AMG & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN
401k plan membership statisitcs for AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN
| Measure | Date | Value |
|---|
| 2022: AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 10 |
| Number of participants with account balances | 2022-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
| 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 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
| Total participants | 2021-01-01 | 9 |
| Number of participants with account balances | 2021-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 8 |
| 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 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 8 |
| Number of participants with account balances | 2020-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
| 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 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 7 |
| Number of participants with account balances | 2019-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 8 |
| Number of participants with account balances | 2018-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 7 |
| Number of participants with account balances | 2017-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 7 |
| Number of participants with account balances | 2016-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 9 |
| 2015: AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 7 |
| Number of participants with account balances | 2015-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 7 |
| Number of participants with account balances | 2014-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| 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 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 6 |
| Number of participants with account balances | 2013-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 4 |
| Number of participants with account balances | 2012-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| 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 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $4,018 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $82,344 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $82,344 |
| Total plan assets at end of year | 2023-12-31 | $1,036,475 |
| Total plan assets at beginning of year | 2023-12-31 | $1,114,801 |
| Value of fidelity bond covering the plan | 2023-12-31 | $111,481 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $4,018 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $-78,326 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,036,475 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,114,801 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $1,009,571 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $0 |
| 2022 : AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-4,553 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $84,101 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $84,101 |
| Total plan assets at end of year | 2022-12-31 | $1,114,801 |
| Total plan assets at beginning of year | 2022-12-31 | $1,203,455 |
| Value of fidelity bond covering the plan | 2022-12-31 | $120,346 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-4,553 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-88,654 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,114,801 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,203,455 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $1,092,571 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| 2021 : AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $3,792 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $92,242 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $92,242 |
| Total plan assets at end of year | 2021-12-31 | $1,203,455 |
| Total plan assets at beginning of year | 2021-12-31 | $1,291,905 |
| Value of fidelity bond covering the plan | 2021-12-31 | $129,191 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $3,792 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $-88,450 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,203,455 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,291,905 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $1,177,571 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
| 2020 : AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $2,448 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $92,658 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $92,658 |
| Total plan assets at end of year | 2020-12-31 | $1,291,905 |
| Total plan assets at beginning of year | 2020-12-31 | $1,382,115 |
| Value of fidelity bond covering the plan | 2020-12-31 | $138,212 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $-38,388 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $2,448 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $-90,210 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,291,905 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,382,115 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $1,308,459 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
| 2019 : AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $3,745 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $95,958 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $95,958 |
| Total plan assets at end of year | 2019-12-31 | $1,382,115 |
| Total plan assets at beginning of year | 2019-12-31 | $1,474,328 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,362,772 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $54,312 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $3,745 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $-92,213 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,382,115 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,474,328 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $1,308,459 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
| 2018 : AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-1,162 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $97,456 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $97,456 |
| Total plan assets at end of year | 2018-12-31 | $1,474,328 |
| Total plan assets at beginning of year | 2018-12-31 | $1,572,946 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,653,771 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $149,312 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Noncash contributions received | 2018-12-31 | $-1,162 |
| Net income (gross income less expenses) | 2018-12-31 | $-98,618 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,474,328 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,572,946 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $1,308,459 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
| 2017 : AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $2,679 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $98,512 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $98,512 |
| Total plan assets at end of year | 2017-12-31 | $1,572,946 |
| Total plan assets at beginning of year | 2017-12-31 | $1,668,779 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,653,771 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $247,312 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $2,679 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $-95,833 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,572,946 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,668,779 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $1,308,459 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
| 2016 : AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $-148 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $99,698 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $99,698 |
| Total plan assets at end of year | 2016-12-31 | $1,668,779 |
| Total plan assets at beginning of year | 2016-12-31 | $1,768,625 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,854,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $345,312 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $-148 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $-99,846 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,668,779 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,768,625 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $1,308,459 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
| 2015 : AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $10,110 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $100,259 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $100,259 |
| Total plan assets at end of year | 2015-12-31 | $1,768,625 |
| Total plan assets at beginning of year | 2015-12-31 | $1,858,774 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,854,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $445,312 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $10,110 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-90,149 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,768,625 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,858,774 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $1,308,459 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
| 2014 : AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $-82 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $101,349 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $101,349 |
| Total plan assets at end of year | 2014-12-31 | $1,858,774 |
| Total plan assets at beginning of year | 2014-12-31 | $1,960,205 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,854,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $545,312 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $-82 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $-101,431 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,858,774 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,960,205 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $1,308,459 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $177,768 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $76,713 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $98,403 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $98,401 |
| Total plan assets at end of year | 2013-12-31 | $2,137,973 |
| Total plan assets at beginning of year | 2013-12-31 | $1,981,895 |
| Value of fidelity bond covering the plan | 2013-12-31 | $840,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $825,081 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $2 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $76,713 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $-21,690 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,960,205 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,981,895 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $1,308,459 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $473,921 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $75,231 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $75,231 |
| Total plan assets at end of year | 2012-12-31 | $1,981,895 |
| Total plan assets at beginning of year | 2012-12-31 | $1,583,205 |
| Value of fidelity bond covering the plan | 2012-12-31 | $840,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $911,708 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $368,103 |
| Other income received | 2012-12-31 | $105,818 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $398,690 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,981,895 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,583,205 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $1,583,205 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $1,583,205 |
| Total plan assets at beginning of year | 2011-12-31 | $0 |
| Value of fidelity bond covering the plan | 2011-12-31 | $840,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $836,708 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $1,583,240 |
| Other income received | 2011-12-31 | $-35 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $1,583,205 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,583,205 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2022: AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE 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: AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 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 & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE 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: AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE 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: AMG & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 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 & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 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 & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 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 & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 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 & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 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 & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 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 & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 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 & ASSOCIATES, LLC ROLLOVER-ONLY MONEY PURCHASE PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | First time form 5500 has been submitted | Yes |
| 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 |
