Samson Controls, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Samson Controls, 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, Samson Controls, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Samson Controls, Inc. under EIN 76-0368258 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $11,226,159 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Samson Controls, Inc.
EIN
76-0368258
Plan number
001
Plan type
2
Location
Baytown, TX
Latest filing year
2023
Participants
134
End-of-year plan assets
$11,226,159

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20250131141156NAL0001372915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,226,159
Total liabilities (EOY)
$0
Net assets (EOY)
$11,226,159
Net assets (BOY)
$8,731,891

Income & contributions

Employer contributions
$272,269
Participant contributions
$719,357
Total contributions
$1,097,794
Total income / additions
$2,736,445

Expenses & distributions

Benefits paid
$214,614
Administrative expenses
$22,357
Total expenses
$242,177
Net increase / (decrease)
$2,494,268

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$22,357$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages