Plan5500

Samtec, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Samtec, Inc. (EIN 35-1399589) is a plan sponsor located in New Albany, IN with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-1399589
Location
New Albany, IN
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$512MSummed across loaded plans$512,025,786
Total reported assets$512M$512,040,974
Total reported participants4.9K4,905
Total reported liabilities$15.2K$15,188

Reported net position

Reported assets = net assets + liabilities (summed)$512M total assets
Net assets$512MLiabilities$15.2K
Contributions & income
Employer contributions$23.4M
Participant contributions$16.5M
Total income / additions$116.4M
Expenses & distributions
Benefits paid / distributions$20.5M
Total expenses$20.7M
Net increase / (decrease)$95.7M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Samtec, Incorporated Retirement Plan
Participants per plan1,635Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Samtec, Incorporated Retirement Plan$512M
    Plan #001 · 2,706 participants · 2023
  2. 2
    Samtec, Inc. Group Health And Welfare Plannot reported in the loaded dataset
    Plan #502 · 2,094 participants · 2023
  3. 3
    Section 125 Flexible Benefits Plannot reported in the loaded dataset
    Plan #501 · 105 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Samtec, Inc.
YearPlanParticipantsSchedulesFiling
2023Section 125 Flexible Benefits Plan105—20240725080406NAL0009029299001
2023Samtec, Inc. Group Health And Welfare Plan2,094—20240725152303NAL0008359219003
2023Samtec, Incorporated Retirement Plan2,706H, C20241111135902NAL0016540097001

Related Form 5500 pages