401k Plan data: SAMUELS & ASSOCIATES 401(K) PLAN plan

SAMUELS & ASSOCIATES 401(K) PLAN 401k Plan overview

Plan Name	SAMUELS & ASSOCIATES 401(K) PLAN
Plan identification number	003

SAMUELS & ASSOCIATES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SAMUELS & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: SAMUELS & ASSOCIATES

Employer identification number (EIN): 943300311

NAIC Classification: 541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAMUELS & ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01 SALLIE YOSHIDA
003 2018-01-01 SALLIE YOSHIDA
003 2017-01-01 SALLIE YOSHIDA
003 2016-01-01 SALLIE YOSHIDA
003 2015-01-01 SALLIE YOSHIDA SALLIE YOSHIDA 2016-09-22
003 2014-01-01 SALLIE YOSHIDA
003 2013-01-01 SALLIE YOSHIDA
003 2012-01-01 SALLIE YOSHIDA
003 2011-01-01 SALLIE YOSHIDA
003 2009-01-01 SARAH SAMUELS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2019-01-01	SALLIE YOSHIDA
003	2018-01-01	SALLIE YOSHIDA
003	2017-01-01	SALLIE YOSHIDA
003	2016-01-01	SALLIE YOSHIDA
003	2015-01-01	SALLIE YOSHIDA	SALLIE YOSHIDA	2016-09-22
003	2014-01-01	SALLIE YOSHIDA
003	2013-01-01	SALLIE YOSHIDA
003	2012-01-01	SALLIE YOSHIDA
003	2011-01-01	SALLIE YOSHIDA
003	2009-01-01	SARAH SAMUELS

Plan Statistics for SAMUELS & ASSOCIATES 401(K) PLAN

401k plan membership statisitcs for SAMUELS & ASSOCIATES 401(K) PLAN

Measure Date Value
2019: SAMUELS & ASSOCIATES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
2018: SAMUELS & ASSOCIATES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 16
Total of all active and inactive participants 2018-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 16
Number of participants with account balances 2018-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SAMUELS & ASSOCIATES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 17
Number of participants with account balances 2017-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SAMUELS & ASSOCIATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 12
Total of all active and inactive participants 2016-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 17
Number of participants with account balances 2016-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SAMUELS & ASSOCIATES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SAMUELS & ASSOCIATES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 17
Number of participants with account balances 2014-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SAMUELS & ASSOCIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SAMUELS & ASSOCIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 16
Number of participants with account balances 2012-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SAMUELS & ASSOCIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 17
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SAMUELS & ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: SAMUELS & ASSOCIATES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
2018: SAMUELS & ASSOCIATES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	16
Total of all active and inactive participants	2018-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	16
Number of participants with account balances	2018-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SAMUELS & ASSOCIATES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	17
Number of participants with account balances	2017-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SAMUELS & ASSOCIATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	12
Total of all active and inactive participants	2016-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	17
Number of participants with account balances	2016-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SAMUELS & ASSOCIATES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SAMUELS & ASSOCIATES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	17
Number of participants with account balances	2014-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SAMUELS & ASSOCIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SAMUELS & ASSOCIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	16
Number of participants with account balances	2012-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SAMUELS & ASSOCIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	17
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SAMUELS & ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SAMUELS & ASSOCIATES 401(K) PLAN

Measure	Date	Value
2019 : SAMUELS & ASSOCIATES 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-02-19	$0
Total plan liabilities at end of year	2019-02-19	$0
Total plan liabilities at beginning of year	2019-02-19	$0
Total income from all sources	2019-02-19	$50,960
Expenses. Total of all expenses incurred	2019-02-19	$550,422
Benefits paid (including direct rollovers)	2019-02-19	$550,422
Total plan assets at end of year	2019-02-19	$0
Total plan assets at beginning of year	2019-02-19	$499,462
Value of fidelity bond covering the plan	2019-02-19	$70,000
Total contributions received or receivable from participants	2019-02-19	$0
Expenses. Other expenses not covered elsewhere	2019-02-19	$0
Contributions received from other sources (not participants or employers)	2019-02-19	$0
Other income received	2019-02-19	$50,960
Noncash contributions received	2019-02-19	$0
Net income (gross income less expenses)	2019-02-19	$-499,462
Net plan assets at end of year (total assets less liabilities)	2019-02-19	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-02-19	$499,462
Total contributions received or receivable from employer(s)	2019-02-19	$0
Value of certain deemed distributions of participant loans	2019-02-19	$0
Value of corrective distributions	2019-02-19	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-02-19	$0
2018 : SAMUELS & ASSOCIATES 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$18,177
Expenses. Total of all expenses incurred	2018-12-31	$51,660
Benefits paid (including direct rollovers)	2018-12-31	$51,660
Total plan assets at end of year	2018-12-31	$499,462
Total plan assets at beginning of year	2018-12-31	$532,945
Value of fidelity bond covering the plan	2018-12-31	$70,000
Total contributions received or receivable from participants	2018-12-31	$36,273
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-40,791
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-33,483
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$499,462
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$532,945
Total contributions received or receivable from employer(s)	2018-12-31	$22,695
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : SAMUELS & ASSOCIATES 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$135,169
Expenses. Total of all expenses incurred	2017-12-31	$72,670
Benefits paid (including direct rollovers)	2017-12-31	$72,670
Total plan assets at end of year	2017-12-31	$532,945
Total plan assets at beginning of year	2017-12-31	$470,446
Value of fidelity bond covering the plan	2017-12-31	$70,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$25,438
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$98,739
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$62,499
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$532,945
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$470,446
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$10,992
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : SAMUELS & ASSOCIATES 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$82,937
Expenses. Total of all expenses incurred	2016-12-31	$168,096
Benefits paid (including direct rollovers)	2016-12-31	$168,096
Total plan assets at end of year	2016-12-31	$470,446
Total plan assets at beginning of year	2016-12-31	$555,605
Value of fidelity bond covering the plan	2016-12-31	$70,000
Total contributions received or receivable from participants	2016-12-31	$27,675
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$42,917
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-85,159
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$470,446
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$555,605
Total contributions received or receivable from employer(s)	2016-12-31	$12,345
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : SAMUELS & ASSOCIATES 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$76,946
Expenses. Total of all expenses incurred	2015-12-31	$19,372
Benefits paid (including direct rollovers)	2015-12-31	$19,372
Total plan assets at end of year	2015-12-31	$555,605
Total plan assets at beginning of year	2015-12-31	$498,031
Value of fidelity bond covering the plan	2015-12-31	$70,000
Total contributions received or receivable from participants	2015-12-31	$51,329
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$4,929
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$57,574
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$555,605
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$498,031
Total contributions received or receivable from employer(s)	2015-12-31	$20,688
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : SAMUELS & ASSOCIATES 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$100,839
Expenses. Total of all expenses incurred	2014-12-31	$174,162
Benefits paid (including direct rollovers)	2014-12-31	$174,156
Total plan assets at end of year	2014-12-31	$498,031
Total plan assets at beginning of year	2014-12-31	$571,354
Total contributions received or receivable from participants	2014-12-31	$48,199
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$31,477
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-73,323
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$498,031
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$571,354
Total contributions received or receivable from employer(s)	2014-12-31	$21,163
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$6
2013 : SAMUELS & ASSOCIATES 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$150,332
Expenses. Total of all expenses incurred	2013-12-31	$1,614
Benefits paid (including direct rollovers)	2013-12-31	$1,587
Total plan assets at end of year	2013-12-31	$571,354
Total plan assets at beginning of year	2013-12-31	$422,636
Total contributions received or receivable from participants	2013-12-31	$18,135
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$114,748
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$148,718
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$571,354
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$422,636
Total contributions received or receivable from employer(s)	2013-12-31	$17,449
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$27
2012 : SAMUELS & ASSOCIATES 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$117,574
Expenses. Total of all expenses incurred	2012-12-31	$298,120
Benefits paid (including direct rollovers)	2012-12-31	$298,120
Total plan assets at end of year	2012-12-31	$422,636
Total plan assets at beginning of year	2012-12-31	$603,182
Total contributions received or receivable from participants	2012-12-31	$33,278
Other income received	2012-12-31	$51,647
Net income (gross income less expenses)	2012-12-31	$-180,546
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$422,636
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$603,182
Total contributions received or receivable from employer(s)	2012-12-31	$32,649
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SAMUELS & ASSOCIATES 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$52,064
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$603,182
Total plan assets at beginning of year	2011-12-31	$551,118
Total contributions received or receivable from participants	2011-12-31	$42,032
Other income received	2011-12-31	$-8,527
Net income (gross income less expenses)	2011-12-31	$52,064
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$603,182
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$551,118
Total contributions received or receivable from employer(s)	2011-12-31	$18,559
2010 : SAMUELS & ASSOCIATES 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$108,483
Expenses. Total of all expenses incurred	2010-12-31	$21,754
Benefits paid (including direct rollovers)	2010-12-31	$21,754
Total plan assets at end of year	2010-12-31	$551,118
Total plan assets at beginning of year	2010-12-31	$464,389
Total contributions received or receivable from participants	2010-12-31	$39,135
Other income received	2010-12-31	$39,499
Net income (gross income less expenses)	2010-12-31	$86,729
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$551,118
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$464,389
Total contributions received or receivable from employer(s)	2010-12-31	$29,849
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SAMUELS & ASSOCIATES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SAMUELS & ASSOCIATES 401(K) PLAN

2019: SAMUELS & ASSOCIATES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SAMUELS & ASSOCIATES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SAMUELS & ASSOCIATES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SAMUELS & ASSOCIATES 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SAMUELS & ASSOCIATES 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SAMUELS & ASSOCIATES 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SAMUELS & ASSOCIATES 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SAMUELS & ASSOCIATES 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SAMUELS & ASSOCIATES 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SAMUELS & ASSOCIATES 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SAMUELS & ASSOCIATES
Employer identification number (EIN):	943300311
NAIC Classification:	541700