Original filing (PDF)20250602102128NAL0026433378001

AGM FINANCIAL SERVICES, INC.

Name: AGM FINANCIAL SERVICES, INC. — AGM FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: AGM FINANCIAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

AGM FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.6M

Net assets (EOY)

$21.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGM FINANCIAL SERVICES, INC..

Plan sponsor

Name

AGM FINANCIAL SERVICES, INC.

EIN

52-2207818

Address

20 SOUTH CHARLES ST · SUITE 1000 · BALTIMORE, MD · 21201

Phone

(443) 573-2047

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

HOMESTAR FINANCIAL CORPORATION

HOMESTAR FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST

$21.5M · 35 participants

GOLDEN EMPIRE MORTGAGE, INC.

GEM 401(K) PLAN

$21.2M · 413 participants

VELOCITY COMMERCIAL CAPITAL 401K PL

VELOCITY COMMERCIAL CAPITAL, LLC

$22.2M · 289 participants

SUMMIT MORTGAGE BANKERS, INC.

SUMMIT MORTGAGE BANKERS, INC. 401(K) PLAN

$20.8M · 73 participants

DAMY MANAGEMENT

DAMY MANAGEMENT 401(K) PROFIT SHARING PLAN