401k Plan data: AMG FUNDS LLC plan

AMG FUNDS LLC 401k Plan overview

Plan Name	AMG FUNDS LLC
Plan identification number	501

AMG FUNDS LLC Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Other welfare benefit cover

401k Sponsoring company profile

AMG FUNDS LLC has sponsored the creation of one or more 401k plans.

Company Name: AMG FUNDS LLC

Employer identification number (EIN): 061298481

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMG FUNDS LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2013-01-01 ROBERT COLVIN STEVEN ADAMS 2014-07-30
501 2012-01-01 ROBERT COLVIN STEVEN ADAMS 2013-10-08
501 2011-01-01 ROBERT E COLVIN
501 2009-01-01 ROBERT E COLVIN
501 2009-01-01 ROBERT E COLVIN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2013-01-01	ROBERT COLVIN	STEVEN ADAMS	2014-07-30
501	2012-01-01	ROBERT COLVIN	STEVEN ADAMS	2013-10-08
501	2011-01-01	ROBERT E COLVIN
501	2009-01-01	ROBERT E COLVIN
501	2009-01-01	ROBERT E COLVIN

Plan Statistics for AMG FUNDS LLC

401k plan membership statisitcs for AMG FUNDS LLC

Measure Date Value
2013: AMG FUNDS LLC 2013 401k membership
Total participants, beginning-of-year 2013-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 113
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 114
2012: AMG FUNDS LLC 2012 401k membership
Total participants, beginning-of-year 2012-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 110
Number of retired or separated participants receiving benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 113
2011: AMG FUNDS LLC 2011 401k membership
Total participants, beginning-of-year 2011-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 102
Number of retired or separated participants receiving benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 106
2009: AMG FUNDS LLC 2009 401k membership
Total participants, beginning-of-year 2009-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 99
Number of retired or separated participants receiving benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 113

Measure	Date	Value
2013: AMG FUNDS LLC 2013 401k membership
Total participants, beginning-of-year	2013-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	113
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	114
2012: AMG FUNDS LLC 2012 401k membership
Total participants, beginning-of-year	2012-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	110
Number of retired or separated participants receiving benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	113
2011: AMG FUNDS LLC 2011 401k membership
Total participants, beginning-of-year	2011-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	102
Number of retired or separated participants receiving benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	106
2009: AMG FUNDS LLC 2009 401k membership
Total participants, beginning-of-year	2009-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	99
Number of retired or separated participants receiving benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	113

Form 5500 Responses for AMG FUNDS LLC

2013: AMG FUNDS LLC 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: AMG FUNDS LLC 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: AMG FUNDS LLC 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: AMG FUNDS LLC 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	AMG FUNDS LLC
Employer identification number (EIN):	061298481
NAIC Classification:	523900