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HENRY B. SAMSON, O.D. — HENRY B. SAMSON, O.D. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250708141617NAL0011130034001
HENRY B. SAMSON, O.D.
Form 5500-SF
FILING_RECEIVED
HENRY B. SAMSON, O.D. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
3
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HENRY B. SAMSON, O.D.
.
Find decision makers
Plan sponsor
Name
HENRY B. SAMSON, O.D.
EIN
06-1362482
Address
38 PECK HILL RD · WOODBRIDGE, CT · 065251302
Phone
(203) 397-0265
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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