Original filing (PDF)20251005154601NAL0001516115001

PETER F SAMUEL

Name: PETER F SAMUEL — SAMUEL AND SAMUEL 401(K) PLAN, Form 5500 (2024)
Creator: PETER F SAMUEL

Form 5500-SF

FILING_RECEIVED

SAMUEL AND SAMUEL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$193K

Net assets (EOY)

$193K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETER F SAMUEL.

Plan sponsor

Name

PETER F SAMUEL

DBA

SAMUEL AND SAMUEL

EIN

27-1607308all filings

Address

5050 SUNRISE BLVD STE C1 · FAIR OAKS, CA · 956284942

Phone

(916) 966-4722

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-05

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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