Sampco Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Sampco Inc.)
Plain-English plan 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, Sampco Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Sampco Inc. under EIN 04-3110392 and plan number 002. The latest loaded filing year is 2023. The filing reports 257 participants and $7,897,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sampco Inc.
- EIN
- 04-3110392
- Plan number
- 002
- Plan type
- 2
- Location
- Pittsfield, MA
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $7,897,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20241011104841NAL0021701761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,897,846
- Net assets (EOY)
- $7,897,846
- Net assets (BOY)
- $6,990,425
Income & contributions
- Employer contributions
- $55,694
- Participant contributions
- $351,043
- Total contributions
- $406,737
- Total income / additions
- $1,504,312
Expenses & distributions
- Benefits paid
- $532,103
- Administrative expenses
- $50,519
- Total expenses
- $596,891
- Net increase / (decrease)
- $907,421
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corp | SERVICE PROVIDER | $49,169 | $0 | 2023 |
| Compass 360 LLC | RECORDKEEPER | $1,350 | $0 | 2023 |