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, Sammons Enterprises, Inc. Employee Stock Ownership Plan is a benefit plan reported by Sammons Corporation under EIN 75-0864422 and plan number 005. The latest loaded filing year is 2023. The filing reports 3,201 participants and $21,162,853,360 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,162,853,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,162,853,360
- Net assets (BOY)
- $20,550,345,006
Income & contributions
- Total contributions
- $0
- Total income / additions
- $678,521,678
Expenses & distributions
- Benefits paid
- $66,013,324
- Administrative expenses
- $0
- Total expenses
- $66,013,324
- Net increase / (decrease)
- $612,508,354