Original filing (PDF)20230610155230NAL0046043712001

SAMMONS INSURANCE INC.

Name: SAMMONS INSURANCE INC. — SAMMONS INSURANCE INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: SAMMONS INSURANCE INC.

Form 5500-SF

FILING_RECEIVED

SAMMONS INSURANCE INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAMMONS INSURANCE INC..

Plan sponsor

Name

SAMMONS INSURANCE INC.

EIN

26-1348342

Address

8659 SOUTH MARCUS ST. · WRIGHTSVILLE, GA · 31096

Phone

(478) 864-1040

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-02-24

Filed

2023-06-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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$0 · 1 participants