Amg 2.0 Holdco Inc.
Plan context: Amg Employee Stock Ownership Plan
EIN 84-2872891 • 6 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
460
2024 Assets
$115,495,001
2024 Contributions
$2,322,013
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 460 | $115,495,001 | $2,322,013 | $5,048iApproximate average salary by contribution assumption: employee only about $126,196 at 4% or $84,131 at 6%; with 50% employer match about $84,131 at 4% or $56,087 at 6%; with 100% employer match about $63,098 at 4% or $42,065 at 6%. |
| Amg Employee Stock Ownership Plan | - | 460 | $115,495,001 | $2,322,013 | $5,048iApproximate average salary by contribution assumption: employee only about $126,196 at 4% or $84,131 at 6%; with 50% employer match about $84,131 at 4% or $56,087 at 6%; with 100% employer match about $63,098 at 4% or $42,065 at 6%. |
| 2023 | 1 | 456 | $93,772,792 | $2,554,356 | $5,602iApproximate average salary by contribution assumption: employee only about $140,041 at 4% or $93,361 at 6%; with 50% employer match about $93,361 at 4% or $62,241 at 6%; with 100% employer match about $70,021 at 4% or $46,680 at 6%. |
| Amg Employee Stock Ownership Plan | - | 456 | $93,772,792 | $2,554,356 | $5,602iApproximate average salary by contribution assumption: employee only about $140,041 at 4% or $93,361 at 6%; with 50% employer match about $93,361 at 4% or $62,241 at 6%; with 100% employer match about $70,021 at 4% or $46,680 at 6%. |
| 2022 | 1 | 424 | $83,954,227 | $2,367,049 | $5,583iApproximate average salary by contribution assumption: employee only about $139,567 at 4% or $93,044 at 6%; with 50% employer match about $93,044 at 4% or $62,030 at 6%; with 100% employer match about $69,783 at 4% or $46,522 at 6%. |
| Amg Employee Stock Ownership Plan | - | 424 | $83,954,227 | $2,367,049 | $5,583iApproximate average salary by contribution assumption: employee only about $139,567 at 4% or $93,044 at 6%; with 50% employer match about $93,044 at 4% or $62,030 at 6%; with 100% employer match about $69,783 at 4% or $46,522 at 6%. |
| 2021 | 1 | 388 | $82,413,849 | $2,282,707 | $5,883iApproximate average salary by contribution assumption: employee only about $147,082 at 4% or $98,054 at 6%; with 50% employer match about $98,054 at 4% or $65,370 at 6%; with 100% employer match about $73,541 at 4% or $49,027 at 6%. |
| Amg Employee Stock Ownership Plan | - | 388 | $82,413,849 | $2,282,707 | $5,883iApproximate average salary by contribution assumption: employee only about $147,082 at 4% or $98,054 at 6%; with 50% employer match about $98,054 at 4% or $65,370 at 6%; with 100% employer match about $73,541 at 4% or $49,027 at 6%. |
| 2020 | 1 | 405 | $28,270,000 | $2,322,785 | $5,735iApproximate average salary by contribution assumption: employee only about $143,382 at 4% or $95,588 at 6%; with 50% employer match about $95,588 at 4% or $63,725 at 6%; with 100% employer match about $71,691 at 4% or $47,794 at 6%. |
| Amg Employee Stock Ownership Plan | - | 405 | $28,270,000 | $2,322,785 | $5,735iApproximate average salary by contribution assumption: employee only about $143,382 at 4% or $95,588 at 6%; with 50% employer match about $95,588 at 4% or $63,725 at 6%; with 100% employer match about $71,691 at 4% or $47,794 at 6%. |
| 2019 | 1 | 424 | $3,400,000 | $0 | - |
| Amg Employee Stock Ownership Plan | - | 424 | $3,400,000 | - | - |