How big is Summit Planning Group, Inc.'s plan?

Summit Planning Group, Inc.'s plan reported $2.0M in assets and 4 participants for 2024.

Original filing (PDF)20251015152427NAL0002546979001

Summit Planning Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

Summit Planning Group, Inc. 401(k) Plan

401(k) retirement plan · Summit Planning Group, Inc.'s Summit Planning Group, Inc. 401(k) Plan held $2.0M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Summit Planning Group, Inc.'s EIN is 16-1283752.

EIN 16-1283752

Plan number 001

Plan year 2024

ACK ID 20251015152427NAL0002546979001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Planning Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score