A & M Supply Holdings, Inc. & Affiliates Employee Stock Ownership And Savings Plan — Form 5500 plan (A & M Supply Holdings, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, A & M Supply Holdings, Inc. & Affiliates Employee Stock Ownership And Savings Plan is a benefit plan reported by A & M Supply Holdings, Inc. under EIN 54-1598875 and plan number 001. The latest loaded filing year is 2023. The filing reports 350 participants and $18,205,806 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A & M Supply Holdings, Inc.
EIN
54-1598875
Plan number
001
Plan type
2
Location
Pinellas Park, FL
Latest filing year
2023
Participants
350
End-of-year plan assets
$18,205,806

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023350H, C20250715104607NAL0002768768001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,205,806
Total liabilities (EOY)
$0
Net assets (EOY)
$18,205,806
Net assets (BOY)
$18,475,339

Income & contributions

Employer contributions
$867,143
Participant contributions
$297,433
Total contributions
$1,192,528
Total income / additions
$1,461,486

Expenses & distributions

Benefits paid
$1,728,048
Administrative expenses
$2,971
Total expenses
$1,731,019
Net increase / (decrease)
-$269,533

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$2,971$02023
Stahl & Associates Insurance IncOTHER SERVICES$0$5452023

Related Form 5500 pages