2023 Form 5500 filing — Sammons Enterprises, Inc. Employee Stock Ownership Plan
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 20241009083806NAL0018041585001) for Sammons Enterprises, Inc. Employee Stock Ownership Plan, reported by Sammons Corporation under EIN 75-0864422 and plan number 005. It reports 3,201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009083806NAL0018041585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sammons Corporation
- EIN
- 75-0864422
- Plan number
- 005
- Location
- Dallas, TX
- Participants
- 3,201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,162,853,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,162,853,360
- Total income / additions
- $678,521,678
- Benefits paid
- $66,013,324
- Administrative expenses
- $0
- Total expenses
- $66,013,324
- Net increase / (decrease)
- $612,508,354
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Greatbanc Trust Company | TRUSTEE | $0 | not reported in the loaded dataset |