2023 Form 5500 filing — Samson Investment Holding Co. Retirement Savings Plan & 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 20241015210218NAL0029665489001) for Samson Investment Holding Co. Retirement Savings Plan & Trust, reported by Samson Investment Holding Co. under EIN 20-0034952 and plan number 001. It reports 1,329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015210218NAL0029665489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Samson Investment Holding Co.
- EIN
- 20-0034952
- Plan number
- 001
- Location
- High Point, NC
- Participants
- 1,329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,535,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,535,080
- Employer contributions
- $1,328,480
- Participant contributions
- $2,711,345
- Total income / additions
- $10,087,258
- Benefits paid
- $4,633,864
- Administrative expenses
- $90,589
- Total expenses
- $4,733,163
- Net increase / (decrease)
- $5,354,095
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $61,474 | $0 |
| Lpl Financial | INVESTMENT ADVISORY | $24,470 | not reported in the loaded dataset |
| Mma Securities, LLC | INVESTMENT/FINANCIAL ADVI | $21,487 | $0 |
| Adp, Inc. | RECORD KEEPER | $8,820 | $0 |
| Morningstar Invesmtne Management | INV ADV PARTICIPANTS | $0 | $0 |