401k Plan data: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN plan

SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 401k Plan overview

Plan Name	SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN
Plan identification number	002

SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.

401k Sponsoring company profile

SAMUELS PRODUCTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: SAMUELS PRODUCTS, INC.

Employer identification number (EIN): 310431100

NAIC Classification: 323100

Additional information about SAMUELS PRODUCTS, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1913-02-24

Company Identification Number: 33771

Legal Registered Office Address: 201 E. FIFTH STREET
SUITE 800
CINCINNATI
United States of America (USA)
45202

More information about SAMUELS PRODUCTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01 JEREMY J. SCHIRA 2023-03-28
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 TOM SAMUELS
002 2017-01-01 TOM SAMUELS
002 2016-01-01 TOM SAMUELS
002 2015-01-01 TOM SAMUELS
002 2014-01-01 WILLIAM L. FITZPATRIC
002 2013-01-01 WILLIAM L. FITZPATRIC
002 2012-01-01 WILLIAM L. FITZPATRIC
002 2011-01-01 WILLIAM L. FITZPATRIC
002 2010-01-01 WILLIAM L. FITZPATRIC
002 2009-01-01 WILLIAM L. FITZPATRIC WILLIAM L. FITZPATRIC 2010-04-20

Plan Statistics for SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN

401k plan membership statisitcs for SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN

Measure Date Value
2020: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 24
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 25
Number of participants with account balances 2020-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 23
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 24
Number of participants with account balances 2019-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 25
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 26
Number of participants with account balances 2018-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 25
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 27
Number of participants with account balances 2017-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 24
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 27
Number of participants with account balances 2016-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 24
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 27
Number of participants with account balances 2015-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 27
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 28
Number of participants with account balances 2014-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 24
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 25
Number of participants with account balances 2013-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 25
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 30
Number of participants with account balances 2012-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 33
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 36
Number of participants with account balances 2011-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 33
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 38
Number of participants with account balances 2010-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 34
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 37
Number of participants with account balances 2009-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	24
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	25
Number of participants with account balances	2020-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	23
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	24
Number of participants with account balances	2019-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	25
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	26
Number of participants with account balances	2018-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	25
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	27
Number of participants with account balances	2017-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	24
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	27
Number of participants with account balances	2016-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	24
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	27
Number of participants with account balances	2015-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	27
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	28
Number of participants with account balances	2014-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	24
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	25
Number of participants with account balances	2013-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	25
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	30
Number of participants with account balances	2012-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	33
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	36
Number of participants with account balances	2011-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	33
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	38
Number of participants with account balances	2010-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	34
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	37
Number of participants with account balances	2009-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN

Measure	Date	Value
2020 : SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$237,772
Expenses. Total of all expenses incurred	2020-12-31	$4,067
Total plan assets at end of year	2020-12-31	$2,535,218
Total plan assets at beginning of year	2020-12-31	$2,301,513
Value of fidelity bond covering the plan	2020-12-31	$250,000
Total contributions received or receivable from participants	2020-12-31	$88,196
Other income received	2020-12-31	$110,724
Net income (gross income less expenses)	2020-12-31	$233,705
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,535,218
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,301,513
Total contributions received or receivable from employer(s)	2020-12-31	$38,852
Value of corrective distributions	2020-12-31	$4,017
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$497,529
Expenses. Total of all expenses incurred	2019-12-31	$549,844
Benefits paid (including direct rollovers)	2019-12-31	$543,386
Total plan assets at end of year	2019-12-31	$2,301,513
Total plan assets at beginning of year	2019-12-31	$2,353,828
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$89,703
Other income received	2019-12-31	$371,174
Net income (gross income less expenses)	2019-12-31	$-52,315
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,301,513
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,353,828
Total contributions received or receivable from employer(s)	2019-12-31	$36,652
Value of corrective distributions	2019-12-31	$6,183
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$275
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-12,860
Expenses. Total of all expenses incurred	2018-12-31	$51,215
Benefits paid (including direct rollovers)	2018-12-31	$43,727
Total plan assets at end of year	2018-12-31	$2,353,828
Total plan assets at beginning of year	2018-12-31	$2,417,903
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$99,030
Other income received	2018-12-31	$-151,145
Net income (gross income less expenses)	2018-12-31	$-64,075
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,353,828
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,417,903
Total contributions received or receivable from employer(s)	2018-12-31	$39,255
Value of corrective distributions	2018-12-31	$7,113
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$375
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$439,101
Expenses. Total of all expenses incurred	2017-12-31	$42,774
Benefits paid (including direct rollovers)	2017-12-31	$35,115
Total plan assets at end of year	2017-12-31	$2,417,903
Total plan assets at beginning of year	2017-12-31	$2,021,576
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$102,226
Other income received	2017-12-31	$297,095
Net income (gross income less expenses)	2017-12-31	$396,327
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,417,903
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,021,576
Total contributions received or receivable from employer(s)	2017-12-31	$39,780
Value of corrective distributions	2017-12-31	$7,434
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$327,336
Expenses. Total of all expenses incurred	2016-12-31	$560,258
Benefits paid (including direct rollovers)	2016-12-31	$560,208
Total plan assets at end of year	2016-12-31	$2,021,576
Total plan assets at beginning of year	2016-12-31	$2,254,498
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$89,855
Other income received	2016-12-31	$202,671
Net income (gross income less expenses)	2016-12-31	$-232,922
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,021,576
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,254,498
Total contributions received or receivable from employer(s)	2016-12-31	$34,810
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$77,949
Expenses. Total of all expenses incurred	2015-12-31	$11,513
Benefits paid (including direct rollovers)	2015-12-31	$11,463
Total plan assets at end of year	2015-12-31	$2,254,498
Total plan assets at beginning of year	2015-12-31	$2,188,062
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$96,945
Other income received	2015-12-31	$-55,544
Net income (gross income less expenses)	2015-12-31	$66,436
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,254,498
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,188,062
Total contributions received or receivable from employer(s)	2015-12-31	$36,548
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$268,308
Expenses. Total of all expenses incurred	2014-12-31	$27,787
Benefits paid (including direct rollovers)	2014-12-31	$27,557
Total plan assets at end of year	2014-12-31	$2,188,062
Total plan assets at beginning of year	2014-12-31	$1,947,541
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$87,306
Other income received	2014-12-31	$158,119
Net income (gross income less expenses)	2014-12-31	$240,521
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,188,062
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,947,541
Total contributions received or receivable from employer(s)	2014-12-31	$22,883
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$354,022
Expenses. Total of all expenses incurred	2013-12-31	$151,803
Benefits paid (including direct rollovers)	2013-12-31	$150,316
Total plan assets at end of year	2013-12-31	$1,947,541
Total plan assets at beginning of year	2013-12-31	$1,745,322
Value of fidelity bond covering the plan	2013-12-31	$175,000
Total contributions received or receivable from participants	2013-12-31	$84,530
Other income received	2013-12-31	$248,183
Net income (gross income less expenses)	2013-12-31	$202,219
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,947,541
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,745,322
Total contributions received or receivable from employer(s)	2013-12-31	$21,309
Value of corrective distributions	2013-12-31	$1,262
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$273,102
Expenses. Total of all expenses incurred	2012-12-31	$137,706
Benefits paid (including direct rollovers)	2012-12-31	$137,231
Total plan assets at end of year	2012-12-31	$1,745,322
Total plan assets at beginning of year	2012-12-31	$1,609,926
Value of fidelity bond covering the plan	2012-12-31	$175,000
Total contributions received or receivable from participants	2012-12-31	$96,995
Other income received	2012-12-31	$161,070
Net income (gross income less expenses)	2012-12-31	$135,396
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,745,322
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,609,926
Total contributions received or receivable from employer(s)	2012-12-31	$15,037
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$475
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$122,127
Expenses. Total of all expenses incurred	2011-12-31	$43,465
Benefits paid (including direct rollovers)	2011-12-31	$43,365
Total plan assets at end of year	2011-12-31	$1,609,926
Total plan assets at beginning of year	2011-12-31	$1,531,264
Value of fidelity bond covering the plan	2011-12-31	$175,000
Total contributions received or receivable from participants	2011-12-31	$92,561
Other income received	2011-12-31	$15,359
Net income (gross income less expenses)	2011-12-31	$78,662
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,609,926
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,531,264
Total contributions received or receivable from employer(s)	2011-12-31	$14,207
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$272,799
Expenses. Total of all expenses incurred	2010-12-31	$6,151
Benefits paid (including direct rollovers)	2010-12-31	$5,850
Total plan assets at end of year	2010-12-31	$1,531,264
Total plan assets at beginning of year	2010-12-31	$1,264,616
Value of fidelity bond covering the plan	2010-12-31	$125,000
Total contributions received or receivable from participants	2010-12-31	$99,507
Other income received	2010-12-31	$148,494
Net income (gross income less expenses)	2010-12-31	$266,648
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,531,264
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,264,616
Total contributions received or receivable from employer(s)	2010-12-31	$24,798
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$301
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN

2020: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SAMUELS PRODUCTS, INC. PROFIT SHARING 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SAMUELS PRODUCTS, INC.
Employer identification number (EIN):	310431100
NAIC Classification:	323100

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1913-02-24
Company Identification Number:	33771
Legal Registered Office Address:	201 E. FIFTH STREET SUITE 800 CINCINNATI United States of America (USA) 45202

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01	JEREMY J. SCHIRA	2023-03-28
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	TOM SAMUELS
002	2017-01-01	TOM SAMUELS
002	2016-01-01	TOM SAMUELS
002	2015-01-01	TOM SAMUELS
002	2014-01-01	WILLIAM L. FITZPATRIC
002	2013-01-01	WILLIAM L. FITZPATRIC
002	2012-01-01	WILLIAM L. FITZPATRIC
002	2011-01-01	WILLIAM L. FITZPATRIC
002	2010-01-01	WILLIAM L. FITZPATRIC
002	2009-01-01	WILLIAM L. FITZPATRIC		WILLIAM L. FITZPATRIC	2010-04-20