Logo

AMWTP EMPLOYEE INVESTMENT PLAN 401k Plan overview

Plan NameAMWTP EMPLOYEE INVESTMENT PLAN
Plan identification number 001

AMWTP EMPLOYEE INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

FLUOR IDAHO, LLC has sponsored the creation of one or more 401k plans.

Company Name:FLUOR IDAHO, LLC
Employer identification number (EIN):452724914
NAIC Classification:562000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMWTP EMPLOYEE INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-10-01
0012019-10-01
0012016-10-01JASON KILLPACK
0012015-10-01PEGGY DAVIS PEGGY DAVIS2017-07-12

Plan Statistics for AMWTP EMPLOYEE INVESTMENT PLAN

401k plan membership statisitcs for AMWTP EMPLOYEE INVESTMENT PLAN

Measure Date Value
2020: AMWTP EMPLOYEE INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-011,192
Total number of active participants reported on line 7a of the Form 55002020-10-011,077
Number of retired or separated participants receiving benefits2020-10-0122
Number of other retired or separated participants entitled to future benefits2020-10-01215
Total of all active and inactive participants2020-10-011,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-0114
Total participants2020-10-011,328
Number of participants with account balances2020-10-011,311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: AMWTP EMPLOYEE INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-011,047
Total number of active participants reported on line 7a of the Form 55002019-10-01981
Number of retired or separated participants receiving benefits2019-10-0120
Number of other retired or separated participants entitled to future benefits2019-10-01186
Total of all active and inactive participants2019-10-011,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-015
Total participants2019-10-011,192
Number of participants with account balances2019-10-011,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2016: AMWTP EMPLOYEE INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01821
Total number of active participants reported on line 7a of the Form 55002016-10-01736
Number of retired or separated participants receiving benefits2016-10-018
Number of other retired or separated participants entitled to future benefits2016-10-01156
Total of all active and inactive participants2016-10-01900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-015
Total participants2016-10-01905
Number of participants with account balances2016-10-01898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: AMWTP EMPLOYEE INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01792
Total number of active participants reported on line 7a of the Form 55002015-10-01653
Number of retired or separated participants receiving benefits2015-10-015
Number of other retired or separated participants entitled to future benefits2015-10-01159
Total of all active and inactive participants2015-10-01817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-014
Total participants2015-10-01821
Number of participants with account balances2015-10-01816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010

Financial Data on AMWTP EMPLOYEE INVESTMENT PLAN

Measure Date Value
2021 : AMWTP EMPLOYEE INVESTMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$48,370,221
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$15,706,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$15,486,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$18,680,393
Value of total assets at end of year2021-09-30$176,928,696
Value of total assets at beginning of year2021-09-30$144,265,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$220,035
Total interest from all sources2021-09-30$122,987
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$4,322,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$4,322,788
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$8,571,753
Participant contributions at end of year2021-09-30$2,636,419
Participant contributions at beginning of year2021-09-30$2,343,685
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$1,221,808
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-09-30$1,644
Other income not declared elsewhere2021-09-30$2,161
Administrative expenses (other) incurred2021-09-30$220,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$32,663,297
Value of net assets at end of year (total assets less liabilities)2021-09-30$176,928,696
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$144,265,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$158,676,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$125,399,845
Interest on participant loans2021-09-30$122,987
Value of interest in common/collective trusts at end of year2021-09-30$15,615,408
Value of interest in common/collective trusts at beginning of year2021-09-30$16,521,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$24,966,104
Net investment gain or loss from common/collective trusts2021-09-30$275,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$8,886,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$15,485,245
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30RUDD & COMPANY, PLLC
Accountancy firm EIN2021-09-30820467399
2020 : AMWTP EMPLOYEE INVESTMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$32,024,650
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$13,151,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$12,984,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$15,634,244
Value of total assets at end of year2020-09-30$144,265,399
Value of total assets at beginning of year2020-09-30$125,391,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$167,147
Total interest from all sources2020-09-30$138,063
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$3,818,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$3,818,998
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$7,178,717
Participant contributions at end of year2020-09-30$2,343,685
Participant contributions at beginning of year2020-09-30$2,563,640
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$1,258,620
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-09-30$25,503
Other income not declared elsewhere2020-09-30$1,118
Administrative expenses (other) incurred2020-09-30$167,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$18,873,499
Value of net assets at end of year (total assets less liabilities)2020-09-30$144,265,399
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$125,391,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$125,399,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$110,456,701
Interest on participant loans2020-09-30$138,063
Value of interest in common/collective trusts at end of year2020-09-30$16,521,869
Value of interest in common/collective trusts at beginning of year2020-09-30$12,371,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$12,099,779
Net investment gain or loss from common/collective trusts2020-09-30$332,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$7,196,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$12,958,501
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30No
Opinion of an independent qualified public accountant for this plan2020-09-30Unqualified
Accountancy firm name2020-09-30RUDD & COMPANY, PLLC
Accountancy firm EIN2020-09-30820467399
2019 : AMWTP EMPLOYEE INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$16,801,048
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$9,673,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$9,533,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$14,359,473
Value of total assets at end of year2019-09-30$125,391,900
Value of total assets at beginning of year2019-09-30$118,264,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$139,939
Total interest from all sources2019-09-30$122,394
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$4,465,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$4,465,929
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$6,420,296
Participant contributions at end of year2019-09-30$2,563,640
Participant contributions at beginning of year2019-09-30$2,262,401
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$1,524,906
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-09-30$124
Other income not declared elsewhere2019-09-30$20,509
Administrative expenses (other) incurred2019-09-30$139,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$7,127,672
Value of net assets at end of year (total assets less liabilities)2019-09-30$125,391,900
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$118,264,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$110,456,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$104,379,409
Interest on participant loans2019-09-30$122,394
Value of interest in common/collective trusts at end of year2019-09-30$12,371,559
Value of interest in common/collective trusts at beginning of year2019-09-30$11,622,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-2,484,616
Net investment gain or loss from common/collective trusts2019-09-30$317,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$6,414,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$9,533,313
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30No
Opinion of an independent qualified public accountant for this plan2019-09-30Unqualified
Accountancy firm name2019-09-30RUDD & COMPANY, PLLC
Accountancy firm EIN2019-09-30820467399
2018 : AMWTP EMPLOYEE INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$22,894,130
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$10,132,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$10,006,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$12,560,553
Value of total assets at end of year2018-09-30$118,264,228
Value of total assets at beginning of year2018-09-30$105,502,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$125,745
Total interest from all sources2018-09-30$97,782
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$2,799,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$2,799,860
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$5,748,105
Participant contributions at end of year2018-09-30$2,262,401
Participant contributions at beginning of year2018-09-30$2,032,024
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$907,137
Other income not declared elsewhere2018-09-30$1,160
Administrative expenses (other) incurred2018-09-30$125,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$12,761,390
Value of net assets at end of year (total assets less liabilities)2018-09-30$118,264,228
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$105,502,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$104,379,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$90,617,042
Interest on participant loans2018-09-30$97,782
Value of interest in common/collective trusts at end of year2018-09-30$11,622,418
Value of interest in common/collective trusts at beginning of year2018-09-30$12,853,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$7,169,462
Net investment gain or loss from common/collective trusts2018-09-30$265,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$5,905,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$10,006,995
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30No
Opinion of an independent qualified public accountant for this plan2018-09-30Unqualified
Accountancy firm name2018-09-30RUDD & COMPANY, PLLC
Accountancy firm EIN2018-09-30820467399
2017 : AMWTP EMPLOYEE INVESTMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$23,445,909
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$9,383,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$9,364,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$11,187,304
Value of total assets at end of year2017-09-30$105,502,839
Value of total assets at beginning of year2017-09-30$91,440,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$19,010
Total interest from all sources2017-09-30$76,914
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$2,370,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$2,370,800
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$5,010,231
Participant contributions at end of year2017-09-30$2,032,024
Participant contributions at beginning of year2017-09-30$1,674,657
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$1,017,869
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-09-30$475
Other income not declared elsewhere2017-09-30$2,479
Administrative expenses (other) incurred2017-09-30$19,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$14,062,615
Value of net assets at end of year (total assets less liabilities)2017-09-30$105,502,839
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$91,440,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$90,617,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$74,976,957
Interest on participant loans2017-09-30$76,914
Value of interest in common/collective trusts at end of year2017-09-30$12,853,772
Value of interest in common/collective trusts at beginning of year2017-09-30$14,788,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$9,568,438
Net investment gain or loss from common/collective trusts2017-09-30$239,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$5,159,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$9,363,809
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30RUDD & COMPANY, PLLC
Accountancy firm EIN2017-09-30820467399
2016 : AMWTP EMPLOYEE INVESTMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$18,563,453
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$6,847,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$6,837,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$10,616,163
Value of total assets at end of year2016-09-30$91,440,224
Value of total assets at beginning of year2016-09-30$79,724,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$10,216
Total interest from all sources2016-09-30$70,623
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$2,594,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$2,594,908
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$5,038,422
Participant contributions at end of year2016-09-30$1,674,657
Participant contributions at beginning of year2016-09-30$1,796,727
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$73,749
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-09-30$3,310
Other income not declared elsewhere2016-09-30$506
Administrative expenses (other) incurred2016-09-30$10,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$11,715,507
Value of net assets at end of year (total assets less liabilities)2016-09-30$91,440,224
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$79,724,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$74,976,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$61,967,953
Interest on participant loans2016-09-30$70,623
Value of interest in common/collective trusts at end of year2016-09-30$14,788,610
Value of interest in common/collective trusts at beginning of year2016-09-30$15,308,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$4,999,318
Net investment gain or loss from common/collective trusts2016-09-30$281,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$5,503,992
Employer contributions (assets) at end of year2016-09-30$0
Employer contributions (assets) at beginning of year2016-09-30$651,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$6,834,420
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30RUDD & COMPANY, PLLC
Accountancy firm EIN2016-09-30820467399

Form 5500 Responses for AMWTP EMPLOYEE INVESTMENT PLAN

2020: AMWTP EMPLOYEE INVESTMENT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: AMWTP EMPLOYEE INVESTMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2016: AMWTP EMPLOYEE INVESTMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: AMWTP EMPLOYEE INVESTMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan 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
US 401k Lookup     VAT Lookup