2023 Form 5500 filing — Sampson Morris Group, Inc. 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 20241007153409NAL0016339409001) for Sampson Morris Group, Inc. 401(K) Plan, reported by Sampson Morris Group, Inc. under EIN 23-2870814 and plan number 002. It reports 105 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007153409NAL0016339409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sampson Morris Group, Inc.
- EIN
- 23-2870814
- Plan number
- 002
- Location
- Monroeville, PA
- Participants
- 105
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,700,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,700,192
- Employer contributions
- $185,076
- Participant contributions
- $339,712
- Total income / additions
- $1,685,902
- Benefits paid
- $1,643,189
- Administrative expenses
- $59,749
- Total expenses
- $1,702,938
- Net increase / (decrease)
- -$17,036
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| S & T Wealth Trust | TRUSTEE | $31,074 | not reported in the loaded dataset |
| American Pension Benefits | NONE | $22,675 | $3,085 |
| Buckler, Mckenney & Nadzadi, P.C. | NONE | $6,000 | not reported in the loaded dataset |