How big is Summit Software Co.'s plan?

Summit Software Co.'s plan reported $7.0M in assets and 4 participants for 2024.

Original filing (PDF)20250612115318NAL0012899203001

Summit Software Co.

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

Form 5500-SF

FILING_RECEIVED

Summit Software 401(k) Plan

401(k) retirement plan · Summit Software Co.'s Summit Software 401(k) Plan held $7.0M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

People on this filing

David Schneid signed Summit Software Co.'s 2024 Form 5500 as plan administrator.

David Schneid — 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 Software Co.'s EIN is 16-1368030.

EIN 16-1368030

Plan number 002

Plan year 2024

ACK ID 20250612115318NAL0012899203001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

SUMMIT SOFTWARE CO.

EIN

all filings

Address

4933 JAMESVILLE ROAD · JAMESVILLE, NY · 13078

Phone

(315) 481-1727

Industry

Professional & Technical Services

Plan administrator