BAMCO Inc
Plan context: Bamco Inc 401K Profit Sharing Plan
EIN 41-1521173 • Mankato, MN • 23 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
54
2023 Assets
$1,976,825
2023 Contributions
$68,501
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $68,501 | - |
| Bamco Inc 401K Profit Sharing Plan | - | 0 | $0 | $68,501 | - |
| 2022 | 1 | 54 | $1,976,825 | $168,609 | $3,122iApproximate average salary by contribution assumption: employee only about $78,060 at 4% or $52,040 at 6%; with 50% employer match about $52,040 at 4% or $34,693 at 6%; with 100% employer match about $39,030 at 4% or $26,020 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 54 | $1,976,825 | $168,609 | $3,122iApproximate average salary by contribution assumption: employee only about $78,060 at 4% or $52,040 at 6%; with 50% employer match about $52,040 at 4% or $34,693 at 6%; with 100% employer match about $39,030 at 4% or $26,020 at 6%. |
| 2021 | 1 | 62 | $2,736,236 | $161,291 | $2,601iApproximate average salary by contribution assumption: employee only about $65,037 at 4% or $43,358 at 6%; with 50% employer match about $43,358 at 4% or $28,905 at 6%; with 100% employer match about $32,518 at 4% or $21,679 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 62 | $2,736,236 | $161,291 | $2,601iApproximate average salary by contribution assumption: employee only about $65,037 at 4% or $43,358 at 6%; with 50% employer match about $43,358 at 4% or $28,905 at 6%; with 100% employer match about $32,518 at 4% or $21,679 at 6%. |
| 2020 | 1 | 53 | $2,365,543 | $144,048 | $2,718iApproximate average salary by contribution assumption: employee only about $67,947 at 4% or $45,298 at 6%; with 50% employer match about $45,298 at 4% or $30,199 at 6%; with 100% employer match about $33,974 at 4% or $22,649 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 53 | $2,365,543 | $144,048 | $2,718iApproximate average salary by contribution assumption: employee only about $67,947 at 4% or $45,298 at 6%; with 50% employer match about $45,298 at 4% or $30,199 at 6%; with 100% employer match about $33,974 at 4% or $22,649 at 6%. |
| 2019 | 1 | 62 | $1,909,881 | $134,988 | $2,177iApproximate average salary by contribution assumption: employee only about $54,431 at 4% or $36,287 at 6%; with 50% employer match about $36,287 at 4% or $24,191 at 6%; with 100% employer match about $27,215 at 4% or $18,144 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 62 | $1,909,881 | $134,988 | $2,177iApproximate average salary by contribution assumption: employee only about $54,431 at 4% or $36,287 at 6%; with 50% employer match about $36,287 at 4% or $24,191 at 6%; with 100% employer match about $27,215 at 4% or $18,144 at 6%. |
| 2018 | 1 | 77 | $1,446,133 | $114,884 | $1,492iApproximate average salary by contribution assumption: employee only about $37,300 at 4% or $24,867 at 6%; with 50% employer match about $24,867 at 4% or $16,578 at 6%; with 100% employer match about $18,650 at 4% or $12,433 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 77 | $1,446,133 | $114,884 | $1,492iApproximate average salary by contribution assumption: employee only about $37,300 at 4% or $24,867 at 6%; with 50% employer match about $24,867 at 4% or $16,578 at 6%; with 100% employer match about $18,650 at 4% or $12,433 at 6%. |
| 2017 | 1 | 89 | $1,529,366 | $212,932 | $2,392iApproximate average salary by contribution assumption: employee only about $59,812 at 4% or $39,875 at 6%; with 50% employer match about $39,875 at 4% or $26,583 at 6%; with 100% employer match about $29,906 at 4% or $19,937 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 89 | $1,529,366 | $212,932 | $2,392iApproximate average salary by contribution assumption: employee only about $59,812 at 4% or $39,875 at 6%; with 50% employer match about $39,875 at 4% or $26,583 at 6%; with 100% employer match about $29,906 at 4% or $19,937 at 6%. |
| 2016 | 1 | 95 | $1,108,662 | $304,763 | $3,208iApproximate average salary by contribution assumption: employee only about $80,201 at 4% or $53,467 at 6%; with 50% employer match about $53,467 at 4% or $35,645 at 6%; with 100% employer match about $40,100 at 4% or $26,734 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 95 | $1,108,662 | $304,763 | $3,208iApproximate average salary by contribution assumption: employee only about $80,201 at 4% or $53,467 at 6%; with 50% employer match about $53,467 at 4% or $35,645 at 6%; with 100% employer match about $40,100 at 4% or $26,734 at 6%. |
| 2015 | 1 | 100 | $793,048 | $87,291 | $873iApproximate average salary by contribution assumption: employee only about $21,823 at 4% or $14,549 at 6%; with 50% employer match about $14,549 at 4% or $9,699 at 6%; with 100% employer match about $10,911 at 4% or $7,274 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 100 | $793,048 | $87,291 | $873iApproximate average salary by contribution assumption: employee only about $21,823 at 4% or $14,549 at 6%; with 50% employer match about $14,549 at 4% or $9,699 at 6%; with 100% employer match about $10,911 at 4% or $7,274 at 6%. |
| 2014 | 1 | 118 | $781,704 | $74,091 | $628iApproximate average salary by contribution assumption: employee only about $15,697 at 4% or $10,465 at 6%; with 50% employer match about $10,465 at 4% or $6,977 at 6%; with 100% employer match about $7,849 at 4% or $5,232 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 118 | $781,704 | $74,091 | $628iApproximate average salary by contribution assumption: employee only about $15,697 at 4% or $10,465 at 6%; with 50% employer match about $10,465 at 4% or $6,977 at 6%; with 100% employer match about $7,849 at 4% or $5,232 at 6%. |
| 2013 | 1 | 110 | $745,481 | $68,622 | $624iApproximate average salary by contribution assumption: employee only about $15,596 at 4% or $10,397 at 6%; with 50% employer match about $10,397 at 4% or $6,932 at 6%; with 100% employer match about $7,798 at 4% or $5,199 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 110 | $745,481 | $68,622 | $624iApproximate average salary by contribution assumption: employee only about $15,596 at 4% or $10,397 at 6%; with 50% employer match about $10,397 at 4% or $6,932 at 6%; with 100% employer match about $7,798 at 4% or $5,199 at 6%. |
| 2012 | 1 | 101 | $563,094 | $63,744 | $631iApproximate average salary by contribution assumption: employee only about $15,778 at 4% or $10,519 at 6%; with 50% employer match about $10,519 at 4% or $7,013 at 6%; with 100% employer match about $7,889 at 4% or $5,259 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 101 | $563,094 | $63,744 | $631iApproximate average salary by contribution assumption: employee only about $15,778 at 4% or $10,519 at 6%; with 50% employer match about $10,519 at 4% or $7,013 at 6%; with 100% employer match about $7,889 at 4% or $5,259 at 6%. |
| 2011 | 1 | 104 | $477,031 | $64,942 | $624iApproximate average salary by contribution assumption: employee only about $15,611 at 4% or $10,407 at 6%; with 50% employer match about $10,407 at 4% or $6,938 at 6%; with 100% employer match about $7,806 at 4% or $5,204 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 104 | $477,031 | $64,942 | $624iApproximate average salary by contribution assumption: employee only about $15,611 at 4% or $10,407 at 6%; with 50% employer match about $10,407 at 4% or $6,938 at 6%; with 100% employer match about $7,806 at 4% or $5,204 at 6%. |
| 2010 | 1 | 113 | $464,218 | $68,122 | $603iApproximate average salary by contribution assumption: employee only about $15,071 at 4% or $10,047 at 6%; with 50% employer match about $10,047 at 4% or $6,698 at 6%; with 100% employer match about $7,536 at 4% or $5,024 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 113 | $464,218 | $68,122 | $603iApproximate average salary by contribution assumption: employee only about $15,071 at 4% or $10,047 at 6%; with 50% employer match about $10,047 at 4% or $6,698 at 6%; with 100% employer match about $7,536 at 4% or $5,024 at 6%. |
| 2009 | 1 | 101 | $444,715 | $66,185 | $655iApproximate average salary by contribution assumption: employee only about $16,382 at 4% or $10,922 at 6%; with 50% employer match about $10,922 at 4% or $7,281 at 6%; with 100% employer match about $8,191 at 4% or $5,461 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 101 | $444,715 | $66,185 | $655iApproximate average salary by contribution assumption: employee only about $16,382 at 4% or $10,922 at 6%; with 50% employer match about $10,922 at 4% or $7,281 at 6%; with 100% employer match about $8,191 at 4% or $5,461 at 6%. |
| 2008 | 1 | 106 | $310,175 | $63,838 | $602iApproximate average salary by contribution assumption: employee only about $15,056 at 4% or $10,037 at 6%; with 50% employer match about $10,037 at 4% or $6,692 at 6%; with 100% employer match about $7,528 at 4% or $5,019 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 106 | $310,175 | $63,838 | $602iApproximate average salary by contribution assumption: employee only about $15,056 at 4% or $10,037 at 6%; with 50% employer match about $10,037 at 4% or $6,692 at 6%; with 100% employer match about $7,528 at 4% or $5,019 at 6%. |
| 2007 | 1 | 105 | $429,445 | $58,137 | $554iApproximate average salary by contribution assumption: employee only about $13,842 at 4% or $9,228 at 6%; with 50% employer match about $9,228 at 4% or $6,152 at 6%; with 100% employer match about $6,921 at 4% or $4,614 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 105 | $429,445 | $58,137 | $554iApproximate average salary by contribution assumption: employee only about $13,842 at 4% or $9,228 at 6%; with 50% employer match about $9,228 at 4% or $6,152 at 6%; with 100% employer match about $6,921 at 4% or $4,614 at 6%. |
| 2006 | 1 | 99 | $358,637 | $51,736 | $523iApproximate average salary by contribution assumption: employee only about $13,065 at 4% or $8,710 at 6%; with 50% employer match about $8,710 at 4% or $5,807 at 6%; with 100% employer match about $6,532 at 4% or $4,355 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 99 | $358,637 | $51,736 | $523iApproximate average salary by contribution assumption: employee only about $13,065 at 4% or $8,710 at 6%; with 50% employer match about $8,710 at 4% or $5,807 at 6%; with 100% employer match about $6,532 at 4% or $4,355 at 6%. |
| 2005 | 1 | 111 | $286,648 | $63,847 | $575iApproximate average salary by contribution assumption: employee only about $14,380 at 4% or $9,587 at 6%; with 50% employer match about $9,587 at 4% or $6,391 at 6%; with 100% employer match about $7,190 at 4% or $4,793 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 111 | $286,648 | $63,847 | $575iApproximate average salary by contribution assumption: employee only about $14,380 at 4% or $9,587 at 6%; with 50% employer match about $9,587 at 4% or $6,391 at 6%; with 100% employer match about $7,190 at 4% or $4,793 at 6%. |
| 2004 | 1 | 89 | $240,467 | $55,216 | $620iApproximate average salary by contribution assumption: employee only about $15,510 at 4% or $10,340 at 6%; with 50% employer match about $10,340 at 4% or $6,893 at 6%; with 100% employer match about $7,755 at 4% or $5,170 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 89 | $240,467 | $55,216 | $620iApproximate average salary by contribution assumption: employee only about $15,510 at 4% or $10,340 at 6%; with 50% employer match about $10,340 at 4% or $6,893 at 6%; with 100% employer match about $7,755 at 4% or $5,170 at 6%. |
| 2003 | 1 | 76 | $177,013 | $56,281 | $741iApproximate average salary by contribution assumption: employee only about $18,513 at 4% or $12,342 at 6%; with 50% employer match about $12,342 at 4% or $8,228 at 6%; with 100% employer match about $9,257 at 4% or $6,171 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 76 | $177,013 | $56,281 | $741iApproximate average salary by contribution assumption: employee only about $18,513 at 4% or $12,342 at 6%; with 50% employer match about $12,342 at 4% or $8,228 at 6%; with 100% employer match about $9,257 at 4% or $6,171 at 6%. |
| 2002 | 1 | 84 | $102,722 | $64,104 | $763iApproximate average salary by contribution assumption: employee only about $19,079 at 4% or $12,719 at 6%; with 50% employer match about $12,719 at 4% or $8,479 at 6%; with 100% employer match about $9,539 at 4% or $6,360 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 84 | $102,722 | $64,104 | $763iApproximate average salary by contribution assumption: employee only about $19,079 at 4% or $12,719 at 6%; with 50% employer match about $12,719 at 4% or $8,479 at 6%; with 100% employer match about $9,539 at 4% or $6,360 at 6%. |
| 2001 | 1 | 80 | $57,658 | $60,900 | $761iApproximate average salary by contribution assumption: employee only about $19,031 at 4% or $12,688 at 6%; with 50% employer match about $12,688 at 4% or $8,458 at 6%; with 100% employer match about $9,516 at 4% or $6,344 at 6%. |
| Bamco Inc 401K Profit Sharing Plan | - | 80 | $57,658 | $60,900 | $761iApproximate average salary by contribution assumption: employee only about $19,031 at 4% or $12,688 at 6%; with 50% employer match about $12,688 at 4% or $8,458 at 6%; with 100% employer match about $9,516 at 4% or $6,344 at 6%. |