Civic Intelligence

Samson Wealth Management Group Inc

Plan context: SAMSON WEALTH MANAGEMENT GROUP CASH BALANCE PENSION PLAN

EIN 81-3834987 • Fort Washington, PA • 11 filings • 2 plans

500W Office Center Drive, Suite 103Fort Washington, PA 19034
Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$3,379,096

2022 Contributions

$354,444

Historical Graphs

Total Assets Over Time

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

$3,379,096$1,689,548$0201620192021YearValue
$3,379,096Latest year 2021

Participants Over Time

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

740201620192021YearValue
5Latest year 2021

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
202220$0$354,444-
Samson Wealth Management Group 401(K) Plan-0$0$63,244-
SAMSON WEALTH MANAGEMENT GROUP CASH BALANCE PENSION PLAN-0$0$291,200-
202125$3,379,096$312,518$62,504iApproximate average salary by contribution assumption: employee only about $1,562,590 at 4% or $1,041,727 at 6%; with 50% employer match about $1,041,727 at 4% or $694,484 at 6%; with 100% employer match about $781,295 at 4% or $520,863 at 6%.
Samson Wealth Management Group 401(K) Plan-5$2,734,525$128,774$25,755iApproximate average salary by contribution assumption: employee only about $643,870 at 4% or $429,247 at 6%; with 50% employer match about $429,247 at 4% or $286,164 at 6%; with 100% employer match about $321,935 at 4% or $214,623 at 6%.
SAMSON WEALTH MANAGEMENT GROUP CASH BALANCE PENSION PLAN-4$644,571$183,744$45,936iApproximate average salary by contribution assumption: employee only about $1,148,400 at 4% or $765,600 at 6%; with 50% employer match about $765,600 at 4% or $510,400 at 6%; with 100% employer match about $574,200 at 4% or $382,800 at 6%.
202024$2,763,157$360,653$90,163iApproximate average salary by contribution assumption: employee only about $2,254,081 at 4% or $1,502,721 at 6%; with 50% employer match about $1,502,721 at 4% or $1,001,814 at 6%; with 100% employer match about $1,127,041 at 4% or $751,360 at 6%.
Samson Wealth Management Group 401(K) Plan-4$2,350,621$178,455$44,614iApproximate average salary by contribution assumption: employee only about $1,115,344 at 4% or $743,563 at 6%; with 50% employer match about $743,563 at 4% or $495,708 at 6%; with 100% employer match about $557,672 at 4% or $371,781 at 6%.
SAMSON WEALTH MANAGEMENT GROUP CASH BALANCE PENSION PLAN-4$412,536$182,198$45,550iApproximate average salary by contribution assumption: employee only about $1,138,738 at 4% or $759,158 at 6%; with 50% employer match about $759,158 at 4% or $506,106 at 6%; with 100% employer match about $569,369 at 4% or $379,579 at 6%.
201925$2,813,267$418,439$83,688iApproximate average salary by contribution assumption: employee only about $2,092,195 at 4% or $1,394,797 at 6%; with 50% employer match about $1,394,797 at 4% or $929,864 at 6%; with 100% employer match about $1,046,098 at 4% or $697,398 at 6%.
Samson Wealth Management Group 401(K) Plan-5$2,629,136$234,384$46,877iApproximate average salary by contribution assumption: employee only about $1,171,920 at 4% or $781,280 at 6%; with 50% employer match about $781,280 at 4% or $520,853 at 6%; with 100% employer match about $585,960 at 4% or $390,640 at 6%.
SAMSON WEALTH MANAGEMENT GROUP CASH BALANCE PENSION PLAN-3$184,131$184,055$61,352iApproximate average salary by contribution assumption: employee only about $1,533,792 at 4% or $1,022,528 at 6%; with 50% employer match about $1,022,528 at 4% or $681,685 at 6%; with 100% employer match about $766,896 at 4% or $511,264 at 6%.
201817$2,129,956$531,362$75,909iApproximate average salary by contribution assumption: employee only about $1,897,721 at 4% or $1,265,148 at 6%; with 50% employer match about $1,265,148 at 4% or $843,432 at 6%; with 100% employer match about $948,861 at 4% or $632,574 at 6%.
Samson Wealth Management Group 401(K) Plan-7$2,129,956$531,362$75,909iApproximate average salary by contribution assumption: employee only about $1,897,721 at 4% or $1,265,148 at 6%; with 50% employer match about $1,265,148 at 4% or $843,432 at 6%; with 100% employer match about $948,861 at 4% or $632,574 at 6%.
201716$2,569,274$467,375$77,896iApproximate average salary by contribution assumption: employee only about $1,947,396 at 4% or $1,298,264 at 6%; with 50% employer match about $1,298,264 at 4% or $865,509 at 6%; with 100% employer match about $973,698 at 4% or $649,132 at 6%.
Samson Wealth Management Group 401(K) Plan-6$2,569,274$467,375$77,896iApproximate average salary by contribution assumption: employee only about $1,947,396 at 4% or $1,298,264 at 6%; with 50% employer match about $1,298,264 at 4% or $865,509 at 6%; with 100% employer match about $973,698 at 4% or $649,132 at 6%.
201615$1,880,745$114,515$22,903iApproximate average salary by contribution assumption: employee only about $572,575 at 4% or $381,717 at 6%; with 50% employer match about $381,717 at 4% or $254,478 at 6%; with 100% employer match about $286,288 at 4% or $190,858 at 6%.
Samson Wealth Management Group 401(K) Plan-5$1,880,745$114,515$22,903iApproximate average salary by contribution assumption: employee only about $572,575 at 4% or $381,717 at 6%; with 50% employer match about $381,717 at 4% or $254,478 at 6%; with 100% employer match about $286,288 at 4% or $190,858 at 6%.