401k Plan data: SAM'S PACKAGE STORE PROFIT SHARING PLAN plan

SAM'S PACKAGE STORE PROFIT SHARING PLAN 401k Plan overview

Plan Name	SAM'S PACKAGE STORE PROFIT SHARING PLAN
Plan identification number	001

SAM'S PACKAGE STORE PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

SAMS PACKAGE STORE has sponsored the creation of one or more 401k plans.

Company Name: SAMS PACKAGE STORE

Employer identification number (EIN): 042832120

NAIC Classification: 445310
NAIC Description: Beer, Wine, and Liquor Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAM'S PACKAGE STORE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MARK ABARBANEL 2024-08-07
001 2018-01-01 MARK ABARBANEL 2019-10-13
001 2017-01-01 MARK ABARBANEL 2018-10-10
001 2016-01-01 MARK ABARBANEL 2017-10-13
001 2015-01-01 MARK ABARBANEL 2016-10-13
001 2013-01-01 MARK ABARBANEL 2014-10-22
001 2012-01-01 MARK ABARBANEL 2013-09-16
001 2011-01-01 MARK ABARBANEL 2012-10-11
001 2010-01-01 MARK ABARBANEL 2011-10-05
001 2007-01-01 MARK ABARBANEL
001 2006-01-01 MARK ABARBANEL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	MARK ABARBANEL	2024-08-07
001	2018-01-01	MARK ABARBANEL	2019-10-13
001	2017-01-01	MARK ABARBANEL	2018-10-10
001	2016-01-01	MARK ABARBANEL	2017-10-13
001	2015-01-01	MARK ABARBANEL	2016-10-13
001	2013-01-01	MARK ABARBANEL	2014-10-22
001	2012-01-01	MARK ABARBANEL	2013-09-16
001	2011-01-01	MARK ABARBANEL	2012-10-11
001	2010-01-01	MARK ABARBANEL	2011-10-05
001	2007-01-01	MARK ABARBANEL
001	2006-01-01	MARK ABARBANEL

Plan Statistics for SAM'S PACKAGE STORE PROFIT SHARING PLAN

401k plan membership statisitcs for SAM'S PACKAGE STORE PROFIT SHARING PLAN

Measure Date Value
2025: SAM'S PACKAGE STORE PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-08-21 4
Total number of particpants at end of year 2025-08-21 4
Number of Participants With Account Balances 2025-08-21 3
Total number of particpants at beginning of year 2025-08-07 8
Total number of particpants at end of year 2025-08-07 4
Number of Participants With Account Balances 2025-08-07 3
2007: SAM'S PACKAGE STORE PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 3
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 0
Total of all active and inactive participants 2007-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 3
Number of participants with account balances 2007-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0
2006: SAM'S PACKAGE STORE PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 3
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 0
Total of all active and inactive participants 2006-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 3
Number of participants with account balances 2006-01-01 3

Measure	Date	Value
2025: SAM'S PACKAGE STORE PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-08-21	4
Total number of particpants at end of year	2025-08-21	4
Number of Participants With Account Balances	2025-08-21	3
Total number of particpants at beginning of year	2025-08-07	8
Total number of particpants at end of year	2025-08-07	4
Number of Participants With Account Balances	2025-08-07	3
2007: SAM'S PACKAGE STORE PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	3
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	0
Total of all active and inactive participants	2007-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	3
Number of participants with account balances	2007-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0
2006: SAM'S PACKAGE STORE PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	3
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	0
Total of all active and inactive participants	2006-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	3
Number of participants with account balances	2006-01-01	3

Financial Data on SAM'S PACKAGE STORE PROFIT SHARING PLAN

Measure	Date	Value
2025 : SAM'S PACKAGE STORE PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-08-21	336
Net assets as of the end of the plan year	2025-08-21	285781
Total assets as of the beginning of the plan year	2025-08-21	248283
Participant contributions to plan in this plan year	2025-08-21	10400
Value of participant loans at end of plan year	2025-08-21	8160
Other income to plan in this plan year	2025-08-21	17034
Plan net income in this plan year	2025-08-21	37498
Net assets as of the end of the plan year	2025-08-21	285781
Net assets as of the beginning of the plan year	2025-08-21	248283
Employer contributions to plan in this plan year	2025-08-21	10400
Expensese paid to adminstrative service provicers from plan in this plan year	2025-08-21	336
Total transfers to/from plan in this plan year	2025-08-07	0
Total liabilities as of the end of the plan year	2025-08-07	0
Total liabilities as of the beginning of the plan year	2025-08-07	0
Total expenses incurred by plan in this plan year	2025-08-07	435
Net assets as of the end of the plan year	2025-08-07	248283
Total assets as of the beginning of the plan year	2025-08-07	207599
Participant contributions to plan in this plan year	2025-08-07	10300
Value of participant loans at end of plan year	2025-08-07	8949
Other expenses paid from plan in this plan year	2025-08-07	0
Other contributions to plan in this plan year	2025-08-07	0
Other income to plan in this plan year	2025-08-07	20519
Plan net income in this plan year	2025-08-07	40684
Net assets as of the end of the plan year	2025-08-07	248283
Net assets as of the beginning of the plan year	2025-08-07	207599
Employer contributions to plan in this plan year	2025-08-07	10300
Expensese paid to adminstrative service provicers from plan in this plan year	2025-08-07	435
2008 : SAM'S PACKAGE STORE PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$-14,946
Expenses. Total of all expenses incurred	2008-12-31	$30
Total plan assets at end of year	2008-12-31	$31,871
Total plan assets at beginning of year	2008-12-31	$46,847
Expenses. Other expenses not covered elsewhere	2008-12-31	$30
Other income received	2008-12-31	$-14,946
Net income (gross income less expenses)	2008-12-31	$-14,976
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$31,871
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$46,847
2007 : SAM'S PACKAGE STORE PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources	2007-12-31	$4,523
Expenses. Total of all expenses incurred	2007-12-31	$30
Total plan assets at end of year	2007-12-31	$46,847
Total plan assets at beginning of year	2007-12-31	$42,354
Expenses. Other expenses not covered elsewhere	2007-12-31	$30
Other income received	2007-12-31	$4,523
Net income (gross income less expenses)	2007-12-31	$4,493
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$46,847
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$42,354
2006 : SAM'S PACKAGE STORE PROFIT SHARING PLAN 2006 401k financial data
Total income from all sources	2006-12-31	$3,852
Expenses. Total of all expenses incurred	2006-12-31	$30
Total plan assets at end of year	2006-12-31	$42,354
Total plan assets at beginning of year	2006-12-31	$38,532
Expenses. Other expenses not covered elsewhere	2006-12-31	$30
Other income received	2006-12-31	$3,852
Net income (gross income less expenses)	2006-12-31	$3,822
Net plan assets at end of year (total assets less liabilities)	2006-12-31	$42,354
Net plan assets at beginning of year (total assets less liabilities)	2006-12-31	$38,532
2005 : SAM'S PACKAGE STORE PROFIT SHARING PLAN 2005 401k financial data
Total income from all sources	2005-12-31	$2,365
Expenses. Total of all expenses incurred	2005-12-31	$30
Total plan assets at end of year	2005-12-31	$38,532
Total plan assets at beginning of year	2005-12-31	$36,197
Other income received	2005-12-31	$2,365
Net income (gross income less expenses)	2005-12-31	$2,335
Net plan assets at end of year (total assets less liabilities)	2005-12-31	$38,532
Net plan assets at beginning of year (total assets less liabilities)	2005-12-31	$36,197
Expenses. Administrative service providers (salaries,fees and commissions)	2005-12-31	$30
2004 : SAM'S PACKAGE STORE PROFIT SHARING PLAN 2004 401k financial data
Total income from all sources	2004-12-31	$2,699
Expenses. Total of all expenses incurred	2004-12-31	$30
Total plan assets at end of year	2004-12-31	$36,197
Total plan assets at beginning of year	2004-12-31	$33,528
Other income received	2004-12-31	$2,699
Net income (gross income less expenses)	2004-12-31	$2,669
Net plan assets at end of year (total assets less liabilities)	2004-12-31	$36,197
Net plan assets at beginning of year (total assets less liabilities)	2004-12-31	$33,528
Expenses. Administrative service providers (salaries,fees and commissions)	2004-12-31	$30

Form 5500 Responses for SAM'S PACKAGE STORE PROFIT SHARING PLAN

2007: SAM'S PACKAGE STORE PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: SAM'S PACKAGE STORE PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Insurance	Yes
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement – Insurance	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	404325
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	404325
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	404325
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	000404325
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	000404325
Policy instance	1

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Company Name:	SAMS PACKAGE STORE
Employer identification number (EIN):	042832120
NAIC Classification:	445310
NAIC Description:	Beer, Wine, and Liquor Stores