How big is Sam Sloat Coins, Inc.'s plan?

Sam Sloat Coins, Inc.'s plan reported $1.7M in assets and 3 participants for 2024.

Original filing (PDF)20251014084149NAL0002335473001

Sam Sloat Coins, Inc.

Name: Sam Sloat Coins, Inc. — Sam Sloat Coins Inc. Profit, Form 5500 (2024)
Creator: Sam Sloat Coins, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sam Sloat Coins Inc. Profit Sharing Plan

Defined-contribution retirement plan · Sam Sloat Coins, Inc.'s Sam Sloat Coins Inc. Profit Sharing Plan held $1.7M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Robert Walter signed Sam Sloat Coins, Inc.'s 2024 Form 5500 as plan administrator.

Robert Walter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sam Sloat Coins, Inc.'s EIN is 06-1114556.

EIN 06-1114556

Plan number 001

Plan year 2024

ACK ID 20251014084149NAL0002335473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sam Sloat Coins, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sam Sloat Coins, Inc.'s plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAM SLOAT COINS, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

SAM SLOAT COINS, INC.

EIN

all filings

Address

1767 POST ROAD EAST · WESTPORT, CT · 06880

Phone

(203) 226-4279

Industry

Wholesale Trade

Plan administrator