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AMERICAN MARITIME OFFICERS 401K PLAN 401k Plan overview

Plan NameAMERICAN MARITIME OFFICERS 401K PLAN
Plan identification number 002

AMERICAN MARITIME OFFICERS 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES AMERICAN MARITIME OFFICERS 401K PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES AMERICAN MARITIME OFFICERS 401K PLAN
Employer identification number (EIN):112978754
NAIC Classification:483000
NAIC Description: Water Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN MARITIME OFFICERS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01T. CHRISTIAN SPAIN2024-09-18 F. ANTHONY NACCARATO2024-09-18
0022022-01-01PAUL DOELL2023-09-19 F. ANTHONY NACCARATO2023-09-19
0022021-01-01PAUL DOELL2022-09-20 F. ANTHONY NACCARATO2022-09-20
0022020-01-01PAUL DOELL2021-09-30 F. ANTHONY NACCARATO2021-09-30
0022019-01-01PAUL DOELL2020-10-08 F. ANTHONY NACCARATO2020-10-08
0022018-01-01PAUL DOELL2019-10-09 F. ANTHONY NACCARATO2019-10-09
0022017-01-01
0022016-01-01
0022015-01-01PAUL DOELL
0022014-01-01PAUL DOELL
0022013-01-01
0022012-01-01THOMAS J. BETHEL F. ANTHONY NACCARATO2013-10-15
0022011-01-01THOMAS J. BETHEL F. ANTHONY NACCARATO2012-10-13
0022010-01-01THOMAS J. BETHEL F. ANTHONY NACCARATO2011-10-14
0022009-01-01THOMAS BETHEL MICHAEL DIPRISCO2010-10-14

Plan Statistics for AMERICAN MARITIME OFFICERS 401K PLAN

401k plan membership statisitcs for AMERICAN MARITIME OFFICERS 401K PLAN

Measure Date Value
2023: AMERICAN MARITIME OFFICERS 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013,815
Total number of active participants reported on line 7a of the Form 55002023-01-013,621
Number of retired or separated participants receiving benefits2023-01-0143
Number of other retired or separated participants entitled to future benefits2023-01-01134
Total of all active and inactive participants2023-01-013,798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0165
Total participants2023-01-013,863
Number of participants with account balances2023-01-013,844
Number of employers contributing to the scheme2023-01-0139
2022: AMERICAN MARITIME OFFICERS 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,781
Total number of active participants reported on line 7a of the Form 55002022-01-013,682
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0158
Total of all active and inactive participants2022-01-013,747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0168
Total participants2022-01-013,815
Number of participants with account balances2022-01-013,815
Number of employers contributing to the scheme2022-01-0136
2021: AMERICAN MARITIME OFFICERS 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,690
Total number of active participants reported on line 7a of the Form 55002021-01-013,667
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-0153
Total of all active and inactive participants2021-01-013,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0168
Total participants2021-01-013,797
Number of participants with account balances2021-01-013,781
Number of employers contributing to the scheme2021-01-0136
2020: AMERICAN MARITIME OFFICERS 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,622
Total number of active participants reported on line 7a of the Form 55002020-01-013,439
Number of retired or separated participants receiving benefits2020-01-0120
Number of other retired or separated participants entitled to future benefits2020-01-01164
Total of all active and inactive participants2020-01-013,623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0167
Total participants2020-01-013,690
Number of participants with account balances2020-01-013,690
Number of employers contributing to the scheme2020-01-0137
2019: AMERICAN MARITIME OFFICERS 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,739
Total number of active participants reported on line 7a of the Form 55002019-01-013,451
Number of retired or separated participants receiving benefits2019-01-0141
Number of other retired or separated participants entitled to future benefits2019-01-01558
Total of all active and inactive participants2019-01-014,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0162
Total participants2019-01-014,112
Number of participants with account balances2019-01-013,622
Number of employers contributing to the scheme2019-01-0136
2018: AMERICAN MARITIME OFFICERS 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,191
Total number of active participants reported on line 7a of the Form 55002018-01-012,977
Number of retired or separated participants receiving benefits2018-01-0151
Number of other retired or separated participants entitled to future benefits2018-01-01639
Total of all active and inactive participants2018-01-013,667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0172
Total participants2018-01-013,739
Number of participants with account balances2018-01-013,459
Number of employers contributing to the scheme2018-01-0139
2017: AMERICAN MARITIME OFFICERS 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,016
Total number of active participants reported on line 7a of the Form 55002017-01-013,178
Number of retired or separated participants receiving benefits2017-01-0142
Number of other retired or separated participants entitled to future benefits2017-01-01646
Total of all active and inactive participants2017-01-013,866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0166
Total participants2017-01-013,932
Number of participants with account balances2017-01-013,191
Number of employers contributing to the scheme2017-01-0140
2016: AMERICAN MARITIME OFFICERS 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,891
Total number of active participants reported on line 7a of the Form 55002016-01-012,669
Number of retired or separated participants receiving benefits2016-01-0128
Number of other retired or separated participants entitled to future benefits2016-01-01677
Total of all active and inactive participants2016-01-013,374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0175
Total participants2016-01-013,449
Number of participants with account balances2016-01-013,016
Number of employers contributing to the scheme2016-01-0142
2015: AMERICAN MARITIME OFFICERS 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,844
Total number of active participants reported on line 7a of the Form 55002015-01-012,472
Number of retired or separated participants receiving benefits2015-01-0124
Number of other retired or separated participants entitled to future benefits2015-01-01692
Total of all active and inactive participants2015-01-013,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0120
Total participants2015-01-013,208
Number of participants with account balances2015-01-012,891
Number of employers contributing to the scheme2015-01-0141
2014: AMERICAN MARITIME OFFICERS 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,730
Total number of active participants reported on line 7a of the Form 55002014-01-012,819
Number of retired or separated participants receiving benefits2014-01-0128
Number of other retired or separated participants entitled to future benefits2014-01-01768
Total of all active and inactive participants2014-01-013,615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0116
Total participants2014-01-013,631
Number of participants with account balances2014-01-012,844
Number of employers contributing to the scheme2014-01-0142
2013: AMERICAN MARITIME OFFICERS 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,738
Total number of active participants reported on line 7a of the Form 55002013-01-013,069
Number of retired or separated participants receiving benefits2013-01-0130
Number of other retired or separated participants entitled to future benefits2013-01-01603
Total of all active and inactive participants2013-01-013,702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0128
Total participants2013-01-013,730
Number of participants with account balances2013-01-012,850
Number of employers contributing to the scheme2013-01-0141
2012: AMERICAN MARITIME OFFICERS 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,083
Total number of active participants reported on line 7a of the Form 55002012-01-013,153
Number of retired or separated participants receiving benefits2012-01-0119
Number of other retired or separated participants entitled to future benefits2012-01-01522
Total of all active and inactive participants2012-01-013,694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0144
Total participants2012-01-013,738
Number of participants with account balances2012-01-012,908
Number of employers contributing to the scheme2012-01-0143
2011: AMERICAN MARITIME OFFICERS 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,133
Total number of active participants reported on line 7a of the Form 55002011-01-013,701
Number of retired or separated participants receiving benefits2011-01-0137
Number of other retired or separated participants entitled to future benefits2011-01-01328
Total of all active and inactive participants2011-01-014,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0117
Total participants2011-01-014,083
Number of participants with account balances2011-01-012,914
Number of employers contributing to the scheme2011-01-0141
2010: AMERICAN MARITIME OFFICERS 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,144
Total number of active participants reported on line 7a of the Form 55002010-01-013,844
Number of retired or separated participants receiving benefits2010-01-0124
Number of other retired or separated participants entitled to future benefits2010-01-01256
Total of all active and inactive participants2010-01-014,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-019
Total participants2010-01-014,133
Number of participants with account balances2010-01-012,943
Number of employers contributing to the scheme2010-01-0142
2009: AMERICAN MARITIME OFFICERS 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,148
Total number of active participants reported on line 7a of the Form 55002009-01-013,836
Number of retired or separated participants receiving benefits2009-01-0130
Number of other retired or separated participants entitled to future benefits2009-01-01269
Total of all active and inactive participants2009-01-014,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-019
Total participants2009-01-014,144
Number of participants with account balances2009-01-012,954
Number of employers contributing to the scheme2009-01-0144

Financial Data on AMERICAN MARITIME OFFICERS 401K PLAN

Measure Date Value
2023 : AMERICAN MARITIME OFFICERS 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$3,090,954
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,537,657
Total income from all sources (including contributions)2023-12-31$140,348,010
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$41,155,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$39,800,210
Expenses. Certain deemed distributions of participant loans2023-12-31$70,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$40,773,361
Value of total assets at end of year2023-12-31$617,584,047
Value of total assets at beginning of year2023-12-31$516,838,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,284,841
Total interest from all sources2023-12-31$349,926
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$22,829,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$22,829,211
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$33,243,614
Participant contributions at end of year2023-12-31$6,202,248
Participant contributions at beginning of year2023-12-31$5,895,897
Participant contributions at end of year2023-12-31$1,146,647
Participant contributions at beginning of year2023-12-31$1,495,873
Assets. Other investments not covered elsewhere at end of year2023-12-31$1,698,488
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$1,200,432
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$878,856
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$115,208
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$269,579
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$224,102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$296,247
Other income not declared elsewhere2023-12-31$524,482
Administrative expenses (other) incurred2023-12-31$169,908
Liabilities. Value of operating payables at end of year2023-12-31$294,790
Liabilities. Value of operating payables at beginning of year2023-12-31$250,023
Total non interest bearing cash at end of year2023-12-31$897,397
Total non interest bearing cash at beginning of year2023-12-31$423,359
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$99,192,282
Value of net assets at end of year (total assets less liabilities)2023-12-31$614,493,093
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$515,300,811
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
Investment advisory and management fees2023-12-31$44,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$563,229,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$455,760,095
Interest on participant loans2023-12-31$338,915
Interest earned on other investments2023-12-31$11,011
Value of interest in common/collective trusts at end of year2023-12-31$44,057,780
Value of interest in common/collective trusts at beginning of year2023-12-31$51,489,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$74,798,575
Net investment gain or loss from common/collective trusts2023-12-31$1,072,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$6,650,891
Employer contributions (assets) at end of year2023-12-31$236,333
Employer contributions (assets) at beginning of year2023-12-31$303,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$39,800,210
Liabilities. Value of benefit claims payable at end of year2023-12-31$2,572,062
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$991,387
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 appraiser2023-12-31Yes
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 name2023-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2023-12-31222027092
2022 : AMERICAN MARITIME OFFICERS 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,537,657
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,615,483
Total income from all sources (including contributions)2022-12-31$-55,395,946
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$43,262,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$41,913,019
Expenses. Certain deemed distributions of participant loans2022-12-31$97,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$40,668,685
Value of total assets at end of year2022-12-31$516,838,468
Value of total assets at beginning of year2022-12-31$616,575,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,252,615
Total interest from all sources2022-12-31$303,840
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$22,207,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$22,207,763
Administrative expenses professional fees incurred2022-12-31$80,580
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$32,966,131
Participant contributions at end of year2022-12-31$5,895,897
Participant contributions at beginning of year2022-12-31$5,490,443
Participant contributions at end of year2022-12-31$1,495,873
Participant contributions at beginning of year2022-12-31$1,415,864
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,200,432
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,398,870
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,229,497
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$269,579
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$63,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$296,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$379,710
Other income not declared elsewhere2022-12-31$495,198
Administrative expenses (other) incurred2022-12-31$835,945
Liabilities. Value of operating payables at end of year2022-12-31$250,023
Liabilities. Value of operating payables at beginning of year2022-12-31$226,938
Total non interest bearing cash at end of year2022-12-31$423,359
Total non interest bearing cash at beginning of year2022-12-31$501,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-98,658,791
Value of net assets at end of year (total assets less liabilities)2022-12-31$515,300,811
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$613,959,602
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
Investment advisory and management fees2022-12-31$336,090
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$455,760,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$554,155,143
Interest on participant loans2022-12-31$282,997
Interest earned on other investments2022-12-31$20,843
Value of interest in common/collective trusts at end of year2022-12-31$51,489,581
Value of interest in common/collective trusts at beginning of year2022-12-31$53,280,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-119,990,122
Net investment gain or loss from common/collective trusts2022-12-31$918,690
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,473,057
Employer contributions (assets) at end of year2022-12-31$303,652
Employer contributions (assets) at beginning of year2022-12-31$269,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$41,913,019
Liabilities. Value of benefit claims payable at end of year2022-12-31$991,387
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,008,835
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 name2022-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2022-12-31222027092
2021 : AMERICAN MARITIME OFFICERS 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,615,483
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$516,524
Total income from all sources (including contributions)2021-12-31$119,526,509
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$60,336,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$58,986,040
Expenses. Certain deemed distributions of participant loans2021-12-31$158,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$38,404,908
Value of total assets at end of year2021-12-31$616,575,085
Value of total assets at beginning of year2021-12-31$555,285,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,191,693
Total interest from all sources2021-12-31$374,863
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$32,407,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$32,407,763
Administrative expenses professional fees incurred2021-12-31$49,549
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$31,836,248
Participant contributions at end of year2021-12-31$5,490,443
Participant contributions at beginning of year2021-12-31$5,945,666
Participant contributions at end of year2021-12-31$1,415,864
Participant contributions at beginning of year2021-12-31$1,484,601
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,398,870
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,234,449
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,167,454
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$63,425
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$65,589
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$379,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$306,171
Other income not declared elsewhere2021-12-31$446,775
Administrative expenses (other) incurred2021-12-31$784,188
Liabilities. Value of operating payables at end of year2021-12-31$226,938
Liabilities. Value of operating payables at beginning of year2021-12-31$55,101
Total non interest bearing cash at end of year2021-12-31$501,298
Total non interest bearing cash at beginning of year2021-12-31$726,535
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$59,190,361
Value of net assets at end of year (total assets less liabilities)2021-12-31$613,959,602
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$554,769,241
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
Investment advisory and management fees2021-12-31$357,956
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$554,155,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$489,147,006
Interest on participant loans2021-12-31$374,863
Value of interest in common/collective trusts at end of year2021-12-31$53,280,314
Value of interest in common/collective trusts at beginning of year2021-12-31$56,504,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$47,056,145
Net investment gain or loss from common/collective trusts2021-12-31$836,055
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,401,206
Employer contributions (assets) at end of year2021-12-31$269,728
Employer contributions (assets) at beginning of year2021-12-31$177,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$58,986,040
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,008,835
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$155,252
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 name2021-12-31WITHUMSMITH & BROWN
Accountancy firm EIN2021-12-31222027092
2020 : AMERICAN MARITIME OFFICERS 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$433,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$683,296
Total income from all sources (including contributions)2020-12-31$109,499,642
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$31,371,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$30,178,458
Expenses. Certain deemed distributions of participant loans2020-12-31$34,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$35,749,966
Value of total assets at end of year2020-12-31$555,203,041
Value of total assets at beginning of year2020-12-31$477,324,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,159,401
Total interest from all sources2020-12-31$419,678
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$20,775,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$20,775,703
Administrative expenses professional fees incurred2020-12-31$58,161
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$30,593,567
Participant contributions at end of year2020-12-31$5,945,666
Participant contributions at beginning of year2020-12-31$6,137,722
Participant contributions at end of year2020-12-31$1,484,601
Participant contributions at beginning of year2020-12-31$1,362,331
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,234,449
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$990,818
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$948,612
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$-17,135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$151,681
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$223,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$641,442
Other income not declared elsewhere2020-12-31$427,986
Administrative expenses (other) incurred2020-12-31$769,666
Liabilities. Value of operating payables at end of year2020-12-31$55,101
Liabilities. Value of operating payables at beginning of year2020-12-31$41,854
Total non interest bearing cash at end of year2020-12-31$726,535
Total non interest bearing cash at beginning of year2020-12-31$740,668
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$78,127,700
Value of net assets at end of year (total assets less liabilities)2020-12-31$554,769,241
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$476,641,541
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
Investment advisory and management fees2020-12-31$331,574
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$489,147,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$417,701,036
Interest on participant loans2020-12-31$341,357
Interest earned on other investments2020-12-31$78,321
Value of interest in common/collective trusts at end of year2020-12-31$56,504,148
Value of interest in common/collective trusts at beginning of year2020-12-31$50,096,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$51,104,220
Net investment gain or loss from common/collective trusts2020-12-31$1,022,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,207,787
Employer contributions (assets) at end of year2020-12-31$177,771
Employer contributions (assets) at beginning of year2020-12-31$144,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$30,178,458
Liabilities. Value of benefit claims payable at end of year2020-12-31$155,252
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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 name2020-12-31WITHUMSMITH & BROWN
Accountancy firm EIN2020-12-31222027092
2019 : AMERICAN MARITIME OFFICERS 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$683,296
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$683,296
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$572,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$572,722
Total income from all sources (including contributions)2019-12-31$119,908,916
Total income from all sources (including contributions)2019-12-31$119,908,916
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$37,677,644
Total of all expenses incurred2019-12-31$37,677,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$36,106,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$36,106,889
Expenses. Certain deemed distributions of participant loans2019-12-31$341,700
Expenses. Certain deemed distributions of participant loans2019-12-31$341,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$35,180,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$35,180,505
Value of total assets at end of year2019-12-31$477,324,837
Value of total assets at end of year2019-12-31$477,324,837
Value of total assets at beginning of year2019-12-31$394,982,991
Value of total assets at beginning of year2019-12-31$394,982,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,229,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,229,055
Total interest from all sources2019-12-31$337,057
Total interest from all sources2019-12-31$337,057
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$19,383,083
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$19,383,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$19,383,083
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$19,383,083
Administrative expenses professional fees incurred2019-12-31$49,850
Administrative expenses professional fees incurred2019-12-31$49,850
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$29,911,837
Contributions received from participants2019-12-31$29,911,837
Participant contributions at end of year2019-12-31$6,137,722
Participant contributions at end of year2019-12-31$6,137,722
Participant contributions at beginning of year2019-12-31$6,134,383
Participant contributions at beginning of year2019-12-31$6,134,383
Participant contributions at end of year2019-12-31$1,362,331
Participant contributions at end of year2019-12-31$1,362,331
Participant contributions at beginning of year2019-12-31$1,338,640
Participant contributions at beginning of year2019-12-31$1,338,640
Assets. Other investments not covered elsewhere at end of year2019-12-31$990,818
Assets. Other investments not covered elsewhere at end of year2019-12-31$990,818
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$816,657
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$816,657
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,323,100
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,323,100
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$151,681
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$151,681
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$302,010
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$302,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$641,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$641,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$529,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$529,600
Other income not declared elsewhere2019-12-31$1,229,055
Other income not declared elsewhere2019-12-31$1,229,055
Administrative expenses (other) incurred2019-12-31$826,516
Administrative expenses (other) incurred2019-12-31$826,516
Liabilities. Value of operating payables at end of year2019-12-31$41,854
Liabilities. Value of operating payables at end of year2019-12-31$41,854
Liabilities. Value of operating payables at beginning of year2019-12-31$43,122
Liabilities. Value of operating payables at beginning of year2019-12-31$43,122
Total non interest bearing cash at end of year2019-12-31$740,668
Total non interest bearing cash at end of year2019-12-31$740,668
Total non interest bearing cash at beginning of year2019-12-31$682,007
Total non interest bearing cash at beginning of year2019-12-31$682,007
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$82,231,272
Value of net income/loss2019-12-31$82,231,272
Value of net assets at end of year (total assets less liabilities)2019-12-31$476,641,541
Value of net assets at end of year (total assets less liabilities)2019-12-31$476,641,541
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$394,410,269
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$394,410,269
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 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
Investment advisory and management fees2019-12-31$352,689
Investment advisory and management fees2019-12-31$352,689
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$417,701,036
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$417,701,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$324,146,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$324,146,696
Interest on participant loans2019-12-31$0
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$337,057
Interest earned on other investments2019-12-31$337,057
Value of interest in common/collective trusts at end of year2019-12-31$50,096,540
Value of interest in common/collective trusts at end of year2019-12-31$50,096,540
Value of interest in common/collective trusts at beginning of year2019-12-31$61,457,985
Value of interest in common/collective trusts at beginning of year2019-12-31$61,457,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$62,868,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$62,868,176
Net investment gain or loss from common/collective trusts2019-12-31$911,040
Net investment gain or loss from common/collective trusts2019-12-31$911,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,945,568
Contributions received in cash from employer2019-12-31$3,945,568
Employer contributions (assets) at end of year2019-12-31$144,041
Employer contributions (assets) at end of year2019-12-31$144,041
Employer contributions (assets) at beginning of year2019-12-31$104,613
Employer contributions (assets) at beginning of year2019-12-31$104,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$36,106,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$36,106,889
Did the plan have assets held for investment2019-12-31Yes
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WITHUMSMITH & BROWN
Accountancy firm name2019-12-31WITHUMSMITH & BROWN
Accountancy firm EIN2019-12-31222027092
Accountancy firm EIN2019-12-31222027092
2018 : AMERICAN MARITIME OFFICERS 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$572,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$661,035
Total income from all sources (including contributions)2018-12-31$8,454,921
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$27,492,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$26,492,007
Expenses. Certain deemed distributions of participant loans2018-12-31$184,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$30,244,954
Value of total assets at end of year2018-12-31$394,982,991
Value of total assets at beginning of year2018-12-31$414,108,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$816,011
Total interest from all sources2018-12-31$305,021
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$23,639,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$23,639,164
Administrative expenses professional fees incurred2018-12-31$40,576
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$26,298,267
Participant contributions at end of year2018-12-31$6,134,383
Participant contributions at beginning of year2018-12-31$6,112,635
Participant contributions at end of year2018-12-31$1,338,640
Participant contributions at beginning of year2018-12-31$994,974
Assets. Other investments not covered elsewhere at end of year2018-12-31$816,657
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$973,090
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$761,486
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$302,010
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$251,845
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$529,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$616,172
Other income not declared elsewhere2018-12-31$816,012
Administrative expenses (other) incurred2018-12-31$229,529
Liabilities. Value of operating payables at end of year2018-12-31$43,122
Liabilities. Value of operating payables at beginning of year2018-12-31$44,863
Total non interest bearing cash at end of year2018-12-31$682,007
Total non interest bearing cash at beginning of year2018-12-31$1,167,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-19,037,530
Value of net assets at end of year (total assets less liabilities)2018-12-31$394,410,269
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$413,447,799
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$545,906
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$324,146,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$350,389,909
Interest on participant loans2018-12-31$297,246
Interest earned on other investments2018-12-31$7,775
Value of interest in common/collective trusts at end of year2018-12-31$61,457,985
Value of interest in common/collective trusts at beginning of year2018-12-31$54,160,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-47,556,086
Net investment gain or loss from common/collective trusts2018-12-31$1,005,856
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,185,201
Employer contributions (assets) at end of year2018-12-31$104,613
Employer contributions (assets) at beginning of year2018-12-31$58,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$26,492,007
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 appraiser2018-12-31Yes
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 name2018-12-31WITHUMSMITH & BROWN
Accountancy firm EIN2018-12-31222027092
2017 : AMERICAN MARITIME OFFICERS 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$661,035
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$393,580
Total income from all sources (including contributions)2017-12-31$86,160,495
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$27,824,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$26,846,247
Expenses. Certain deemed distributions of participant loans2017-12-31$207,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$25,941,711
Value of total assets at end of year2017-12-31$414,108,834
Value of total assets at beginning of year2017-12-31$355,505,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$770,836
Total interest from all sources2017-12-31$281,450
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$17,560,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$17,560,526
Administrative expenses professional fees incurred2017-12-31$42,019
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$22,302,339
Participant contributions at end of year2017-12-31$6,112,635
Participant contributions at beginning of year2017-12-31$6,307,731
Participant contributions at end of year2017-12-31$994,974
Participant contributions at beginning of year2017-12-31$914,054
Assets. Other investments not covered elsewhere at end of year2017-12-31$973,090
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$871,041
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,148,158
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$251,845
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$221,777
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$616,172
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$362,329
Other income not declared elsewhere2017-12-31$2,510,659
Administrative expenses (other) incurred2017-12-31$204,250
Liabilities. Value of operating payables at end of year2017-12-31$44,863
Liabilities. Value of operating payables at beginning of year2017-12-31$31,251
Total non interest bearing cash at end of year2017-12-31$1,167,254
Total non interest bearing cash at beginning of year2017-12-31$506,515
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$58,335,878
Value of net assets at end of year (total assets less liabilities)2017-12-31$413,447,799
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$355,111,921
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$524,567
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$350,389,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$293,648,629
Interest on participant loans2017-12-31$278,263
Interest earned on other investments2017-12-31$3,187
Value of interest in common/collective trusts at end of year2017-12-31$54,160,236
Value of interest in common/collective trusts at beginning of year2017-12-31$52,956,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$39,044,237
Net investment gain or loss from common/collective trusts2017-12-31$821,912
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,491,214
Employer contributions (assets) at end of year2017-12-31$58,891
Employer contributions (assets) at beginning of year2017-12-31$79,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$26,846,247
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 appraiser2017-12-31Yes
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 name2017-12-31WITHUMSMITH & BROWN
Accountancy firm EIN2017-12-31222027092
2016 : AMERICAN MARITIME OFFICERS 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$393,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$358,443
Total income from all sources (including contributions)2016-12-31$49,629,279
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$25,835,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$24,917,597
Expenses. Certain deemed distributions of participant loans2016-12-31$174,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$22,802,836
Value of total assets at end of year2016-12-31$355,505,501
Value of total assets at beginning of year2016-12-31$331,676,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$742,528
Total interest from all sources2016-12-31$270,921
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,433,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$11,433,935
Administrative expenses professional fees incurred2016-12-31$38,859
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$19,592,449
Participant contributions at end of year2016-12-31$6,307,731
Participant contributions at beginning of year2016-12-31$6,109,054
Participant contributions at end of year2016-12-31$914,054
Participant contributions at beginning of year2016-12-31$823,165
Assets. Other investments not covered elsewhere at end of year2016-12-31$871,041
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$729,045
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$791,286
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$221,777
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$280,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$362,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$327,974
Other income not declared elsewhere2016-12-31$804,837
Administrative expenses (other) incurred2016-12-31$226,115
Liabilities. Value of operating payables at end of year2016-12-31$31,251
Liabilities. Value of operating payables at beginning of year2016-12-31$30,469
Total non interest bearing cash at end of year2016-12-31$506,515
Total non interest bearing cash at beginning of year2016-12-31$369,871
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$23,794,274
Value of net assets at end of year (total assets less liabilities)2016-12-31$355,111,921
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$331,317,647
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
Investment advisory and management fees2016-12-31$477,554
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$293,648,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$272,701,205
Interest on participant loans2016-12-31$262,503
Interest earned on other investments2016-12-31$8,418
Value of interest in common/collective trusts at end of year2016-12-31$52,956,300
Value of interest in common/collective trusts at beginning of year2016-12-31$50,647,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,498,108
Net investment gain or loss from common/collective trusts2016-12-31$818,642
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,419,101
Employer contributions (assets) at end of year2016-12-31$79,454
Employer contributions (assets) at beginning of year2016-12-31$15,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$24,917,597
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 appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BOND BEEBE, P.C.
Accountancy firm EIN2016-12-31521044197
2015 : AMERICAN MARITIME OFFICERS 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$358,443
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$259,077
Total income from all sources (including contributions)2015-12-31$19,598,073
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$19,419,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$18,550,901
Expenses. Certain deemed distributions of participant loans2015-12-31$127,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$21,618,464
Value of total assets at end of year2015-12-31$331,676,090
Value of total assets at beginning of year2015-12-31$331,397,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$740,645
Total interest from all sources2015-12-31$259,564
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$14,038,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$14,038,214
Administrative expenses professional fees incurred2015-12-31$30,429
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$18,245,586
Participant contributions at end of year2015-12-31$6,109,054
Participant contributions at beginning of year2015-12-31$6,032,972
Participant contributions at end of year2015-12-31$823,165
Participant contributions at beginning of year2015-12-31$975,043
Assets. Other investments not covered elsewhere at end of year2015-12-31$729,045
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$853,782
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$897,490
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$280,863
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$182,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$327,974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$206,773
Other income not declared elsewhere2015-12-31$611,175
Administrative expenses (other) incurred2015-12-31$710,216
Liabilities. Value of operating payables at end of year2015-12-31$30,469
Liabilities. Value of operating payables at beginning of year2015-12-31$52,304
Total non interest bearing cash at end of year2015-12-31$369,871
Total non interest bearing cash at beginning of year2015-12-31$174,439
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$178,753
Value of net assets at end of year (total assets less liabilities)2015-12-31$331,317,647
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$331,138,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$272,701,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$274,803,333
Interest on participant loans2015-12-31$251,806
Interest earned on other investments2015-12-31$7,758
Value of interest in common/collective trusts at end of year2015-12-31$50,647,690
Value of interest in common/collective trusts at beginning of year2015-12-31$48,357,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$783,021
Net investment gain or loss from common/collective trusts2015-12-31$-17,712,365
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,475,388
Employer contributions (assets) at end of year2015-12-31$15,197
Employer contributions (assets) at beginning of year2015-12-31$18,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,550,901
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 appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BOND BEEBE, P.C.
Accountancy firm EIN2015-12-31521044197
2014 : AMERICAN MARITIME OFFICERS 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$259,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$366,731
Total income from all sources (including contributions)2014-12-31$38,113,664
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$24,796,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$23,865,688
Value of total corrective distributions2014-12-31$117,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,678,014
Value of total assets at end of year2014-12-31$331,397,971
Value of total assets at beginning of year2014-12-31$318,188,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$813,412
Total interest from all sources2014-12-31$254,593
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$12,926,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$12,926,243
Administrative expenses professional fees incurred2014-12-31$49,284
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$16,734,698
Participant contributions at end of year2014-12-31$6,032,972
Participant contributions at beginning of year2014-12-31$5,496,362
Participant contributions at end of year2014-12-31$975,043
Participant contributions at beginning of year2014-12-31$857,094
Assets. Other investments not covered elsewhere at end of year2014-12-31$853,782
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$944,898
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$556,309
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$182,303
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$161,822
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$206,773
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$301,196
Other income not declared elsewhere2014-12-31$857,853
Administrative expenses (other) incurred2014-12-31$764,128
Liabilities. Value of operating payables at end of year2014-12-31$52,304
Liabilities. Value of operating payables at beginning of year2014-12-31$65,535
Total non interest bearing cash at end of year2014-12-31$174,439
Total non interest bearing cash at beginning of year2014-12-31$528,289
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$13,316,823
Value of net assets at end of year (total assets less liabilities)2014-12-31$331,138,894
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$317,822,071
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$274,803,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$262,744,686
Interest on participant loans2014-12-31$247,351
Interest earned on other investments2014-12-31$7,242
Value of interest in common/collective trusts at end of year2014-12-31$48,357,361
Value of interest in common/collective trusts at beginning of year2014-12-31$47,430,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,709,391
Net investment gain or loss from common/collective trusts2014-12-31$687,570
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,387,007
Employer contributions (assets) at end of year2014-12-31$18,738
Employer contributions (assets) at beginning of year2014-12-31$24,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$23,865,688
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 appraiser2014-12-31Yes
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BOND BEEBE, P.C.
Accountancy firm EIN2014-12-31521044197
2013 : AMERICAN MARITIME OFFICERS 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$366,731
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$450,559
Total income from all sources (including contributions)2013-12-31$67,803,004
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$21,710,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,622,190
Value of total corrective distributions2013-12-31$245,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$18,994,324
Value of total assets at end of year2013-12-31$318,188,802
Value of total assets at beginning of year2013-12-31$272,180,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$843,717
Total interest from all sources2013-12-31$247,886
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,823,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$8,823,890
Administrative expenses professional fees incurred2013-12-31$54,951
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$16,605,822
Participant contributions at end of year2013-12-31$5,496,362
Participant contributions at beginning of year2013-12-31$5,659,071
Participant contributions at end of year2013-12-31$857,094
Participant contributions at beginning of year2013-12-31$824,465
Assets. Other investments not covered elsewhere at end of year2013-12-31$944,898
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,080,924
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$126,799
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$161,822
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$271,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$301,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$409,189
Other income not declared elsewhere2013-12-31$873,189
Administrative expenses (other) incurred2013-12-31$788,766
Liabilities. Value of operating payables at end of year2013-12-31$65,535
Liabilities. Value of operating payables at beginning of year2013-12-31$41,370
Total non interest bearing cash at end of year2013-12-31$528,289
Total non interest bearing cash at beginning of year2013-12-31$403,084
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$46,092,071
Value of net assets at end of year (total assets less liabilities)2013-12-31$317,822,071
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$271,730,000
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$262,744,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$218,919,255
Interest on participant loans2013-12-31$242,304
Interest earned on other investments2013-12-31$5,582
Value of interest in common/collective trusts at end of year2013-12-31$47,430,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$45,009,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$38,204,898
Net investment gain or loss from common/collective trusts2013-12-31$658,817
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,261,703
Employer contributions (assets) at end of year2013-12-31$24,982
Employer contributions (assets) at beginning of year2013-12-31$12,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,622,190
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 appraiser2013-12-31Yes
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BOND BEEBE, P.C.
Accountancy firm EIN2013-12-31521044197
2012 : AMERICAN MARITIME OFFICERS 401K PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$794,575
Total unrealized appreciation/depreciation of assets2012-12-31$794,575
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$450,559
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$208,741
Total income from all sources (including contributions)2012-12-31$47,411,635
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$16,149,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,315,980
Value of total corrective distributions2012-12-31$102,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$18,837,618
Value of total assets at end of year2012-12-31$272,180,559
Value of total assets at beginning of year2012-12-31$240,676,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$731,181
Total interest from all sources2012-12-31$239,350
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,206,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$6,206,686
Administrative expenses professional fees incurred2012-12-31$55,855
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$16,332,034
Participant contributions at end of year2012-12-31$5,659,071
Participant contributions at beginning of year2012-12-31$5,337,950
Participant contributions at end of year2012-12-31$824,465
Participant contributions at beginning of year2012-12-31$824,721
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,080,924
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,025,126
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$495,299
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$271,753
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$124,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$409,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$155,947
Other income not declared elsewhere2012-12-31$722,465
Administrative expenses (other) incurred2012-12-31$675,326
Liabilities. Value of operating payables at end of year2012-12-31$41,370
Liabilities. Value of operating payables at beginning of year2012-12-31$52,794
Total non interest bearing cash at end of year2012-12-31$403,084
Total non interest bearing cash at beginning of year2012-12-31$376,669
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$31,261,903
Value of net assets at end of year (total assets less liabilities)2012-12-31$271,730,000
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$240,468,097
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$218,919,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$191,162,467
Interest on participant loans2012-12-31$234,836
Interest earned on other investments2012-12-31$4,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$45,009,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$41,812,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$20,610,941
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,010,285
Employer contributions (assets) at end of year2012-12-31$12,246
Employer contributions (assets) at beginning of year2012-12-31$12,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,315,980
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 appraiser2012-12-31Yes
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BOND BEEBE, P.C.
Accountancy firm EIN2012-12-31521044197
2011 : AMERICAN MARITIME OFFICERS 401K PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$918,906
Total unrealized appreciation/depreciation of assets2011-12-31$918,906
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$208,741
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$295,979
Total income from all sources (including contributions)2011-12-31$14,470,600
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$15,581,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$14,472,725
Expenses. Certain deemed distributions of participant loans2011-12-31$369,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$18,121,380
Value of total assets at end of year2011-12-31$240,676,838
Value of total assets at beginning of year2011-12-31$241,874,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$738,865
Total interest from all sources2011-12-31$273,757
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,597,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,597,740
Administrative expenses professional fees incurred2011-12-31$74,686
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$15,884,109
Participant contributions at end of year2011-12-31$5,337,950
Participant contributions at beginning of year2011-12-31$5,638,900
Participant contributions at end of year2011-12-31$824,721
Participant contributions at beginning of year2011-12-31$713,096
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,025,126
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,159,323
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$126,920
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$124,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$147,828
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$155,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$248,012
Other income not declared elsewhere2011-12-31$554,000
Administrative expenses (other) incurred2011-12-31$664,179
Liabilities. Value of operating payables at end of year2011-12-31$52,794
Liabilities. Value of operating payables at beginning of year2011-12-31$47,967
Total non interest bearing cash at end of year2011-12-31$376,669
Total non interest bearing cash at beginning of year2011-12-31$431,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,110,756
Value of net assets at end of year (total assets less liabilities)2011-12-31$240,468,097
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$241,578,853
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$191,162,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$195,964,332
Interest on participant loans2011-12-31$254,813
Interest earned on other investments2011-12-31$18,944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$41,812,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$37,810,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-9,995,183
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,110,351
Employer contributions (assets) at end of year2011-12-31$12,568
Employer contributions (assets) at beginning of year2011-12-31$9,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$14,472,725
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 appraiser2011-12-31Yes
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BOND BEEBE, P.C.
Accountancy firm EIN2011-12-31521044197
2010 : AMERICAN MARITIME OFFICERS 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$525,339
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$295,979
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$227,853
Total income from all sources (including contributions)2010-12-31$45,481,043
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$16,272,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,566,194
Value of total corrective distributions2010-12-31$1,047,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$17,466,369
Value of total assets at end of year2010-12-31$241,874,832
Value of total assets at beginning of year2010-12-31$213,123,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$658,487
Total interest from all sources2010-12-31$273,575
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,363,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$5,363,536
Administrative expenses professional fees incurred2010-12-31$69,269
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$15,394,111
Participant contributions at end of year2010-12-31$5,638,900
Participant contributions at beginning of year2010-12-31$6,060,806
Participant contributions at end of year2010-12-31$713,096
Participant contributions at beginning of year2010-12-31$804,524
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,159,323
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$836,325
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$258,133
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$147,828
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$120,685
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$248,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$189,242
Other income not declared elsewhere2010-12-31$891,896
Administrative expenses (other) incurred2010-12-31$589,218
Liabilities. Value of operating payables at end of year2010-12-31$47,967
Liabilities. Value of operating payables at beginning of year2010-12-31$38,611
Total non interest bearing cash at end of year2010-12-31$431,225
Total non interest bearing cash at beginning of year2010-12-31$277,159
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$29,208,781
Value of net assets at end of year (total assets less liabilities)2010-12-31$241,578,853
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$212,895,411
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$195,964,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$169,764,749
Interest on participant loans2010-12-31$273,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$37,810,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$35,237,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$21,485,667
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,814,125
Employer contributions (assets) at end of year2010-12-31$9,790
Employer contributions (assets) at beginning of year2010-12-31$21,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,566,194
Contract administrator fees2010-12-31$0
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 appraiser2010-12-31Yes
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BOND BEEBE, P.C.
Accountancy firm EIN2010-12-31521044197
2009 : AMERICAN MARITIME OFFICERS 401K 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 AMERICAN MARITIME OFFICERS 401K PLAN

2023: AMERICAN MARITIME OFFICERS 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-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 planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: AMERICAN MARITIME OFFICERS 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN MARITIME OFFICERS 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN MARITIME OFFICERS 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN MARITIME OFFICERS 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN MARITIME OFFICERS 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN MARITIME OFFICERS 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN MARITIME OFFICERS 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN MARITIME OFFICERS 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN MARITIME OFFICERS 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN MARITIME OFFICERS 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-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 planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN MARITIME OFFICERS 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-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 planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN MARITIME OFFICERS 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
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 planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMERICAN MARITIME OFFICERS 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
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 planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN MARITIME OFFICERS 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25402
Policy instance 1
Insurance contract or identification number25402
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25402
Policy instance 1
Insurance contract or identification number25402
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25402
Policy instance 1
Insurance contract or identification number25402
Number of Individuals Covered1800
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25402
Policy instance 1
Insurance contract or identification number25402
Number of Individuals Covered1862
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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