Civic Intelligence

Sam Group Investment Company

Plan context: Sam Group Investment Company Defined Benefit Pension Plan

EIN 86-0365139 • 13 filings • 1 plans

Current Snapshot

Latest Year

2011

2011 Participants

1

2011 Assets

$1,096,607

2011 Contributions

$49,687

Historical Graphs

Total Assets Over Time

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

$2,136,611$1,068,306$0199920062011YearValue
$1,096,607Latest year 2011

Participants Over Time

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

210199920052011YearValue
1Latest year 2011

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
201111$1,096,607$0-
Sam Group Investment Company Defined Benefit Pension Plan-1$1,096,607--
201011$1,046,911$0-
Sam Group Investment Company Defined Benefit Pension Plan-1$1,046,911--
200911$1,047,161$0-
Sam Group Investment Company Defined Benefit Pension Plan-1$1,047,161--
200811$1,032,752$0-
Sam Group Investment Company Defined Benefit Pension Plan-1$1,032,752--
200712$2,136,611$0-
Sam Group Investment Company Defined Benefit Pension Plan-2$2,136,611--
200612$1,966,364$0-
Sam Group Investment Company Defined Benefit Pension Plan-2$1,966,364--
200512$1,862,839$0-
Sam Group Investment Company Defined Benefit Pension Plan-2$1,862,839--
200412$1,802,406$49,687$24,844iApproximate average salary by contribution assumption: employee only about $621,088 at 4% or $414,058 at 6%; with 50% employer match about $414,058 at 4% or $276,039 at 6%; with 100% employer match about $310,544 at 4% or $207,029 at 6%.
Sam Group Investment Company Defined Benefit Pension Plan-2$1,802,406$49,687$24,844iApproximate average salary by contribution assumption: employee only about $621,088 at 4% or $414,058 at 6%; with 50% employer match about $414,058 at 4% or $276,039 at 6%; with 100% employer match about $310,544 at 4% or $207,029 at 6%.
200312$1,697,718$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Sam Group Investment Company Defined Benefit Pension Plan-2$1,697,718$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200212$0$0-
Sam Group Investment Company Defined Benefit Pension Plan-2---
200112$0$0-
Sam Group Investment Company Defined Benefit Pension Plan-2---
200011$1,546,712$59,948$59,948iApproximate average salary by contribution assumption: employee only about $1,498,700 at 4% or $999,133 at 6%; with 50% employer match about $999,133 at 4% or $666,089 at 6%; with 100% employer match about $749,350 at 4% or $499,567 at 6%.
Sam Group Investment Company Defined Benefit Pension Plan-1$1,546,712$59,948$59,948iApproximate average salary by contribution assumption: employee only about $1,498,700 at 4% or $999,133 at 6%; with 50% employer match about $999,133 at 4% or $666,089 at 6%; with 100% employer match about $749,350 at 4% or $499,567 at 6%.
199911$1,603,335$53,252$53,252iApproximate average salary by contribution assumption: employee only about $1,331,300 at 4% or $887,533 at 6%; with 50% employer match about $887,533 at 4% or $591,689 at 6%; with 100% employer match about $665,650 at 4% or $443,767 at 6%.
Sam Group Investment Company Defined Benefit Pension Plan-1$1,603,335$53,252$53,252iApproximate average salary by contribution assumption: employee only about $1,331,300 at 4% or $887,533 at 6%; with 50% employer match about $887,533 at 4% or $591,689 at 6%; with 100% employer match about $665,650 at 4% or $443,767 at 6%.