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ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan NameARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN
Plan identification number 001

ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

ARIZONA MACHINERY GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:ARIZONA MACHINERY GROUP, INC.
Employer identification number (EIN):860422015
NAIC Classification:453990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DIANNA K MORROW2024-09-27 TOM ROSZTOCZY2024-09-27
0012022-01-01DIANNA K MORROW2023-08-28 TOM ROSZTOCZY2023-08-28
0012021-01-01DIANNA K MORROW2022-10-12 TOM ROSZTOCZY2022-10-12
0012020-01-01DIANNA K MORROW2021-08-31 TOM ROSZTOCZY2021-08-31
0012019-01-01DIANNA K MORROW2020-10-12 DIANNA K MORROW2020-10-12
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MARY MARANAN
0012011-01-01MARY MARANAN
0012010-01-01MARY MARANAN
0012009-01-01MARY MARANAN

Plan Statistics for ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2023: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,020
Total number of active participants reported on line 7a of the Form 55002023-01-01748
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01314
Total of all active and inactive participants2023-01-011,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,062
Number of participants with account balances2023-01-01948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01867
Total number of active participants reported on line 7a of the Form 55002022-01-01708
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01304
Total of all active and inactive participants2022-01-011,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,012
Number of participants with account balances2022-01-01885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01857
Total number of active participants reported on line 7a of the Form 55002021-01-01571
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01275
Total of all active and inactive participants2021-01-01846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01846
Number of participants with account balances2021-01-01744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01814
Total number of active participants reported on line 7a of the Form 55002020-01-01579
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01269
Total of all active and inactive participants2020-01-01848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01848
Number of participants with account balances2020-01-01721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01800
Total number of active participants reported on line 7a of the Form 55002019-01-01555
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01253
Total of all active and inactive participants2019-01-01808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01808
Number of participants with account balances2019-01-01731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01774
Total number of active participants reported on line 7a of the Form 55002017-01-01533
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01217
Total of all active and inactive participants2017-01-01750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01750
Number of participants with account balances2017-01-01657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01586
Total number of active participants reported on line 7a of the Form 55002016-01-01582
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01191
Total of all active and inactive participants2016-01-01773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01773
Number of participants with account balances2016-01-01609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01564
Total number of active participants reported on line 7a of the Form 55002015-01-01446
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01140
Total of all active and inactive participants2015-01-01586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01586
Number of participants with account balances2015-01-01503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01523
Total number of active participants reported on line 7a of the Form 55002014-01-01426
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01138
Total of all active and inactive participants2014-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01564
Number of participants with account balances2014-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01490
Total number of active participants reported on line 7a of the Form 55002013-01-01400
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01122
Total of all active and inactive participants2013-01-01522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01522
Number of participants with account balances2013-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01475
Total number of active participants reported on line 7a of the Form 55002012-01-01311
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01153
Total of all active and inactive participants2012-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01464
Number of participants with account balances2012-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01365
Total number of active participants reported on line 7a of the Form 55002011-01-01326
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01136
Total of all active and inactive participants2011-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01462
Number of participants with account balances2011-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01384
Total number of active participants reported on line 7a of the Form 55002010-01-01241
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01119
Total of all active and inactive participants2010-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01360
Number of participants with account balances2010-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01380
Total number of active participants reported on line 7a of the Form 55002009-01-01250
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01123
Total of all active and inactive participants2009-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01373
Number of participants with account balances2009-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2023 : ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$2,113
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$90
Total income from all sources (including contributions)2023-12-31$13,480,312
Total of all expenses incurred2023-12-31$3,608,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,529,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$6,436,977
Value of total assets at end of year2023-12-31$57,271,402
Value of total assets at beginning of year2023-12-31$47,397,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$78,977
Total interest from all sources2023-12-31$167,214
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$4,140,688
Participant contributions at end of year2023-12-31$1,467,433
Participant contributions at beginning of year2023-12-31$1,172,221
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$67,399
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$2,844
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$1,472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$2,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$90
Total non interest bearing cash at end of year2023-12-31$240,104
Total non interest bearing cash at beginning of year2023-12-31$365,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$9,871,564
Value of net assets at end of year (total assets less liabilities)2023-12-31$57,269,289
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$47,397,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$50,673,728
Value of interest in pooled separate accounts at beginning of year2023-12-31$40,526,653
Interest on participant loans2023-12-31$106,189
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$61,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$4,858,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$5,289,474
Net investment gain/loss from pooled separate accounts2023-12-31$6,876,121
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,228,890
Employer contributions (assets) at end of year2023-12-31$28,996
Employer contributions (assets) at beginning of year2023-12-31$42,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,529,771
Contract administrator fees2023-12-31$78,977
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FRAZER, LLP
Accountancy firm EIN2023-12-31954108809
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$2,113
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$90
Total income from all sources (including contributions)2023-01-01$13,480,312
Total of all expenses incurred2023-01-01$3,608,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$3,529,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$6,436,977
Value of total assets at end of year2023-01-01$57,271,402
Value of total assets at beginning of year2023-01-01$47,397,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$78,977
Total interest from all sources2023-01-01$167,214
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$4,140,688
Participant contributions at end of year2023-01-01$1,467,433
Participant contributions at beginning of year2023-01-01$1,172,221
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$67,399
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$2,844
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$1,472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$2,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$90
Total non interest bearing cash at end of year2023-01-01$240,104
Total non interest bearing cash at beginning of year2023-01-01$365,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$9,871,564
Value of net assets at end of year (total assets less liabilities)2023-01-01$57,269,289
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$47,397,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in pooled separate accounts at end of year2023-01-01$50,673,728
Value of interest in pooled separate accounts at beginning of year2023-01-01$40,526,653
Interest on participant loans2023-01-01$106,189
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$61,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$4,858,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$5,289,474
Net investment gain/loss from pooled separate accounts2023-01-01$6,876,121
Net gain/loss from 103.12 investment entities2023-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$2,228,890
Employer contributions (assets) at end of year2023-01-01$28,996
Employer contributions (assets) at beginning of year2023-01-01$42,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$3,529,771
Contract administrator fees2023-01-01$78,977
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01FRAZER, LLP
Accountancy firm EIN2023-01-01954108809
2022 : ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$90
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$907
Total income from all sources (including contributions)2022-12-31$-1,373,123
Total of all expenses incurred2022-12-31$3,698,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,623,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,316,387
Value of total assets at end of year2022-12-31$47,397,815
Value of total assets at beginning of year2022-12-31$52,470,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$74,873
Total interest from all sources2022-12-31$110,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,172,122
Participant contributions at end of year2022-12-31$1,172,221
Participant contributions at beginning of year2022-12-31$1,272,366
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$406,834
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,472
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$638
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$90
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$907
Total non interest bearing cash at end of year2022-12-31$365,326
Total non interest bearing cash at beginning of year2022-12-31$155,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,071,509
Value of net assets at end of year (total assets less liabilities)2022-12-31$47,397,725
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$52,469,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$40,526,653
Value of interest in pooled separate accounts at beginning of year2022-12-31$45,777,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$110,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,289,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,252,696
Net investment gain/loss from pooled separate accounts2022-12-31$-6,800,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,737,431
Employer contributions (assets) at end of year2022-12-31$42,669
Employer contributions (assets) at beginning of year2022-12-31$11,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,623,513
Contract administrator fees2022-12-31$74,873
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FRAZER, LLP
Accountancy firm EIN2022-12-31954108809
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$90
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$907
Total income from all sources (including contributions)2022-01-01$-1,373,123
Total of all expenses incurred2022-01-01$3,698,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$3,623,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$5,316,387
Value of total assets at end of year2022-01-01$47,397,815
Value of total assets at beginning of year2022-01-01$52,470,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$74,873
Total interest from all sources2022-01-01$110,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$3,172,122
Participant contributions at end of year2022-01-01$1,172,221
Participant contributions at beginning of year2022-01-01$1,272,366
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$406,834
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$1,472
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$638
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$90
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$907
Total non interest bearing cash at end of year2022-01-01$365,326
Total non interest bearing cash at beginning of year2022-01-01$155,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-5,071,509
Value of net assets at end of year (total assets less liabilities)2022-01-01$47,397,725
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$52,469,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$40,526,653
Value of interest in pooled separate accounts at beginning of year2022-01-01$45,777,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$110,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$5,289,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$5,252,696
Net investment gain/loss from pooled separate accounts2022-01-01$-6,800,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$1,737,431
Employer contributions (assets) at end of year2022-01-01$42,669
Employer contributions (assets) at beginning of year2022-01-01$11,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$3,623,513
Contract administrator fees2022-01-01$74,873
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01FRAZER, LLP
Accountancy firm EIN2022-01-01954108809
2021 : ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$907
Total income from all sources (including contributions)2021-12-31$11,093,690
Total of all expenses incurred2021-12-31$5,622,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,551,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,568,155
Value of total assets at end of year2021-12-31$52,470,141
Value of total assets at beginning of year2021-12-31$46,997,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$71,141
Total interest from all sources2021-12-31$95,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$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$2,366,253
Participant contributions at end of year2021-12-31$1,272,366
Participant contributions at beginning of year2021-12-31$1,356,667
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$65,203
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$638
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$907
Total non interest bearing cash at end of year2021-12-31$155,478
Total non interest bearing cash at beginning of year2021-12-31$107,486
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$5,471,359
Value of net assets at end of year (total assets less liabilities)2021-12-31$52,469,234
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$46,997,875
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 pooled separate accounts at end of year2021-12-31$45,777,555
Value of interest in pooled separate accounts at beginning of year2021-12-31$40,569,413
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$95,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,252,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,949,415
Net investment gain/loss from pooled separate accounts2021-12-31$7,429,773
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$1,136,699
Employer contributions (assets) at end of year2021-12-31$11,408
Employer contributions (assets) at beginning of year2021-12-31$13,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,551,190
Contract administrator fees2021-12-31$71,141
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FRAZER, LLP
Accountancy firm EIN2021-12-31954108809
2020 : ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,572
Total income from all sources (including contributions)2020-12-31$8,692,508
Total of all expenses incurred2020-12-31$1,972,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,903,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,226,102
Value of total assets at end of year2020-12-31$46,997,875
Value of total assets at beginning of year2020-12-31$40,280,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$69,100
Total interest from all sources2020-12-31$109,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$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$2,114,720
Participant contributions at end of year2020-12-31$1,356,667
Participant contributions at beginning of year2020-12-31$1,530,669
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$79,204
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,020
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,715
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,572
Total non interest bearing cash at end of year2020-12-31$107,486
Total non interest bearing cash at beginning of year2020-12-31$118,307
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$6,719,707
Value of net assets at end of year (total assets less liabilities)2020-12-31$46,997,875
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,278,168
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 pooled separate accounts at end of year2020-12-31$40,569,413
Value of interest in pooled separate accounts at beginning of year2020-12-31$34,639,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$109,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,949,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,973,702
Net investment gain/loss from pooled separate accounts2020-12-31$5,356,603
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$1,032,178
Employer contributions (assets) at end of year2020-12-31$13,874
Employer contributions (assets) at beginning of year2020-12-31$15,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,903,701
Contract administrator fees2020-12-31$69,100
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 name2020-12-31FRAZER, LLP
Accountancy firm EIN2020-12-31954108809
2019 : ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$85,549
Total income from all sources (including contributions)2019-12-31$10,318,673
Total of all expenses incurred2019-12-31$1,781,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,713,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,010,410
Value of total assets at end of year2019-12-31$40,280,740
Value of total assets at beginning of year2019-12-31$31,826,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$67,410
Total interest from all sources2019-12-31$133,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$1,943,319
Participant contributions at end of year2019-12-31$1,530,669
Participant contributions at beginning of year2019-12-31$1,458,488
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$64,924
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,715
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$85,549
Total non interest bearing cash at end of year2019-12-31$118,307
Total non interest bearing cash at beginning of year2019-12-31$112,766
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$8,537,385
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,278,168
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,740,783
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 pooled separate accounts at end of year2019-12-31$34,639,560
Value of interest in pooled separate accounts at beginning of year2019-12-31$27,770,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$133,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,973,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,479,966
Net investment gain/loss from pooled separate accounts2019-12-31$7,174,347
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$1,002,167
Employer contributions (assets) at end of year2019-12-31$15,787
Employer contributions (assets) at beginning of year2019-12-31$1,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,713,878
Contract administrator fees2019-12-31$67,410
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 name2019-12-31FRAZER, LLP
Accountancy firm EIN2019-12-31954108809
2018 : ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$85,549
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,623
Total income from all sources (including contributions)2018-12-31$1,439,869
Total of all expenses incurred2018-12-31$3,976,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,902,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,950,070
Value of total assets at end of year2018-12-31$31,826,332
Value of total assets at beginning of year2018-12-31$34,288,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$74,357
Total interest from all sources2018-12-31$198,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$1,797,512
Participant contributions at end of year2018-12-31$1,458,488
Participant contributions at beginning of year2018-12-31$1,690,532
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$230,189
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,872
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$41,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$85,549
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$11,623
Total non interest bearing cash at end of year2018-12-31$112,766
Total non interest bearing cash at beginning of year2018-12-31$18,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,536,525
Value of net assets at end of year (total assets less liabilities)2018-12-31$31,740,783
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,277,308
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
Investment advisory and management fees2018-12-31$74,357
Value of interest in pooled separate accounts at end of year2018-12-31$27,770,334
Value of interest in pooled separate accounts at beginning of year2018-12-31$29,179,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$198,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,479,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,548,752
Net investment gain/loss from pooled separate accounts2018-12-31$-1,708,524
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$922,369
Employer contributions (assets) at end of year2018-12-31$1,906
Employer contributions (assets) at beginning of year2018-12-31$809,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,902,037
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 name2018-12-31FRAZER, LLP
Accountancy firm EIN2018-12-31954108809
2017 : ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,623
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,796
Total income from all sources (including contributions)2017-12-31$6,674,448
Total of all expenses incurred2017-12-31$1,971,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,884,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,538,029
Value of total assets at end of year2017-12-31$34,288,931
Value of total assets at beginning of year2017-12-31$29,576,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$86,280
Total interest from all sources2017-12-31$114,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$1,626,693
Participant contributions at end of year2017-12-31$1,690,532
Participant contributions at beginning of year2017-12-31$1,654,666
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$101,737
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$41,246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$258,526
Assets. Loans (other than to participants) at beginning of year2017-12-31$14,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$11,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,796
Administrative expenses (other) incurred2017-12-31$9,600
Total non interest bearing cash at end of year2017-12-31$18,923
Total non interest bearing cash at beginning of year2017-12-31$210,170
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$4,703,367
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,277,308
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$29,573,941
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
Investment advisory and management fees2017-12-31$76,680
Value of interest in pooled separate accounts at end of year2017-12-31$29,179,879
Value of interest in pooled separate accounts at beginning of year2017-12-31$26,730,963
Interest on participant loans2017-12-31$67,628
Interest earned on other investments2017-12-31$1,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$45,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,548,752
Net investment gain/loss from pooled separate accounts2017-12-31$4,021,825
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$809,599
Employer contributions (assets) at end of year2017-12-31$809,599
Employer contributions (assets) at beginning of year2017-12-31$707,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,884,801
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 name2017-12-31FRAZER, LLP
Accountancy firm EIN2017-12-31954108809
2016 : ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,796
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,518
Total income from all sources (including contributions)2016-12-31$5,487,549
Total of all expenses incurred2016-12-31$1,825,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,746,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,367,218
Value of total assets at end of year2016-12-31$29,576,737
Value of total assets at beginning of year2016-12-31$25,917,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$79,060
Total interest from all sources2016-12-31$93,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,409,703
Participant contributions at end of year2016-12-31$1,654,666
Participant contributions at beginning of year2016-12-31$1,634,341
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,249,797
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$258,526
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$5,007
Assets. Loans (other than to participants) at end of year2016-12-31$14,694
Assets. Loans (other than to participants) at beginning of year2016-12-31$73,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,796
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$5,518
Total non interest bearing cash at end of year2016-12-31$210,170
Total non interest bearing cash at beginning of year2016-12-31$206,152
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$3,662,300
Value of net assets at end of year (total assets less liabilities)2016-12-31$29,573,941
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,911,641
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 pooled separate accounts at end of year2016-12-31$26,730,963
Value of interest in pooled separate accounts at beginning of year2016-12-31$23,293,223
Interest on participant loans2016-12-31$55,376
Income. Interest from loans (other than to participants)2016-12-31$1,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$37,507
Net investment gain/loss from pooled separate accounts2016-12-31$2,026,382
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$707,718
Employer contributions (assets) at end of year2016-12-31$707,718
Employer contributions (assets) at beginning of year2016-12-31$705,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,746,189
Contract administrator fees2016-12-31$79,060
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Qualified
Accountancy firm name2016-12-31FRAZER, LLP
Accountancy firm EIN2016-12-31954108809
2015 : ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,518
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$22,593
Total income from all sources (including contributions)2015-12-31$2,074,069
Total of all expenses incurred2015-12-31$1,007,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$931,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,176,738
Value of total assets at end of year2015-12-31$25,917,159
Value of total assets at beginning of year2015-12-31$24,867,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$75,922
Total interest from all sources2015-12-31$90,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,410,798
Participant contributions at end of year2015-12-31$1,634,341
Participant contributions at beginning of year2015-12-31$1,728,880
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$66,805
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$5,007
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,460
Assets. Loans (other than to participants) at end of year2015-12-31$73,026
Assets. Loans (other than to participants) at beginning of year2015-12-31$274,921
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$5,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$22,593
Total non interest bearing cash at end of year2015-12-31$206,152
Total non interest bearing cash at beginning of year2015-12-31$184,648
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$1,066,908
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,911,641
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,844,733
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 pooled separate accounts at end of year2015-12-31$23,293,223
Value of interest in pooled separate accounts at beginning of year2015-12-31$22,047,030
Interest on participant loans2015-12-31$55,222
Income. Interest from loans (other than to participants)2015-12-31$7,602
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$27,833
Net investment gain/loss from pooled separate accounts2015-12-31$-193,326
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$699,135
Employer contributions (assets) at end of year2015-12-31$705,410
Employer contributions (assets) at beginning of year2015-12-31$626,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$931,239
Contract administrator fees2015-12-31$75,922
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Qualified
Accountancy firm name2015-12-31FRAZER, LLP
Accountancy firm EIN2015-12-31954108809
2014 : ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$22,593
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$30,301
Total income from all sources (including contributions)2014-12-31$3,541,766
Total of all expenses incurred2014-12-31$946,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$873,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,148,802
Value of total assets at end of year2014-12-31$24,867,326
Value of total assets at beginning of year2014-12-31$22,279,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$72,942
Total interest from all sources2014-12-31$79,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,290,298
Participant contributions at end of year2014-12-31$1,728,880
Participant contributions at beginning of year2014-12-31$1,370,540
Participant contributions at beginning of year2014-12-31$154,155
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$232,217
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$67,339
Assets. Loans (other than to participants) at end of year2014-12-31$274,921
Assets. Loans (other than to participants) at beginning of year2014-12-31$200,172
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$22,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$30,301
Total non interest bearing cash at end of year2014-12-31$184,648
Total non interest bearing cash at beginning of year2014-12-31$291,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,595,609
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,844,733
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,249,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$22,047,030
Value of interest in pooled separate accounts at beginning of year2014-12-31$19,593,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$79,322
Net investment gain/loss from pooled separate accounts2014-12-31$1,313,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$626,287
Employer contributions (assets) at end of year2014-12-31$626,287
Employer contributions (assets) at beginning of year2014-12-31$602,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$873,215
Contract administrator fees2014-12-31$72,942
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31FRAZER, LLP
Accountancy firm EIN2014-12-31954108809
2013 : ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$30,301
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$68,772
Total income from all sources (including contributions)2013-12-31$5,305,282
Total of all expenses incurred2013-12-31$644,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$547,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,863,056
Value of total assets at end of year2013-12-31$22,279,425
Value of total assets at beginning of year2013-12-31$17,656,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$96,670
Total interest from all sources2013-12-31$83,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,209,653
Participant contributions at end of year2013-12-31$1,370,540
Participant contributions at beginning of year2013-12-31$1,192,890
Participant contributions at end of year2013-12-31$154,155
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$51,201
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$67,339
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$10,100
Assets. Loans (other than to participants) at end of year2013-12-31$200,172
Assets. Loans (other than to participants) at beginning of year2013-12-31$486,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$30,301
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$68,772
Total non interest bearing cash at end of year2013-12-31$291,731
Total non interest bearing cash at beginning of year2013-12-31$302,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,660,919
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,249,124
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,588,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$19,593,186
Value of interest in pooled separate accounts at beginning of year2013-12-31$15,118,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$83,307
Net investment gain/loss from pooled separate accounts2013-12-31$3,358,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$602,202
Employer contributions (assets) at end of year2013-12-31$602,202
Employer contributions (assets) at beginning of year2013-12-31$545,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$547,693
Contract administrator fees2013-12-31$96,670
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31FRAZER, LLP
Accountancy firm EIN2013-12-31954108809
2012 : ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$68,772
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$105,655
Total income from all sources (including contributions)2012-12-31$3,608,207
Total of all expenses incurred2012-12-31$1,689,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,635,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,678,469
Value of total assets at end of year2012-12-31$17,656,977
Value of total assets at beginning of year2012-12-31$15,775,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$53,969
Total interest from all sources2012-12-31$85,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,084,525
Participant contributions at end of year2012-12-31$1,192,890
Participant contributions at beginning of year2012-12-31$1,090,857
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$48,089
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$10,100
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$28,897
Assets. Loans (other than to participants) at end of year2012-12-31$486,977
Assets. Loans (other than to participants) at beginning of year2012-12-31$366,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$68,772
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$105,655
Total non interest bearing cash at end of year2012-12-31$302,429
Total non interest bearing cash at beginning of year2012-12-31$116,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,918,661
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,588,205
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,669,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$15,118,626
Value of interest in pooled separate accounts at beginning of year2012-12-31$13,726,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$85,362
Net investment gain/loss from pooled separate accounts2012-12-31$1,844,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$545,855
Employer contributions (assets) at end of year2012-12-31$545,855
Employer contributions (assets) at beginning of year2012-12-31$445,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,635,577
Contract administrator fees2012-12-31$53,969
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31FRAZER, LLP
Accountancy firm EIN2012-12-31954108809
2011 : ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$105,655
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$57,451
Total income from all sources (including contributions)2011-12-31$1,204,099
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$37,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$37,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,361,689
Value of total assets at end of year2011-12-31$15,420,128
Value of total assets at beginning of year2011-12-31$14,310,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$41,946
Total interest from all sources2011-12-31$88,090
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$916,408
Participant contributions at end of year2011-12-31$930,044
Participant contributions at beginning of year2011-12-31$930,044
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,373,292
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$28,897
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$29,312
Assets. Loans (other than to participants) at end of year2011-12-31$451,736
Assets. Loans (other than to participants) at beginning of year2011-12-31$451,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$105,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$57,451
Other income not declared elsewhere2011-12-31$-157,590
Total non interest bearing cash at end of year2011-12-31$1,151,441
Total non interest bearing cash at beginning of year2011-12-31$1,151,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,166,589
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,420,128
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,253,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$12,113,559
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,957,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$295,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$295,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$295,223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$88,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$478,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$162,154
Net investment gain/loss from pooled separate accounts2011-12-31$-671,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$445,281
Employer contributions (assets) at end of year2011-12-31$445,775
Employer contributions (assets) at beginning of year2011-12-31$333,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$37,510
Contract administrator fees2011-12-31$41,946
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FRAZER, LLP
Accountancy firm EIN2011-12-31954108809
2010 : ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15,431
Total income from all sources (including contributions)2010-12-31$1,728,136
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$634,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$634,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,023,836
Value of total assets at end of year2010-12-31$13,918,033
Value of total assets at beginning of year2010-12-31$12,840,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$331,328
Participant contributions at end of year2010-12-31$930,044
Participant contributions at beginning of year2010-12-31$613,116
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$29,312
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$34,296
Assets. Loans (other than to participants) at end of year2010-12-31$451,736
Assets. Loans (other than to participants) at beginning of year2010-12-31$728,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$57,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$15,431
Total non interest bearing cash at end of year2010-12-31$1,151,441
Total non interest bearing cash at beginning of year2010-12-31$1,138,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,093,322
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,918,033
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,824,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$33,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,918,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,500,866
Value of interest in pooled separate accounts at end of year2010-12-31$10,957,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$295,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$495,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$495,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$65,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$162,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$704,300
Net investment gain/loss from pooled separate accounts2010-12-31$1,651,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$692,508
Employer contributions (assets) at end of year2010-12-31$333,082
Employer contributions (assets) at beginning of year2010-12-31$329,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$634,814
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Qualified
Accountancy firm name2010-12-31FRAZER FROST, LLP
Accountancy firm EIN2010-12-31271305750
2009 : ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN

2023: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 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 planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ARIZONA MACHINERY GROUP EMPLOYEES' PROFIT SHARING RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-08015-01
Policy instance 2
Insurance contract or identification number01-08015-01
Number of Individuals Covered948
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-08015-02
Policy instance 1
Insurance contract or identification number01-08015-02
Number of Individuals Covered948
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-08015-01
Policy instance 1
Insurance contract or identification number01-08015-01
Number of Individuals Covered885
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-08015-02
Policy instance 2
Insurance contract or identification number01-08015-02
Number of Individuals Covered885
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-08015-02
Policy instance 2
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-08015-01
Policy instance 1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-08015-02
Policy instance 2
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-08015-01
Policy instance 1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-08015-01
Policy instance 2
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-08015-02
Policy instance 1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-08015-01
Policy instance 2
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-08015-02
Policy instance 1

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