401k Plan data: AME SAVINGS & RETIREMENT PLAN plan

AME SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan Name	AME SAVINGS & RETIREMENT PLAN
Plan identification number	001

AME SAVINGS & RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ADDISON MACHINE ENGINEERING, INC. has sponsored the creation of one or more 401k plans.

Company Name: ADDISON MACHINE ENGINEERING, INC.

Employer identification number (EIN): 362554042

NAIC Classification: 332700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AME SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ROBERT CLYDE 2024-05-16
001 2022-01-01 ROBERT CLYDE 2023-07-31
001 2021-01-01 ROBERT CLYDE 2022-07-18
001 2020-01-01 ROBERT CLYDE 2021-06-02
001 2019-01-01 ROBERT CLYDE 2020-05-14
001 2018-01-01 ROBERT CLYDE 2019-06-26
001 2017-01-01 ROBERT CLYDE 2018-07-25
001 2016-01-01 ROBERT CLYDE 2017-09-07
001 2015-01-01 ROBERT CLYDE 2016-06-24
001 2014-01-01 ROBERT CLYDE 2015-09-02
001 2013-01-01 ROBERT CLYDE 2014-09-05
001 2012-01-01 ROBERT CLYDE 2013-07-30
001 2011-01-01 ROBERT CLYDE 2012-09-21
001 2010-01-01 ROBERT CLYDE 2012-02-08
001 2007-01-01 ROBERT CLYDE 2010-03-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ROBERT CLYDE	2024-05-16
001	2022-01-01	ROBERT CLYDE	2023-07-31
001	2021-01-01	ROBERT CLYDE	2022-07-18
001	2020-01-01	ROBERT CLYDE	2021-06-02
001	2019-01-01	ROBERT CLYDE	2020-05-14
001	2018-01-01	ROBERT CLYDE	2019-06-26
001	2017-01-01	ROBERT CLYDE	2018-07-25
001	2016-01-01	ROBERT CLYDE	2017-09-07
001	2015-01-01	ROBERT CLYDE	2016-06-24
001	2014-01-01	ROBERT CLYDE	2015-09-02
001	2013-01-01	ROBERT CLYDE	2014-09-05
001	2012-01-01	ROBERT CLYDE	2013-07-30
001	2011-01-01	ROBERT CLYDE	2012-09-21
001	2010-01-01	ROBERT CLYDE	2012-02-08
001	2007-01-01			ROBERT CLYDE	2010-03-30

Plan Statistics for AME SAVINGS & RETIREMENT PLAN

401k plan membership statisitcs for AME SAVINGS & RETIREMENT PLAN

Measure Date Value
2007: AME SAVINGS & RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 59
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 28
Total of all active and inactive participants 2007-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 87
Number of participants with account balances 2007-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 11

Measure	Date	Value
2007: AME SAVINGS & RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	59
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	28
Total of all active and inactive participants	2007-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	87
Number of participants with account balances	2007-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	11

Financial Data on AME SAVINGS & RETIREMENT PLAN

Measure	Date	Value
2007 : AME SAVINGS & RETIREMENT PLAN 2007 401k financial data
Total plan liabilities at end of year	2007-12-31	$0
Total plan liabilities at beginning of year	2007-12-31	$0
Total income from all sources	2007-12-31	$181,238
Expenses. Total of all expenses incurred	2007-12-31	$12,376
Benefits paid (including direct rollovers)	2007-12-31	$0
Total plan assets at end of year	2007-12-31	$1,389,384
Total plan assets at beginning of year	2007-12-31	$1,220,522
Value of fidelity bond covering the plan	2007-12-31	$200,000
Total contributions received or receivable from participants	2007-12-31	$89,689
Expenses. Other expenses not covered elsewhere	2007-12-31	$413
Contributions received from other sources (not participants or employers)	2007-12-31	$0
Other income received	2007-12-31	$91,549
Noncash contributions received	2007-12-31	$0
Net income (gross income less expenses)	2007-12-31	$168,862
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$1,389,384
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$1,220,522
Assets. Value of participant loans	2007-12-31	$85,035
Total contributions received or receivable from employer(s)	2007-12-31	$0
Value of certain deemed distributions of participant loans	2007-12-31	$0
Value of corrective distributions	2007-12-31	$11,963
Expenses. Administrative service providers (salaries,fees and commissions)	2007-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-12-31	$0
2006 : AME SAVINGS & RETIREMENT PLAN 2006 401k financial data
Transfers to/from the plan	2006-12-31	$0
Total plan liabilities at end of year	2006-12-31	$0
Total plan liabilities at beginning of year	2006-12-31	$0
Total income from all sources	2006-12-31	$229,409
Expenses. Total of all expenses incurred	2006-12-31	$60,871
Benefits paid (including direct rollovers)	2006-12-31	$46,446
Total plan assets at end of year	2006-12-31	$1,220,522
Total plan assets at beginning of year	2006-12-31	$1,051,984
Value of fidelity bond covering the plan	2006-12-31	$200,000
Total contributions received or receivable from participants	2006-12-31	$110,775
Contributions received from other sources (not participants or employers)	2006-12-31	$4,327
Other income received	2006-12-31	$114,307
Noncash contributions received	2006-12-31	$0
Net income (gross income less expenses)	2006-12-31	$168,538
Net plan assets at end of year (total assets less liabilities)	2006-12-31	$1,220,522
Net plan assets at beginning of year (total assets less liabilities)	2006-12-31	$1,051,984
Assets. Value of participant loans	2006-12-31	$115,380
Total contributions received or receivable from employer(s)	2006-12-31	$0
Value of certain deemed distributions of participant loans	2006-12-31	$6,182
Value of corrective distributions	2006-12-31	$7,755
Expenses. Administrative service providers (salaries,fees and commissions)	2006-12-31	$488
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2006-12-31	$0

Form 5500 Responses for AME SAVINGS & RETIREMENT PLAN

2007: AME SAVINGS & RETIREMENT PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

93611901

Policy instance

Insurance contract or identification number	93611901
Number of Individuals Covered	78
Insurance policy start date	2007-01-01
Insurance policy end date	2007-12-31
Total amount of commissions paid to insurance broker	USD $3,511
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $3,511
Insurance broker organization code?	3
Insurance broker name	GREY INVESTMENT PLANNING CORP

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

936119-01

Policy instance

Insurance contract or identification number	936119-01
Number of Individuals Covered	72
Insurance policy start date	2006-01-01
Insurance policy end date	2006-12-31
Total amount of commissions paid to insurance broker	USD $2,542
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $1,907
Insurance broker organization code?	3
Insurance broker name	GREY INVESTMENT PLANNING CORP

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Company Name:	ADDISON MACHINE ENGINEERING, INC.
Employer identification number (EIN):	362554042
NAIC Classification:	332700