2023 Form 5500 filing — Sam Dong America 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 20241011082850NAL0036401584001) for Sam Dong America 401(K) Plan, reported by Sam Dong America, Inc. under EIN 81-0960137 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011082850NAL0036401584001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sam Dong America, Inc.
- EIN
- 81-0960137
- Plan number
- 001
- Location
- Delaware, OH
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,466,345
- Total liabilities (EOY)
- $4,144
- Net assets (EOY)
- $6,462,201
- Employer contributions
- $215,465
- Participant contributions
- $581,422
- Total income / additions
- $1,682,785
- Benefits paid
- $573,948
- Administrative expenses
- $27,007
- Total expenses
- $600,955
- Net increase / (decrease)
- $1,081,830
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Plans Inc | ADVISOR | $16,643 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $10,364 | $0 |