How big is Samuelson Group, Inc.'s plan?

Samuelson Group, Inc.'s plan reported $2.6M in assets and 37 participants for 2024.

Original filing (PDF)20250716090333NAL0006450418001

Samuelson Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

Samuelson Group, Inc. Cash Balance Plan

Defined-benefit pension plan · Samuelson Group, Inc.'s Samuelson Group, Inc. Cash Balance Plan held $2.6M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Laurie Chalfin signed Samuelson Group, Inc.'s 2024 Form 5500 as plan administrator.

Laurie Chalfin — 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

Samuelson Group, Inc.'s EIN is 45-5062584.

EIN 45-5062584

Plan number 002

Plan year 2024

ACK ID 20250716090333NAL0006450418001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Samuelson Group, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAMUELSON GROUP, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score