Sam'S Mart Aka Sam'S Holdings LLC
Plan context: Sams Holdings 401(K) Retirement Plan
EIN 20-3672633 • 10 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
758
2024 Assets
$4,193,834
2024 Contributions
$1,006,161
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 758 | $4,193,834 | $1,006,161 | $1,327iApproximate average salary by contribution assumption: employee only about $33,185 at 4% or $22,123 at 6%; with 50% employer match about $22,123 at 4% or $14,749 at 6%; with 100% employer match about $16,592 at 4% or $11,062 at 6%. |
| Sams Holdings 401(K) Retirement Plan | - | 758 | $4,193,834 | $1,006,161 | $1,327iApproximate average salary by contribution assumption: employee only about $33,185 at 4% or $22,123 at 6%; with 50% employer match about $22,123 at 4% or $14,749 at 6%; with 100% employer match about $16,592 at 4% or $11,062 at 6%. |
| 2023 | 1 | 718 | $3,182,968 | $922,213 | $1,284iApproximate average salary by contribution assumption: employee only about $32,110 at 4% or $21,407 at 6%; with 50% employer match about $21,407 at 4% or $14,271 at 6%; with 100% employer match about $16,055 at 4% or $10,703 at 6%. |
| Sams Holdings 401(K) Retirement Plan | - | 718 | $3,182,968 | $922,213 | $1,284iApproximate average salary by contribution assumption: employee only about $32,110 at 4% or $21,407 at 6%; with 50% employer match about $21,407 at 4% or $14,271 at 6%; with 100% employer match about $16,055 at 4% or $10,703 at 6%. |
| 2022 | 1 | 714 | $1,946,495 | $301,996 | $423iApproximate average salary by contribution assumption: employee only about $10,574 at 4% or $7,049 at 6%; with 50% employer match about $7,049 at 4% or $4,700 at 6%; with 100% employer match about $5,287 at 4% or $3,525 at 6%. |
| Sams Holdings 401(K) Retirement Plan | - | 714 | $1,946,495 | $301,996 | $423iApproximate average salary by contribution assumption: employee only about $10,574 at 4% or $7,049 at 6%; with 50% employer match about $7,049 at 4% or $4,700 at 6%; with 100% employer match about $5,287 at 4% or $3,525 at 6%. |
| 2020 | 1 | 0 | $0 | $336,519 | - |
| SAM'S HOLDINGS, LLC 401(K) RETIREMENT PLAN | - | 0 | - | $336,519 | - |
| 2019 | 1 | 635 | $1,887,717 | $694,681 | $1,094iApproximate average salary by contribution assumption: employee only about $27,350 at 4% or $18,233 at 6%; with 50% employer match about $18,233 at 4% or $12,155 at 6%; with 100% employer match about $13,675 at 4% or $9,117 at 6%. |
| SAM'S HOLDINGS, LLC 401(K) RETIREMENT PLAN | - | 635 | $1,887,717 | $694,681 | $1,094iApproximate average salary by contribution assumption: employee only about $27,350 at 4% or $18,233 at 6%; with 50% employer match about $18,233 at 4% or $12,155 at 6%; with 100% employer match about $13,675 at 4% or $9,117 at 6%. |
| 2018 | 2 | 579 | $1,152,947 | $584,163 | $1,009iApproximate average salary by contribution assumption: employee only about $25,223 at 4% or $16,815 at 6%; with 50% employer match about $16,815 at 4% or $11,210 at 6%; with 100% employer match about $12,611 at 4% or $8,408 at 6%. |
| SAM'S HOLDINGS, LLC 401(K) RETIREMENT PLAN | - | 579 | $1,152,947 | $584,163 | $1,009iApproximate average salary by contribution assumption: employee only about $25,223 at 4% or $16,815 at 6%; with 50% employer match about $16,815 at 4% or $11,210 at 6%; with 100% employer match about $12,611 at 4% or $8,408 at 6%. |
| Sam'S Mart Aka Sam'S Holdings LLC Health & Welfare Plan | - | 507 | - | - | - |
| 2017 | 2 | 625 | $984,034 | $395,227 | $632iApproximate average salary by contribution assumption: employee only about $15,809 at 4% or $10,539 at 6%; with 50% employer match about $10,539 at 4% or $7,026 at 6%; with 100% employer match about $7,905 at 4% or $5,270 at 6%. |
| SAM'S HOLDINGS, LLC 401(K) RETIREMENT PLAN | - | 625 | $984,034 | $395,227 | $632iApproximate average salary by contribution assumption: employee only about $15,809 at 4% or $10,539 at 6%; with 50% employer match about $10,539 at 4% or $7,026 at 6%; with 100% employer match about $7,905 at 4% or $5,270 at 6%. |
| Sam'S Mart Aka Sam'S Holdings LLC Health & Welfare Plan | - | 406 | - | - | - |
| 2016 | 1 | 219 | $0 | $0 | - |
| Sam'S Mart Aka Sam'S Holdings LLC Health & Welfare Plan | - | 219 | - | - | - |