Plan5500

Samtec, Incorporated Retirement Plan — Form 5500 plan (Samtec, 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, Samtec, Incorporated Retirement Plan is a benefit plan reported by Samtec, Inc. under EIN 35-1399589 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,706 participants and $512,040,974 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Samtec, Inc.
EIN
35-1399589
Plan number
001
Plan type
2
Location
New Albany, IN
Latest filing year
2023
Participants
2,706
End-of-year plan assets
$512,040,974

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,706H, C20241111135902NAL0016540097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$512,040,974
Total liabilities (EOY)
$15,188
Net assets (EOY)
$512,025,786
Net assets (BOY)
$416,321,545

Income & contributions

Employer contributions
$23,358,499
Participant contributions
$16,487,280
Total contributions
$41,393,359
Total income / additions
$116,444,076

Expenses & distributions

Benefits paid
$20,492,877
Administrative expenses
$39,947
Total expenses
$20,739,835
Net increase / (decrease)
$95,704,241

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORDKEEPER$37,847$02023
Charles Schwab & Co, Inc.INVESTMENT MANAGER$9$02023
Td Ameritrade, Inc.SECURITIES BROKER$7$02023
Adp Broker-DealerRECORDKEEPER$0$02023

Related Form 5500 pages