Sam's Holdings, Llc 401(k) Plan (terminated 2020): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2020, when $1.80 million was transferred out of the plan. Assets moved to the TRINET 401(K) PLAN (sponsored by TRINET HR III, INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the TRINET 401(K) PLAN →

Sam's Holdings, Llc 401(k) Plan Facts (plan year 2020)

Plan name
SAM'S HOLDINGS, LLC 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SAM'S HOLDINGS, LLC
Participants
865
Former employees with a balance
0
Employer contributions
$98,071 in plan year 2020 (29% of all contributions)
Recordkeeper
Usi Consulting Group
Plan year
Jan 1, 2020 – Dec 31, 2020
Plan established
Mar 1, 2014
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2020 (Jan 1, 2020 – Dec 31, 2020), filed Mar 31, 2022. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2020

  • $336,519 went into the plan in contributions, $98,071 of it from the employer (29%).
  • $380,208 was paid out to participants.

How the Sam's Holdings, Llc 401(k) changed, 2017–2020

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2017485$984,034$92,102$67,473
2018726$1.15 million$200,220$329,989
2019740$1.89 million$253,962$202,520
2020 (final)865$0$98,071$380,208

Sam's Holdings, Llc 401(k) Contact Information

Phone
704-563-3994
Mailing address
7935 COUNCIL PLACE SUITE 200, MATTHEWS NC 28105
Plan sponsor
SAM'S HOLDINGS, LLC
Employer identification number (EIN)
20-3672633
Plan number
001

Questions about the Sam's Holdings, Llc 401(k)

Is the Sam's Holdings, Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2020. Its assets were transferred to the TRINET 401(K) PLAN.

Does Sam's Holdings, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2020 the employer contributed $98,071, 29% of all contributions.

Does the Sam's Holdings, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Sam's Holdings, Llc 401(k) plan?

865 participants at the start of plan year 2020.

Who manages the Sam's Holdings, Llc 401(k) accounts?

USI Consulting Group is the plan's recordkeeper, which is where participants log in to see their balance.

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