Samson Investment Holding Co. Retirement Savings Plan & Trust — Form 5500 plan (Samson Investment Holding Co.)
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 Investment Holding Co. Retirement Savings Plan & Trust is a benefit plan reported by Samson Investment Holding Co. under EIN 20-0034952 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,329 participants and $35,535,080 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Samson Investment Holding Co.
- EIN
- 20-0034952
- Plan number
- 001
- Plan type
- 2
- Location
- High Point, NC
- Latest filing year
- 2023
- Participants
- 1,329
- End-of-year plan assets
- $35,535,080
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,329 | H, C | 20241015210218NAL0029665489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,535,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,535,080
- Net assets (BOY)
- $30,180,985
Income & contributions
- Employer contributions
- $1,328,480
- Participant contributions
- $2,711,345
- Total contributions
- $5,023,937
- Total income / additions
- $10,087,258
Expenses & distributions
- Benefits paid
- $4,633,864
- Administrative expenses
- $90,589
- Total expenses
- $4,733,163
- Net increase / (decrease)
- $5,354,095
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $61,474 | $0 | 2023 |
| Lpl Financial | INVESTMENT ADVISORY | $24,470 | not reported in the loaded dataset | 2023 |
| Mma Securities, LLC | INVESTMENT/FINANCIAL ADVI | $21,487 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $8,820 | $0 | 2023 |
| Morningstar Invesmtne Management | INV ADV PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Samson Investment Holding Co.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in High Point, NC
- Principal Life Insurance Company — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Mma Securities, LLC — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Morningstar Invesmtne Management — Schedule C compensation