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AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameAMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST
Plan identification number 001

AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMARR COMPANY has sponsored the creation of one or more 401k plans.

Company Name:AMARR COMPANY
Employer identification number (EIN):560562919
NAIC Classification:423300

Additional information about AMARR COMPANY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1979-08-16
Company Identification Number: 0004595906
Legal Registered Office Address: 165 CARRIAGE CT

WINSTON SALEM
United States of America (USA)
27105

More information about AMARR COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TERRI S. WORKMAN TERRI S. WORKMAN2018-10-15
0012016-01-01TERRI S. WORKMAN
0012015-07-01TERRI S. WORKMAN
0012014-07-01TERRI S WORKMAN BRIAN C LUNSFORD2016-04-14
0012013-07-01TERESA T. THOMPSON BRIAN C. LUNSFORD2015-03-10
0012012-07-01TERESA THOMPSON
0012011-07-01TERRI S. WORKMAN RICHARD SEARS2013-02-18
0012009-07-01TERRI WORKMAN TERRI WORKMAN2010-12-27
0012009-07-01TERRI WORKMAN TERRI WORKMAN2010-12-27

Plan Statistics for AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST

Measure Date Value
2020: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-011,696
Total number of active participants reported on line 7a of the Form 55002020-01-011,281
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01361
Total of all active and inactive participants2020-01-011,642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-011,646
Number of participants with account balances2020-01-011,538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01307
2019: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011,761
Total number of active participants reported on line 7a of the Form 55002019-01-011,380
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01313
Total of all active and inactive participants2019-01-011,693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-011,697
Number of participants with account balances2019-01-011,599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01367
2018: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011,609
Total number of active participants reported on line 7a of the Form 55002018-01-011,463
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01295
Total of all active and inactive participants2018-01-011,758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,761
Number of participants with account balances2018-01-011,627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01369
2017: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011,410
Total number of active participants reported on line 7a of the Form 55002017-01-011,377
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01229
Total of all active and inactive participants2017-01-011,606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,609
Number of participants with account balances2017-01-011,479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01281
2016: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011,355
Total number of active participants reported on line 7a of the Form 55002016-01-011,235
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01171
Total of all active and inactive participants2016-01-011,406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-011,410
Number of participants with account balances2016-01-011,242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01166
2015: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-011,324
Total number of active participants reported on line 7a of the Form 55002015-07-011,139
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01171
Total of all active and inactive participants2015-07-011,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-011,311
Number of participants with account balances2015-07-011,148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0180
2014: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-011,180
Total number of active participants reported on line 7a of the Form 55002014-07-011,134
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01169
Total of all active and inactive participants2014-07-011,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-011,304
Number of participants with account balances2014-07-011,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-01184
2013: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-011,046
Total number of active participants reported on line 7a of the Form 55002013-07-011,019
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01110
Total of all active and inactive participants2013-07-011,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-011,130
Number of participants with account balances2013-07-01983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-01118
2012: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-01987
Total number of active participants reported on line 7a of the Form 55002012-07-01893
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01114
Total of all active and inactive participants2012-07-011,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-012
Total participants2012-07-011,009
Number of participants with account balances2012-07-01886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0186
2011: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-011,073
Total number of active participants reported on line 7a of the Form 55002011-07-01867
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0194
Total of all active and inactive participants2011-07-01961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01962
Number of participants with account balances2011-07-01853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0171
2009: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-011,053
Total number of active participants reported on line 7a of the Form 55002009-07-01899
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-0193
Total of all active and inactive participants2009-07-01993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0111
Total participants2009-07-011,004
Number of participants with account balances2009-07-01896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0172

Financial Data on AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST

Measure Date Value
2021 : AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,352,488
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,635,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,582,868
Expenses. Certain deemed distributions of participant loans2021-12-31$23,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,169,496
Value of total assets at end of year2021-12-31$66,830,605
Value of total assets at beginning of year2021-12-31$59,113,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$29,295
Total interest from all sources2021-12-31$134,631
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,617,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,617,272
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$4,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,160,579
Participant contributions at end of year2021-12-31$2,344,356
Participant contributions at beginning of year2021-12-31$2,425,714
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$84,375
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$70,174
Administrative expenses (other) incurred2021-12-31$29,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,716,909
Value of net assets at end of year (total assets less liabilities)2021-12-31$66,830,605
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$59,113,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$62,406,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$54,009,650
Interest on participant loans2021-12-31$134,631
Value of interest in common/collective trusts at end of year2021-12-31$2,079,631
Value of interest in common/collective trusts at beginning of year2021-12-31$2,570,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,393,148
Net investment gain or loss from common/collective trusts2021-12-31$37,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$938,743
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$23,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,582,868
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Accountancy firm name2021-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2021-12-31560747981
2020 : AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$11,645,963
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,205,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,173,339
Expenses. Certain deemed distributions of participant loans2020-12-31$3,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,686,116
Value of total assets at end of year2020-12-31$59,113,696
Value of total assets at beginning of year2020-12-31$53,673,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,700
Total interest from all sources2020-12-31$135,114
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,616,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,616,682
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$4,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,142,140
Participant contributions at end of year2020-12-31$2,425,714
Participant contributions at beginning of year2020-12-31$2,531,987
Participant contributions at end of year2020-12-31$84,375
Participant contributions at beginning of year2020-12-31$351
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$53,623
Administrative expenses (other) incurred2020-12-31$28,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,440,449
Value of net assets at end of year (total assets less liabilities)2020-12-31$59,113,696
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$53,673,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$54,009,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$49,489,312
Interest on participant loans2020-12-31$135,114
Value of interest in common/collective trusts at end of year2020-12-31$2,570,749
Value of interest in common/collective trusts at beginning of year2020-12-31$1,651,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,168,995
Net investment gain or loss from common/collective trusts2020-12-31$39,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$490,353
Employer contributions (assets) at end of year2020-12-31$23,208
Employer contributions (assets) at beginning of year2020-12-31$96
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,173,339
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2020-12-31560747981
2019 : AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$13,652,258
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,574,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,539,451
Expenses. Certain deemed distributions of participant loans2019-12-31$3,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,138,724
Value of total assets at end of year2019-12-31$53,673,247
Value of total assets at beginning of year2019-12-31$43,595,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,640
Total interest from all sources2019-12-31$135,443
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,498,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,498,927
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,147,389
Participant contributions at end of year2019-12-31$2,531,987
Participant contributions at beginning of year2019-12-31$2,211,259
Participant contributions at end of year2019-12-31$351
Participant contributions at beginning of year2019-12-31$25,428
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$132,517
Administrative expenses (other) incurred2019-12-31$31,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,077,934
Value of net assets at end of year (total assets less liabilities)2019-12-31$53,673,247
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,595,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$49,489,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$40,014,725
Interest on participant loans2019-12-31$135,443
Value of interest in common/collective trusts at end of year2019-12-31$1,651,501
Value of interest in common/collective trusts at beginning of year2019-12-31$1,333,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,851,439
Net investment gain or loss from common/collective trusts2019-12-31$27,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$858,818
Employer contributions (assets) at end of year2019-12-31$96
Employer contributions (assets) at beginning of year2019-12-31$9,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,539,451
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2019-12-31560747981
2018 : AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,437,139
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,482,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,314,780
Expenses. Certain deemed distributions of participant loans2018-12-31$104,764
Value of total corrective distributions2018-12-31$44,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,107,047
Value of total assets at end of year2018-12-31$43,595,313
Value of total assets at beginning of year2018-12-31$46,641,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,870
Total interest from all sources2018-12-31$104,840
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,098,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,098,875
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,961,326
Participant contributions at end of year2018-12-31$2,211,259
Participant contributions at beginning of year2018-12-31$1,917,391
Participant contributions at end of year2018-12-31$25,428
Participant contributions at beginning of year2018-12-31$21,625
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$449,604
Administrative expenses (other) incurred2018-12-31$18,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,045,716
Value of net assets at end of year (total assets less liabilities)2018-12-31$43,595,313
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$46,641,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$40,014,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$43,093,452
Interest on participant loans2018-12-31$104,840
Value of interest in common/collective trusts at end of year2018-12-31$1,333,959
Value of interest in common/collective trusts at beginning of year2018-12-31$1,600,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,898,924
Net investment gain or loss from common/collective trusts2018-12-31$25,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$696,117
Employer contributions (assets) at end of year2018-12-31$9,942
Employer contributions (assets) at beginning of year2018-12-31$8,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,314,780
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2018-12-31560747981
2017 : AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$10,723,995
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,377,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,348,847
Expenses. Certain deemed distributions of participant loans2017-12-31$2,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,719,448
Value of total assets at end of year2017-12-31$46,641,029
Value of total assets at beginning of year2017-12-31$39,294,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,130
Total interest from all sources2017-12-31$87,205
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,685,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,685,061
Administrative expenses professional fees incurred2017-12-31$11,300
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,753,400
Participant contributions at end of year2017-12-31$1,917,391
Participant contributions at beginning of year2017-12-31$1,892,750
Participant contributions at end of year2017-12-31$21,625
Participant contributions at beginning of year2017-12-31$15,984
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$176,493
Administrative expenses (other) incurred2017-12-31$14,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,346,719
Value of net assets at end of year (total assets less liabilities)2017-12-31$46,641,029
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,294,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$43,093,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$35,324,868
Interest on participant loans2017-12-31$87,205
Value of interest in common/collective trusts at end of year2017-12-31$1,600,138
Value of interest in common/collective trusts at beginning of year2017-12-31$2,054,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,204,855
Net investment gain or loss from common/collective trusts2017-12-31$27,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$789,555
Employer contributions (assets) at end of year2017-12-31$8,423
Employer contributions (assets) at beginning of year2017-12-31$6,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,348,847
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2017-12-31560747981
2016 : AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,786,985
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,275,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,262,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,082,286
Value of total assets at end of year2016-12-31$39,294,310
Value of total assets at beginning of year2016-12-31$35,783,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,810
Total interest from all sources2016-12-31$99,129
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,385,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,385,666
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,305,948
Participant contributions at end of year2016-12-31$1,892,750
Participant contributions at beginning of year2016-12-31$1,943,248
Participant contributions at end of year2016-12-31$15,984
Participant contributions at beginning of year2016-12-31$12,839
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$54,447
Administrative expenses (other) incurred2016-12-31$12,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,511,241
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,294,310
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,783,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$35,324,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$32,185,412
Interest on participant loans2016-12-31$99,129
Value of interest in common/collective trusts at end of year2016-12-31$2,054,578
Value of interest in common/collective trusts at beginning of year2016-12-31$1,637,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,187,354
Net investment gain or loss from common/collective trusts2016-12-31$32,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$721,891
Employer contributions (assets) at end of year2016-12-31$6,130
Employer contributions (assets) at beginning of year2016-12-31$3,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,262,934
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2016-12-31560747981
2015 : AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$79,426
Total income from all sources (including contributions)2015-12-31$351,954
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$989,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$985,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,387,036
Value of total assets at end of year2015-12-31$35,783,069
Value of total assets at beginning of year2015-12-31$36,500,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,550
Total interest from all sources2015-12-31$38,992
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,597,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,597,582
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$937,154
Participant contributions at end of year2015-12-31$1,943,248
Participant contributions at beginning of year2015-12-31$1,869,907
Participant contributions at end of year2015-12-31$12,839
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$33,792
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$79,426
Administrative expenses (other) incurred2015-12-31$4,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-637,650
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,783,069
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,420,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$32,185,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$32,857,200
Interest on participant loans2015-12-31$38,992
Value of interest in common/collective trusts at end of year2015-12-31$1,637,736
Value of interest in common/collective trusts at beginning of year2015-12-31$1,773,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,671,377
Net investment gain or loss from common/collective trusts2015-12-31$-279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$416,090
Employer contributions (assets) at end of year2015-12-31$3,834
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$985,054
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2015-12-31560747981
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$79,426
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$23,627
Total income from all sources (including contributions)2015-06-30$3,862,621
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$846,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$837,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,935,065
Value of total assets at end of year2015-06-30$36,500,145
Value of total assets at beginning of year2015-06-30$33,428,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$9,300
Total interest from all sources2015-06-30$76,986
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$1,176,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$1,176,488
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$5,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$2,063,145
Participant contributions at end of year2015-06-30$1,869,907
Participant contributions at beginning of year2015-06-30$1,840,635
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$171,735
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$79,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$23,627
Administrative expenses (other) incurred2015-06-30$9,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$3,015,787
Value of net assets at end of year (total assets less liabilities)2015-06-30$36,420,719
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$33,404,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$32,857,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$29,820,598
Interest on participant loans2015-06-30$76,986
Value of interest in common/collective trusts at end of year2015-06-30$1,773,038
Value of interest in common/collective trusts at beginning of year2015-06-30$1,767,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-118,347
Net investment gain or loss from common/collective trusts2015-06-30$-207,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$700,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$837,534
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2015-06-30560747981
2014 : AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$23,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$7,896,628
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,361,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,351,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,543,782
Value of total assets at end of year2014-06-30$33,428,559
Value of total assets at beginning of year2014-06-30$26,869,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$9,600
Total interest from all sources2014-06-30$71,126
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$796,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$796,509
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$5,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,880,439
Participant contributions at end of year2014-06-30$1,840,635
Participant contributions at beginning of year2014-06-30$1,670,868
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$51,561
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$23,627
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Administrative expenses (other) incurred2014-06-30$9,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$6,535,198
Value of net assets at end of year (total assets less liabilities)2014-06-30$33,404,932
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$26,869,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$29,820,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$23,493,731
Interest on participant loans2014-06-30$71,126
Value of interest in common/collective trusts at end of year2014-06-30$1,767,326
Value of interest in common/collective trusts at beginning of year2014-06-30$1,705,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$4,273,234
Net investment gain or loss from common/collective trusts2014-06-30$211,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$611,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,351,830
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2014-06-30560747981
2013 : AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$5,079,540
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,327,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,313,709
Value of total corrective distributions2013-06-30$5,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,854,422
Value of total assets at end of year2013-06-30$26,869,734
Value of total assets at beginning of year2013-06-30$23,117,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$8,450
Total interest from all sources2013-06-30$66,239
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$488,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$488,996
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$5,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,553,345
Participant contributions at end of year2013-06-30$1,670,868
Participant contributions at beginning of year2013-06-30$1,645,500
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$17,191
Administrative expenses (other) incurred2013-06-30$8,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$3,751,907
Value of net assets at end of year (total assets less liabilities)2013-06-30$26,869,734
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$23,117,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$23,493,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$19,893,725
Interest on participant loans2013-06-30$66,239
Value of interest in common/collective trusts at end of year2013-06-30$1,705,135
Value of interest in common/collective trusts at beginning of year2013-06-30$1,578,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$2,564,931
Net investment gain or loss from common/collective trusts2013-06-30$104,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$283,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,313,709
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2013-06-30560747981
2012 : AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$4,502
Total income from all sources (including contributions)2012-06-30$1,823,125
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$1,167,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,151,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,726,803
Value of total assets at end of year2012-06-30$23,117,827
Value of total assets at beginning of year2012-06-30$22,467,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$16,850
Total interest from all sources2012-06-30$70,275
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$324,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$324,794
Administrative expenses professional fees incurred2012-06-30$6,650
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$5,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$1,522,235
Participant contributions at end of year2012-06-30$1,645,500
Participant contributions at beginning of year2012-06-30$1,529,192
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$8,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$4,502
Administrative expenses (other) incurred2012-06-30$10,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$655,182
Value of net assets at end of year (total assets less liabilities)2012-06-30$23,117,827
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$22,462,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$19,893,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$19,951,628
Interest on participant loans2012-06-30$70,275
Value of interest in common/collective trusts at end of year2012-06-30$1,578,602
Value of interest in common/collective trusts at beginning of year2012-06-30$986,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-334,533
Net investment gain or loss from common/collective trusts2012-06-30$35,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$195,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,151,093
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2012-06-30560747981
2011 : AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$4,502
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$6,312,867
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,609,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,579,166
Value of total corrective distributions2011-06-30$6,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,728,744
Value of total assets at end of year2011-06-30$22,467,147
Value of total assets at beginning of year2011-06-30$17,758,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$23,230
Total interest from all sources2011-06-30$83,359
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$325,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$325,794
Administrative expenses professional fees incurred2011-06-30$11,000
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$5,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$1,444,584
Participant contributions at end of year2011-06-30$1,529,192
Participant contributions at beginning of year2011-06-30$1,103,643
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$181,878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$4,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Administrative expenses (other) incurred2011-06-30$12,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$4,703,804
Value of net assets at end of year (total assets less liabilities)2011-06-30$22,462,645
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$17,758,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$19,951,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$0
Interest on participant loans2011-06-30$83,359
Value of interest in common/collective trusts at end of year2011-06-30$986,327
Value of interest in common/collective trusts at beginning of year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$16,655,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$16,655,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$4,145,087
Net investment gain or loss from common/collective trusts2011-06-30$29,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$102,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,579,166
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2011-06-30560747981
2010 : AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST

2020: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: AMARR COMPANY SAVINGS INCENTIVE AND RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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