Samrose Inc.
Plan context: Samrose & Shepard Defined Benefit Pension Plan
EIN 33-0926072 • 31 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$234,235
2024 Contributions
$216,667
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 | 2 | 3 | $234,235 | $0 | - |
| Samrose & Shepard Defined Benefit Pension Plan | - | 3 | $231,327 | - | - |
| Samrose Advisors Inc. Profit Sharing Plan | - | 3 | $2,908 | - | - |
| 2023 | 2 | 3 | $231,784 | $0 | - |
| Samrose & Shepard Defined Benefit Pension Plan | - | 3 | $228,877 | - | - |
| Samrose Advisors Inc. Profit Sharing Plan | - | 3 | $2,907 | - | - |
| 2022 | 2 | 3 | $221,536 | $216,667 | $72,222iApproximate average salary by contribution assumption: employee only about $1,805,558 at 4% or $1,203,706 at 6%; with 50% employer match about $1,203,706 at 4% or $802,470 at 6%; with 100% employer match about $902,779 at 4% or $601,853 at 6%. |
| Samrose & Shepard Defined Benefit Pension Plan | - | 3 | $218,631 | $216,667 | $72,222iApproximate average salary by contribution assumption: employee only about $1,805,558 at 4% or $1,203,706 at 6%; with 50% employer match about $1,203,706 at 4% or $802,470 at 6%; with 100% employer match about $902,779 at 4% or $601,853 at 6%. |
| Samrose Advisors Inc. Profit Sharing Plan | - | 3 | $2,905 | - | - |
| 2021 | 1 | 3 | $56,904 | $0 | - |
| Samrose Advisors Inc. Profit Sharing Plan | - | 3 | $56,904 | - | - |
| 2020 | 1 | 3 | $58,839 | $0 | - |
| Samrose Advisors Inc. Profit Sharing Plan | - | 3 | $58,839 | - | - |
| 2019 | 1 | 4 | $94,933 | $0 | - |
| Samrose Advisors Inc. Profit Sharing Plan | - | 4 | $94,933 | - | - |
| 2018 | 1 | 4 | $85,950 | $300 | $75iApproximate average salary by contribution assumption: employee only about $1,875 at 4% or $1,250 at 6%; with 50% employer match about $1,250 at 4% or $833 at 6%; with 100% employer match about $938 at 4% or $625 at 6%. |
| Samrose Advisors Inc. Profit Sharing Plan | - | 4 | $85,950 | $300 | $75iApproximate average salary by contribution assumption: employee only about $1,875 at 4% or $1,250 at 6%; with 50% employer match about $1,250 at 4% or $833 at 6%; with 100% employer match about $938 at 4% or $625 at 6%. |
| 2016 | 1 | 0 | $0 | $0 | - |
| Samrose Inc. Retirement Savings Plan | - | 0 | - | - | - |
| 2015 | 1 | 4 | $0 | $0 | - |
| Samrose Inc. Retirement Savings Plan | - | 4 | - | - | - |
| 2011 | 1 | 1 | $566,093 | $0 | - |
| Samrose Inc. Retirement Savings Plan | - | 1 | $566,093 | - | - |
| 2010 | 1 | 1 | $580,511 | $0 | - |
| Samrose Inc. Retirement Savings Plan | - | 1 | $580,511 | - | - |
| 2009 | 2 | 1 | $754,100 | $0 | - |
| Samrose Inc. Retirement Savings Plan | - | 1 | $754,100 | - | - |
| Samrose Inc. Retirement Savings Plan | - | - | - | - | - |
| 2007 | 2 | 1 | $0 | $0 | - |
| Samrose Inc. Retirement Savings Plan | - | 1 | - | - | - |
| SAMROSE, INC. DEFINED BENEFIT PENSION PLAN | - | 1 | - | - | - |
| 2006 | 2 | 1 | $0 | $0 | - |
| SAMROSE, INC. DEFINED BENEFIT PENSION PLAN | - | 1 | - | - | - |
| Samrose Inc. Retirement Savings Plan | - | 1 | - | - | - |
| 2005 | 2 | 1 | $0 | $0 | - |
| SAMROSE, INC. DEFINED BENEFIT PENSION PLAN | - | 1 | - | - | - |
| Samrose Inc. Retirement Savings Plan | - | 1 | - | - | - |
| 2004 | 2 | 1 | $0 | $0 | - |
| Samrose Inc. Retirement Savings Plan | - | 1 | - | - | - |
| SAMROSE, INC. DEFINED BENEFIT PENSION PLAN | - | 1 | - | - | - |
| 2003 | 2 | 1 | $0 | $0 | - |
| SAMROSE, INC. DEFINED BENEFIT PENSION PLAN | - | 1 | - | - | - |
| Samrose Inc. Retirement Savings Plan | - | 1 | - | - | - |
| 2002 | 2 | 1 | $0 | $0 | - |
| Samrose Inc. Retirement Savings Plan | - | 1 | - | - | - |
| SAMROSE, INC. DEFINED BENEFIT PENSION PLAN | - | 1 | - | - | - |
| 2001 | 2 | 1 | $0 | $0 | - |
| Samrose Inc. Retirement Savings Plan | - | 1 | - | - | - |
| SAMROSE, INC. DEFINED BENEFIT PENSION PLAN | - | 1 | - | - | - |
| 2000 | 1 | 1 | $0 | $0 | - |
| SAMROSE, INC. DEFINED BENEFIT PENSION PLAN | - | 1 | - | - | - |