SAMUEL L PETERS, LLC
Plan context: SAMUEL L PETERS LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 37-1845523 • Blue Ash, OH • 7 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
18
2025 Assets
$1,507,788
2025 Contributions
$34,323
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 18 | $1,507,788 | $34,323 | $1,907iApproximate average salary by contribution assumption: employee only about $47,671 at 4% or $31,781 at 6%; with 50% employer match about $31,781 at 4% or $21,187 at 6%; with 100% employer match about $23,835 at 4% or $15,890 at 6%. |
| SAMUEL L PETERS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 18 | $1,507,788 | $34,323 | $1,907iApproximate average salary by contribution assumption: employee only about $47,671 at 4% or $31,781 at 6%; with 50% employer match about $31,781 at 4% or $21,187 at 6%; with 100% employer match about $23,835 at 4% or $15,890 at 6%. |
| 2023 | 1 | 0 | $0 | $13,860 | - |
| SAMUEL L PETERS, LLC SOCA BENEFIT PLAN | - | 0 | $0 | $13,860 | - |
| 2022 | 1 | 2 | $4,626 | $12,617 | $6,309iApproximate average salary by contribution assumption: employee only about $157,713 at 4% or $105,142 at 6%; with 50% employer match about $105,142 at 4% or $70,094 at 6%; with 100% employer match about $78,856 at 4% or $52,571 at 6%. |
| SAMUEL L PETERS, LLC SOCA BENEFIT PLAN | - | 2 | $4,626 | $12,617 | $6,309iApproximate average salary by contribution assumption: employee only about $157,713 at 4% or $105,142 at 6%; with 50% employer match about $105,142 at 4% or $70,094 at 6%; with 100% employer match about $78,856 at 4% or $52,571 at 6%. |
| 2021 | 1 | 2 | $3,447 | $13,044 | $6,522iApproximate average salary by contribution assumption: employee only about $163,050 at 4% or $108,700 at 6%; with 50% employer match about $108,700 at 4% or $72,467 at 6%; with 100% employer match about $81,525 at 4% or $54,350 at 6%. |
| SAMUEL L PETERS, LLC SOCA BENEFIT PLAN | - | 2 | $3,447 | $13,044 | $6,522iApproximate average salary by contribution assumption: employee only about $163,050 at 4% or $108,700 at 6%; with 50% employer match about $108,700 at 4% or $72,467 at 6%; with 100% employer match about $81,525 at 4% or $54,350 at 6%. |
| 2020 | 1 | 3 | $2,716 | $16,285 | $5,428iApproximate average salary by contribution assumption: employee only about $135,708 at 4% or $90,472 at 6%; with 50% employer match about $90,472 at 4% or $60,315 at 6%; with 100% employer match about $67,854 at 4% or $45,236 at 6%. |
| SAMUEL L PETERS, LLC SOCA BENEFIT PLAN | - | 3 | $2,716 | $16,285 | $5,428iApproximate average salary by contribution assumption: employee only about $135,708 at 4% or $90,472 at 6%; with 50% employer match about $90,472 at 4% or $60,315 at 6%; with 100% employer match about $67,854 at 4% or $45,236 at 6%. |
| 2019 | 1 | 3 | $2,131 | $15,077 | $5,026iApproximate average salary by contribution assumption: employee only about $125,642 at 4% or $83,761 at 6%; with 50% employer match about $83,761 at 4% or $55,841 at 6%; with 100% employer match about $62,821 at 4% or $41,881 at 6%. |
| SAMUEL L PETERS, LLC SOCA BENEFIT PLAN | - | 3 | $2,131 | $15,077 | $5,026iApproximate average salary by contribution assumption: employee only about $125,642 at 4% or $83,761 at 6%; with 50% employer match about $83,761 at 4% or $55,841 at 6%; with 100% employer match about $62,821 at 4% or $41,881 at 6%. |
| 2018 | 1 | 3 | $769 | $5,441 | $1,814iApproximate average salary by contribution assumption: employee only about $45,342 at 4% or $30,228 at 6%; with 50% employer match about $30,228 at 4% or $20,152 at 6%; with 100% employer match about $22,671 at 4% or $15,114 at 6%. |
| SAMUEL L PETERS, LLC SOCA BENEFIT PLAN | - | 3 | $769 | $5,441 | $1,814iApproximate average salary by contribution assumption: employee only about $45,342 at 4% or $30,228 at 6%; with 50% employer match about $30,228 at 4% or $20,152 at 6%; with 100% employer match about $22,671 at 4% or $15,114 at 6%. |