How big is Summit Trading, Inc.'s plan?

Summit Trading, Inc.'s plan reported $879K in assets and 7 participants for 2024.

Original filing (PDF)20250527190207NAL0004140675001

Summit Trading, Inc.

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

Form 5500-SF

FILING_RECEIVED

Summit Trading, Inc. 401(k) P/S Plan

401(k) retirement plan · Summit Trading, Inc.'s Summit Trading, Inc. 401(k) P/S Plan held $879K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$879K

Net assets (EOY)

$879K

People on this filing

BOAZ Spitz signed Summit Trading, Inc.'s 2024 Form 5500 as plan administrator.

BOAZ Spitz — 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 Trading, Inc.'s EIN is 20-1339547.

EIN 20-1339547

Plan number 001

Plan year 2024

ACK ID 20250527190207NAL0004140675001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Trading, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 TRADING, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score