How big is Summitwest Care's plan?

Summitwest Care's plan reported $1.2M in assets and 116 participants for 2024.

Original filing (PDF)20250411154302NAL0044501186001

Summitwest Care

Name: Summitwest Care — Summitwest Care 401(k) Plan, Form 5500 (2024)
Creator: Summitwest Care
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summitwest Care 401(k) Plan

401(k) retirement plan · Summitwest Care's Summitwest Care 401(k) Plan held $1.2M in plan assets for 116 participants in 2024.

Active participants

116

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

TARA Evans, for TAG Resources signed Summitwest Care's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Summitwest Care's EIN is 02-0565600.

EIN 02-0565600

Plan number 001

Plan year 2024

ACK ID 20250411154302NAL0044501186001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summitwest Care from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summitwest Care's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMITWEST CARE.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score