Sampson Construction Co. , Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Sampson Construction Co., 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, Sampson Construction Co. , Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Sampson Construction Co., Inc. under EIN 47-0541510 and plan number 002. The latest loaded filing year is 2023. The filing reports 402 participants and $43,282,274 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sampson Construction Co., Inc.
EIN
47-0541510
Plan number
002
Plan type
2
Location
Lincoln, NE
Latest filing year
2023
Participants
402
End-of-year plan assets
$43,282,274

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023402H, C20241015090057NAL0014282547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,282,274
Total liabilities (EOY)
$27,070
Net assets (EOY)
$43,255,204
Net assets (BOY)
$35,866,395

Income & contributions

Employer contributions
$832,568
Participant contributions
$2,268,521
Total contributions
$3,322,936
Total income / additions
$9,503,171

Expenses & distributions

Benefits paid
$1,973,876
Administrative expenses
$125,953
Total expenses
$2,114,362
Net increase / (decrease)
$7,388,809

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Union Bank & Trust CompanyNONE$108,453$02023
Bmg Certified Public AccountantsNONE$17,500not reported in the loaded dataset2023
Matrix Clearance And SettlementNONE$0$02023

Related Form 5500 pages