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AMG, INC. — AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015075015NAL0005447600001
AMG, INC.
Form 5500
FILING_RECEIVED
AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Defined-contribution retirement plan
Signals · 3
98% in single holding
98% employer stock
No recordkeeper disclosed
Active participants
110
Accounts w/ balance
156
Plan assets (EOY)
$27.4M
Net assets (EOY)
$27.2M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AMG, INC.
.
Find decision makers
Plan sponsor
Name
AMG, INC.
EIN
54-1044632
Address
PO BOX 4321 · LYNCHBURG, VA · 24502
Phone
(434) 385-7525
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BROWN, EDWARDS & COMPANY, L.L.P
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $27.4M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
AMG, Inc. 5,772 shares Common Stock
—
—
$5.4M
$26.9M
98.2%
SunTrust Bank Cash
—
—
$505K
$505K
1.8%
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Knocking points off
Top holding "AMG, Inc. 5,772 shares Common Stock" is 98% of plan.
98% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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