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AHM FINANCIAL GROUP, LLC. 401k Plan overview

Plan NameAHM FINANCIAL GROUP, LLC.
Plan identification number 501

AHM FINANCIAL GROUP, LLC. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

401k Sponsoring company profile

AHM FINANCIAL GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:AHM FINANCIAL GROUP, LLC
Employer identification number (EIN):270670611
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about AHM FINANCIAL GROUP, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4352545

More information about AHM FINANCIAL GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AHM FINANCIAL GROUP, LLC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012013-01-01MARGARET KEARNS MARGARET KEARNS2014-06-17
5012012-01-01MARGARET KEARNS MARGARET KEARNS2013-05-14
5012010-07-01MARGARET KEARNS

Plan Statistics for AHM FINANCIAL GROUP, LLC.

401k plan membership statisitcs for AHM FINANCIAL GROUP, LLC.

Measure Date Value
2013: AHM FINANCIAL GROUP, LLC. 2013 401k membership
Total participants, beginning-of-year2013-01-01147
Total number of active participants reported on line 7a of the Form 55002013-01-01147
Total of all active and inactive participants2013-01-01147
Total participants2013-01-01147
2012: AHM FINANCIAL GROUP, LLC. 2012 401k membership
Total participants, beginning-of-year2012-01-01160
Total number of active participants reported on line 7a of the Form 55002012-01-01160
Total of all active and inactive participants2012-01-01160
Total participants2012-01-01160
2010: AHM FINANCIAL GROUP, LLC. 2010 401k membership
Total participants, beginning-of-year2010-07-01112
Total number of active participants reported on line 7a of the Form 55002010-07-01112
Total of all active and inactive participants2010-07-01112
Total participants2010-07-01112

Form 5500 Responses for AHM FINANCIAL GROUP, LLC.

2013: AHM FINANCIAL GROUP, LLC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: AHM FINANCIAL GROUP, LLC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2010: AHM FINANCIAL GROUP, LLC. 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01First time form 5500 has been submittedYes
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010129679000
Policy instance 1
Insurance contract or identification number000010129679000
Number of Individuals Covered147
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,031
Total amount of fees paid to insurance companyUSD $79
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $8,350
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,031
Amount paid for insurance broker fees79
Additional information about fees paid to insurance brokerBROKER BRONUS
Insurance broker organization code?3
Insurance broker nameAHM FINANCIAL GROUP, LLC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010129679
Policy instance 1
Insurance contract or identification number000010129679
Number of Individuals Covered160
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $983
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,888
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $983
Amount paid for insurance broker fees265
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameAHM FINANCIAL GROUP, LLC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010129679
Policy instance 1
Insurance contract or identification number000010129679
Number of Individuals Covered112
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $751
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,824
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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