2023 Form 5500 filing — Samson Management 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 20241004153625NAL0006812195001) for Samson Management 401(K) Savings Plan, reported by Samson Management under EIN 11-3192031 and plan number 002. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004153625NAL0006812195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Samson Management
- EIN
- 11-3192031
- Plan number
- 002
- Location
- Forest Hills, NY
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,686,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,686,866
- Employer contributions
- $100,212
- Participant contributions
- $613,197
- Total income / additions
- $2,965,564
- Benefits paid
- $1,655,302
- Administrative expenses
- $2,480
- Total expenses
- $1,657,782
- Net increase / (decrease)
- $1,307,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $2,029 | $0 |
| Triad Insurance Agency Inc | BROKER/ADVISER | $0 | $774 |