Original filing (PDF)20250612090426NAL0026912032001

AMI WHOLESALE DISTRIBUTORS, INC.

Name: AMI WHOLESALE DISTRIBUTORS, INC. — AMI WHOLESALE DISTRIBUTORS, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: AMI WHOLESALE DISTRIBUTORS, INC.

Form 5500-SF

FILING_RECEIVED

AMI WHOLESALE DISTRIBUTORS, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMI WHOLESALE DISTRIBUTORS, INC..

Plan sponsor

Name

AMI WHOLESALE DISTRIBUTORS, INC.

EIN

06-1325801

Address

P.O. BOX 120101 · EAST HAVEN, CT · 06512

Phone

(203) 466-5534

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-12

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

LIBERTY SEAFOOD, LLC

LIBERTY SEAFOOD, LLC 401(K) PLAN

$3.2M · 9 participants

ROBERTSON OPTICAL LABORATORIES, INC

ROBERTSON OPTICAL LABORATORIES, INC. 401K PLAN

$3.2M · 74 participants

GADSDEN COFFEE COMPANY, INC.

MAX PACKAGING 401K PLAN

$3.2M · 88 participants

BASE4 VENTURES, LLC

BASE4 VENTURES, LLC 401(K) PLAN

$3.2M · 18 participants

ROCKY MOUNTAIN MICROSURGICAL, INC.

ROCKY MOUNTAIN MICROSURGICAL, INC. 401(K) PLAN

$3.2M · 11 participants