Sammons Enterprises, Inc. 401(K) Savings Plan — Form 5500 plan (Sammons Corporation)

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. 401(K) Savings Plan is a benefit plan reported by Sammons Corporation under EIN 75-0864422 and plan number 007. The latest loaded filing year is 2023. The filing reports 3,526 participants and $284,589,473 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sammons Corporation
EIN
75-0864422
Plan number
007
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
3,526
End-of-year plan assets
$284,589,473

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,526H, C20241002150141NAL0004142643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$284,589,473
Net assets (EOY)
$284,589,473
Net assets (BOY)
$225,677,363

Income & contributions

Participant contributions
$20,891,501
Total contributions
$29,267,748
Total income / additions
$70,296,075

Expenses & distributions

Benefits paid
$17,235,256
Administrative expenses
$80,813
Total expenses
$17,346,295
Net increase / (decrease)
$52,949,780

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$81,038not reported in the loaded dataset2023

Related Form 5500 pages