Samgi 401(K) Plan — Form 5500 plan (Samgi)
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, Samgi 401(K) Plan is a benefit plan reported by Samgi under EIN 68-0377653 and plan number 002. The latest loaded filing year is 2023. The filing reports 232 participants and $24,718,870 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$24.7MPlan net assets, end of year$24,718,870
Participants232Covered participants reported
Assets / participant$106.5KComputed: assets ÷ participants$106,547 (computed)
Provider compensation$69.6K4 Schedule C provider row(s)$69,598
- Plan sponsor
- Samgi
- EIN
- 68-0377653
- Plan number
- 002
- Plan type
- 2
- Location
- Granite Bay, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20240927083549NAL0001084371001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$24.7M total assets
Net assets$24.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $24,718,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,718,870
- Net assets (BOY)
- $19,732,641
Income & contributions
- Employer contributions
- $1,084,350
- Participant contributions
- $2,246,062
- Total contributions
- $3,772,290
- Total income / additions
- $7,593,484
Expenses & distributions
- Benefits paid
- $2,493,948
- Administrative expenses
- $69,598
- Total expenses
- $2,607,255
- Net increase / (decrease)
- $4,986,229
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $42,635 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,985 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,978 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors Fin Network Ll | OTHER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Samgi
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Granite Bay, CA
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Wells Fargo Advisors Fin Network Ll — Schedule C compensation