How big is SAMY'S OC LLC's plan?

SAMY'S OC LLC's plan reported $298K in assets and 206 participants for 2023.

Original filing (PDF)20241015084016NAL0047064368001

SAMY'S OC LLC

Name: SAMY'S OC LLC — SAMY'S OC 401(k) Plan, Form 5500 (2023)
Creator: SAMY'S OC LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SAMY'S OC 401(k) Plan

401(k) retirement plan · SAMY'S OC LLC's SAMY'S OC 401(k) Plan held $298K in plan assets for 206 participants in 2023.

Signals · 1

No auditor on file

Active participants

206

Accounts w/ balance

Plan assets (EOY)

$298K

Net assets (EOY)

$298K

People on this filing

Alisha Bohling signed SAMY'S OC LLC's 2023 Form 5500 as plan administrator.

Alisha Bohling — 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

SAMY'S OC LLC's EIN is 46-3834663.

EIN 46-3834663

Plan number 001

Plan year 2023

ACK ID 20241015084016NAL0047064368001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for SAMY'S OC LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

SAMY'S OC LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAMY'S OC LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score