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AMKO SERVICE COMPANY PENSION PLAN 401k Plan overview

Plan NameAMKO SERVICE COMPANY PENSION PLAN
Plan identification number 001

AMKO SERVICE COMPANY PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMKO SERVICE COMPANY PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:AMKO SERVICE COMPANY PENSION PLAN
Employer identification number (EIN):340970772
NAIC Classification:811120
NAIC Description: Automotive Body, Paint, Interior, and Glass Repair

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMKO SERVICE COMPANY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01KRISTEN PUTNAM2014-09-23
0012013-02-01KRISTEN PUTNAM
0012012-02-01KRISTEN PUTNAM
0012011-02-01BRENDA POPE
0012009-02-01BRENDA POPE
0012009-02-01BRENDA POPE

Plan Statistics for AMKO SERVICE COMPANY PENSION PLAN

401k plan membership statisitcs for AMKO SERVICE COMPANY PENSION PLAN

Measure Date Value
2013: AMKO SERVICE COMPANY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-01122
Total number of active participants reported on line 7a of the Form 55002013-02-010
Number of retired or separated participants receiving benefits2013-02-010
Number of other retired or separated participants entitled to future benefits2013-02-0121
Total of all active and inactive participants2013-02-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-010
Total participants2013-02-0121
Number of participants with account balances2013-02-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-011
2012: AMKO SERVICE COMPANY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-01118
Total number of active participants reported on line 7a of the Form 55002012-02-01100
Number of other retired or separated participants entitled to future benefits2012-02-0122
Total of all active and inactive participants2012-02-01122
Total participants2012-02-01122
Number of participants with account balances2012-02-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-012
2011: AMKO SERVICE COMPANY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-01119
Total number of active participants reported on line 7a of the Form 55002011-02-0194
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-0124
Total of all active and inactive participants2011-02-01118
Total participants2011-02-01118
Number of participants with account balances2011-02-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-011
2009: AMKO SERVICE COMPANY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01156
Total number of active participants reported on line 7a of the Form 55002009-02-01113
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-0116
Total of all active and inactive participants2009-02-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-01129
Number of participants with account balances2009-02-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-0127

Financial Data on AMKO SERVICE COMPANY PENSION PLAN

Measure Date Value
2014 : AMKO SERVICE COMPANY PENSION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-01-31$130,540
Total of all expenses incurred2014-01-31$2,168,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$2,150,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$25,341
Value of total assets at end of year2014-01-31$246,960
Value of total assets at beginning of year2014-01-31$2,285,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$18,701
Total dividends received (eg from common stock, registered investment company shares)2014-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-01-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-01-31$0
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$500,000
If this is an individual account plan, was there a blackout period2014-01-31No
Funding deficiency by the employer to the plan for this plan year2014-01-31$0
Minimum employer required contribution for this plan year2014-01-31$25,089
Amount contributed by the employer to the plan for this plan year2014-01-31$25,089
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Contributions received from participants2014-01-31$252
Administrative expenses (other) incurred2014-01-31$18,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$-2,038,238
Value of net assets at end of year (total assets less liabilities)2014-01-31$246,960
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$2,285,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-31$15,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-31$78,868
Value of interest in pooled separate accounts at end of year2014-01-31$172,553
Value of interest in pooled separate accounts at beginning of year2014-01-31$1,182,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-01-31$59,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-01-31$1,023,630
Net investment gain/loss from pooled separate accounts2014-01-31$105,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31No
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Contributions received in cash from employer2014-01-31$25,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$2,150,077
Did the plan have assets held for investment2014-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31Yes
Opinion of an independent qualified public accountant for this plan2014-01-31Disclaimer
Accountancy firm name2014-01-31BONADIO & CO. LLP
Accountancy firm EIN2014-01-31161131146
2013 : AMKO SERVICE COMPANY PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-01-31$272,486
Total of all expenses incurred2013-01-31$72,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$72,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$123,635
Value of total assets at end of year2013-01-31$2,285,198
Value of total assets at beginning of year2013-01-31$2,085,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$5,000,000
If this is an individual account plan, was there a blackout period2013-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-01-31$0
Funding deficiency by the employer to the plan for this plan year2013-01-31$0
Minimum employer required contribution for this plan year2013-01-31$122,179
Amount contributed by the employer to the plan for this plan year2013-01-31$122,179
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Contributions received from participants2013-01-31$1,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$199,828
Value of net assets at end of year (total assets less liabilities)2013-01-31$2,285,198
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$2,085,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-01-31$78,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-31$39,254
Value of interest in pooled separate accounts at end of year2013-01-31$1,182,700
Value of interest in pooled separate accounts at beginning of year2013-01-31$974,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-01-31$1,023,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-01-31$1,071,214
Net investment gain/loss from pooled separate accounts2013-01-31$148,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31No
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Contributions received in cash from employer2013-01-31$122,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$72,658
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31Yes
Opinion of an independent qualified public accountant for this plan2013-01-31Disclaimer
Accountancy firm name2013-01-31BONADIO & CO.
Accountancy firm EIN2013-01-31161131146
2012 : AMKO SERVICE COMPANY PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-01-31$155,208
Total of all expenses incurred2012-01-31$140,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$140,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$101,180
Value of total assets at end of year2012-01-31$2,085,370
Value of total assets at beginning of year2012-01-31$2,070,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$5,000,000
If this is an individual account plan, was there a blackout period2012-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-01-31$0
Funding deficiency by the employer to the plan for this plan year2012-01-31$0
Minimum employer required contribution for this plan year2012-01-31$99,772
Amount contributed by the employer to the plan for this plan year2012-01-31$99,772
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Contributions received from participants2012-01-31$1,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$14,975
Value of net assets at end of year (total assets less liabilities)2012-01-31$2,085,370
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$2,070,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-31$39,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-31$36,969
Value of interest in pooled separate accounts at end of year2012-01-31$974,902
Value of interest in pooled separate accounts at beginning of year2012-01-31$981,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-01-31$1,071,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-01-31$1,052,258
Net investment gain/loss from pooled separate accounts2012-01-31$54,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31No
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Contributions received in cash from employer2012-01-31$99,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$140,233
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31Yes
Opinion of an independent qualified public accountant for this plan2012-01-31Disclaimer
Accountancy firm name2012-01-31BONADIO & CO., LLP
Accountancy firm EIN2012-01-31161131146
2011 : AMKO SERVICE COMPANY PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-01-31$333,292
Total of all expenses incurred2011-01-31$369,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$369,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$137,561
Value of total assets at end of year2011-01-31$2,070,395
Value of total assets at beginning of year2011-01-31$2,106,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$5,000,000
If this is an individual account plan, was there a blackout period2011-01-31No
Funding deficiency by the employer to the plan for this plan year2011-01-31$0
Minimum employer required contribution for this plan year2011-01-31$136,606
Amount contributed by the employer to the plan for this plan year2011-01-31$136,606
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Contributions received from participants2011-01-31$608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$-35,765
Value of net assets at end of year (total assets less liabilities)2011-01-31$2,070,395
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$2,106,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$36,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$28,339
Value of interest in pooled separate accounts at end of year2011-01-31$981,168
Value of interest in pooled separate accounts at beginning of year2011-01-31$986,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-01-31$1,052,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-01-31$1,091,647
Net investment gain/loss from pooled separate accounts2011-01-31$195,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Contributions received in cash from employer2011-01-31$136,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$369,057
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31Yes
Opinion of an independent qualified public accountant for this plan2011-01-31Disclaimer
Accountancy firm name2011-01-31BONADIO & CO., LLP
Accountancy firm EIN2011-01-31161131146
2010 : AMKO SERVICE COMPANY PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-01-31$0
Funding deficiency by the employer to the plan for this plan year2010-01-31$0
Minimum employer required contribution for this plan year2010-01-31$132,757
Amount contributed by the employer to the plan for this plan year2010-01-31$132,757

Form 5500 Responses for AMKO SERVICE COMPANY PENSION PLAN

2013: AMKO SERVICE COMPANY PENSION PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan benefit arrangement – InsuranceYes
2012: AMKO SERVICE COMPANY PENSION PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan benefit arrangement – InsuranceYes
2011: AMKO SERVICE COMPANY PENSION PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan benefit arrangement – InsuranceYes
2009: AMKO SERVICE COMPANY PENSION PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedYes
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007060
Policy instance 1
Insurance contract or identification number007060
Number of Individuals Covered122
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of fees paid to insurance companyUSD $3,078
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees3078
Additional information about fees paid to insurance brokerSERVICE TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE SERVICES, INC.
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number700051
Policy instance 1
Insurance contract or identification number700051
Number of Individuals Covered119
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of fees paid to insurance companyUSD $6,321
Amount paid for insurance broker fees6321
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE SERVICES, INC.
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007060
Policy instance 1
Insurance contract or identification number007060
Number of Individuals Covered119
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007060
Policy instance 1
Insurance contract or identification number007060
Number of Individuals Covered119
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of fees paid to insurance companyUSD $6,150
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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