Fidelity bond in place
Yes
Filing3701 Beale AveAltoona, PA 16601-1317
Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc
Amerway Inc • EIN 25-1612234 • Altoona, PA • Plan year 2001
Filing Insights
Participants
Down40 → 30
-10 • -25.00%
Assets
Up$192,692 → $260,393
$67,701 • 35.13%
Investment Management Fee
-
Admin expenses - • Total expenses $23,438
Filing Details
Context- Net investment result
- $66,337
- Pension payor EIN
- 25-1612234
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
Not reported
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 23 | $1,929,880 | $89,416 | $3,888iApproximate average salary by contribution assumption: employee only about $97,191 at 4% or $64,794 at 6%; with 50% employer match about $64,794 at 4% or $43,196 at 6%; with 100% employer match about $48,596 at 4% or $32,397 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 23 | $1,929,880 | $89,416 | $3,888iApproximate average salary by contribution assumption: employee only about $97,191 at 4% or $64,794 at 6%; with 50% employer match about $64,794 at 4% or $43,196 at 6%; with 100% employer match about $48,596 at 4% or $32,397 at 6%. |
| 2023 | 1 | 21 | $1,607,348 | $70,921 | $3,377iApproximate average salary by contribution assumption: employee only about $84,430 at 4% or $56,287 at 6%; with 50% employer match about $56,287 at 4% or $37,524 at 6%; with 100% employer match about $42,215 at 4% or $28,143 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 21 | $1,607,348 | $70,921 | $3,377iApproximate average salary by contribution assumption: employee only about $84,430 at 4% or $56,287 at 6%; with 50% employer match about $56,287 at 4% or $37,524 at 6%; with 100% employer match about $42,215 at 4% or $28,143 at 6%. |
| 2022 | 1 | 22 | $1,318,708 | $85,688 | $3,895iApproximate average salary by contribution assumption: employee only about $97,373 at 4% or $64,915 at 6%; with 50% employer match about $64,915 at 4% or $43,277 at 6%; with 100% employer match about $48,686 at 4% or $32,458 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 22 | $1,318,708 | $85,688 | $3,895iApproximate average salary by contribution assumption: employee only about $97,373 at 4% or $64,915 at 6%; with 50% employer match about $64,915 at 4% or $43,277 at 6%; with 100% employer match about $48,686 at 4% or $32,458 at 6%. |
| 2021 | 1 | 21 | $1,527,065 | $58,365 | $2,779iApproximate average salary by contribution assumption: employee only about $69,482 at 4% or $46,321 at 6%; with 50% employer match about $46,321 at 4% or $30,881 at 6%; with 100% employer match about $34,741 at 4% or $23,161 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 21 | $1,527,065 | $58,365 | $2,779iApproximate average salary by contribution assumption: employee only about $69,482 at 4% or $46,321 at 6%; with 50% employer match about $46,321 at 4% or $30,881 at 6%; with 100% employer match about $34,741 at 4% or $23,161 at 6%. |
| 2020 | 1 | 25 | $1,335,925 | $58,830 | $2,353iApproximate average salary by contribution assumption: employee only about $58,830 at 4% or $39,220 at 6%; with 50% employer match about $39,220 at 4% or $26,147 at 6%; with 100% employer match about $29,415 at 4% or $19,610 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 25 | $1,335,925 | $58,830 | $2,353iApproximate average salary by contribution assumption: employee only about $58,830 at 4% or $39,220 at 6%; with 50% employer match about $39,220 at 4% or $26,147 at 6%; with 100% employer match about $29,415 at 4% or $19,610 at 6%. |
| 2019 | 1 | 22 | $1,188,973 | $78,431 | $3,565iApproximate average salary by contribution assumption: employee only about $89,126 at 4% or $59,417 at 6%; with 50% employer match about $59,417 at 4% or $39,612 at 6%; with 100% employer match about $44,563 at 4% or $29,709 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 22 | $1,188,973 | $78,431 | $3,565iApproximate average salary by contribution assumption: employee only about $89,126 at 4% or $59,417 at 6%; with 50% employer match about $59,417 at 4% or $39,612 at 6%; with 100% employer match about $44,563 at 4% or $29,709 at 6%. |
| 2018 | 1 | 26 | $1,871,968 | $74,628 | $2,870iApproximate average salary by contribution assumption: employee only about $71,758 at 4% or $47,838 at 6%; with 50% employer match about $47,838 at 4% or $31,892 at 6%; with 100% employer match about $35,879 at 4% or $23,919 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 26 | $1,871,968 | $74,628 | $2,870iApproximate average salary by contribution assumption: employee only about $71,758 at 4% or $47,838 at 6%; with 50% employer match about $47,838 at 4% or $31,892 at 6%; with 100% employer match about $35,879 at 4% or $23,919 at 6%. |
| 2017 | 1 | 28 | $2,061,528 | $58,278 | $2,081iApproximate average salary by contribution assumption: employee only about $52,034 at 4% or $34,689 at 6%; with 50% employer match about $34,689 at 4% or $23,126 at 6%; with 100% employer match about $26,017 at 4% or $17,345 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 28 | $2,061,528 | $58,278 | $2,081iApproximate average salary by contribution assumption: employee only about $52,034 at 4% or $34,689 at 6%; with 50% employer match about $34,689 at 4% or $23,126 at 6%; with 100% employer match about $26,017 at 4% or $17,345 at 6%. |
| 2016 | 1 | 20 | $2,562,742 | $64,812 | $3,241iApproximate average salary by contribution assumption: employee only about $81,015 at 4% or $54,010 at 6%; with 50% employer match about $54,010 at 4% or $36,007 at 6%; with 100% employer match about $40,508 at 4% or $27,005 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 20 | $2,562,742 | $64,812 | $3,241iApproximate average salary by contribution assumption: employee only about $81,015 at 4% or $54,010 at 6%; with 50% employer match about $54,010 at 4% or $36,007 at 6%; with 100% employer match about $40,508 at 4% or $27,005 at 6%. |
| 2015 | 1 | 23 | $2,132,456 | $82,504 | $3,587iApproximate average salary by contribution assumption: employee only about $89,678 at 4% or $59,786 at 6%; with 50% employer match about $59,786 at 4% or $39,857 at 6%; with 100% employer match about $44,839 at 4% or $29,893 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 23 | $2,132,456 | $82,504 | $3,587iApproximate average salary by contribution assumption: employee only about $89,678 at 4% or $59,786 at 6%; with 50% employer match about $59,786 at 4% or $39,857 at 6%; with 100% employer match about $44,839 at 4% or $29,893 at 6%. |
| 2014 | 1 | 19 | $2,152,430 | $62,040 | $3,265iApproximate average salary by contribution assumption: employee only about $81,632 at 4% or $54,421 at 6%; with 50% employer match about $54,421 at 4% or $36,281 at 6%; with 100% employer match about $40,816 at 4% or $27,211 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 19 | $2,152,430 | $62,040 | $3,265iApproximate average salary by contribution assumption: employee only about $81,632 at 4% or $54,421 at 6%; with 50% employer match about $54,421 at 4% or $36,281 at 6%; with 100% employer match about $40,816 at 4% or $27,211 at 6%. |
| 2013 | 1 | 19 | $1,960,027 | $61,494 | $3,237iApproximate average salary by contribution assumption: employee only about $80,913 at 4% or $53,942 at 6%; with 50% employer match about $53,942 at 4% or $35,961 at 6%; with 100% employer match about $40,457 at 4% or $26,971 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 19 | $1,960,027 | $61,494 | $3,237iApproximate average salary by contribution assumption: employee only about $80,913 at 4% or $53,942 at 6%; with 50% employer match about $53,942 at 4% or $35,961 at 6%; with 100% employer match about $40,457 at 4% or $26,971 at 6%. |
| 2012 | 1 | 22 | $1,435,381 | $102,583 | $4,663iApproximate average salary by contribution assumption: employee only about $116,572 at 4% or $77,714 at 6%; with 50% employer match about $77,714 at 4% or $51,810 at 6%; with 100% employer match about $58,286 at 4% or $38,857 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 22 | $1,435,381 | $102,583 | $4,663iApproximate average salary by contribution assumption: employee only about $116,572 at 4% or $77,714 at 6%; with 50% employer match about $77,714 at 4% or $51,810 at 6%; with 100% employer match about $58,286 at 4% or $38,857 at 6%. |
| 2011 | 1 | 24 | $1,205,572 | $88,737 | $3,697iApproximate average salary by contribution assumption: employee only about $92,434 at 4% or $61,623 at 6%; with 50% employer match about $61,623 at 4% or $41,082 at 6%; with 100% employer match about $46,217 at 4% or $30,811 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 24 | $1,205,572 | $88,737 | $3,697iApproximate average salary by contribution assumption: employee only about $92,434 at 4% or $61,623 at 6%; with 50% employer match about $61,623 at 4% or $41,082 at 6%; with 100% employer match about $46,217 at 4% or $30,811 at 6%. |
| 2010 | 1 | 26 | $1,169,808 | $104,443 | $4,017iApproximate average salary by contribution assumption: employee only about $100,426 at 4% or $66,951 at 6%; with 50% employer match about $66,951 at 4% or $44,634 at 6%; with 100% employer match about $50,213 at 4% or $33,475 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 26 | $1,169,808 | $104,443 | $4,017iApproximate average salary by contribution assumption: employee only about $100,426 at 4% or $66,951 at 6%; with 50% employer match about $66,951 at 4% or $44,634 at 6%; with 100% employer match about $50,213 at 4% or $33,475 at 6%. |
| 2009 | 1 | 35 | $903,723 | $79,071 | $2,259iApproximate average salary by contribution assumption: employee only about $56,479 at 4% or $37,653 at 6%; with 50% employer match about $37,653 at 4% or $25,102 at 6%; with 100% employer match about $28,240 at 4% or $18,826 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 35 | $903,723 | $79,071 | $2,259iApproximate average salary by contribution assumption: employee only about $56,479 at 4% or $37,653 at 6%; with 50% employer match about $37,653 at 4% or $25,102 at 6%; with 100% employer match about $28,240 at 4% or $18,826 at 6%. |
| 2008 | 1 | 23 | $708,580 | $119,248 | $5,185iApproximate average salary by contribution assumption: employee only about $129,617 at 4% or $86,412 at 6%; with 50% employer match about $86,412 at 4% or $57,608 at 6%; with 100% employer match about $64,809 at 4% or $43,206 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 23 | $708,580 | $119,248 | $5,185iApproximate average salary by contribution assumption: employee only about $129,617 at 4% or $86,412 at 6%; with 50% employer match about $86,412 at 4% or $57,608 at 6%; with 100% employer match about $64,809 at 4% or $43,206 at 6%. |
| 2007 | 1 | 24 | $909,639 | $73,285 | $3,054iApproximate average salary by contribution assumption: employee only about $76,339 at 4% or $50,892 at 6%; with 50% employer match about $50,892 at 4% or $33,928 at 6%; with 100% employer match about $38,169 at 4% or $25,446 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 24 | $909,639 | $73,285 | $3,054iApproximate average salary by contribution assumption: employee only about $76,339 at 4% or $50,892 at 6%; with 50% employer match about $50,892 at 4% or $33,928 at 6%; with 100% employer match about $38,169 at 4% or $25,446 at 6%. |
| 2006 | 1 | 23 | $828,043 | $68,362 | $2,972iApproximate average salary by contribution assumption: employee only about $74,307 at 4% or $49,538 at 6%; with 50% employer match about $49,538 at 4% or $33,025 at 6%; with 100% employer match about $37,153 at 4% or $24,769 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 23 | $828,043 | $68,362 | $2,972iApproximate average salary by contribution assumption: employee only about $74,307 at 4% or $49,538 at 6%; with 50% employer match about $49,538 at 4% or $33,025 at 6%; with 100% employer match about $37,153 at 4% or $24,769 at 6%. |
| 2005 | 1 | 22 | $655,758 | $59,515 | $2,705iApproximate average salary by contribution assumption: employee only about $67,631 at 4% or $45,087 at 6%; with 50% employer match about $45,087 at 4% or $30,058 at 6%; with 100% employer match about $33,815 at 4% or $22,544 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 22 | $655,758 | $59,515 | $2,705iApproximate average salary by contribution assumption: employee only about $67,631 at 4% or $45,087 at 6%; with 50% employer match about $45,087 at 4% or $30,058 at 6%; with 100% employer match about $33,815 at 4% or $22,544 at 6%. |
| 2004 | 1 | 23 | $565,116 | $74,591 | $3,243iApproximate average salary by contribution assumption: employee only about $81,077 at 4% or $54,051 at 6%; with 50% employer match about $54,051 at 4% or $36,034 at 6%; with 100% employer match about $40,539 at 4% or $27,026 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 23 | $565,116 | $74,591 | $3,243iApproximate average salary by contribution assumption: employee only about $81,077 at 4% or $54,051 at 6%; with 50% employer match about $54,051 at 4% or $36,034 at 6%; with 100% employer match about $40,539 at 4% or $27,026 at 6%. |
| 2003 | 1 | 18 | $441,829 | $65,503 | $3,639iApproximate average salary by contribution assumption: employee only about $90,976 at 4% or $60,651 at 6%; with 50% employer match about $60,651 at 4% or $40,434 at 6%; with 100% employer match about $45,488 at 4% or $30,325 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 18 | $441,829 | $65,503 | $3,639iApproximate average salary by contribution assumption: employee only about $90,976 at 4% or $60,651 at 6%; with 50% employer match about $60,651 at 4% or $40,434 at 6%; with 100% employer match about $45,488 at 4% or $30,325 at 6%. |
| 2002 | 1 | 24 | $299,854 | $87,844 | $3,660iApproximate average salary by contribution assumption: employee only about $91,504 at 4% or $61,003 at 6%; with 50% employer match about $61,003 at 4% or $40,669 at 6%; with 100% employer match about $45,752 at 4% or $30,501 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 24 | $299,854 | $87,844 | $3,660iApproximate average salary by contribution assumption: employee only about $91,504 at 4% or $61,003 at 6%; with 50% employer match about $61,003 at 4% or $40,669 at 6%; with 100% employer match about $45,752 at 4% or $30,501 at 6%. |
| 2001 | 1 | 30 | $260,393 | $84,845 | $2,828iApproximate average salary by contribution assumption: employee only about $70,704 at 4% or $47,136 at 6%; with 50% employer match about $47,136 at 4% or $31,424 at 6%; with 100% employer match about $35,352 at 4% or $23,568 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | Current | 30 | $260,393 | $84,845 | $2,828iApproximate average salary by contribution assumption: employee only about $70,704 at 4% or $47,136 at 6%; with 50% employer match about $47,136 at 4% or $31,424 at 6%; with 100% employer match about $35,352 at 4% or $23,568 at 6%. |
| 2000 | 1 | 24 | $192,692 | $65,073 | $2,711iApproximate average salary by contribution assumption: employee only about $67,784 at 4% or $45,190 at 6%; with 50% employer match about $45,190 at 4% or $30,126 at 6%; with 100% employer match about $33,892 at 4% or $22,595 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 24 | $192,692 | $65,073 | $2,711iApproximate average salary by contribution assumption: employee only about $67,784 at 4% or $45,190 at 6%; with 50% employer match about $45,190 at 4% or $30,126 at 6%; with 100% employer match about $33,892 at 4% or $22,595 at 6%. |
| 1999 | 1 | 22 | $162,445 | $50,003 | $2,273iApproximate average salary by contribution assumption: employee only about $56,822 at 4% or $37,881 at 6%; with 50% employer match about $37,881 at 4% or $25,254 at 6%; with 100% employer match about $28,411 at 4% or $18,941 at 6%. |
| Safe Harbor 401K Profit Sharing Plan for Employees of Amerway Inc | - | 22 | $162,445 | $50,003 | $2,273iApproximate average salary by contribution assumption: employee only about $56,822 at 4% or $37,881 at 6%; with 50% employer match about $37,881 at 4% or $25,254 at 6%; with 100% employer match about $28,411 at 4% or $18,941 at 6%. |
Schedule Details
Schedule I
Schedule I Financial Statement
Small plan result
Balance sheet and activity values reported by the filer for this small-plan annual return.
End-of-year assets$260,393$67,701 change
Balance Sheet
Beginning and end of plan year.
Total assets$192,692$260,393Increase +$67,701 (35.13%)
Total liabilities$0$1,364Increase +$1,364
Net assets$192,692$259,029Increase +$66,337 (34.43%)
Contributions
Employer contributions$21,619
Participant contributions$63,226
Other contributions$0
Income & Expenses
Total income$89,775
Total expenses$23,438
Net income$66,337
Source fields
- Schedule I source fields
- Filing Id
- 84037347326272
- Schedule I EIN
- 25-1612234
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2001-01-01
- Schedule I Tax Period
- 20011231
- Small plan total assets at beginning of year
- $192,692
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $192,692
- Small plan total assets at end of year
- $260,393
- Small plan total liabilities at end of year
- $1,364
- Small plan net assets at end of year
- $259,029
- Small plan employer contributions
- $21,619
- Small plan participant contributions
- $63,226
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $4,930
- Small plan total income
- $89,775
- Small plan total benefit distributions
- $23,438
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $23,438
- Small plan net income or loss
- $66,337
- Small Total Plan Transfers Amount
- $0
- Small Joint Venture End of year Indicator
- No
- Small Joint Venture End of year Amount
- $0
- Small Employer Prop End of year Indicator
- No
- Small Employer Prop End of year Amount
- $0
- Small Investment Real Est End of year I
- 2
- Small Investment Real Est End of year A
- 0
- Small Employer Sec End of year Indicator
- No
- Small Employer Sec End of year Amount
- $0
- Small Mortg Participants End of year Indicator
- No
- Small Mortg Participants End of year Amount
- $0
- Small Oth Lns Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Amount
- $0
- Small Personal Prop End of year Indicator
- No
- Small Personal Prop End of year Amount
- $0
- Small Fail Xmt Ctb I
- 2
- Small Fail Xmt Ctb A
- 0
- Small plan participant loans in default
- No
- Small Loans In Default Amount
- $0
- Small plan leases in default
- No
- Small Leases In Default Amount
- $0
- Small Pt In Interest Not Reported I
- 2
- Small Pt In Interest Not Reported A
- 0
- Small plan fidelity bond in place
- Yes
- Small plan fidelity bond amount
- $25,000
- Small plan loss discovered during year
- No
- Small Loss Discovered Dur Year Amount
- $0
- Small plan assets with undetermined value
- No
- Small Asset Undeterm Valuation Amount
- $0
- Small plan non-cash contributions reported
- No
- Small Non Cash Contribution Amount
- $0
- Small 20 Percent Sngl Investment Indicator
- No
- Small 20 Percent Sngl Investment Amount
- $0
- Small plan all plan assets distributed
- No
- Waiver Annual Iqpa Report
- 1
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN25-1612234
Transfers
Distributed property value$0
Schedule R source fields
- Payor 25-1612234
- Filing Id
- 84037347326272
- Schedule R EIN
- 25-1612234
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2001-01-01
- Schedule R Tax Period
- 20011231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 25-1612234
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Elec Satisfy Code 412 Indicator
- No
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0