Plan5500

Amg, Inc 401(K) Plan — Form 5500 plan (Amg, 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, Inc 401(K) Plan is a benefit plan reported by Amg, Inc. under EIN 54-1044632 and plan number 002. The latest loaded filing year is 2023. The filing reports 131 participants and $14,674,187 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amg, Inc.
EIN
54-1044632
Plan number
002
Plan type
2
Location
Lynchburg, VA
Latest filing year
2023
Participants
131
End-of-year plan assets
$14,674,187

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20241010101112NAL0009894995001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,674,187
Total liabilities (EOY)
$0
Net assets (EOY)
$14,674,187
Net assets (BOY)
$12,576,217

Income & contributions

Employer contributions
$197,157
Participant contributions
$613,311
Total contributions
$835,468
Total income / additions
$2,349,611

Expenses & distributions

Benefits paid
$180,581
Administrative expenses
$71,060
Total expenses
$251,641
Net increase / (decrease)
$2,097,970

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American TrustNONE$41,141$02023
Financial Designs, Inc.NONE$31,918not reported in the loaded dataset2023
Hci-Ebs, Inc.NONE$2,090not reported in the loaded dataset2023

Related Form 5500 pages