How big is Jeffrey Samel & Partners' plan?

Jeffrey Samel & Partners' plan reported $1.4M in assets and 8 participants for 2024.

Original filing (PDF)20251009183625NAL0007016881001

Jeffrey Samel & Partners

Name: Jeffrey Samel & Partners — Jeffrey Samel & Partners, Form 5500 (2024)
Creator: Jeffrey Samel & Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey Samel & Partners Profit Sharing Plan

401(k) retirement plan · Jeffrey Samel & Partners' Jeffrey Samel & Partners Profit Sharing Plan held $1.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Jeffrey Samel & Partners' EIN is 13-3988037.

EIN 13-3988037

Plan number 001

Plan year 2024

ACK ID 20251009183625NAL0007016881001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey Samel & Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey Samel & Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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