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Plan Name | AMCO EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ARNOLD MACHINERY COMPANY |
Employer identification number (EIN): | 870112120 |
NAIC Classification: | 453990 |
Additional information about ARNOLD MACHINERY COMPANY
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2015-11-30 |
Company Identification Number: | 0802339195 |
Legal Registered Office Address: |
PO BOX 30020 SALT LAKE CTY United States of America (USA) 84130 |
More information about ARNOLD MACHINERY COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2014-10-01 | KAYDEN W BELL | |||
003 | 2013-10-01 | KAYDEN W BELL | |||
003 | 2012-10-01 | KAYDEN W BELL | |||
003 | 2011-10-01 | KAYDEN W BELL | |||
003 | 2010-10-01 | KAYDEN W. BELL | KAYDEN W. BELL | 2012-02-28 | |
003 | 2009-10-01 | KAYDEN W. BELL | KAYDEN W. BELL | 2011-04-26 |
Measure | Date | Value |
---|---|---|
2014: AMCO EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-10-01 | 289 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 0 |
Total of all active and inactive participants | 2014-10-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
Total participants | 2014-10-01 | 0 |
Number of participants with account balances | 2014-10-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
2013: AMCO EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-10-01 | 287 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 274 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 13 |
Total of all active and inactive participants | 2013-10-01 | 289 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 289 |
Number of participants with account balances | 2013-10-01 | 103 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
2012: AMCO EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-10-01 | 357 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 366 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 13 |
Total of all active and inactive participants | 2012-10-01 | 379 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
Total participants | 2012-10-01 | 379 |
Number of participants with account balances | 2012-10-01 | 101 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
2011: AMCO EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-10-01 | 380 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 351 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 6 |
Total of all active and inactive participants | 2011-10-01 | 357 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
Total participants | 2011-10-01 | 357 |
Number of participants with account balances | 2011-10-01 | 103 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
2010: AMCO EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-10-01 | 386 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 346 |
Number of retired or separated participants receiving benefits | 2010-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 13 |
Total of all active and inactive participants | 2010-10-01 | 359 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-10-01 | 0 |
Total participants | 2010-10-01 | 359 |
Number of participants with account balances | 2010-10-01 | 113 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 0 |
2009: AMCO EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-10-01 | 387 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 303 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 18 |
Total of all active and inactive participants | 2009-10-01 | 321 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
Total participants | 2009-10-01 | 321 |
Number of participants with account balances | 2009-10-01 | 126 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : AMCO EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $0 |
Total income from all sources (including contributions) | 2015-09-30 | $610,496 |
Total loss/gain on sale of assets | 2015-09-30 | $0 |
Total of all expenses incurred | 2015-09-30 | $11,542,240 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $11,542,240 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $0 |
Value of total assets at end of year | 2015-09-30 | $0 |
Value of total assets at beginning of year | 2015-09-30 | $10,931,744 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $0 |
Total interest from all sources | 2015-09-30 | $12,530 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-09-30 | $597,966 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
Value of fidelity bond cover | 2015-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Value of net income/loss | 2015-09-30 | $-10,931,744 |
Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $10,931,744 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-09-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-09-30 | $2,099,639 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-09-30 | $2,099,639 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-09-30 | $12,530 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
Assets. Invements in employer securities at end of year | 2015-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-09-30 | $8,832,105 |
Income. Dividends from common stock | 2015-09-30 | $597,966 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $11,542,240 |
Liabilities. Value of benefit claims payable at end of year | 2015-09-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-09-30 | $0 |
Did the plan have assets held for investment | 2015-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Unqualified |
Accountancy firm name | 2015-09-30 | HANSEN BRADSHAW MALMROSE & ERICSON |
Accountancy firm EIN | 2015-09-30 | 870367930 |
2014 : AMCO EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-09-30 | $1,140,200 |
Total unrealized appreciation/depreciation of assets | 2014-09-30 | $1,140,200 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $0 |
Total income from all sources (including contributions) | 2014-09-30 | $1,847,195 |
Total loss/gain on sale of assets | 2014-09-30 | $0 |
Total of all expenses incurred | 2014-09-30 | $2,841,670 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $2,841,670 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $0 |
Value of total assets at end of year | 2014-09-30 | $10,931,744 |
Value of total assets at beginning of year | 2014-09-30 | $11,926,219 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $0 |
Total interest from all sources | 2014-09-30 | $12,444 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $694,551 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
Value of fidelity bond cover | 2014-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Value of net income/loss | 2014-09-30 | $-994,475 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $10,931,744 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $11,926,219 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-09-30 | $2,099,639 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-09-30 | $1,838,492 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-09-30 | $1,838,492 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-09-30 | $12,444 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Assets. Invements in employer securities at end of year | 2014-09-30 | $8,832,105 |
Assets. Invements in employer securities at beginning of year | 2014-09-30 | $10,087,727 |
Income. Dividends from common stock | 2014-09-30 | $694,551 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $2,841,670 |
Liabilities. Value of benefit claims payable at end of year | 2014-09-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-09-30 | $0 |
Did the plan have assets held for investment | 2014-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Unqualified |
Accountancy firm name | 2014-09-30 | HANSEN BRADSHAW MALMROSE & ERICSON |
Accountancy firm EIN | 2014-09-30 | 870367930 |
2013 : AMCO EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-09-30 | $1,211,056 |
Total unrealized appreciation/depreciation of assets | 2013-09-30 | $1,211,056 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $145 |
Total income from all sources (including contributions) | 2013-09-30 | $2,076,756 |
Total loss/gain on sale of assets | 2013-09-30 | $0 |
Total of all expenses incurred | 2013-09-30 | $1,793,521 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $1,793,521 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $0 |
Value of total assets at end of year | 2013-09-30 | $11,926,219 |
Value of total assets at beginning of year | 2013-09-30 | $11,643,129 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $0 |
Total interest from all sources | 2013-09-30 | $4,820 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $860,880 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
Value of fidelity bond cover | 2013-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-09-30 | $3,213 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Value of net income/loss | 2013-09-30 | $283,235 |
Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $11,926,219 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $11,642,984 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-09-30 | $1,838,492 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-09-30 | $982,141 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-09-30 | $982,141 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-09-30 | $4,820 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
Assets. Invements in employer securities at end of year | 2013-09-30 | $10,087,727 |
Assets. Invements in employer securities at beginning of year | 2013-09-30 | $10,657,775 |
Income. Dividends from common stock | 2013-09-30 | $860,880 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $1,793,521 |
Liabilities. Value of benefit claims payable at end of year | 2013-09-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-09-30 | $145 |
Did the plan have assets held for investment | 2013-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Unqualified |
Accountancy firm name | 2013-09-30 | HANSEN BRADSHAW MALMROSE & ERICSON |
Accountancy firm EIN | 2013-09-30 | 870367930 |
2012 : AMCO EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-09-30 | $1,666,139 |
Total unrealized appreciation/depreciation of assets | 2012-09-30 | $1,666,139 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $145 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $289 |
Total income from all sources (including contributions) | 2012-09-30 | $2,503,752 |
Total loss/gain on sale of assets | 2012-09-30 | $0 |
Total of all expenses incurred | 2012-09-30 | $1,808,813 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $1,808,813 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $0 |
Value of total assets at end of year | 2012-09-30 | $11,643,129 |
Value of total assets at beginning of year | 2012-09-30 | $10,948,334 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $0 |
Total interest from all sources | 2012-09-30 | $7,030 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $830,583 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
Value of fidelity bond cover | 2012-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $1,778,019 |
Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-09-30 | $3,213 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-09-30 | $1,631 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Value of net income/loss | 2012-09-30 | $694,939 |
Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $11,642,984 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $10,948,045 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-09-30 | $982,141 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-09-30 | $177,978 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-09-30 | $177,978 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-09-30 | $7,030 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
Assets. Invements in employer securities at end of year | 2012-09-30 | $10,657,775 |
Assets. Invements in employer securities at beginning of year | 2012-09-30 | $10,768,725 |
Income. Dividends from common stock | 2012-09-30 | $830,583 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $1,808,813 |
Liabilities. Value of benefit claims payable at end of year | 2012-09-30 | $145 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-09-30 | $289 |
Did the plan have assets held for investment | 2012-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Unqualified |
Accountancy firm name | 2012-09-30 | HANSEN BRADSHAW MALMROSE & ERICSON |
Accountancy firm EIN | 2012-09-30 | 870367930 |
2011 : AMCO EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-09-30 | $1,794,912 |
Total unrealized appreciation/depreciation of assets | 2011-09-30 | $1,794,912 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $289 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $349 |
Total income from all sources (including contributions) | 2011-09-30 | $2,182,781 |
Total loss/gain on sale of assets | 2011-09-30 | $0 |
Total of all expenses incurred | 2011-09-30 | $1,108,705 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $1,095,954 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $0 |
Value of total assets at end of year | 2011-09-30 | $10,948,334 |
Value of total assets at beginning of year | 2011-09-30 | $9,874,318 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $12,751 |
Total interest from all sources | 2011-09-30 | $14,004 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-09-30 | $373,865 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
Administrative expenses professional fees incurred | 2011-09-30 | $12,751 |
Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
Value of fidelity bond cover | 2011-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-09-30 | $1,631 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-09-30 | $8,212 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Value of net income/loss | 2011-09-30 | $1,074,076 |
Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $10,948,045 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $9,873,969 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-09-30 | $177,978 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-09-30 | $900,756 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-09-30 | $900,756 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-09-30 | $14,004 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
Assets. Invements in employer securities at end of year | 2011-09-30 | $10,768,725 |
Assets. Invements in employer securities at beginning of year | 2011-09-30 | $8,965,350 |
Income. Dividends from common stock | 2011-09-30 | $373,865 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $1,095,954 |
Liabilities. Value of benefit claims payable at end of year | 2011-09-30 | $289 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-09-30 | $349 |
Did the plan have assets held for investment | 2011-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Unqualified |
Accountancy firm name | 2011-09-30 | HANSEN BRADSHAW MALMROSE & ERICSON |
Accountancy firm EIN | 2011-09-30 | 870367930 |
2010 : AMCO EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $494,078 |
2014: AMCO EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
---|---|---|
2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | Yes |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: AMCO EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: AMCO EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Submission has been amended | No |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan is a collectively bargained plan | No |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: AMCO EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses | ||
2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Submission has been amended | No |
2011-10-01 | This submission is the final filing | No |
2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-10-01 | Plan is a collectively bargained plan | No |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |
2010: AMCO EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses | ||
2010-10-01 | Type of plan entity | Single employer plan |
2010-10-01 | Submission has been amended | No |
2010-10-01 | This submission is the final filing | No |
2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-10-01 | Plan is a collectively bargained plan | No |
2010-10-01 | Plan funding arrangement – Trust | Yes |
2010-10-01 | Plan benefit arrangement - Trust | Yes |
2009: AMCO EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses | ||
2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | No |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan is a collectively bargained plan | No |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |