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SAMPSON,SAMPSON & PATTERSON LLP — SAMPSON,SAMPSON & PATTERSON LLP 401(K) SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250723175834NAL0002216755001
SAMPSON,SAMPSON & PATTERSON LLP
Form 5500-SF
FILING_RECEIVED
SAMPSON,SAMPSON & PATTERSON LLP 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
SAMPSON,SAMPSON & PATTERSON LLP
.
Find decision makers
Plan sponsor
Name
SAMPSON,SAMPSON & PATTERSON LLP
EIN
20-8912423
Address
2157 HERNDON AVENUE, SUITE 101 · CLOVIS, CA · 93611
Phone
(559) 291-0277
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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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