2023 Form 5500 filing — Samba Holdings, Inc. 401(K) 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 20241010002827NAL0009629267001) for Samba Holdings, Inc. 401(K) Plan, reported by Samba Holdings, Inc. under EIN 85-0468538 and plan number 001. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16MReported net assets$16,010,228
Participants373
Provider compensation$113.4K4 Schedule C row(s)$113,446
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010002827NAL0009629267001
Plan sponsor
Samba Holdings, Inc.
EIN
85-0468538
Plan number
001
Location
Greenwood Village, CO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16M total assets
Net assets$16MLiabilities$0
Money in vs. money out
Total income / additions$7M
Total expenses$2.3M
Benefits paid / distributions$2.1M
Contributions
Employer$819.8K
Participant$2.4M
Full reported line items
Total assets (EOY)
$16,010,228
Total liabilities (EOY)
$0
Net assets (EOY)
$16,010,228
Employer contributions
$819,763
Participant contributions
$2,413,160
Total income / additions
$7,043,641
Benefits paid
$2,146,111
Administrative expenses
$113,446
Total expenses
$2,265,556
Net increase / (decrease)
$4,778,085
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $49K · Indirect $0
  2. 2
    INVESTMENT/FINANCIAL ADVI · Direct $35.4K · Indirect $0
  3. 3
    INVESTMENT/FINANCIAL ADVI · Direct $29.1K · Indirect $0
  4. 4
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010002827NAL0009629267001 cover?
It is the 2023 Form 5500 filing for Samba Holdings, Inc. 401(K) Plan, reported by Samba Holdings, Inc. (EIN 85-0468538).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages