2023 Form 5500 filing — Sampson Construction Co. , Inc. 401(K) Profit Sharing Plan & Trust

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 20241015090057NAL0014282547001) for Sampson Construction Co. , Inc. 401(K) Profit Sharing Plan & Trust, reported by Sampson Construction Co., Inc. under EIN 47-0541510 and plan number 002. It reports 402 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015090057NAL0014282547001
Filing year
2023
Form type
2
Plan sponsor
Sampson Construction Co., Inc.
EIN
47-0541510
Plan number
002
Location
Lincoln, NE
Participants
402
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$43,282,274
Total liabilities (EOY)
$27,070
Net assets (EOY)
$43,255,204
Employer contributions
$832,568
Participant contributions
$2,268,521
Total income / additions
$9,503,171
Benefits paid
$1,973,876
Administrative expenses
$125,953
Total expenses
$2,114,362
Net increase / (decrease)
$7,388,809
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Union Bank & Trust CompanyNONE$108,453$0
Bmg Certified Public AccountantsNONE$17,500not reported in the loaded dataset
Matrix Clearance And SettlementNONE$0$0

Related Form 5500 pages