AIM TRANSFER & STORAGE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AIM TRANSFER & STORAGE, INC. PROFIT SHARING/401(K) PLAN
401k plan membership statisitcs for AIM TRANSFER & STORAGE, INC. PROFIT SHARING/401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : AIM TRANSFER & STORAGE, INC. PROFIT SHARING/401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $3,740,579 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $506,197 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $452,302 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,928,375 |
| Value of total assets at end of year | 2023-12-31 | $7,075,765 |
| Value of total assets at beginning of year | 2023-12-31 | $3,841,383 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $53,895 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $460,958 |
| Participant contributions at end of year | 2023-12-31 | $0 |
| Participant contributions at beginning of year | 2023-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $2,028,929 |
| Administrative expenses (other) incurred | 2023-12-31 | $53,895 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $3,234,382 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $7,075,765 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,841,383 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $6,971,084 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,344,954 |
| Income. Interest from US Government securities | 2023-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $2,492,815 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $99,651 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $3,614 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $812,204 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $438,488 |
| Employer contributions (assets) at end of year | 2023-12-31 | $5,030 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $452,302 |
| Contract administrator fees | 2023-12-31 | $0 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | HANCOCK & ROBINSON, CPA |
| Accountancy firm EIN | 2023-12-31 | 461410019 |
| 2022 : AIM TRANSFER & STORAGE, INC. PROFIT SHARING/401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-77,733 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $653,742 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $653,742 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $688,559 |
| Value of total assets at end of year | 2022-12-31 | $3,841,383 |
| Value of total assets at beginning of year | 2022-12-31 | $4,572,858 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $398,693 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $55 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
| Administrative expenses (other) incurred | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-731,475 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,841,383 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,572,858 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,344,954 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,816,325 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,492,815 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,744,874 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $3,614 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $10,824 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-766,292 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $289,866 |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $780 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $653,742 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | HAWKINS ASH CPA'S, LLP |
| Accountancy firm EIN | 2022-12-31 | 390912608 |
| 2021 : AIM TRANSFER & STORAGE, INC. PROFIT SHARING/401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $32,034 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,084,421 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $158,965 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $102,120 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $614,900 |
| Value of total assets at end of year | 2021-12-31 | $4,572,858 |
| Value of total assets at beginning of year | 2021-12-31 | $3,615,368 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $56,845 |
| Total interest from all sources | 2021-12-31 | $14,624 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $99,865 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $99,865 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $361,687 |
| Participant contributions at end of year | 2021-12-31 | $55 |
| Participant contributions at beginning of year | 2021-12-31 | $55 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
| Administrative expenses (other) incurred | 2021-12-31 | $56,845 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $925,456 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,572,858 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,615,368 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,816,325 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,492,763 |
| Interest earned on other investments | 2021-12-31 | $14,624 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,744,874 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,968,972 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $10,824 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $4,270 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $355,032 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $253,213 |
| Employer contributions (assets) at end of year | 2021-12-31 | $780 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $149,308 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $102,120 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | HAWKINS ASH CPA'S, LLP |
| Accountancy firm EIN | 2021-12-31 | 390912608 |
| 2020 : AIM TRANSFER & STORAGE, INC. PROFIT SHARING/401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $935,494 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $264,050 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $222,231 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $540,134 |
| Value of total assets at end of year | 2020-12-31 | $3,466,784 |
| Value of total assets at beginning of year | 2020-12-31 | $2,795,340 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $41,819 |
| Total interest from all sources | 2020-12-31 | $288 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $41,602 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $41,602 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $319,087 |
| Participant contributions at end of year | 2020-12-31 | $55 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
| Administrative expenses (other) incurred | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $671,444 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,466,784 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,795,340 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $41,819 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,492,763 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,795,340 |
| Interest earned on other investments | 2020-12-31 | $288 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,968,972 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $4,270 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $353,470 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $221,047 |
| Employer contributions (assets) at end of year | 2020-12-31 | $779 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $222,231 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | HAWKINS ASH CPA'S, LLP |
| Accountancy firm EIN | 2020-12-31 | 390912608 |
