Logo

AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 401k Plan overview

Plan NameAMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC
Plan identification number 001

AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC. has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC.
Employer identification number (EIN):362964176
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01CARLA BREISCH
0012017-01-01CARLA BREISCH
0012016-01-01CARLA BREISCH
0012015-01-01CARLA BREISCH
0012014-01-01DOUGLAS JENSEN
0012013-01-01CARLA BREISCH
0012012-01-01DOUGLAS JENSEN DOUGLAS JENSEN2013-05-31
0012011-01-01DOUGLAS JENSEN
0012010-01-01DOUGLAS JENSEN
0012009-01-01DOUGLAS JENSEN

Plan Statistics for AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC

401k plan membership statisitcs for AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC

Measure Date Value
2022: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2022 401k membership
Total participants, beginning-of-year2022-01-0149
Total number of active participants reported on line 7a of the Form 55002022-01-0134
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0113
Total of all active and inactive participants2022-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0148
Number of participants with account balances2022-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2021 401k membership
Total participants, beginning-of-year2021-01-0152
Total number of active participants reported on line 7a of the Form 55002021-01-0132
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0149
Number of participants with account balances2021-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2020 401k membership
Total participants, beginning-of-year2020-01-0152
Total number of active participants reported on line 7a of the Form 55002020-01-0135
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0152
Number of participants with account balances2020-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2019 401k membership
Total participants, beginning-of-year2019-01-0158
Total number of active participants reported on line 7a of the Form 55002019-01-0133
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0152
Number of participants with account balances2019-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2018 401k membership
Total participants, beginning-of-year2018-01-0160
Total number of active participants reported on line 7a of the Form 55002018-01-0142
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0158
Number of participants with account balances2018-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2017 401k membership
Total participants, beginning-of-year2017-01-0158
Total number of active participants reported on line 7a of the Form 55002017-01-0143
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0160
Number of participants with account balances2017-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2016 401k membership
Total participants, beginning-of-year2016-01-0157
Total number of active participants reported on line 7a of the Form 55002016-01-0140
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0158
Number of participants with account balances2016-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2015 401k membership
Total participants, beginning-of-year2015-01-0170
Total number of active participants reported on line 7a of the Form 55002015-01-0138
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0157
Number of participants with account balances2015-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2014 401k membership
Total participants, beginning-of-year2014-01-0162
Total number of active participants reported on line 7a of the Form 55002014-01-0146
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0170
Number of participants with account balances2014-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2013 401k membership
Total participants, beginning-of-year2013-01-0146
Total number of active participants reported on line 7a of the Form 55002013-01-0144
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0162
Number of participants with account balances2013-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2012 401k membership
Total participants, beginning-of-year2012-01-0150
Total number of active participants reported on line 7a of the Form 55002012-01-0132
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0146
Number of participants with account balances2012-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2011 401k membership
Total participants, beginning-of-year2011-01-0157
Total number of active participants reported on line 7a of the Form 55002011-01-0131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0150
Number of participants with account balances2011-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2010 401k membership
Total participants, beginning-of-year2010-01-0164
Total number of active participants reported on line 7a of the Form 55002010-01-0126
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0131
Total of all active and inactive participants2010-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0157
Number of participants with account balances2010-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0123
2009: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2009 401k membership
Total participants, beginning-of-year2009-01-0165
Total number of active participants reported on line 7a of the Form 55002009-01-0145
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0164
Number of participants with account balances2009-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC

Measure Date Value
2022 : AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-436,253
Expenses. Total of all expenses incurred2022-12-31$601,463
Benefits paid (including direct rollovers)2022-12-31$595,227
Total plan assets at end of year2022-12-31$3,552,408
Total plan assets at beginning of year2022-12-31$4,590,124
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$259,676
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-841,827
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,037,716
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,552,408
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,590,124
Assets. Value of participant loans2022-12-31$45,227
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$145,898
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$6,236
2021 : AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,017,637
Expenses. Total of all expenses incurred2021-12-31$1,004,489
Benefits paid (including direct rollovers)2021-12-31$998,497
Total plan assets at end of year2021-12-31$4,590,124
Total plan assets at beginning of year2021-12-31$4,576,976
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$273,033
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$593,574
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$13,148
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,590,124
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,576,976
Assets. Value of participant loans2021-12-31$67,348
Total contributions received or receivable from employer(s)2021-12-31$151,030
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$5,992
2020 : AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,105,317
Expenses. Total of all expenses incurred2020-12-31$514,976
Benefits paid (including direct rollovers)2020-12-31$502,754
Total plan assets at end of year2020-12-31$4,576,976
Total plan assets at beginning of year2020-12-31$3,986,635
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$286,142
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$676,617
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$590,341
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,576,976
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,986,635
Assets. Value of participant loans2020-12-31$107,027
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$142,558
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$12,222
2019 : AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,159,778
Expenses. Total of all expenses incurred2019-12-31$773,499
Benefits paid (including direct rollovers)2019-12-31$763,096
Total plan assets at end of year2019-12-31$3,986,635
Total plan assets at beginning of year2019-12-31$3,600,356
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$246,898
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$768,135
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$386,279
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,986,635
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,600,356
Assets. Value of participant loans2019-12-31$80,496
Total contributions received or receivable from employer(s)2019-12-31$144,745
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,403
2018 : AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$154,260
Expenses. Total of all expenses incurred2018-12-31$176,304
Benefits paid (including direct rollovers)2018-12-31$163,918
Total plan assets at end of year2018-12-31$3,600,356
Total plan assets at beginning of year2018-12-31$3,622,400
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$227,689
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$2,310
Other income received2018-12-31$-210,795
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-22,044
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,600,356
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,622,400
Assets. Value of participant loans2018-12-31$11,442
Total contributions received or receivable from employer(s)2018-12-31$135,056
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$12,386
2017 : AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,116,527
Expenses. Total of all expenses incurred2017-12-31$1,991,833
Benefits paid (including direct rollovers)2017-12-31$1,981,247
Total plan assets at end of year2017-12-31$3,622,400
Total plan assets at beginning of year2017-12-31$4,497,706
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$219,622
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$775,166
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-875,306
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,622,400
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,497,706
Assets. Value of participant loans2017-12-31$21,744
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$121,739
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$10,586
2016 : AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$609,240
Expenses. Total of all expenses incurred2016-12-31$272,986
Benefits paid (including direct rollovers)2016-12-31$264,604
Total plan assets at end of year2016-12-31$4,497,706
Total plan assets at beginning of year2016-12-31$4,161,452
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$218,005
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$412
Other income received2016-12-31$278,346
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$336,254
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,497,706
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,161,452
Assets. Value of participant loans2016-12-31$44,564
Total contributions received or receivable from employer(s)2016-12-31$112,477
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$123
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$8,259
2015 : AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$378,095
Expenses. Total of all expenses incurred2015-12-31$601,295
Benefits paid (including direct rollovers)2015-12-31$580,060
Total plan assets at end of year2015-12-31$4,161,452
Total plan assets at beginning of year2015-12-31$4,384,652
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$226,543
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$71,879
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-223,200
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,161,452
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,384,652
Assets. Value of participant loans2015-12-31$34,723
Total contributions received or receivable from employer(s)2015-12-31$79,673
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$9,806
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$11,429
2014 : AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$660,269
Expenses. Total of all expenses incurred2014-12-31$90,690
Benefits paid (including direct rollovers)2014-12-31$61,313
Total plan assets at end of year2014-12-31$4,384,652
Total plan assets at beginning of year2014-12-31$3,815,073
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$246,807
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$261,787
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$569,579
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,384,652
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,815,073
Assets. Value of participant loans2014-12-31$46,563
Total contributions received or receivable from employer(s)2014-12-31$151,675
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$19,463
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$9,914
2013 : AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,090,081
Expenses. Total of all expenses incurred2013-12-31$613,531
Benefits paid (including direct rollovers)2013-12-31$602,646
Total plan assets at end of year2013-12-31$3,815,073
Total plan assets at beginning of year2013-12-31$3,338,523
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$243,122
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$64,746
Other income received2013-12-31$639,822
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$476,550
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,815,073
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,338,523
Assets. Value of participant loans2013-12-31$52,230
Total contributions received or receivable from employer(s)2013-12-31$142,391
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$10,885
2012 : AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2012 401k financial data
Total income from all sources2012-12-31$722,862
Expenses. Total of all expenses incurred2012-12-31$755,830
Benefits paid (including direct rollovers)2012-12-31$742,837
Total plan assets at end of year2012-12-31$3,338,523
Total plan assets at beginning of year2012-12-31$3,371,491
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$196,690
Other income received2012-12-31$411,393
Net income (gross income less expenses)2012-12-31$-32,968
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,338,523
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,371,491
Assets. Value of participant loans2012-12-31$25,356
Total contributions received or receivable from employer(s)2012-12-31$114,779
Value of corrective distributions2012-12-31$3,822
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$9,171
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2011 401k financial data
Total income from all sources2011-12-31$297,533
Expenses. Total of all expenses incurred2011-12-31$434,844
Benefits paid (including direct rollovers)2011-12-31$417,312
Total plan assets at end of year2011-12-31$3,371,491
Total plan assets at beginning of year2011-12-31$3,508,802
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$160,771
Contributions received from other sources (not participants or employers)2011-12-31$101,928
Other income received2011-12-31$-61,738
Net income (gross income less expenses)2011-12-31$-137,311
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,371,491
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,508,802
Assets. Value of participant loans2011-12-31$16,749
Total contributions received or receivable from employer(s)2011-12-31$96,572
Value of corrective distributions2011-12-31$2,983
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$14,549
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2010 401k financial data
Total income from all sources2010-12-31$776,763
Expenses. Total of all expenses incurred2010-12-31$650,052
Benefits paid (including direct rollovers)2010-12-31$638,097
Total plan assets at end of year2010-12-31$3,508,802
Total plan assets at beginning of year2010-12-31$3,382,091
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$180,927
Other income received2010-12-31$428,967
Net income (gross income less expenses)2010-12-31$126,711
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,508,802
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,382,091
Assets. Value of participant loans2010-12-31$29,280
Total contributions received or receivable from employer(s)2010-12-31$166,869
Value of corrective distributions2010-12-31$104
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$11,851
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 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 HARDWARE & LUMBER INSURANCE AGENCY INC

2022: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2010 form 5500 responses
2010-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN HARDWARE & LUMBER INSURANCE AGENCY INC 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1