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AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan NameAMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number 001

AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan TypeDefined 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.
  • The employer maintaining this ESOP is an S Corporation
  • 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

AMG, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01M. GREGORY MORRIS
0012017-01-01M. GREGORY MORRIS
0012016-01-01M. GREGORY MORRIS
0012015-01-01M. GREGORY MORRIS
0012014-01-01M. GREGORY MORRIS
0012013-01-01M. GREGORY MORRIS
0012012-01-01M. GREGORY MORRIS
0012011-01-01M. GREGORY MORRIS
0012010-01-01M. GREGORY MORRIS
0012009-01-01M. GREGORY MORRIS

Plan Statistics for AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2022: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01149
Total number of active participants reported on line 7a of the Form 55002022-01-01113
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01147
Number of participants with account balances2022-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01134
Total number of active participants reported on line 7a of the Form 55002021-01-01116
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-0121
Total of all active and inactive participants2021-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01150
Number of participants with account balances2021-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01125
Total number of active participants reported on line 7a of the Form 55002020-01-01109
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01137
Number of participants with account balances2020-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01119
Total number of active participants reported on line 7a of the Form 55002019-01-0197
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01126
Number of participants with account balances2019-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01117
Total number of active participants reported on line 7a of the Form 55002018-01-0192
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01118
Number of participants with account balances2018-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01112
Total number of active participants reported on line 7a of the Form 55002017-01-0194
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01117
Number of participants with account balances2017-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01117
Total number of active participants reported on line 7a of the Form 55002016-01-0194
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01112
Number of participants with account balances2016-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01118
Total number of active participants reported on line 7a of the Form 55002015-01-0195
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01117
Number of participants with account balances2015-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01108
Total number of active participants reported on line 7a of the Form 55002014-01-01105
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01118
Number of participants with account balances2014-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01103
Total number of active participants reported on line 7a of the Form 55002013-01-0196
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01108
Number of participants with account balances2013-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0199
Total number of active participants reported on line 7a of the Form 55002012-01-0194
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01103
Number of participants with account balances2012-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0190
Total number of active participants reported on line 7a of the Form 55002011-01-0195
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0198
Number of participants with account balances2011-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0189
Total number of active participants reported on line 7a of the Form 55002010-01-0183
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0190
Number of participants with account balances2010-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0186
Total number of active participants reported on line 7a of the Form 55002009-01-0182
Number of retired or separated participants receiving benefits2009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0189
Number of participants with account balances2009-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2022 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
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$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 paid2022-12-31$23,206
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$23,206
Total income from all sources (including contributions)2022-12-31$1,048,892
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$892,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$22,300,804
Value of total assets at beginning of year2022-12-31$22,300,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
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
Total non interest bearing cash at end of year2022-12-31$505,055
Total non interest bearing cash at beginning of year2022-12-31$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 appraiser2022-12-31No
Value of net income/loss2022-12-31$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)2022-12-31No
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
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$21,795,749
Assets. Invements in employer securities at beginning of year2022-12-31$21,795,749
Contributions received in cash from employer2022-12-31$1,048,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$869,786
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
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$501,503
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$657,403
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BROWN, EDWARDS & COMPANY, L.L.P
Accountancy firm EIN2022-12-31540504608
2021 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,507,135
Total unrealized appreciation/depreciation of assets2021-12-31$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 paid2021-12-31$28,522
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$28,522
Total income from all sources (including contributions)2021-12-31$3,440,125
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$782,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$22,300,804
Value of total assets at beginning of year2021-12-31$19,793,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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
Total non interest bearing cash at end of year2021-12-31$505,055
Total non interest bearing cash at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
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
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
Assets. Invements in employer securities at end of year2021-12-31$21,795,749
Assets. Invements in employer securities at beginning of year2021-12-31$19,288,614
Contributions received in cash from employer2021-12-31$932,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$753,884
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
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$657,403
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$807,987
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BROWN, EDWARDS & COMPANY, L.L.P
Accountancy firm EIN2021-12-31540504608
2020 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,247,166
Total unrealized appreciation/depreciation of assets2020-12-31$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 paid2020-12-31$33,656
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$33,656
Total income from all sources (including contributions)2020-12-31$5,972,500
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$579,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$19,793,669
Value of total assets at beginning of year2020-12-31$14,546,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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
Total non interest bearing cash at end of year2020-12-31$505,055
Total non interest bearing cash at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
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
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
Assets. Invements in employer securities at end of year2020-12-31$19,288,614
Assets. Invements in employer securities at beginning of year2020-12-31$14,041,447
Contributions received in cash from employer2020-12-31$725,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$546,228
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
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$807,987
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$953,436
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BROWN, EDWARDS & COMPANY, L.L.P
Accountancy firm EIN2020-12-31540504608
2019 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$953,436
Total plan liabilities at beginning of year2019-12-31$1,093,927
Total income from all sources2019-12-31$909,988
Expenses. Total of all expenses incurred2019-12-31$630,279
Benefits paid (including direct rollovers)2019-12-31$591,664
Total plan assets at end of year2019-12-31$14,546,502
Total plan assets at beginning of year2019-12-31$14,407,284
Value of fidelity bond covering the plan2019-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2019-12-31$38,615
Other income received2019-12-31$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 securities2019-12-31$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 securities2019-12-31$0
2018 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$1,093,927
Total plan liabilities at beginning of year2018-12-31$1,229,628
Total income from all sources2018-12-31$2,151,463
Expenses. Total of all expenses incurred2018-12-31$748,718
Benefits paid (including direct rollovers)2018-12-31$705,312
Total plan assets at end of year2018-12-31$14,407,284
Total plan assets at beginning of year2018-12-31$13,140,240
Value of fidelity bond covering the plan2018-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$43,406
Other income received2018-12-31$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 securities2018-12-31$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 securities2018-12-31$0
2017 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$1,229,628
Total plan liabilities at beginning of year2017-12-31$1,360,701
Total income from all sources2017-12-31$958,313
Expenses. Total of all expenses incurred2017-12-31$520,810
Benefits paid (including direct rollovers)2017-12-31$472,777
Total plan assets at end of year2017-12-31$13,140,240
Total plan assets at beginning of year2017-12-31$12,833,810
Value of fidelity bond covering the plan2017-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2017-12-31$48,033
Other income received2017-12-31$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 securities2017-12-31$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 securities2017-12-31$0
2016 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$1,360,701
Total plan liabilities at beginning of year2016-12-31$1,487,305
Total income from all sources2016-12-31$674,416
Expenses. Total of all expenses incurred2016-12-31$514,970
Benefits paid (including direct rollovers)2016-12-31$462,468
Total plan assets at end of year2016-12-31$12,833,810
Total plan assets at beginning of year2016-12-31$12,800,968
Value of fidelity bond covering the plan2016-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$52,502
Other income received2016-12-31$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 securities2016-12-31$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 securities2016-12-31$0
2015 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$1,487,305
Total plan liabilities at beginning of year2015-12-31$1,609,592
Total income from all sources2015-12-31$11,078
Expenses. Total of all expenses incurred2015-12-31$236,720
Benefits paid (including direct rollovers)2015-12-31$179,901
Total plan assets at end of year2015-12-31$12,800,968
Total plan assets at beginning of year2015-12-31$13,148,897
Value of fidelity bond covering the plan2015-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$56,819
Other income received2015-12-31$-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 securities2015-12-31$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 securities2015-12-31$0
2014 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$1,609,592
Total plan liabilities at beginning of year2014-12-31$1,742,467
Total income from all sources2014-12-31$517,981
Expenses. Total of all expenses incurred2014-12-31$239,192
Benefits paid (including direct rollovers)2014-12-31$178,145
Total plan assets at end of year2014-12-31$13,148,897
Total plan assets at beginning of year2014-12-31$13,002,983
Value of fidelity bond covering the plan2014-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$61,047
Other income received2014-12-31$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 securities2014-12-31$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 securities2014-12-31$0
2013 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$1,742,467
Total plan liabilities at beginning of year2013-12-31$2,029,444
Total income from all sources2013-12-31$1,402,631
Expenses. Total of all expenses incurred2013-12-31$192,284
Benefits paid (including direct rollovers)2013-12-31$121,999
Total plan assets at end of year2013-12-31$13,002,983
Total plan assets at beginning of year2013-12-31$12,079,613
Value of fidelity bond covering the plan2013-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2013-12-31$70,285
Other income received2013-12-31$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 securities2013-12-31$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 securities2013-12-31$0
2012 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$2,029,444
Total plan liabilities at beginning of year2012-12-31$2,304,393
Total income from all sources2012-12-31$1,780,150
Expenses. Total of all expenses incurred2012-12-31$166,584
Benefits paid (including direct rollovers)2012-12-31$84,273
Total plan assets at end of year2012-12-31$12,079,613
Total plan assets at beginning of year2012-12-31$10,740,996
Value of fidelity bond covering the plan2012-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2012-12-31$82,311
Other income received2012-12-31$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 securities2012-12-31$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 securities2012-12-31$0
2011 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$2,304,393
Total plan liabilities at beginning of year2011-12-31$2,567,833
Total income from all sources2011-12-31$1,041,230
Expenses. Total of all expenses incurred2011-12-31$384,436
Benefits paid (including direct rollovers)2011-12-31$290,615
Total plan assets at end of year2011-12-31$10,740,996
Total plan assets at beginning of year2011-12-31$10,347,642
Value of fidelity bond covering the plan2011-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2011-12-31$93,821
Other income received2011-12-31$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 securities2011-12-31$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 securities2011-12-31$0
2010 : AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$2,567,833
Total plan liabilities at beginning of year2010-12-31$796,991
Total income from all sources2010-12-31$2,028,022
Expenses. Total of all expenses incurred2010-12-31$193,547
Benefits paid (including direct rollovers)2010-12-31$161,847
Total plan assets at end of year2010-12-31$10,347,642
Total plan assets at beginning of year2010-12-31$6,742,325
Value of fidelity bond covering the plan2010-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2010-12-31$31,700
Other income received2010-12-31$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 securities2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2022: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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