How big is Summerco, Inc.'s plan?

Summerco, Inc.'s plan reported $1.7M in assets and 9 participants for 2025.

Original filing (PDF)20260323151217NAL0001701281001

Summerco, Inc.

Name: Summerco, Inc. — Summerco, Inc. 401(k) Plan, Form 5500 (2025)
Creator: Summerco, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summerco, Inc. 401(k) Plan

401(k) retirement plan · Summerco, Inc.'s Summerco, Inc. 401(k) Plan held $1.7M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Summerco, Inc.'s EIN is 20-2439976.

EIN 20-2439976

Plan number 002

Plan year 2025

ACK ID 20260323151217NAL0001701281001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summerco, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summerco, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMERCO, 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Plan sponsor

Name

SUMMERCO, INC.

EIN

all filings

Address

27 N 3000 E · SUGAR CITY, ID · 83448

Phone

(208) 390-9314

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-23

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Agriculture, Forestry, Fishing, Hunting plans

Eissner Financial

Eissner Financial 401(k)

$1.7M · 4 participants

CTRA PLLC

CTRA PLLC 401(k) Plan

$1.7M · 34 participants

Headway LLC

Headway, LLC 401(k) Plan

$1.7M · 12 participants

Whiting Commercial Development Corp.

Whiting Commercial Development Corporation 401(k) Plan

$1.7M · 85 participants

Paint TEK Quality Painting Inc.

Paint TEK Quality Painting Inc. 401(k) Plan

$1.7M · 2 participants

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