Samuel, Son & Co. (Usa) Inc. 401(K) Plan — Form 5500 plan (Samuel, Son & Co. (Usa) Inc.)
Plain-English plan 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, Samuel, Son & Co. (Usa) Inc. 401(K) Plan is a benefit plan reported by Samuel, Son & Co. (Usa) Inc. under EIN 06-1251791 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,978 participants and $192,893,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Samuel, Son & Co. (Usa) Inc.
- EIN
- 06-1251791
- Plan number
- 003
- Plan type
- 2
- Location
- Woodridge, IL
- Latest filing year
- 2023
- Participants
- 3,978
- End-of-year plan assets
- $192,893,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,978 | H, C | 20250507121348NAL0015884544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $192,893,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $192,893,720
- Net assets (BOY)
- $178,069,071
Income & contributions
- Employer contributions
- $7,490,000
- Participant contributions
- $12,220,592
- Total contributions
- $21,433,344
- Total income / additions
- $49,107,266
Expenses & distributions
- Benefits paid
- $34,515,168
- Administrative expenses
- $759,917
- Total expenses
- $35,559,656
- Net increase / (decrease)
- $13,547,610
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $482,877 | $0 | 2023 |
| Pps Pension & Financial Services | CONTRACT ADMIN | $148,085 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $128,955 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Samuel, Son & Co. (Usa) Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Woodridge, IL
- Empower Annuity Insurance Company O — Schedule C compensation
- Pps Pension & Financial Services — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation