Original filing (PDF)20250611194743NAL0045988338001

SAMBAZON INC.

Name: SAMBAZON INC. — SAMBAZON INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SAMBAZON INC.

Form 5500-SF

FILING_RECEIVED

SAMBAZON INC. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAMBAZON INC..

Plan sponsor

Name

SAMBAZON INC.

EIN

84-1553989

Address

209 AVENIDA FABRICANTE · STE 200 · SAN CLEMENTE, CA · 92672

Phone

(949) 498-8618

Industry

Manufacturingsee 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

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

RALPH GOOD INC.

RALPH GOOD INC. PROFIT SHARING & 401K PLAN

$5.9M · 33 participants

SUNSWEET GROWER'S INC.

SUNSWEET HOURLY PENSION PLAN

$5.9M · 16 participants

ORCHID ISLAND JUICE COMPANY

ORCHID ISLAND JUICE COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

$5.8M · 223 participants

WELCH FOODS INC., A COOPERATIVE

WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES

$6.0M · 474 participants

THE SMELTZER COMPANIES

SMELTZER/FARMERS RETIREMENT PLAN