401k Plan data: AMS 401(K) PLAN plan

AMS 401(K) PLAN 401k Plan overview

Plan Name	AMS 401(K) PLAN
Plan identification number	001

AMS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMS IMPACT GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: AMS IMPACT GROUP, LLC

Employer identification number (EIN): 825192311

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMS 401(K) PLAN

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 2019-01-01
001 2018-08-01

Plan Statistics for AMS 401(K) PLAN

401k plan membership statisitcs for AMS 401(K) PLAN

Measure Date Value
2022: AMS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 865
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 789
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 99
Total of all active and inactive participants 2022-01-01 888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 888
Number of participants with account balances 2022-01-01 316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: AMS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 777
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 754
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 78
Total of all active and inactive participants 2021-01-01 832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 832
Number of participants with account balances 2021-01-01 336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AMS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 558
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 721
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 46
Total of all active and inactive participants 2020-01-01 767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 767
Number of participants with account balances 2020-01-01 334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AMS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 328
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 510
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 33
Total of all active and inactive participants 2019-01-01 543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 543
Number of participants with account balances 2019-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AMS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-08-01 300
Total number of active participants reported on line 7a of the Form 5500 2018-08-01 307
Number of retired or separated participants receiving benefits 2018-08-01 0
Number of other retired or separated participants entitled to future benefits 2018-08-01 12
Total of all active and inactive participants 2018-08-01 319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-08-01 0
Total participants 2018-08-01 319
Number of participants with account balances 2018-08-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-08-01 0

Measure	Date	Value
2022: AMS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	865
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	789
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	99
Total of all active and inactive participants	2022-01-01	888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	888
Number of participants with account balances	2022-01-01	316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: AMS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	777
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	754
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	78
Total of all active and inactive participants	2021-01-01	832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	832
Number of participants with account balances	2021-01-01	336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AMS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	558
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	721
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	46
Total of all active and inactive participants	2020-01-01	767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	767
Number of participants with account balances	2020-01-01	334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AMS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	328
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	510
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	33
Total of all active and inactive participants	2019-01-01	543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	543
Number of participants with account balances	2019-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AMS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-08-01	300
Total number of active participants reported on line 7a of the Form 5500	2018-08-01	307
Number of retired or separated participants receiving benefits	2018-08-01	0
Number of other retired or separated participants entitled to future benefits	2018-08-01	12
Total of all active and inactive participants	2018-08-01	319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-08-01	0
Total participants	2018-08-01	319
Number of participants with account balances	2018-08-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-08-01	0

Financial Data on AMS 401(K) PLAN

Measure	Date	Value
2022 : AMS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$3,543
Total income from all sources (including contributions)	2022-12-31	$655,230
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,114,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,070,351
Expenses. Certain deemed distributions of participant loans	2022-12-31	$15,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,745,017
Value of total assets at end of year	2022-12-31	$5,796,628
Value of total assets at beginning of year	2022-12-31	$6,258,973
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$27,705
Total interest from all sources	2022-12-31	$5,263
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$293,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$293,538
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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
Contributions received from participants	2022-12-31	$1,184,680
Participant contributions at end of year	2022-12-31	$77,671
Participant contributions at beginning of year	2022-12-31	$96,224
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$5,457
Administrative expenses (other) incurred	2022-12-31	$27,705
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	$-458,802
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,796,628
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,255,430
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,684,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,138,661
Interest on participant loans	2022-12-31	$5,263
Value of interest in common/collective trusts at end of year	2022-12-31	$34,862
Value of interest in common/collective trusts at beginning of year	2022-12-31	$24,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,389,311
Net investment gain or loss from common/collective trusts	2022-12-31	$723
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
Contributions received in cash from employer	2022-12-31	$554,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,070,351
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$3,543
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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	REGIER CARR & MONROE LLP
Accountancy firm EIN	2022-12-31	480573184
2021 : AMS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$3,543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,689,293
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$496,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$446,795
Expenses. Certain deemed distributions of participant loans	2021-12-31	$2,963
Value of total corrective distributions	2021-12-31	$9,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,949,187
Value of total assets at end of year	2021-12-31	$6,258,973
Value of total assets at beginning of year	2021-12-31	$4,062,373
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$37,381
Total interest from all sources	2021-12-31	$5,952
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$289,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$289,892
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$407,000
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
Contributions received from participants	2021-12-31	$1,310,189
Participant contributions at end of year	2021-12-31	$96,224
Participant contributions at beginning of year	2021-12-31	$124,763
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$15,438
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$37,381
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	$2,193,057
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,255,430
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,062,373
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,138,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,927,043
Interest on participant loans	2021-12-31	$5,952
Value of interest in common/collective trusts at end of year	2021-12-31	$24,088
Value of interest in common/collective trusts at beginning of year	2021-12-31	$10,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$443,926
Net investment gain or loss from common/collective trusts	2021-12-31	$336
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
Contributions received in cash from employer	2021-12-31	$623,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$446,795
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$3,543
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
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	REGIER CARR & MONROE LLP
Accountancy firm EIN	2021-12-31	480573184
2020 : AMS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,963,425
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$335,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$300,277
Expenses. Certain deemed distributions of participant loans	2020-12-31	$2,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,360,269
Value of total assets at end of year	2020-12-31	$4,062,373
Value of total assets at beginning of year	2020-12-31	$2,434,651
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$33,183
Total interest from all sources	2020-12-31	$5,620
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$125,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$125,634
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$244,000
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
Contributions received from participants	2020-12-31	$875,555
Participant contributions at end of year	2020-12-31	$124,763
Participant contributions at beginning of year	2020-12-31	$108,366
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$42,248
Administrative expenses (other) incurred	2020-12-31	$33,183
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	$1,627,722
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,062,373
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,434,651
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,927,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,300,695
Interest on participant loans	2020-12-31	$5,620
Value of interest in common/collective trusts at end of year	2020-12-31	$10,567
Value of interest in common/collective trusts at beginning of year	2020-12-31	$25,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$471,470
Net investment gain or loss from common/collective trusts	2020-12-31	$432
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	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$442,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$300,277
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
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	REGIER CARR & MONROE, LLP
Accountancy firm EIN	2020-12-31	480573184
2019 : AMS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,439,510
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$273,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$242,221
Expenses. Certain deemed distributions of participant loans	2019-12-31	$5,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,099,265
Value of total assets at end of year	2019-12-31	$2,434,651
Value of total assets at beginning of year	2019-12-31	$1,268,955
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$26,347
Total interest from all sources	2019-12-31	$6,752
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$89,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$89,070
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$127,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$716,823
Participant contributions at end of year	2019-12-31	$108,366
Participant contributions at beginning of year	2019-12-31	$113,171
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$6,263
Administrative expenses (other) incurred	2019-12-31	$26,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,165,696
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,434,651
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,268,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,300,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,137,117
Interest on participant loans	2019-12-31	$6,752
Value of interest in common/collective trusts at end of year	2019-12-31	$25,590
Value of interest in common/collective trusts at beginning of year	2019-12-31	$18,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$243,896
Net investment gain or loss from common/collective trusts	2019-12-31	$527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$376,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$242,221
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	REGIER CARR & MONROE, LLP
Accountancy firm EIN	2019-12-31	480573184
2018 : AMS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$91,638
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,204,973
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$27,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$22,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,312,074
Value of total assets at end of year	2018-12-31	$1,268,955
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,887
Total interest from all sources	2018-12-31	$1,141
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$51,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$51,650
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$234,687
Participant contributions at end of year	2018-12-31	$113,171
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$950,434
Administrative expenses (other) incurred	2018-12-31	$4,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,177,317
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,268,955
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,137,117
Interest on participant loans	2018-12-31	$1,012
Value of interest in common/collective trusts at end of year	2018-12-31	$18,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$129
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-159,971
Net investment gain or loss from common/collective trusts	2018-12-31	$79
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$126,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$22,769
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	REGIER CARR & MONROE, LLP
Accountancy firm EIN	2018-12-31	480573184

Form 5500 Responses for AMS 401(K) PLAN

2022: AMS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AMS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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: AMS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AMS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AMS 401(K) PLAN 2018 form 5500 responses
2018-08-01	Type of plan entity	Single employer plan
2018-08-01	First time form 5500 has been submitted	Yes
2018-08-01	Submission has been amended	No
2018-08-01	This submission is the final filing	No
2018-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-08-01	Plan is a collectively bargained plan	No
2018-08-01	Plan funding arrangement – Trust	Yes
2018-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AMS IMPACT GROUP, LLC
Employer identification number (EIN):	825192311
NAIC Classification:	611000