Original filing (PDF)20250423102926NAL0012963090001

AM FINANCIAL GROUP, LLC

Name: AM FINANCIAL GROUP, LLC — AM FINANCIAL GROUP RETIREMENT PLAN, Form 5500 (2024)
Creator: AM FINANCIAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

AM FINANCIAL GROUP RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$122K

Net assets (EOY)

$122K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AM FINANCIAL GROUP, LLC.

Plan sponsor

Name

AM FINANCIAL GROUP, LLC

EIN

81-2479432all filings

Address

118 EAST FRONT STREET · P.O. BOX 729 · SIKESTON, MO · 63801

Phone

(573) 471-3339

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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