How big is Sumner Company's plan?

Sumner Company's plan reported $352K in assets and 7 participants for 2024.

Original filing (PDF)20251008001523NAL0012705906001

Sumner Company

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

Form 5500-SF

FILING_RECEIVED

Sumner Company 401(k) Plan

401(k) retirement plan · Sumner Company's Sumner Company 401(k) Plan held $352K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$352K

Net assets (EOY)

$352K

People on this filing

Jesse Sumner signed Sumner Company's 2024 Form 5500 as plan administrator.

Jesse Sumner — 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

Sumner Company's EIN is 20-1204733.

EIN 20-1204733

Plan number 001

Plan year 2024

ACK ID 20251008001523NAL0012705906001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sumner Company'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 SUMNER COMPANY.

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SUMNER COMPANY

EIN

all filings

Address

PO BOX 872992 · WASILLA, AK · 99687

Phone

(907) 715-7388

Industry

Construction

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

Swallech Construction, LLC

SWAL'LECH Construction, LLC 401(k) Plan

$352K · 8 participants

Paceline Construction LLC

Paceline Construction 401(k) Plan

$352K · 12 participants

Maple Leaf Construction, Inc.

Maple Leaf Construction 401(k) Plan

$352K · 5 participants

Lords Electric Limited Liabili

Lords Electric Limited Liabili 401(k) Profit Sharing Plan & Trust

$352K · 13 participants

Persinger & Associates, Inc.

Persinger & Associates, Inc. 401(k) Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.