How big is Samuels Financial Inc.'s plan?

Samuels Financial Inc.'s plan reported $397K in assets and 5 participants for 2024.

Original filing (PDF)20250927090043NAL0023287010001

Samuels Financial Inc.

Name: Samuels Financial Inc. — Samuels Financial Inc., Form 5500 (2024)
Creator: Samuels Financial Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Samuels Financial Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Samuels Financial Inc.'s Samuels Financial Inc. 401(k) Profit Sharing Plan held $397K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$397K

Net assets (EOY)

$397K

People on this filing

Mason Samuels signed Samuels Financial Inc.'s 2024 Form 5500 as plan administrator.

Mason Samuels — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Samuels Financial Inc.'s EIN is 27-4879358.

EIN 27-4879358

Plan number 001

Plan year 2024

ACK ID 20250927090043NAL0023287010001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Samuels Financial Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Samuels Financial Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAMUELS FINANCIAL INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SAMUELS FINANCIAL INC.

EIN

all filings

Address

5299 DTC BLVD · SUITE 1350 · GREENWOOD VILLAGE, CO · 80111

Phone

(720) 217-9541

Industry

Finance & Insurance

Plan administrator