2023 Form 5500 filing — Amg, Inc. Employee Stock Ownership Plan And Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015101402NAL0055528274001) for Amg, Inc. Employee Stock Ownership Plan And Trust, reported by Amg, Inc. under EIN 54-1044632 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015101402NAL0055528274001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amg, Inc.
- EIN
- 54-1044632
- Plan number
- 001
- Location
- Lynchburg, VA
- Participants
- 147
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,014,821
- Total liabilities (EOY)
- $340,100
- Net assets (EOY)
- $26,674,721
- Employer contributions
- $1,193,387
- Total income / additions
- $5,907,404
- Benefits paid
- $1,014,281
- Administrative expenses
- $0
- Total expenses
- $1,031,984
- Net increase / (decrease)
- $4,875,420
- Schedule source
- Schedule H