ASSOCIATION MANAGEMENT GROUP, INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : AMG 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-17 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-17 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-17 | 882918 |
| Net assets as of the end of the plan year | 2025-09-17 | 3400555 |
| Total assets as of the beginning of the plan year | 2025-09-17 | 3556404 |
| Value of plan covered by a fidelity bond | 2025-09-17 | 200000 |
| Participant contributions to plan in this plan year | 2025-09-17 | 189724 |
| Value of participant loans at end of plan year | 2025-09-17 | 3055 |
| Other expenses paid from plan in this plan year | 2025-09-17 | 0 |
| Other contributions to plan in this plan year | 2025-09-17 | 0 |
| Other income to plan in this plan year | 2025-09-17 | 473599 |
| Plan net income in this plan year | 2025-09-17 | -155849 |
| Net assets as of the end of the plan year | 2025-09-17 | 3400555 |
| Net assets as of the beginning of the plan year | 2025-09-17 | 3556404 |
| Employer contributions to plan in this plan year | 2025-09-17 | 63746 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-17 | 1204 |
| 2024 : AMG 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-09 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-09 | 882918 |
| Net assets as of the end of the plan year | 2024-08-09 | 3400555 |
| Total assets as of the beginning of the plan year | 2024-08-09 | 3556404 |
| Value of plan covered by a fidelity bond | 2024-08-09 | 200000 |
| Participant contributions to plan in this plan year | 2024-08-09 | 189724 |
| Value of participant loans at end of plan year | 2024-08-09 | 3055 |
| Other expenses paid from plan in this plan year | 2024-08-09 | 0 |
| Other contributions to plan in this plan year | 2024-08-09 | 0 |
| Other income to plan in this plan year | 2024-08-09 | 473599 |
| Plan net income in this plan year | 2024-08-09 | -155849 |
| Net assets as of the end of the plan year | 2024-08-09 | 3400555 |
| Net assets as of the beginning of the plan year | 2024-08-09 | 3556404 |
| Employer contributions to plan in this plan year | 2024-08-09 | 63746 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-09 | 1204 |
| 2011 : AMG 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $236,562 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,446 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,236 |
| Total plan assets at end of year | 2011-12-31 | $1,789,455 |
| Total plan assets at beginning of year | 2011-12-31 | $1,554,339 |
| Value of fidelity bond covering the plan | 2011-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $198,785 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $210 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-45,833 |
| Net income (gross income less expenses) | 2011-12-31 | $235,116 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,789,455 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,554,339 |
| Assets. Value of participant loans | 2011-12-31 | $30,816 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $83,610 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : AMG 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $397,914 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $11,867 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $11,867 |
| Total plan assets at end of year | 2010-12-31 | $1,554,339 |
| Total plan assets at beginning of year | 2010-12-31 | $1,168,292 |
| Value of fidelity bond covering the plan | 2010-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $163,371 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $10,061 |
| Other income received | 2010-12-31 | $142,713 |
| Net income (gross income less expenses) | 2010-12-31 | $386,047 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,554,339 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,168,292 |
| Assets. Value of participant loans | 2010-12-31 | $7,743 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $81,769 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2011: AMG 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: AMG 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: AMG 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
