Original filing (PDF)20250323092922NAL0018996944001

Summit Educational Group, Inc.

Name: Summit Educational Group, Inc. — Summit Educational, Form 5500 (2024)
Creator: Summit Educational Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Educational Group 401(k)

401(k) retirement plan · Summit Educational Group, Inc.'s Summit Educational Group 401(k) filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Charles O'HEARN signed Summit Educational Group, Inc.'s 2024 Form 5500 as plan administrator.

Charles O'HEARN — 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

Summit Educational Group, Inc.'s EIN is 04-3125282.

EIN 04-3125282

Plan number 001

Plan year 2024

ACK ID 20250323092922NAL0018996944001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit Educational Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Educational Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT EDUCATIONAL GROUP, INC..

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Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score