Samuel, Son & Co. Inc. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2018. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Samuel, Son & Co. Inc. 401(k) Plan Facts (plan year 2018)

Plan name
SAMUEL, SON & CO. INC. 401-K PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SAMUEL, SON & CO. INC.
Participants
844 (698 active employees)
Former employees with a balance
95
Plan assets
$46,017,129 at Dec 31, 2018
Average account balance
$69,199 across 665 accounts
Employer contributions
$934,792 in plan year 2018 (25% of all contributions)
Plan year
Jan 1, 2018 – Dec 31, 2018
Plan established
Jul 1, 1993
✓ 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 2018 (Jan 1, 2018 – Dec 31, 2018), filed Oct 14, 2019. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2018

  • $3.80 million went into the plan in contributions, $934,792 of it from the employer (25%).
  • $3.05 million was paid out to participants.
  • Administrative expenses were $79,769, about $120 per account.

How the Samuel, Son & Co. Inc. 401(k) changed, 2013–2018

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2013747$37.0 million$913,521$2.76 million
2014802$38.5 million$895,227$4.21 million
2015817$38.4 million$881,876$3.79 million
2016799$40.4 million$883,671$3.66 million
2017821$47.2 million$914,063$3.14 million
2018844$46.0 million$934,792$3.05 million

Samuel, Son & Co. Inc. 401(k) Contact Information

Phone
716-681-4200
Mailing address
4334 WALDEN AVENUE, LANCASTER NY 14086
Plan sponsor
SAMUEL, SON & CO. INC.
Employer identification number (EIN)
22-3258593
Plan number
002

Questions about the Samuel, Son & Co. Inc. 401(k)

Is the Samuel, Son & Co. Inc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2018, and no later filing was found under this employer's EIN.

Does Samuel, Son & Co. Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2018 the employer contributed $934,792, 25% of all contributions.

Does the Samuel, Son & Co. Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Samuel, Son & Co. Inc 401(k) plan?

844 participants at the start of plan year 2018, 698 of them active employees, and 95 former employees who still had money in the plan.

What is the average 401(k) balance at Samuel, Son & Co. Inc?

About $69,199 per account: $46.0 million in plan assets across 665 accounts with a balance at the end of plan year 2018.

Who manages the Samuel, Son & Co. Inc 401(k) accounts?

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

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