Original filing (PDF)20251005084716NAL0001586803001

SUMMIT MORTGAGE BANKERS, INC.

Name: SUMMIT MORTGAGE BANKERS, INC. — SUMMIT MORTGAGE BANKERS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: SUMMIT MORTGAGE BANKERS, INC.

Form 5500-SF

FILING_RECEIVED

SUMMIT MORTGAGE BANKERS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.8M

Net assets (EOY)

$20.8M

Plan health score

/ 100

Grade B

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

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT MORTGAGE BANKERS, INC..

Plan sponsor

Name

SUMMIT MORTGAGE BANKERS, INC.

EIN

13-3654244

Address

136-20 38TH AVENUE · SUITE 11I · FLUSHING, NY · 11354

Phone

(718) 888-0358

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

DAMY MANAGEMENT

DAMY MANAGEMENT 401(K) PROFIT SHARING PLAN

$20.8M · 73 participants

MORTGAGE EXPRESS, LLC

MORTGAGE EXPRESS, LLC 401(K) PROFIT SHARING PLAN

$20.5M · 117 participants

HARBORONE MORTGAGE LLC

HARBORONE MORTGAGE, LLC RETIREMENT PLAN

$20.4M · 128 participants

GOLDEN EMPIRE MORTGAGE, INC.

GEM 401(K) PLAN

$21.2M · 413 participants

HOMESTAR FINANCIAL CORPORATION

HOMESTAR FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST