SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR

Plan Contact

  • Address: 2572 PENNY ROAD,HIGH POINT,NC
  • Contact person: TERRY MCLEOD
  • Phone: (336) 822-8898

Plan General Information

SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR is $34,451,284.00.This plan was established in 2022.

SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR is 1667

SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR Average Participant Retirement Account Value

In 2021, the average participant retirement account value for SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR is $20,666.00

SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR is $1,316.00.

SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR is approximately $454.00
Investing in this additonal $454.00 for 20 years would give you extra $29,097.00, assuming a 10% annual return.

SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR Total Employer Contribution and Match Rate

In 2021, SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR allocates $757,909.00 to match its employees' contributions, providing an employer match rate of 34.53% of their contributions

SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR is 11.44%.

SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR is 13.57%. This measures the effectiveness of the plan participants' investments in the year.

SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR Expense Ratio

In 2021, the investment and administrative expense ratio of SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR is 0.47%.

Enrollment Features

SAMSON INVESTMENT HOLDING CO RETIRE SAV PL&TR has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...