Civic Intelligence

STEPHEN MCNEVITTS SAMUEL, SON & CO., INC.

Plan context: Samuel, Son & Co. Inc. 401-K Plan

EIN 22-3258593 • Lancaster, NY • 128 filings • 34 plans

4334 Walden AvenueLancaster, NY 14086
Current Snapshot

Latest Year

2018

2018 Participants

2,833

2018 Assets

$46,017,129

2018 Contributions

$3,802,787

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$53,731,090$26,865,545$0199920092018YearValue
$46,017,129Latest year 2018

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

5,8632,9320199920092018YearValue
2,833Latest year 2018

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201832,833$46,017,129$3,802,787$1,342iApproximate average salary by contribution assumption: employee only about $33,558 at 4% or $22,372 at 6%; with 50% employer match about $22,372 at 4% or $14,915 at 6%; with 100% employer match about $16,779 at 4% or $11,186 at 6%.
Samuel, Son & Co. Inc. 401-K Plan-698$46,017,129$3,802,787$5,448iApproximate average salary by contribution assumption: employee only about $136,203 at 4% or $90,802 at 6%; with 50% employer match about $90,802 at 4% or $60,535 at 6%; with 100% employer match about $68,101 at 4% or $45,401 at 6%.
Prudential Ad&D/Life Plan-2,833---
Samuel, Son & Co. Inc. Health Benefits Plan-1,739---
201742,193$47,194,734$3,976,507$1,813iApproximate average salary by contribution assumption: employee only about $45,332 at 4% or $30,221 at 6%; with 50% employer match about $30,221 at 4% or $20,147 at 6%; with 100% employer match about $22,666 at 4% or $15,111 at 6%.
Samuel, Son & Co. Inc. 401-K Plan-701$47,194,734$3,972,949$5,668iApproximate average salary by contribution assumption: employee only about $141,689 at 4% or $94,459 at 6%; with 50% employer match about $94,459 at 4% or $62,973 at 6%; with 100% employer match about $70,844 at 4% or $47,230 at 6%.
Samuel Son Union 401K Plan-0$0$3,558-
Prudential Ad&D/Life Plan-2,193---
Samuel, Son & Co. Inc. Health Benefits Plan-1,676---
201642,209$40,671,085$3,574,446$1,618iApproximate average salary by contribution assumption: employee only about $40,453 at 4% or $26,969 at 6%; with 50% employer match about $26,969 at 4% or $17,979 at 6%; with 100% employer match about $20,227 at 4% or $13,484 at 6%.
Samuel, Son & Co. Inc. 401-K Plan-669$40,356,561$3,550,991$5,308iApproximate average salary by contribution assumption: employee only about $132,698 at 4% or $88,465 at 6%; with 50% employer match about $88,465 at 4% or $58,977 at 6%; with 100% employer match about $66,349 at 4% or $44,233 at 6%.
Samuel Son Union 401K Plan-9$314,524$23,455$2,606iApproximate average salary by contribution assumption: employee only about $65,153 at 4% or $43,435 at 6%; with 50% employer match about $43,435 at 4% or $28,957 at 6%; with 100% employer match about $32,576 at 4% or $21,718 at 6%.
Prudential Ad&D/Life Plan-2,209---
Samuel, Son & Co. Inc. Health Benefits Plan-1,713---
201552,208$38,853,096$3,826,452$1,733iApproximate average salary by contribution assumption: employee only about $43,325 at 4% or $28,883 at 6%; with 50% employer match about $28,883 at 4% or $19,255 at 6%; with 100% employer match about $21,662 at 4% or $14,442 at 6%.
Samuel, Son & Co. Inc. 401-K Plan-672$38,359,123$3,806,497$5,664iApproximate average salary by contribution assumption: employee only about $141,611 at 4% or $94,407 at 6%; with 50% employer match about $94,407 at 4% or $62,938 at 6%; with 100% employer match about $70,805 at 4% or $47,204 at 6%.
Samuel Son Union 401K Plan-9$493,973$19,955$2,217iApproximate average salary by contribution assumption: employee only about $55,431 at 4% or $36,954 at 6%; with 50% employer match about $36,954 at 4% or $24,636 at 6%; with 100% employer match about $27,715 at 4% or $18,477 at 6%.
Samuel, Son & Co. Inc. Health Benefits Plan-1,687---
Prudential Ad&D/Life Plan-2,208---
Samuel Specialty Metals Inc. 401K Plan-0---
201455,863$53,731,090$3,979,447$679iApproximate average salary by contribution assumption: employee only about $16,968 at 4% or $11,312 at 6%; with 50% employer match about $11,312 at 4% or $7,542 at 6%; with 100% employer match about $8,484 at 4% or $5,656 at 6%.
Samuel, Son & Co. Inc. 401-K Plan-813$38,462,216$3,453,531$4,248iApproximate average salary by contribution assumption: employee only about $106,197 at 4% or $70,798 at 6%; with 50% employer match about $70,798 at 4% or $47,199 at 6%; with 100% employer match about $53,099 at 4% or $35,399 at 6%.
Samuel Specialty Metals Inc. 401K Plan-6$14,687,403$500,382$83,397iApproximate average salary by contribution assumption: employee only about $2,084,925 at 4% or $1,389,950 at 6%; with 50% employer match about $1,389,950 at 4% or $926,633 at 6%; with 100% employer match about $1,042,463 at 4% or $694,975 at 6%.
Samuel Son Union 401K Plan-13$581,471$25,534$1,964iApproximate average salary by contribution assumption: employee only about $49,104 at 4% or $32,736 at 6%; with 50% employer match about $32,736 at 4% or $21,824 at 6%; with 100% employer match about $24,552 at 4% or $16,368 at 6%.
Prudential Ad&D/Life Plan-5,863---
Samuel, Son & Co. Inc. Health Benefits Plan-1,726---
201352,230$37,744,710$4,227,576$1,896iApproximate average salary by contribution assumption: employee only about $47,394 at 4% or $31,596 at 6%; with 50% employer match about $31,596 at 4% or $21,064 at 6%; with 100% employer match about $23,697 at 4% or $15,798 at 6%.
Samuel, Son & Co. Inc. 401-K Plan-709$37,036,426$4,190,931$5,911iApproximate average salary by contribution assumption: employee only about $147,776 at 4% or $98,517 at 6%; with 50% employer match about $98,517 at 4% or $65,678 at 6%; with 100% employer match about $73,888 at 4% or $49,259 at 6%.
Samuel Son Union 401K Plan-13$708,284$36,645$2,819iApproximate average salary by contribution assumption: employee only about $70,471 at 4% or $46,981 at 6%; with 50% employer match about $46,981 at 4% or $31,321 at 6%; with 100% employer match about $35,236 at 4% or $23,490 at 6%.
Aetna Us Healthcare Group Universal Life Insurance Plan-58---
Prudential Ad&D/Life Plan-2,230---
Samuel, Son & Co. Inc. Health Benefits Plan-1,688---
201262,302$31,091,330$5,625,294$2,444iApproximate average salary by contribution assumption: employee only about $61,091 at 4% or $40,728 at 6%; with 50% employer match about $40,728 at 4% or $27,152 at 6%; with 100% employer match about $30,546 at 4% or $20,364 at 6%.
Samuel, Son & Co. Inc. 401-K Plan-631$30,366,252$5,558,544$8,809iApproximate average salary by contribution assumption: employee only about $220,228 at 4% or $146,818 at 6%; with 50% employer match about $146,818 at 4% or $97,879 at 6%; with 100% employer match about $110,114 at 4% or $73,409 at 6%.
Samuel Son Union 401K Plan-20$725,078$66,750$3,338iApproximate average salary by contribution assumption: employee only about $83,438 at 4% or $55,625 at 6%; with 50% employer match about $55,625 at 4% or $37,083 at 6%; with 100% employer match about $41,719 at 4% or $27,813 at 6%.
Aetna Us Healthcare Group Universal Life Insurance Plan-67---
Prudential Ad&D/Life Plan-0---
Prudential Ad&D/Life Plan-449---
Samuel, Son & Co. Inc. Health Benefits Plan-2,302---
201151,143$24,815,541$2,640,112$2,310iApproximate average salary by contribution assumption: employee only about $57,745 at 4% or $38,497 at 6%; with 50% employer match about $38,497 at 4% or $25,665 at 6%; with 100% employer match about $28,873 at 4% or $19,248 at 6%.
Samuel, Son & Co. Inc. 401-K Plan-597$24,192,632$2,567,039$4,300iApproximate average salary by contribution assumption: employee only about $107,497 at 4% or $71,665 at 6%; with 50% employer match about $71,665 at 4% or $47,777 at 6%; with 100% employer match about $53,749 at 4% or $35,832 at 6%.
Samuel Son Union 401K Plan-20$622,909$73,073$3,654iApproximate average salary by contribution assumption: employee only about $91,341 at 4% or $60,894 at 6%; with 50% employer match about $60,894 at 4% or $40,596 at 6%; with 100% employer match about $45,671 at 4% or $30,447 at 6%.
Aetna Us Healthcare Group Universal Life Insurance Plan-72---
Prudential Ad&D/Life Plan-690---
Samuel, Son & Co. Inc. Health Benefits Plan-1,143---
201061,021$24,146,170$2,288,005$2,241iApproximate average salary by contribution assumption: employee only about $56,024 at 4% or $37,349 at 6%; with 50% employer match about $37,349 at 4% or $24,899 at 6%; with 100% employer match about $28,012 at 4% or $18,675 at 6%.
Samuel, Son & Co. Inc. 401-K Plan-517$23,602,075$1,996,972$3,863iApproximate average salary by contribution assumption: employee only about $96,565 at 4% or $64,377 at 6%; with 50% employer match about $64,377 at 4% or $42,918 at 6%; with 100% employer match about $48,283 at 4% or $32,188 at 6%.
Samuel Son Union 401K Plan-22$544,095$291,033$13,229iApproximate average salary by contribution assumption: employee only about $330,719 at 4% or $220,480 at 6%; with 50% employer match about $220,480 at 4% or $146,986 at 6%; with 100% employer match about $165,360 at 4% or $110,240 at 6%.
Aetna Us Healthcare Group Universal Life Insurance Plan-80---
Samuel, Son & Co. Inc. Health Benefits Plan-1,021---
Prudential Ad&D/Life Plan-522---
Aetna Health Benefit Plan-0---
20099483$17,042,379$2,054,382$4,253iApproximate average salary by contribution assumption: employee only about $106,334 at 4% or $70,890 at 6%; with 50% employer match about $70,890 at 4% or $47,260 at 6%; with 100% employer match about $53,167 at 4% or $35,445 at 6%.
Samuel, Son & Co. Inc. 401-K Plan-446$16,813,338$667,264$1,496iApproximate average salary by contribution assumption: employee only about $37,403 at 4% or $24,935 at 6%; with 50% employer match about $24,935 at 4% or $16,623 at 6%; with 100% employer match about $18,701 at 4% or $12,468 at 6%.
Samuel Son Union 401K Plan-20$229,041$224,626$11,231iApproximate average salary by contribution assumption: employee only about $280,783 at 4% or $187,188 at 6%; with 50% employer match about $187,188 at 4% or $124,792 at 6%; with 100% employer match about $140,391 at 4% or $93,594 at 6%.
Lincoln Financial Ltd Plan-0---
Preferred Care Health Benefit Plan-31---
Aetna Health Benefit Plan-326---
Hmo-Cnn Health Benefit Plan-9---
Aetna Us Healthcare Group Universal Life Insurance Plan-80---
Prudential Ad&D/Life Plan-483---
Samuel Specialty Metals Inc. 401K Plan-0-$1,162,492-
20088577$13,321,664$2,501,098$4,335iApproximate average salary by contribution assumption: employee only about $108,366 at 4% or $72,244 at 6%; with 50% employer match about $72,244 at 4% or $48,163 at 6%; with 100% employer match about $54,183 at 4% or $36,122 at 6%.
Samuel Specialty Metals Inc. 401K Plan-334$11,508,390$2,091,346$6,262iApproximate average salary by contribution assumption: employee only about $156,538 at 4% or $104,359 at 6%; with 50% employer match about $104,359 at 4% or $69,572 at 6%; with 100% employer match about $78,269 at 4% or $52,179 at 6%.
Samuel, Son & Co. Inc. 401-K Plan-83$1,813,274$409,752$4,937iApproximate average salary by contribution assumption: employee only about $123,419 at 4% or $82,280 at 6%; with 50% employer match about $82,280 at 4% or $54,853 at 6%; with 100% employer match about $61,710 at 4% or $41,140 at 6%.
Lincoln Financial Ltd Plan-335---
Aetna Health Benefit Plan-319---
Hmo-Cnn Health Benefit Plan-10---
Aetna Us Healthcare Group Universal Life Insurance Plan-88---
Prudential Ad&D/Life Plan-577---
Preferred Care Health Benefit Plan-31---
20079545$14,569,725$2,514,958$4,615iApproximate average salary by contribution assumption: employee only about $115,365 at 4% or $76,910 at 6%; with 50% employer match about $76,910 at 4% or $51,273 at 6%; with 100% employer match about $57,683 at 4% or $38,455 at 6%.
Samuel Specialty Metals Inc. 401K Plan-354$14,569,725$2,514,958$7,104iApproximate average salary by contribution assumption: employee only about $177,610 at 4% or $118,407 at 6%; with 50% employer match about $118,407 at 4% or $78,938 at 6%; with 100% employer match about $88,805 at 4% or $59,203 at 6%.
Aetna Health Benefit Plan-307---
Preferred Care Health Benefit Plan-30---
Hmo-Cnn Health Benefit Plan-3---
Lincoln Financial Ltd Plan-349---
Prudential Ad&D/Life Plan-545---
Aetna Us Healthcare Group Universal Life Insurance Plan-89---
Samuel, Son & Co. Inc. 401-K Plan-77---
LINCOLN FINANCIAL AD&D/LIFE PLAN-0---
20068407$13,848,733$1,627,239$3,998iApproximate average salary by contribution assumption: employee only about $99,953 at 4% or $66,636 at 6%; with 50% employer match about $66,636 at 4% or $44,424 at 6%; with 100% employer match about $49,977 at 4% or $33,318 at 6%.
Samuel Specialty Metals Inc. 401K Plan-235$12,031,059$1,251,263$5,325iApproximate average salary by contribution assumption: employee only about $133,113 at 4% or $88,742 at 6%; with 50% employer match about $88,742 at 4% or $59,161 at 6%; with 100% employer match about $66,557 at 4% or $44,371 at 6%.
Samuel Specialty Metals Inc. 401K Plan-53$1,817,674$375,976$7,094iApproximate average salary by contribution assumption: employee only about $177,347 at 4% or $118,231 at 6%; with 50% employer match about $118,231 at 4% or $78,821 at 6%; with 100% employer match about $88,674 at 4% or $59,116 at 6%.
Aetna Health Benefit Plan-233---
Hmo-Cnn Health Benefit Plan-4---
Aetna Us Healthcare Group Universal Life Insurance Plan-87---
JEFFERSON PILOT FINANCIAL AD&D/LIFE PLAN-407---
Lincoln Financial Ltd Plan-278---
Preferred Care Health Benefit Plan-28---
20055226$1,347,405$203,755$902iApproximate average salary by contribution assumption: employee only about $22,539 at 4% or $15,026 at 6%; with 50% employer match about $15,026 at 4% or $10,017 at 6%; with 100% employer match about $11,270 at 4% or $7,513 at 6%.
Samuel Specialty Metals Inc. 401K Plan-51$1,347,405$203,755$3,995iApproximate average salary by contribution assumption: employee only about $99,880 at 4% or $66,587 at 6%; with 50% employer match about $66,587 at 4% or $44,391 at 6%; with 100% employer match about $49,940 at 4% or $33,293 at 6%.
Aetna Health Benefit Plan-226---
Preferred Care Health Benefit Plan-27---
Aetna Us Healthcare Group Universal Life Insurance Plan-94---
Hmo-Cnn Health Benefit Plan-4---
200411520$10,344,386$1,268,432$2,439iApproximate average salary by contribution assumption: employee only about $60,982 at 4% or $40,655 at 6%; with 50% employer match about $40,655 at 4% or $27,103 at 6%; with 100% employer match about $30,491 at 4% or $20,327 at 6%.
Samuel Specialty Metals Inc. 401K Plan-228$9,080,921$1,063,827$4,666iApproximate average salary by contribution assumption: employee only about $116,648 at 4% or $77,765 at 6%; with 50% employer match about $77,765 at 4% or $51,843 at 6%; with 100% employer match about $58,324 at 4% or $38,883 at 6%.
Samuel Specialty Metals Inc. 401K Plan-51$1,263,465$204,605$4,012iApproximate average salary by contribution assumption: employee only about $100,297 at 4% or $66,864 at 6%; with 50% employer match about $66,864 at 4% or $44,576 at 6%; with 100% employer match about $50,148 at 4% or $33,432 at 6%.
Unum Life Insurance Plan-0---
Hyatt Legal Plan-0---
Chubb Business Travel Accident Insurance Plan-0---
Aetna Us Healthcare Group Universal Life Insurance Plan-98---
Hmo-Cnn Health Benefit Plan-4---
Preferred Care Health Benefit Plan-28---
Aetna Health Benefit Plan-223---
Lincoln Financial Ltd Plan-367---
JEFFERSON PILOT AD&D/LIFE PLAN-520---
20038320$7,845,717$1,145,430$3,579iApproximate average salary by contribution assumption: employee only about $89,487 at 4% or $59,658 at 6%; with 50% employer match about $59,658 at 4% or $39,772 at 6%; with 100% employer match about $44,743 at 4% or $29,829 at 6%.
Samuel Specialty Metals Inc. 401K Plan-263$7,845,717$1,145,430$4,355iApproximate average salary by contribution assumption: employee only about $108,881 at 4% or $72,587 at 6%; with 50% employer match about $72,587 at 4% or $48,392 at 6%; with 100% employer match about $54,441 at 4% or $36,294 at 6%.
Preferred Care Health Benefit Plan-30---
Aetna Us Healthcare Group Universal Life Insurance Plan-121---
Aetna Health Benefit Plan-217---
Hyatt Legal Plan-9---
Hmo-Cnn Health Benefit Plan-4---
Chubb Business Travel Accident Insurance Plan-320---
Unum Life Insurance Plan-261---
20028325$6,111,941$1,415,136$4,354iApproximate average salary by contribution assumption: employee only about $108,857 at 4% or $72,571 at 6%; with 50% employer match about $72,571 at 4% or $48,381 at 6%; with 100% employer match about $54,428 at 4% or $36,286 at 6%.
Samuel Specialty Metals Inc. 401K Plan-259$6,111,941$1,415,136$5,464iApproximate average salary by contribution assumption: employee only about $136,596 at 4% or $91,064 at 6%; with 50% employer match about $91,064 at 4% or $60,709 at 6%; with 100% employer match about $68,298 at 4% or $45,532 at 6%.
Hmo-Cnn Health Benefit Plan-4---
Aetna Health Benefit Plan-237---
Unum Life Insurance Plan-279---
Chubb Business Travel Accident Insurance Plan-325---
Aetna Us Healthcare Group Universal Life Insurance Plan-123---
Hyatt Legal Plan-7---
Preferred Care Health Benefit Plan-27---
20018325$6,218,997$1,044,380$3,213iApproximate average salary by contribution assumption: employee only about $80,337 at 4% or $53,558 at 6%; with 50% employer match about $53,558 at 4% or $35,705 at 6%; with 100% employer match about $40,168 at 4% or $26,779 at 6%.
Samuel Specialty Metals Inc. 401K Plan-259$6,218,997$1,044,380$4,032iApproximate average salary by contribution assumption: employee only about $100,809 at 4% or $67,206 at 6%; with 50% employer match about $67,206 at 4% or $44,804 at 6%; with 100% employer match about $50,404 at 4% or $33,603 at 6%.
Preferred Care Health Benefit Plan-24---
Aetna Us Healthcare Group Universal Life Insurance Plan-131---
Hyatt Legal Plan-6---
Chubb Business Travel Accident Insurance Plan-325---
Aetna Health Benefit Plan-274---
Hmo-Cnn Health Benefit Plan-8---
Unum Life Insurance Plan-286---
20006296$6,477,401$1,309,833$4,425iApproximate average salary by contribution assumption: employee only about $110,628 at 4% or $73,752 at 6%; with 50% employer match about $73,752 at 4% or $49,168 at 6%; with 100% employer match about $55,314 at 4% or $36,876 at 6%.
Unum Life Insurance Plan-296---
Preferred Care Health Benefit Plan-31---
Aetna Health Benefit Plan-198---
19995315$6,287,565$970,010$3,079iApproximate average salary by contribution assumption: employee only about $76,985 at 4% or $51,323 at 6%; with 50% employer match about $51,323 at 4% or $34,216 at 6%; with 100% employer match about $38,492 at 4% or $25,662 at 6%.