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Plan Name | AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | AMG, INC. |
Employer identification number (EIN): | 541044632 |
NAIC Classification: | 326100 |
Additional information about AMG, INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1997-08-15 |
Company Identification Number: | 0489316 |
Legal Registered Office Address: |
301 JEFFERSON RIDGE PARKWAY 828 MAIN ST 19TH FL LYNCHBURG United States of America (USA) 24501 |
More information about AMG, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | M. GREGORY MORRIS | |||
001 | 2017-01-01 | M. GREGORY MORRIS | |||
001 | 2016-01-01 | M. GREGORY MORRIS | |||
001 | 2015-01-01 | M. GREGORY MORRIS | |||
001 | 2014-01-01 | M. GREGORY MORRIS | |||
001 | 2013-01-01 | M. GREGORY MORRIS | |||
001 | 2012-01-01 | M. GREGORY MORRIS | |||
001 | 2011-01-01 | M. GREGORY MORRIS | |||
001 | 2010-01-01 | M. GREGORY MORRIS | |||
001 | 2009-01-01 | M. GREGORY MORRIS |
Measure | Date | Value |
---|---|---|
2022: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 113 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 23 |
Total of all active and inactive participants | 2022-01-01 | 146 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 147 |
Number of participants with account balances | 2022-01-01 | 144 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 3 |
2021: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 134 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 116 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 21 |
Total of all active and inactive participants | 2021-01-01 | 148 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 150 |
Number of participants with account balances | 2021-01-01 | 135 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
2020: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 109 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 20 |
Total of all active and inactive participants | 2020-01-01 | 134 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 137 |
Number of participants with account balances | 2020-01-01 | 131 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 20 |
Total of all active and inactive participants | 2019-01-01 | 123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 3 |
Total participants | 2019-01-01 | 126 |
Number of participants with account balances | 2019-01-01 | 120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 16 |
Total of all active and inactive participants | 2018-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 118 |
Number of participants with account balances | 2018-01-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 16 |
Total of all active and inactive participants | 2017-01-01 | 116 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 117 |
Number of participants with account balances | 2017-01-01 | 109 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 9 |
Total of all active and inactive participants | 2016-01-01 | 111 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 112 |
Number of participants with account balances | 2016-01-01 | 112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 95 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 12 |
Total of all active and inactive participants | 2015-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 117 |
Number of participants with account balances | 2015-01-01 | 117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 5 |
2014: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 105 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 118 |
Number of participants with account balances | 2014-01-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 108 |
Number of participants with account balances | 2013-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6 |
Total of all active and inactive participants | 2012-01-01 | 103 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 103 |
Number of participants with account balances | 2012-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 95 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 98 |
Number of participants with account balances | 2011-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 89 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 83 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 90 |
Number of participants with account balances | 2010-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
2009: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 82 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 89 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 89 |
Number of participants with account balances | 2009-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $501,503 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $657,403 |
Expenses. Interest paid | 2022-12-31 | $23,206 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $23,206 |
Total income from all sources (including contributions) | 2022-12-31 | $1,048,892 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $892,992 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $869,786 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,048,892 |
Value of total assets at end of year | 2022-12-31 | $22,300,804 |
Value of total assets at beginning of year | 2022-12-31 | $22,300,804 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Total non interest bearing cash at end of year | 2022-12-31 | $505,055 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $505,055 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $155,900 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $21,799,301 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,643,401 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $21,795,749 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $21,795,749 |
Contributions received in cash from employer | 2022-12-31 | $1,048,892 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $869,786 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $501,503 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $657,403 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BROWN, EDWARDS & COMPANY, L.L.P |
Accountancy firm EIN | 2022-12-31 | 540504608 |
2021 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $2,507,135 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $2,507,135 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $657,403 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $807,987 |
Expenses. Interest paid | 2021-12-31 | $28,522 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $28,522 |
Total income from all sources (including contributions) | 2021-12-31 | $3,440,125 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $782,406 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $753,884 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $932,990 |
Value of total assets at end of year | 2021-12-31 | $22,300,804 |
Value of total assets at beginning of year | 2021-12-31 | $19,793,669 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Total non interest bearing cash at end of year | 2021-12-31 | $505,055 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $505,055 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,657,719 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $21,643,401 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $18,985,682 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $21,795,749 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $19,288,614 |
Contributions received in cash from employer | 2021-12-31 | $932,990 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $753,884 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $657,403 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $807,987 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BROWN, EDWARDS & COMPANY, L.L.P |
Accountancy firm EIN | 2021-12-31 | 540504608 |
2020 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $5,247,166 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $5,247,166 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $807,987 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $953,436 |
Expenses. Interest paid | 2020-12-31 | $33,656 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $33,656 |
Total income from all sources (including contributions) | 2020-12-31 | $5,972,500 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $579,884 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $546,228 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $725,334 |
Value of total assets at end of year | 2020-12-31 | $19,793,669 |
Value of total assets at beginning of year | 2020-12-31 | $14,546,502 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Total non interest bearing cash at end of year | 2020-12-31 | $505,055 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $505,055 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $5,392,616 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $18,985,682 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,593,066 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $19,288,614 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $14,041,447 |
Contributions received in cash from employer | 2020-12-31 | $725,334 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $546,228 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $807,987 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $953,436 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BROWN, EDWARDS & COMPANY, L.L.P |
Accountancy firm EIN | 2020-12-31 | 540504608 |
2019 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data | ||
Total plan liabilities at end of year | 2019-12-31 | $953,436 |
Total plan liabilities at beginning of year | 2019-12-31 | $1,093,927 |
Total income from all sources | 2019-12-31 | $909,988 |
Expenses. Total of all expenses incurred | 2019-12-31 | $630,279 |
Benefits paid (including direct rollovers) | 2019-12-31 | $591,664 |
Total plan assets at end of year | 2019-12-31 | $14,546,502 |
Total plan assets at beginning of year | 2019-12-31 | $14,407,284 |
Value of fidelity bond covering the plan | 2019-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $38,615 |
Other income received | 2019-12-31 | $139,218 |
Net income (gross income less expenses) | 2019-12-31 | $279,709 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $13,593,066 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,313,357 |
Assets. Value of employer securities | 2019-12-31 | $14,041,447 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $770,770 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-12-31 | $1,093,927 |
Total plan liabilities at beginning of year | 2018-12-31 | $1,229,628 |
Total income from all sources | 2018-12-31 | $2,151,463 |
Expenses. Total of all expenses incurred | 2018-12-31 | $748,718 |
Benefits paid (including direct rollovers) | 2018-12-31 | $705,312 |
Total plan assets at end of year | 2018-12-31 | $14,407,284 |
Total plan assets at beginning of year | 2018-12-31 | $13,140,240 |
Value of fidelity bond covering the plan | 2018-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $43,406 |
Other income received | 2018-12-31 | $1,267,045 |
Net income (gross income less expenses) | 2018-12-31 | $1,402,745 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $13,313,357 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,910,612 |
Assets. Value of employer securities | 2018-12-31 | $13,902,229 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $884,418 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data | ||
Total plan liabilities at end of year | 2017-12-31 | $1,229,628 |
Total plan liabilities at beginning of year | 2017-12-31 | $1,360,701 |
Total income from all sources | 2017-12-31 | $958,313 |
Expenses. Total of all expenses incurred | 2017-12-31 | $520,810 |
Benefits paid (including direct rollovers) | 2017-12-31 | $472,777 |
Total plan assets at end of year | 2017-12-31 | $13,140,240 |
Total plan assets at beginning of year | 2017-12-31 | $12,833,810 |
Value of fidelity bond covering the plan | 2017-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $48,033 |
Other income received | 2017-12-31 | $306,430 |
Net income (gross income less expenses) | 2017-12-31 | $437,503 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $11,910,612 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,473,109 |
Assets. Value of employer securities | 2017-12-31 | $12,635,185 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $651,883 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data | ||
Total plan liabilities at end of year | 2016-12-31 | $1,360,701 |
Total plan liabilities at beginning of year | 2016-12-31 | $1,487,305 |
Total income from all sources | 2016-12-31 | $674,416 |
Expenses. Total of all expenses incurred | 2016-12-31 | $514,970 |
Benefits paid (including direct rollovers) | 2016-12-31 | $462,468 |
Total plan assets at end of year | 2016-12-31 | $12,833,810 |
Total plan assets at beginning of year | 2016-12-31 | $12,800,968 |
Value of fidelity bond covering the plan | 2016-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $52,502 |
Other income received | 2016-12-31 | $32,842 |
Net income (gross income less expenses) | 2016-12-31 | $159,446 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $11,473,109 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,313,663 |
Assets. Value of employer securities | 2016-12-31 | $12,328,755 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $641,574 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-12-31 | $1,487,305 |
Total plan liabilities at beginning of year | 2015-12-31 | $1,609,592 |
Total income from all sources | 2015-12-31 | $11,078 |
Expenses. Total of all expenses incurred | 2015-12-31 | $236,720 |
Benefits paid (including direct rollovers) | 2015-12-31 | $179,901 |
Total plan assets at end of year | 2015-12-31 | $12,800,968 |
Total plan assets at beginning of year | 2015-12-31 | $13,148,897 |
Value of fidelity bond covering the plan | 2015-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $56,819 |
Other income received | 2015-12-31 | $-347,929 |
Net income (gross income less expenses) | 2015-12-31 | $-225,642 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $11,313,663 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,539,305 |
Assets. Value of employer securities | 2015-12-31 | $12,295,913 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $359,007 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data | ||
Total plan liabilities at end of year | 2014-12-31 | $1,609,592 |
Total plan liabilities at beginning of year | 2014-12-31 | $1,742,467 |
Total income from all sources | 2014-12-31 | $517,981 |
Expenses. Total of all expenses incurred | 2014-12-31 | $239,192 |
Benefits paid (including direct rollovers) | 2014-12-31 | $178,145 |
Total plan assets at end of year | 2014-12-31 | $13,148,897 |
Total plan assets at beginning of year | 2014-12-31 | $13,002,983 |
Value of fidelity bond covering the plan | 2014-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $61,047 |
Other income received | 2014-12-31 | $145,913 |
Net income (gross income less expenses) | 2014-12-31 | $278,789 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $11,539,305 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,260,516 |
Assets. Value of employer securities | 2014-12-31 | $12,643,842 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $372,068 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-12-31 | $1,742,467 |
Total plan liabilities at beginning of year | 2013-12-31 | $2,029,444 |
Total income from all sources | 2013-12-31 | $1,402,631 |
Expenses. Total of all expenses incurred | 2013-12-31 | $192,284 |
Benefits paid (including direct rollovers) | 2013-12-31 | $121,999 |
Total plan assets at end of year | 2013-12-31 | $13,002,983 |
Total plan assets at beginning of year | 2013-12-31 | $12,079,613 |
Value of fidelity bond covering the plan | 2013-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $70,285 |
Other income received | 2013-12-31 | $923,368 |
Net income (gross income less expenses) | 2013-12-31 | $1,210,347 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $11,260,516 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,050,169 |
Assets. Value of employer securities | 2013-12-31 | $12,497,929 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $479,263 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-12-31 | $2,029,444 |
Total plan liabilities at beginning of year | 2012-12-31 | $2,304,393 |
Total income from all sources | 2012-12-31 | $1,780,150 |
Expenses. Total of all expenses incurred | 2012-12-31 | $166,584 |
Benefits paid (including direct rollovers) | 2012-12-31 | $84,273 |
Total plan assets at end of year | 2012-12-31 | $12,079,613 |
Total plan assets at beginning of year | 2012-12-31 | $10,740,996 |
Value of fidelity bond covering the plan | 2012-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $82,311 |
Other income received | 2012-12-31 | $1,338,616 |
Net income (gross income less expenses) | 2012-12-31 | $1,613,566 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $10,050,169 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,436,603 |
Assets. Value of employer securities | 2012-12-31 | $12,074,561 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $441,534 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-12-31 | $2,304,393 |
Total plan liabilities at beginning of year | 2011-12-31 | $2,567,833 |
Total income from all sources | 2011-12-31 | $1,041,230 |
Expenses. Total of all expenses incurred | 2011-12-31 | $384,436 |
Benefits paid (including direct rollovers) | 2011-12-31 | $290,615 |
Total plan assets at end of year | 2011-12-31 | $10,740,996 |
Total plan assets at beginning of year | 2011-12-31 | $10,347,642 |
Value of fidelity bond covering the plan | 2011-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $93,821 |
Other income received | 2011-12-31 | $393,354 |
Net income (gross income less expenses) | 2011-12-31 | $656,794 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,436,603 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,779,809 |
Assets. Value of employer securities | 2011-12-31 | $10,735,944 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $647,876 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data | ||
Total plan liabilities at end of year | 2010-12-31 | $2,567,833 |
Total plan liabilities at beginning of year | 2010-12-31 | $796,991 |
Total income from all sources | 2010-12-31 | $2,028,022 |
Expenses. Total of all expenses incurred | 2010-12-31 | $193,547 |
Benefits paid (including direct rollovers) | 2010-12-31 | $161,847 |
Total plan assets at end of year | 2010-12-31 | $10,347,642 |
Total plan assets at beginning of year | 2010-12-31 | $6,742,325 |
Value of fidelity bond covering the plan | 2010-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $31,700 |
Other income received | 2010-12-31 | $1,546,873 |
Net income (gross income less expenses) | 2010-12-31 | $1,834,475 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,779,809 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,945,334 |
Assets. Value of employer securities | 2010-12-31 | $10,342,590 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $481,149 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
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 |
2013: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |