Original filing (PDF)20250728162717NAL0001840369001

JAMES SAMUELS DBA THE SAMUELS GROUP

Name: JAMES SAMUELS DBA THE SAMUELS GROUP — THE SAMUELS GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JAMES SAMUELS DBA THE SAMUELS GROUP

Form 5500-SF

FILING_RECEIVED

THE SAMUELS GROUP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$516K

Net assets (EOY)

$516K

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 average account balance (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JAMES SAMUELS DBA THE SAMUELS GROUP

EIN

75-3089805all filings

Address

PO BOX 742 · HENDERSONVLLE, TN · 370770742

Phone

(615) 824-4965

Industry

Real Estatesee all

Plan administrator