Amg & Associates LLC
Plan context: Amg & Associates LLC Rollover-Only Money Purchase Plan
EIN 95-4847273 • 15 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$958,832
2024 Contributions
$368,103
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 | 6 | $958,832 | $0 | - |
| Amg & Associates LLC Rollover-Only Money Purchase Plan | - | 6 | $958,832 | - | - |
| 2023 | 1 | 6 | $1,036,475 | $0 | - |
| Amg & Associates LLC Rollover-Only Money Purchase Plan | - | 6 | $1,036,475 | - | - |
| 2022 | 1 | 7 | $1,114,801 | $0 | - |
| Amg & Associates LLC Rollover-Only Money Purchase Plan | - | 7 | $1,114,801 | - | - |
| 2021 | 1 | 6 | $1,203,455 | $0 | - |
| Amg & Associates LLC Rollover-Only Money Purchase Plan | - | 6 | $1,203,455 | - | - |
| 2020 | 1 | 8 | $1,291,905 | $0 | - |
| Amg & Associates LLC Rollover-Only Money Purchase Plan | - | 8 | $1,291,905 | - | - |
| 2019 | 1 | 7 | $1,382,115 | $0 | - |
| Amg & Associates LLC Rollover-Only Money Purchase Plan | - | 7 | $1,382,115 | - | - |
| 2018 | 1 | 8 | $1,474,328 | $0 | - |
| Amg & Associates LLC Rollover-Only Money Purchase Plan | - | 8 | $1,474,328 | - | - |
| 2017 | 1 | 7 | $1,572,946 | $0 | - |
| Amg & Associates LLC Rollover-Only Money Purchase Plan | - | 7 | $1,572,946 | - | - |
| 2016 | 1 | 7 | $1,668,779 | $0 | - |
| Amg & Associates LLC Rollover-Only Money Purchase Plan | - | 7 | $1,668,779 | - | - |
| 2015 | 1 | 7 | $1,768,625 | $0 | - |
| Amg & Associates LLC Rollover-Only Money Purchase Plan | - | 7 | $1,768,625 | - | - |
| 2014 | 1 | 7 | $1,858,774 | $0 | - |
| Amg & Associates LLC Rollover-Only Money Purchase Plan | - | 7 | $1,858,774 | - | - |
| 2013 | 1 | 6 | $2,137,973 | $0 | - |
| Amg & Associates LLC Rollover-Only Money Purchase Plan | - | 6 | $2,137,973 | - | - |
| 2012 | 1 | 4 | $1,981,895 | $368,103 | $92,026iApproximate average salary by contribution assumption: employee only about $2,300,644 at 4% or $1,533,763 at 6%; with 50% employer match about $1,533,763 at 4% or $1,022,508 at 6%; with 100% employer match about $1,150,322 at 4% or $766,881 at 6%. |
| Amg & Associates LLC Rollover-Only Money Purchase Plan | - | 4 | $1,981,895 | $368,103 | $92,026iApproximate average salary by contribution assumption: employee only about $2,300,644 at 4% or $1,533,763 at 6%; with 50% employer match about $1,533,763 at 4% or $1,022,508 at 6%; with 100% employer match about $1,150,322 at 4% or $766,881 at 6%. |
| 2011 | 1 | 4 | $1,583,205 | $1,583,240 | $395,810iApproximate average salary by contribution assumption: employee only about $9,895,250 at 4% or $6,596,833 at 6%; with 50% employer match about $6,596,833 at 4% or $4,397,889 at 6%; with 100% employer match about $4,947,625 at 4% or $3,298,417 at 6%. |
| Amg & Associates LLC Rollover-Only Money Purchase Plan | - | 4 | $1,583,205 | $1,583,240 | $395,810iApproximate average salary by contribution assumption: employee only about $9,895,250 at 4% or $6,596,833 at 6%; with 50% employer match about $6,596,833 at 4% or $4,397,889 at 6%; with 100% employer match about $4,947,625 at 4% or $3,298,417 at 6%. |
| 2004 | 1 | 7 | $698,061 | $0 | - |
| AMG & ASSOCIATES MONEY PURCHASE PLAN | - | 7 | $698,061 | - | - |