2023 Form 5500 filing — Samgi 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927083549NAL0001084371001) for Samgi 401(K) Plan, reported by Samgi under EIN 68-0377653 and plan number 002. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927083549NAL0001084371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Samgi
- EIN
- 68-0377653
- Plan number
- 002
- Location
- Granite Bay, CA
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,718,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,718,870
- Employer contributions
- $1,084,350
- Participant contributions
- $2,246,062
- Total income / additions
- $7,593,484
- Benefits paid
- $2,493,948
- Administrative expenses
- $69,598
- Total expenses
- $2,607,255
- Net increase / (decrease)
- $4,986,229
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $42,635 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,985 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,978 | not reported in the loaded dataset |
| Wells Fargo Advisors Fin Network Ll | OTHER | $0 | not reported in the loaded dataset |