $545,295 |
Total plan assets at beginning of year | 2018-12-31 | $419,725 |
Value of fidelity bond covering the plan | 2018-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $98,340 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-37,019 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $93,908 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $545,295 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $419,725 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $78,983 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $7,937 |
2017 : ASSURED RETIREMENT PLAN 2017 401k financial data |
---|
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $229,451 |
Expenses. Total of all expenses incurred | 2017-12-31 | $9,905 |
Benefits paid (including direct rollovers) | 2017-12-31 | $6,342 |
Total plan assets at end of year | 2017-12-31 | $419,725 |
Total plan assets at beginning of year | 2017-12-31 | $200,179 |
Value of fidelity bond covering the plan | 2017-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $104,001 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $45,028 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $219,546 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $419,725 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $200,179 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $80,422 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,563 |
2016 : ASSURED RETIREMENT PLAN 2016 401k financial data |
---|
Transfers to/from the plan | 2016-12-31 | $31,893 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $168,286 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $200,179 |
Total plan assets at beginning of year | 2016-12-31 | $0 |
Value of fidelity bond covering the plan | 2016-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $54,568 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $967 |
Other income received | 2016-12-31 | $472 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $168,286 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $200,179 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $112,279 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
2022: ASSURED RETIREMENT PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ASSURED RETIREMENT PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ASSURED RETIREMENT PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ASSURED RETIREMENT PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ASSURED RETIREMENT PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ASSURED RETIREMENT PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ASSURED RETIREMENT PLAN 2016 form 5500 responses |
---|
2016-08-15 | Type of plan entity | Single employer plan |
2016-08-15 | First time form 5500 has been submitted | Yes |
2016-08-15 | Submission has been amended | No |
2016-08-15 | This submission is the final filing | No |
2016-08-15 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2016-08-15 | Plan is a collectively bargained plan | No |
2016-08-15 | Plan funding arrangement – Trust | Yes |
2016-08-15 | Plan benefit arrangement - Trust | Yes |