2023 Form 5500 filing — Sammons Enterprises, Inc. 401(K) Savings 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 20241002150141NAL0004142643001) for Sammons Enterprises, Inc. 401(K) Savings Plan, reported by Sammons Corporation under EIN 75-0864422 and plan number 007. It reports 3,526 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002150141NAL0004142643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sammons Corporation
- EIN
- 75-0864422
- Plan number
- 007
- Location
- Dallas, TX
- Participants
- 3,526
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $284,589,473
- Net assets (EOY)
- $284,589,473
- Participant contributions
- $20,891,501
- Total income / additions
- $70,296,075
- Benefits paid
- $17,235,256
- Administrative expenses
- $80,813
- Total expenses
- $17,346,295
- Net increase / (decrease)
- $52,949,780
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $81,038 | not reported in the loaded dataset |