401k Plan data: AMG EMPLOYEE STOCK OWNERSHIP PLAN plan

AMG EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	AMG EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	004

AMG EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

ADVISORS MANAGEMENT GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: ADVISORS MANAGEMENT GROUP, INC.

Employer identification number (EIN): 411619602

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMG EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01 JENNA DEETS 2023-10-02
004 2021-01-01 JENNA DEETS 2022-10-11
004 2020-01-01 JENNA DEETS 2021-10-11
004 2019-01-01 JENNA DEETS 2020-10-02
004 2018-01-01 JULIE DEETS 2019-10-04
004 2017-01-01
004 2016-01-01
004 2015-01-01
004 2014-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2022-01-01	JENNA DEETS	2023-10-02
004	2021-01-01	JENNA DEETS	2022-10-11
004	2020-01-01	JENNA DEETS	2021-10-11
004	2019-01-01	JENNA DEETS	2020-10-02
004	2018-01-01	JULIE DEETS	2019-10-04
004	2017-01-01
004	2016-01-01
004	2015-01-01
004	2014-01-01

Plan Statistics for AMG EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for AMG EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 24
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 25
Number of participants with account balances 2022-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 21
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 21
Number of participants with account balances 2021-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 20
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 22
Number of participants with account balances 2020-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 21
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 13
Total of all active and inactive participants 2019-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 34
Number of participants with account balances 2019-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 19
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 12
Total of all active and inactive participants 2018-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 31
Number of participants with account balances 2018-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 18
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 28
Number of participants with account balances 2017-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 19
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 26
Number of participants with account balances 2016-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 22
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 22
Number of participants with account balances 2015-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 20
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 20
Number of participants with account balances 2014-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	24
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	25
Number of participants with account balances	2022-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	21
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	21
Number of participants with account balances	2021-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	20
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	22
Number of participants with account balances	2020-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	21
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	13
Total of all active and inactive participants	2019-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	34
Number of participants with account balances	2019-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	19
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	12
Total of all active and inactive participants	2018-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	31
Number of participants with account balances	2018-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	18
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	28
Number of participants with account balances	2017-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	19
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	26
Number of participants with account balances	2016-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	22
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	22
Number of participants with account balances	2015-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	20
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	20
Number of participants with account balances	2014-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on AMG EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : AMG EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$166,623
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$1,362,815
Total plan assets at beginning of year	2022-12-31	$1,196,192
Value of fidelity bond covering the plan	2022-12-31	$3,000,000
Other income received	2022-12-31	$166,623
Net income (gross income less expenses)	2022-12-31	$166,623
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,362,815
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,196,192
Assets. Value of employer securities	2022-12-31	$1,362,740
Total contributions received or receivable from employer(s)	2022-12-31	$0
2021 : AMG EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$62,749
Expenses. Total of all expenses incurred	2021-12-31	$258,321
Benefits paid (including direct rollovers)	2021-12-31	$258,321
Total plan assets at end of year	2021-12-31	$1,196,192
Total plan assets at beginning of year	2021-12-31	$1,391,764
Value of fidelity bond covering the plan	2021-12-31	$3,000,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Other income received	2021-12-31	$7,438
Net income (gross income less expenses)	2021-12-31	$-195,572
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,196,192
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,391,764
Assets. Value of employer securities	2021-12-31	$1,196,117
Total contributions received or receivable from employer(s)	2021-12-31	$55,311
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : AMG EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$159,028
Expenses. Total of all expenses incurred	2020-12-31	$258,426
Benefits paid (including direct rollovers)	2020-12-31	$258,401
Total plan assets at end of year	2020-12-31	$1,391,764
Total plan assets at beginning of year	2020-12-31	$1,491,162
Value of fidelity bond covering the plan	2020-12-31	$3,000,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$25
Other income received	2020-12-31	$-62,483
Net income (gross income less expenses)	2020-12-31	$-99,398
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,391,764
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,491,162
Assets. Value of employer securities	2020-12-31	$1,188,678
Total contributions received or receivable from employer(s)	2020-12-31	$221,511
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : AMG EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$155,198
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,491,162
Total plan assets at beginning of year	2019-12-31	$1,335,964
Value of fidelity bond covering the plan	2019-12-31	$3,000,000
Other income received	2019-12-31	$-84,802
Net income (gross income less expenses)	2019-12-31	$155,198
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,491,162
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,335,964
Assets. Value of employer securities	2019-12-31	$1,251,162
Total contributions received or receivable from employer(s)	2019-12-31	$240,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : AMG EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$55,046
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,335,964
Total plan assets at beginning of year	2018-12-31	$1,280,918
Value of fidelity bond covering the plan	2018-12-31	$3,000,000
Other income received	2018-12-31	$55,046
Net income (gross income less expenses)	2018-12-31	$55,046
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,335,964
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,280,918
Assets. Value of employer securities	2018-12-31	$1,335,964
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : AMG EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$354,928
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,280,918
Total plan assets at beginning of year	2017-12-31	$925,990
Value of fidelity bond covering the plan	2017-12-31	$3,000,000
Other income received	2017-12-31	$92,246
Net income (gross income less expenses)	2017-12-31	$354,928
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,280,918
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$925,990
Assets. Value of employer securities	2017-12-31	$1,018,236
Total contributions received or receivable from employer(s)	2017-12-31	$262,682
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : AMG EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$347,705
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$925,990
Total plan assets at beginning of year	2016-12-31	$578,285
Value of fidelity bond covering the plan	2016-12-31	$3,000,000
Other income received	2016-12-31	$70,705
Net income (gross income less expenses)	2016-12-31	$347,705
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$925,990
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$578,285
Assets. Value of employer securities	2016-12-31	$648,990
Total contributions received or receivable from employer(s)	2016-12-31	$277,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : AMG EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$273,044
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$578,285
Total plan assets at beginning of year	2015-12-31	$305,241
Value of fidelity bond covering the plan	2015-12-31	$2,000,000
Other income received	2015-12-31	$-64,904
Net income (gross income less expenses)	2015-12-31	$273,044
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$578,285
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$305,241
Assets. Value of employer securities	2015-12-31	$240,337
Total contributions received or receivable from employer(s)	2015-12-31	$337,948
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : AMG EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$305,241
Total plan assets at end of year	2014-12-31	$305,241
Value of fidelity bond covering the plan	2014-12-31	$2,000,000
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$305,241
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$305,241
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$305,241
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for AMG EMPLOYEE STOCK OWNERSHIP PLAN

2022: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AMG EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

AMG EMPLOYEE STOCK OWNERSHIP PLAN [EIN = 842872891]

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Company Name:	ADVISORS MANAGEMENT GROUP, INC.
Employer identification number (EIN):	411619602
NAIC Classification:	523900