Department of Labor filing

AMES ASSET MANAGEMENT, LLC

2 retirement plans combined · For the plan year ended Dec 31, 2025

Spot something wrong?
Public filing 2025 · received Jul 16, 2026Verified current terms Not available

Plan summary

The numbers that matter first

The latest public filings show $20,239 in employer contributions across this company’s retirement plans.

01 · Employer matchSee verified formula

e date of January 1, 1971.

02 · Maximum employer contributionSee formula

Extracted from an official plan filing; editorial verification is pending.

03 · VestingImmediate

or account balances, as defined.

04 · Fees and expensesOfficial filing detail

ES TO FINANCIAL STATEMENTS December 31, 2025 and 2024 NOTE 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) Payment of benefits Benefits are recorded when paid.

05 · Investment choicesOfficial filing detail

of their compensation unless the participant opts out of automatic enrollment or until the participant changes their elections.

06 · Eligibility and waiting periodhout a waiting period, (b) has automatic enrollment for new employees and existing employees turning age 21, and (c) limits participant notes receivable to two notes per employee.

hout a waiting period, (b) has automatic enrollment for new employees and existing employees turning age 21, and (c) limits participant notes receivable to two notes per employee.

07 · Automatic enrollmentReported

existing employees turning age 21 to begin making salary deferral contributions to the Plan and the corresponding employer matching contribution without a waiting period, (b) has automatic enrollment for new employees and existing employees turning age 21, and (c) limits participant notes receivable to two notes per employee.

08 · Roth 401(k)Not stated in official filing

The reviewed official source does not establish current Roth availability.

09 · Employer contribution vs. peers$1,840

Up 0.0% over the filing history shown.

10 · Plan healthFiling history

Participation up 0.0% · assets up 0.0%

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

The short version

What employees should know

For the year ended Dec 31, 2025, AMES ASSET MANAGEMENT, LLC reported $20,239 in employer contributions across its retirement plans, or $1,840 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating11

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These totals combine every public plan record tied to this employer. They are not individual account balances.

Employer contributions
$20,239
$1,840 per active participant
Participant contributions
$89,640
Other contributions
$102,267
Amounts not classified as employer or participant contributions
Employer share of contributions
9.5%
Active participants
11
Small plan
Total participants
11
10 at the beginning of the year
Ending assets
$215,437
$19,585 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$0
Ending net assets
$215,437
Beginning liabilities
$0
Ending liabilities
$0
Total income
$215,530
Total expenses
$93
Administrative expenses
$93
$8 per active participant
Participant loans
Not reported
Not reported of plan assets

Three-year filing history

How the reported figures changed

These charts combine the employer’s public plans by filing year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$1,840
Administrative cost per participant
2025
$8
Active participants
2025
11
Total plan assets
2025
$215,437
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$1,84011215.4K

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
Not reported
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
332237153-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Apr 21, 2025
Industry
Real estate
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

All plans from this employer

2 public plan records roll up to this profile

The employer totals above combine these records by year. Open an individual plan for its own filing details.

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

11-K · report period Dec 31, 2025AMES NATIONAL CORP — 11-K filed 2026-06-24
Official filing · details not yet checked
What it says about employer contributions

e date of January 1, 1971. The Plan: (a) allows new employees and existing employees turning age 21 to begin making salary deferral contributions to the Plan and the corresponding employer matching contribution without a waiting period, (b) has automatic enrollment for new employees and existing employees turning age 21, and (c) limits participant notes receivable to two notes per employee. Employees are eligible to begin making salary deferral contributions to the Plan upon commencement of employment and will also be eligible for employer matching contributions for employees ages 21 or older. Participants are automatically enrolled in the Plan at a rate of 3 % of their compensation unless the participant opts out of automatic enrollment or until the participant changes their elections. Th

What it says about vesting

or account balances, as defined. The benefit to which a participant is entitled is the benefit that can be provided from the participant’s vested account. Vesting Participants are immediately vested in their voluntary contributions and the Companies’ matching contributions and earnings thereon. Payment of benefits On termination of service due to death, disability, retirement or any other reason, a participant or their beneficiaries may elect to receive an amount equal to the value of the participant’s vested interest in his or her account in a lump sum amount. The Plan allows for in-service distributions when a participant reaches age 59 1/2. Notes receivable from participants Participants may borrow from their fund accounts up to a maximum equal to the lesser of $ 50,000 or 50 % of their

What it says about automatic enrollment

existing employees turning age 21 to begin making salary deferral contributions to the Plan and the corresponding employer matching contribution without a waiting period, (b) has automatic enrollment for new employees and existing employees turning age 21, and (c) limits participant notes receivable to two notes per employee. Employees are eligible to begin making salary deferral contributions to the Plan upon commencement of employment and will also be eligible for employer matching contributions for employees ages 21 or older. Participants are automatically enrolled in the Plan at a rate of 3 % of their compensation unless the participant opts out of automatic enrollment or until the participant changes their elections. The Vanguard Target Retirement Date Trusts are the qualified defaul

What it says about fees

ES TO FINANCIAL STATEMENTS December 31, 2025 and 2024 NOTE 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) Payment of benefits Benefits are recorded when paid. NOTE 3 - ADMINISTRATIVE EXPENSES Certain administrative functions are performed by officers or employees of the Companies. No such officer or employee receives compensation from the Plan. Certain other administrative expenses are paid directly by the Companies. Fees related to the administration of notes receivable from participants are charged directly to the participant’s account and are included in administrative expenses. Investment related expenses are included in net appreciation of fair value of investments. NOTE 4 - RELATED PARTY TRANSACTIONS Transactions resulting in Plan assets being transferred to or used by a

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_IDEMPLOYER-2025
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗