Plan5500

Samba Holdings, Inc. 401(K) Plan — Form 5500 plan (Samba Holdings, 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, Samba Holdings, Inc. 401(K) Plan is a benefit plan reported by Samba Holdings, Inc. under EIN 85-0468538 and plan number 001. The latest loaded filing year is 2023. The filing reports 373 participants and $16,010,228 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Samba Holdings, Inc.
EIN
85-0468538
Plan number
001
Plan type
2
Location
Greenwood Village, CO
Latest filing year
2023
Participants
373
End-of-year plan assets
$16,010,228

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023373H, C20241010002827NAL0009629267001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,010,228
Total liabilities (EOY)
$0
Net assets (EOY)
$16,010,228
Net assets (BOY)
$11,232,143

Income & contributions

Employer contributions
$819,763
Participant contributions
$2,413,160
Total contributions
$4,796,424
Total income / additions
$7,043,641

Expenses & distributions

Benefits paid
$2,146,111
Administrative expenses
$113,446
Total expenses
$2,265,556
Net increase / (decrease)
$4,778,085

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$48,965$02023
Cetera Advisor Networks LLCINVESTMENT/FINANCIAL ADVI$35,369$02023
Cetera Investment Advisers LLCINVESTMENT/FINANCIAL ADVI$29,112$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages