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AMERICAN MANAGEMENT GROUP 401K 401k Plan overview

Plan NameAMERICAN MANAGEMENT GROUP 401K
Plan identification number 001

AMERICAN MANAGEMENT GROUP 401K Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMERICAN MANAGEMENT GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN MANAGEMENT GROUP LLC
Employer identification number (EIN):201241530
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Additional information about AMERICAN MANAGEMENT GROUP LLC

Jurisdiction of Incorporation: Wyoming Corporations Division
Incorporation Date: 2012-06-25
Company Identification Number: 000624741
Legal Registered Office Address: 20C Trolley Square

Wilmington
United States of America (USA)
19806

More information about AMERICAN MANAGEMENT GROUP LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN MANAGEMENT GROUP 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LORENA MOYANO2023-08-09
0012021-01-01LORENA MOYANO2022-08-11 LORENA MOYANO2022-08-11
0012020-01-01LORENA MOYANO2021-10-04 LORENA MOYANO2021-10-04
0012019-01-01LORENA MOYANO2020-10-14
0012018-01-01LORENA MOYANO2019-10-15 LORENA MOYANO2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01DEBORAH S. MARTIN2016-10-12
0012014-01-01BYRON VAN EPPS2015-10-14 BYRON VAN EPPS2015-10-14
0012013-01-01JACKIE VAN EPPS2014-10-15 JACKIE VAN EPPS2014-10-15
0012012-01-01JACKIE VAN EPPS2013-10-11 JACKIE VAN EPPS2013-10-11
0012011-01-01JACKIE VAN EPPS2012-09-17 JACKIE VAN EPPS2012-09-17
0012010-01-01LORRAINE HARRIS LORRAINE HARRIS2011-10-05
0012009-01-01LORRAINE HARRIS LORRAINE HARRIS2010-10-14

Plan Statistics for AMERICAN MANAGEMENT GROUP 401K

401k plan membership statisitcs for AMERICAN MANAGEMENT GROUP 401K

Measure Date Value
2022: AMERICAN MANAGEMENT GROUP 401K 2022 401k membership
Total participants, beginning-of-year2022-01-01356
Total number of active participants reported on line 7a of the Form 55002022-01-01283
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0145
Total of all active and inactive participants2022-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01328
Number of participants with account balances2022-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AMERICAN MANAGEMENT GROUP 401K 2021 401k membership
Total participants, beginning-of-year2021-01-01267
Total number of active participants reported on line 7a of the Form 55002021-01-01316
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01347
Number of participants with account balances2021-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMERICAN MANAGEMENT GROUP 401K 2020 401k membership
Total participants, beginning-of-year2020-01-01230
Total number of active participants reported on line 7a of the Form 55002020-01-01227
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01262
Number of participants with account balances2020-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMERICAN MANAGEMENT GROUP 401K 2019 401k membership
Total participants, beginning-of-year2019-01-01218
Total number of active participants reported on line 7a of the Form 55002019-01-01222
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01251
Number of participants with account balances2019-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMERICAN MANAGEMENT GROUP 401K 2018 401k membership
Total participants, beginning-of-year2018-01-01205
Total number of active participants reported on line 7a of the Form 55002018-01-01202
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01225
Number of participants with account balances2018-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2010: AMERICAN MANAGEMENT GROUP 401K 2010 401k membership
Total participants, beginning-of-year2010-01-01149
Total number of active participants reported on line 7a of the Form 55002010-01-0115
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0142
Total of all active and inactive participants2010-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-0158
Number of participants with account balances2010-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: AMERICAN MANAGEMENT GROUP 401K 2009 401k membership
Total participants, beginning-of-year2009-01-01243
Total number of active participants reported on line 7a of the Form 55002009-01-01220
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01246
Number of participants with account balances2009-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on AMERICAN MANAGEMENT GROUP 401K

Measure Date Value
2022 : AMERICAN MANAGEMENT GROUP 401K 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$192,340
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$269,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$263,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$370,145
Value of total assets at end of year2022-12-31$1,126,661
Value of total assets at beginning of year2022-12-31$1,203,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,098
Total interest from all sources2022-12-31$2,686
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$120,385
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$269,267
Participant contributions at end of year2022-12-31$11,337
Participant contributions at beginning of year2022-12-31$29,221
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$60,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-77,180
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,126,661
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,203,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$980,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,032,491
Interest on participant loans2022-12-31$946
Interest earned on other investments2022-12-31$1,740
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$3,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$128,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$131,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-180,076
Net investment gain or loss from common/collective trusts2022-12-31$-415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$39,990
Employer contributions (assets) at end of year2022-12-31$5,995
Employer contributions (assets) at beginning of year2022-12-31$7,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$263,422
Contract administrator fees2022-12-31$6,098
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31UHY LLP
Accountancy firm EIN2022-12-31200694403
2021 : AMERICAN MANAGEMENT GROUP 401K 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$409,622
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$193,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$185,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$313,121
Value of total assets at end of year2021-12-31$1,203,841
Value of total assets at beginning of year2021-12-31$987,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,690
Total interest from all sources2021-12-31$2,654
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$5,878
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$98,744
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$271,375
Participant contributions at end of year2021-12-31$29,221
Participant contributions at beginning of year2021-12-31$25,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$216,407
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,203,841
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$987,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,812
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,032,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$842,043
Interest on participant loans2021-12-31$1,124
Interest earned on other investments2021-12-31$1,530
Value of interest in common/collective trusts at end of year2021-12-31$3,001
Value of interest in common/collective trusts at beginning of year2021-12-31$2,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$131,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$113,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$93,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$41,746
Employer contributions (assets) at end of year2021-12-31$7,205
Employer contributions (assets) at beginning of year2021-12-31$4,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$185,525
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31UHY LLP
Accountancy firm EIN2021-12-31200694403
2020 : AMERICAN MANAGEMENT GROUP 401K 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$468,385
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$42,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$37,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$383,940
Value of total assets at end of year2020-12-31$987,434
Value of total assets at beginning of year2020-12-31$561,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,707
Total interest from all sources2020-12-31$2,252
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$57,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$156,890
Participant contributions at end of year2020-12-31$25,037
Participant contributions at beginning of year2020-12-31$1,886
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$167,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$426,330
Value of net assets at end of year (total assets less liabilities)2020-12-31$987,434
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$561,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$842,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$542,979
Interest on participant loans2020-12-31$781
Interest earned on other investments2020-12-31$1,471
Value of interest in common/collective trusts at end of year2020-12-31$2,653
Value of interest in common/collective trusts at beginning of year2020-12-31$2,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$113,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$82,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$59,329
Employer contributions (assets) at end of year2020-12-31$4,436
Employer contributions (assets) at beginning of year2020-12-31$8,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$37,348
Contract administrator fees2020-12-31$4,707
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31UHY LLP
Accountancy firm EIN2020-12-31200694403
2019 : AMERICAN MANAGEMENT GROUP 401K 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$258,624
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$120,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$115,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$174,585
Value of total assets at end of year2019-12-31$561,104
Value of total assets at beginning of year2019-12-31$423,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,406
Total interest from all sources2019-12-31$284
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$57,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$109,833
Participant contributions at end of year2019-12-31$1,886
Participant contributions at beginning of year2019-12-31$3,901
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,405
Other income not declared elsewhere2019-12-31$71
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$137,927
Value of net assets at end of year (total assets less liabilities)2019-12-31$561,104
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$423,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$542,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$408,092
Interest on participant loans2019-12-31$209
Interest earned on other investments2019-12-31$75
Value of interest in common/collective trusts at end of year2019-12-31$2,260
Value of interest in common/collective trusts at beginning of year2019-12-31$1,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$83,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$59,347
Employer contributions (assets) at end of year2019-12-31$8,252
Employer contributions (assets) at beginning of year2019-12-31$4,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$115,291
Contract administrator fees2019-12-31$5,406
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31UHY LLP
Accountancy firm EIN2019-12-31200694403
2018 : AMERICAN MANAGEMENT GROUP 401K 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$162,852
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$208,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$198,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$203,752
Value of total assets at end of year2018-12-31$423,177
Value of total assets at beginning of year2018-12-31$469,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,653
Total interest from all sources2018-12-31$92
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$8,143
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$47,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$100,171
Participant contributions at end of year2018-12-31$3,901
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$50,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-46,127
Value of net assets at end of year (total assets less liabilities)2018-12-31$423,177
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$469,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$408,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$449,780
Interest on participant loans2018-12-31$72
Interest earned on other investments2018-12-31$20
Value of interest in common/collective trusts at end of year2018-12-31$1,934
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-40,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$52,623
Employer contributions (assets) at end of year2018-12-31$4,966
Employer contributions (assets) at beginning of year2018-12-31$19,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$198,326
Contract administrator fees2018-12-31$2,510
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31UHY LLP
Accountancy firm EIN2018-12-31200694403
2010 : AMERICAN MANAGEMENT GROUP 401K 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$178,111
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$329,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$324,598
Value of total corrective distributions2010-12-31$3,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$112,233
Value of total assets at end of year2010-12-31$777,593
Value of total assets at beginning of year2010-12-31$929,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,975
Total interest from all sources2010-12-31$11,270
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$77,364
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$21,411
Participant contributions at beginning of year2010-12-31$2,941
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$738
Administrative expenses (other) incurred2010-12-31$1,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-151,630
Value of net assets at end of year (total assets less liabilities)2010-12-31$777,593
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$929,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$447,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$627,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$307,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$297,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$54,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$34,131
Employer contributions (assets) at end of year2010-12-31$1,807
Employer contributions (assets) at beginning of year2010-12-31$720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$324,598
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WRIGHT & ASSOCIATES, LLC
Accountancy firm EIN2010-12-31263144876
2009 : AMERICAN MANAGEMENT GROUP 401K 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AMERICAN MANAGEMENT GROUP 401K

2022: AMERICAN MANAGEMENT GROUP 401K 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN MANAGEMENT GROUP 401K 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN MANAGEMENT GROUP 401K 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN MANAGEMENT GROUP 401K 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN MANAGEMENT GROUP 401K 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2010: AMERICAN MANAGEMENT GROUP 401K 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN MANAGEMENT GROUP 401K 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-838354
Policy instance 1
Insurance contract or identification numberGA-838354
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $3,154
Total amount of fees paid to insurance companyUSD $275
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,523
Insurance broker organization code?3
Amount paid for insurance broker fees275
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number756712-01
Policy instance 2
Insurance contract or identification number756712-01
Number of Individuals Covered97
Insurance policy start date2022-06-18
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,989
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,218
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-838354
Policy instance 1
Insurance contract or identification numberGA-838354
Number of Individuals Covered100
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6,428
Total amount of fees paid to insurance companyUSD $475
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,524
Insurance broker organization code?3
Amount paid for insurance broker fees475
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-838354
Policy instance 1
Insurance contract or identification numberGA-838354
Number of Individuals Covered110
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,155
Total amount of fees paid to insurance companyUSD $325
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,924
Insurance broker organization code?3
Amount paid for insurance broker fees325
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-838354
Policy instance 1
Insurance contract or identification numberGA-838354
Number of Individuals Covered92
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,916
Total amount of fees paid to insurance companyUSD $222
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,333
Insurance broker organization code?3
Amount paid for insurance broker fees222
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-838354
Policy instance 1
Insurance contract or identification numberGA-838354
Number of Individuals Covered100
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,692
Total amount of fees paid to insurance companyUSD $153
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,889
Insurance broker organization code?3
Amount paid for insurance broker fees153
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG30731
Policy instance 1
Insurance contract or identification numberG30731
Number of Individuals Covered52
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,006
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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