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

Summit CPA, Inc.'s plan reported $889K in assets and 4 participants for 2024.

Original filing (PDF)20250710145836NAL0015413186001

Summit CPA, Inc.

Name: Summit CPA, Inc. — Summit CPA, Inc.'s Retirement, Form 5500 (2024)
Creator: Summit CPA, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit CPA, Inc.'s Retirement Plan

401(k) retirement plan · Summit CPA, Inc.'s Summit CPA, Inc.'s Retirement Plan held $889K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$889K

Net assets (EOY)

$889K

People on this filing

Christopher DU signed Summit CPA, Inc.'s 2024 Form 5500 as plan administrator.

Christopher DU — 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 CPA, Inc.'s EIN is 20-8566122.

EIN 20-8566122

Plan number 001

Plan year 2024

ACK ID 20250710145836NAL0015413186001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit CPA, Inc.'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 SUMMIT CPA, 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