How big is First Samco's plan?

First Samco's plan reported $1.4M in assets and 1 participants for 2025.

Original filing (PDF)20260430102356NAL0019173440001

First Samco

Name: First Samco — First Samco Cash Balance Plan, Form 5500 (2025)
Creator: First Samco
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First Samco Cash Balance Plan

Defined-benefit pension plan · First Samco's First Samco Cash Balance Plan held $1.4M in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

First Samco's EIN is 23-2996893.

EIN 23-2996893

Plan number 002

Plan year 2025

ACK ID 20260430102356NAL0019173440001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for First Samco from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

First Samco's plan includes a cash-balance formula, a frozen benefit (no new accruals).

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

FIRST SAMCO

EIN

all filings

Address

8 EISENHARD DRIVE · IVYLAND, PA · 18974

Phone

(267) 803-1517

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-30

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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