Samson Management 401(K) Savings Plan — Form 5500 plan (Samson Management)
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, Samson Management 401(K) Savings Plan is a benefit plan reported by Samson Management under EIN 11-3192031 and plan number 002. The latest loaded filing year is 2023. The filing reports 127 participants and $19,686,866 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Samson Management
- EIN
- 11-3192031
- Plan number
- 002
- Plan type
- 2
- Location
- Forest Hills, NY
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $19,686,866
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20241004153625NAL0006812195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,686,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,686,866
- Net assets (BOY)
- $18,379,084
Income & contributions
- Employer contributions
- $100,212
- Participant contributions
- $613,197
- Total contributions
- $720,675
- Total income / additions
- $2,965,564
Expenses & distributions
- Benefits paid
- $1,655,302
- Administrative expenses
- $2,480
- Total expenses
- $1,657,782
- Net increase / (decrease)
- $1,307,782
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $2,029 | $0 | 2023 |
| Triad Insurance Agency Inc | BROKER/ADVISER | $0 | $774 | 2023 |