Original filing (PDF)20250812144220NAL0007310563001

AMG GLOBAL DISTRIBUTION, INC.

Name: AMG GLOBAL DISTRIBUTION, INC. — AMG GLOBAL DISTRIBUTION, INC. CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: AMG GLOBAL DISTRIBUTION, INC.

Form 5500-SF

FILING_RECEIVED

AMG GLOBAL DISTRIBUTION, INC. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

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 AMG GLOBAL DISTRIBUTION, INC..

Plan sponsor

Name

AMG GLOBAL DISTRIBUTION, INC.

EIN

65-0363988

Address

11440 NW 122ND STREET, SUITE 200 · MEDLEY, FL · 331783118

Phone

(305) 512-3445

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-12-31

Tax period

2024-12-30

Filed

2025-08-12

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

1E · Section 401(h) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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