Original filing (PDF)20251119120435NAL0003867057001

SUMMERS & ZIM'S INC

Name: SUMMERS & ZIM'S INC — SUMMERS & ZIM'S INC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SUMMERS & ZIM'S INC

Form 5500-SF

FILING_RECEIVED

SUMMERS & ZIM'S INC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMERS & ZIM'S INC.

Plan sponsor

Name

SUMMERS & ZIM'S INC

EIN

23-1908025

Address

403 VALLEY AVENUE · PO BOX 220 · ATGLEN, PA · 19310

Phone

(610) 593-5129

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-11-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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