How big is Summit Management Group of Florida, LLC's plan?

Summit Management Group of Florida, LLC's plan reported $2.0M in assets and 71 participants for 2025.

Original filing (PDF)20260515153717NAL0009444065001

Summit Management Group of Florida, LLC

Name: Summit Management Group of Florida, LLC — Form 5500 Plan 001 (2025)
Creator: Summit Management Group of Florida, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Management Group of Florida, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Summit Management Group of Florida, LLC's Summit Management Group of Florida, LLC 401(k) Profit Sharing Plan held $2.0M in plan assets for 71 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Summit Management Group of Florida, LLC's EIN is 20-2059223.

EIN 20-2059223

Plan number 001

Plan year 2025

ACK ID 20260515153717NAL0009444065001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summit Management Group of Florida, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summit Management Group of Florida, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

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

100

Knocking points off