Civic Intelligence

THE MAM GROUP, LLC AMG WEALTH ADVISORS

Plan context: AMG WEALTH ADVISORS 401(K) PLAN

EIN 35-2625861 • Austin, TX • 8 filings • 1 plans

1221 S. Mopac ExpwySte. 240Austin, TX 78746
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$1,398,825

2025 Contributions

$167,169

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,398,825$699,413$0201820222025YearValue
$1,398,825Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1050201820222025YearValue
10Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025110$1,398,825$167,169$16,717iApproximate average salary by contribution assumption: employee only about $417,923 at 4% or $278,615 at 6%; with 50% employer match about $278,615 at 4% or $185,743 at 6%; with 100% employer match about $208,961 at 4% or $139,308 at 6%.
AMG WEALTH ADVISORS 401(K) PLAN-10$1,398,825$167,169$16,717iApproximate average salary by contribution assumption: employee only about $417,923 at 4% or $278,615 at 6%; with 50% employer match about $278,615 at 4% or $185,743 at 6%; with 100% employer match about $208,961 at 4% or $139,308 at 6%.
202419$1,077,439$164,520$18,280iApproximate average salary by contribution assumption: employee only about $457,000 at 4% or $304,667 at 6%; with 50% employer match about $304,667 at 4% or $203,111 at 6%; with 100% employer match about $228,500 at 4% or $152,333 at 6%.
AMG WEALTH ADVISORS 401(K) PLAN-9$1,077,439$164,520$18,280iApproximate average salary by contribution assumption: employee only about $457,000 at 4% or $304,667 at 6%; with 50% employer match about $304,667 at 4% or $203,111 at 6%; with 100% employer match about $228,500 at 4% or $152,333 at 6%.
202319$709,526$150,163$16,685iApproximate average salary by contribution assumption: employee only about $417,119 at 4% or $278,080 at 6%; with 50% employer match about $278,080 at 4% or $185,386 at 6%; with 100% employer match about $208,560 at 4% or $139,040 at 6%.
AMG WEALTH ADVISORS 401(K) PLAN-9$709,526$150,163$16,685iApproximate average salary by contribution assumption: employee only about $417,119 at 4% or $278,080 at 6%; with 50% employer match about $278,080 at 4% or $185,386 at 6%; with 100% employer match about $208,560 at 4% or $139,040 at 6%.
202218$418,722$131,374$16,422iApproximate average salary by contribution assumption: employee only about $410,544 at 4% or $273,696 at 6%; with 50% employer match about $273,696 at 4% or $182,464 at 6%; with 100% employer match about $205,272 at 4% or $136,848 at 6%.
AMG WEALTH ADVISORS 401(K) PLAN-8$418,722$131,374$16,422iApproximate average salary by contribution assumption: employee only about $410,544 at 4% or $273,696 at 6%; with 50% employer match about $273,696 at 4% or $182,464 at 6%; with 100% employer match about $205,272 at 4% or $136,848 at 6%.
202118$389,339$114,555$14,319iApproximate average salary by contribution assumption: employee only about $357,984 at 4% or $238,656 at 6%; with 50% employer match about $238,656 at 4% or $159,104 at 6%; with 100% employer match about $178,992 at 4% or $119,328 at 6%.
AMG WEALTH ADVISORS 401(K) PLAN-8$389,339$114,555$14,319iApproximate average salary by contribution assumption: employee only about $357,984 at 4% or $238,656 at 6%; with 50% employer match about $238,656 at 4% or $159,104 at 6%; with 100% employer match about $178,992 at 4% or $119,328 at 6%.
202018$247,825$118,933$14,867iApproximate average salary by contribution assumption: employee only about $371,666 at 4% or $247,777 at 6%; with 50% employer match about $247,777 at 4% or $165,185 at 6%; with 100% employer match about $185,833 at 4% or $123,889 at 6%.
AMG WEALTH ADVISORS 401(K) PLAN-8$247,825$118,933$14,867iApproximate average salary by contribution assumption: employee only about $371,666 at 4% or $247,777 at 6%; with 50% employer match about $247,777 at 4% or $165,185 at 6%; with 100% employer match about $185,833 at 4% or $123,889 at 6%.
201915$111,069$104,628$20,926iApproximate average salary by contribution assumption: employee only about $523,140 at 4% or $348,760 at 6%; with 50% employer match about $348,760 at 4% or $232,507 at 6%; with 100% employer match about $261,570 at 4% or $174,380 at 6%.
AMG WEALTH ADVISORS 401(K) PLAN-5$111,069$104,628$20,926iApproximate average salary by contribution assumption: employee only about $523,140 at 4% or $348,760 at 6%; with 50% employer match about $348,760 at 4% or $232,507 at 6%; with 100% employer match about $261,570 at 4% or $174,380 at 6%.
201813$4,716$4,716$1,572iApproximate average salary by contribution assumption: employee only about $39,300 at 4% or $26,200 at 6%; with 50% employer match about $26,200 at 4% or $17,467 at 6%; with 100% employer match about $19,650 at 4% or $13,100 at 6%.
AMG WEALTH ADVISORS 401(K) PLAN-3$4,716$4,716$1,572iApproximate average salary by contribution assumption: employee only about $39,300 at 4% or $26,200 at 6%; with 50% employer match about $26,200 at 4% or $17,467 at 6%; with 100% employer match about $19,650 at 4% or $13,100 at 6%.