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AM SUPPLY 401(K) PLAN 401k Plan overview

Plan NameAM SUPPLY 401(K) PLAN
Plan identification number 001

AM SUPPLY 401(K) PLAN 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AM SUPPLY, LLC has sponsored the creation of one or more 401k plans.

Company Name:AM SUPPLY, LLC
Employer identification number (EIN):800586654
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AM SUPPLY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRETT BORNE2024-10-11
0012022-01-01BRETT BORNE2023-10-16
0012021-01-01
0012021-01-01BRETT BORNE
0012020-01-01
0012019-01-01
0012018-01-01BRETT BORNE
0012017-01-01BRETT BORNE
0012016-01-01ADRIENNE GUIDRY
0012015-01-01ADRIENNE GUIDRY
0012015-01-01ADRIENNE GUIDRY
0012014-01-01ADRIENNE GUIDRY
0012013-01-01ADRIENNE GUIDRY

Financial Data on AM SUPPLY 401(K) PLAN

Measure Date Value
2024 : AM SUPPLY 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-11166181
Net assets as of the end of the plan year2024-10-110
Total assets as of the beginning of the plan year2024-10-11162467
Value of plan covered by a fidelity bond2024-10-1119300
Participant contributions to plan in this plan year2024-10-11559
Value of participant loans at end of plan year2024-10-110
Other income to plan in this plan year2024-10-113155
Plan net income in this plan year2024-10-11-162467
Net assets as of the end of the plan year2024-10-110
Net assets as of the beginning of the plan year2024-10-11162467
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-112151
2021 : AM SUPPLY 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$36,319
Expenses. Total of all expenses incurred2021-12-31$34,820
Benefits paid (including direct rollovers)2021-12-31$34,332
Total plan assets at end of year2021-12-31$192,488
Total plan assets at beginning of year2021-12-31$190,989
Value of fidelity bond covering the plan2021-12-31$15,000
Total contributions received or receivable from participants2021-12-31$24,094
Other income received2021-12-31$12,225
Net income (gross income less expenses)2021-12-31$1,499
Net plan assets at end of year (total assets less liabilities)2021-12-31$192,488
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$190,989
Assets. Value of participant loans2021-12-31$15,581
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$1,740
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$488
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : AM SUPPLY 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$28,282
Expenses. Total of all expenses incurred2020-12-31$801
Total plan assets at end of year2020-12-31$190,989
Total plan assets at beginning of year2020-12-31$163,508
Value of fidelity bond covering the plan2020-12-31$160,000
Total contributions received or receivable from participants2020-12-31$17,363
Other income received2020-12-31$10,919
Net income (gross income less expenses)2020-12-31$27,481
Net plan assets at end of year (total assets less liabilities)2020-12-31$190,989
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$163,508
Assets. Value of participant loans2020-12-31$24,046
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$801
2019 : AM SUPPLY 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$23,995
Expenses. Total of all expenses incurred2019-12-31$1,604
Total plan assets at end of year2019-12-31$163,508
Total plan assets at beginning of year2019-12-31$141,117
Value of fidelity bond covering the plan2019-12-31$160,000
Total contributions received or receivable from participants2019-12-31$12,091
Other income received2019-12-31$11,904
Net income (gross income less expenses)2019-12-31$22,391
Net plan assets at end of year (total assets less liabilities)2019-12-31$163,508
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$141,117
Assets. Value of participant loans2019-12-31$12,911
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,604
2018 : AM SUPPLY 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$12,740
Expenses. Total of all expenses incurred2018-12-31$1,335
Total plan assets at end of year2018-12-31$141,117
Total plan assets at beginning of year2018-12-31$129,712
Value of fidelity bond covering the plan2018-12-31$120,000
Total contributions received or receivable from participants2018-12-31$12,039
Contributions received from other sources (not participants or employers)2018-12-31$2,703
Other income received2018-12-31$-2,002
Net income (gross income less expenses)2018-12-31$11,405
Net plan assets at end of year (total assets less liabilities)2018-12-31$141,117
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$129,712
Assets. Value of participant loans2018-12-31$15,673
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,335
2017 : AM SUPPLY 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$21,706
Expenses. Total of all expenses incurred2017-12-31$1,036
Benefits paid (including direct rollovers)2017-12-31$641
Total plan assets at end of year2017-12-31$129,712
Total plan assets at beginning of year2017-12-31$109,042
Value of fidelity bond covering the plan2017-12-31$80,000
Total contributions received or receivable from participants2017-12-31$13,265
Other income received2017-12-31$8,441
Net income (gross income less expenses)2017-12-31$20,670
Net plan assets at end of year (total assets less liabilities)2017-12-31$129,712
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$109,042
Assets. Value of participant loans2017-12-31$11,892
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$395
2016 : AM SUPPLY 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$21,202
Expenses. Total of all expenses incurred2016-12-31$668
Total plan assets at end of year2016-12-31$109,042
Total plan assets at beginning of year2016-12-31$88,508
Value of fidelity bond covering the plan2016-12-31$80,000
Total contributions received or receivable from participants2016-12-31$17,469
Assets. Value of loans (other than to participants)2016-12-31$5,901
Other income received2016-12-31$3,733
Net income (gross income less expenses)2016-12-31$20,534
Net plan assets at end of year (total assets less liabilities)2016-12-31$109,042
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$88,508
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$668
2015 : AM SUPPLY 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$25,283
Expenses. Total of all expenses incurred2015-12-31$7,878
Benefits paid (including direct rollovers)2015-12-31$7,457
Total plan assets at end of year2015-12-31$88,508
Total plan assets at beginning of year2015-12-31$71,103
Value of fidelity bond covering the plan2015-12-31$80,000
Total contributions received or receivable from participants2015-12-31$25,515
Other income received2015-12-31$-232
Net income (gross income less expenses)2015-12-31$17,405
Net plan assets at end of year (total assets less liabilities)2015-12-31$88,508
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$71,103
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$421
2014 : AM SUPPLY 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$30,229
Expenses. Total of all expenses incurred2014-12-31$753
Benefits paid (including direct rollovers)2014-12-31$629
Total plan assets at end of year2014-12-31$71,103
Total plan assets at beginning of year2014-12-31$41,627
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$27,962
Other income received2014-12-31$2,267
Net income (gross income less expenses)2014-12-31$29,476
Net plan assets at end of year (total assets less liabilities)2014-12-31$71,103
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$41,627
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$124
2013 : AM SUPPLY 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$41,638
Expenses. Total of all expenses incurred2013-12-31$11
Total plan assets at end of year2013-12-31$41,627
Total plan assets at beginning of year2013-12-31$0
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$20,527
Contributions received from other sources (not participants or employers)2013-12-31$10,570
Other income received2013-12-31$1,080
Net income (gross income less expenses)2013-12-31$41,627
Net plan assets at end of year (total assets less liabilities)2013-12-31$41,627
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$9,461
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$11

Form 5500 Responses for AM SUPPLY 401(K) PLAN

2021: AM SUPPLY 401(K) PLAN 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AM SUPPLY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AM SUPPLY 401(K) PLAN 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: AM SUPPLY 401(K) PLAN 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: AM SUPPLY 401(K) PLAN 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
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AM SUPPLY 401(K) PLAN 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: AM SUPPLY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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: AM SUPPLY 401(K) PLAN 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: AM SUPPLY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00241
Policy instance 1

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