Amg Employee Stock Ownership Plan — Form 5500 plan (Advisors Management Group, 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, Amg Employee Stock Ownership Plan is a benefit plan reported by Advisors Management Group, Inc. under EIN 41-1619602 and plan number 004. The latest loaded filing year is 2023. The filing reports 25 participants and $1,498,709 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advisors Management Group, Inc.
- EIN
- 41-1619602
- Plan number
- 004
- Plan type
- 2
- Location
- Lacrosse, WI
- Latest filing year
- 2023
- Participants
- 25
- End-of-year plan assets
- $1,498,709
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 25 | I | 20240812111715NAL0005125379001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,498,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,498,709
- Net assets (BOY)
- $1,362,815
Income & contributions
- Employer contributions
- $6,463
- Total income / additions
- $135,894
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $135,894
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.