Sam Dong America 401(K) Plan — Form 5500 plan (Sam Dong America, 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, Sam Dong America 401(K) Plan is a benefit plan reported by Sam Dong America, Inc. under EIN 81-0960137 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $6,466,345 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sam Dong America, Inc.
EIN
81-0960137
Plan number
001
Plan type
2
Location
Delaware, OH
Latest filing year
2023
Participants
220
End-of-year plan assets
$6,466,345

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023220H, C20241011082850NAL0036401584001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,466,345
Total liabilities (EOY)
$4,144
Net assets (EOY)
$6,462,201
Net assets (BOY)
$5,380,371

Income & contributions

Employer contributions
$215,465
Participant contributions
$581,422
Total contributions
$824,214
Total income / additions
$1,682,785

Expenses & distributions

Benefits paid
$573,948
Administrative expenses
$27,007
Total expenses
$600,955
Net increase / (decrease)
$1,081,830

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Plans IncADVISOR$16,643not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$10,364$02023

Related Form 5500 pages