Original filing (PDF)20250515093554NAL0013335971001

SUMMIT MANAGEMENT AND REALTY COMPANY

Name: SUMMIT MANAGEMENT AND REALTY COMPANY — SUMMIT MANAGEMENT AND REALTY COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: SUMMIT MANAGEMENT AND REALTY COMPANY

Form 5500-SF

FILING_RECEIVED

SUMMIT MANAGEMENT AND REALTY COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

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 SUMMIT MANAGEMENT AND REALTY COMPANY.

Plan sponsor

Name

SUMMIT MANAGEMENT AND REALTY COMPANY

EIN

23-2539156

Address

1620 POND ROAD, SUITE 150 · ALLENTOWN, PA · 18104

Phone

(610) 264-0200

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

BLACKWATER RESOURCES, L.L.C.

BLACKWATER RESOURCES, LLC 401(K) RETIREMENT PLAN

$6.8M · 14 participants

HILLCREST DEVELOPMENT, LLLP

HILLCREST DEVELOPMENT 401(K) PROFIT SHARING PLAN AND TRUST

$6.8M · 17 participants

BENAROYA CAPITAL COMPANY, LLC

BENAROYA CAPITAL COMPANY, LLC 401(K) PLAN

$6.7M · 23 participants

BLUMENFELD DEVELOPMENT GROUP, LTD.

BLUMENFELD/LAGUARDIA 401(K) PLAN

$7.0M · 61 participants

THRIFTY OIL CO

THRIFTY OIL CO 401(K) PROFIT SHARING PLAN & TRUST