How big is Whitney Summers' plan?

Whitney Summers' plan reported $1.5M in assets for 2022.

Original filing (PDF)20231020153005NAL0002164913001

Whitney Summers

Name: Whitney Summers — Whitney Summers Keogh Plan, Form 5500 (2022)
Creator: Whitney Summers
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitney Summers Keogh Plan

Defined-benefit pension plan · Whitney Summers' Whitney Summers Keogh Plan reported $1.5M in plan assets in 2022.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Whitney Summers' EIN is 25-6149686.

EIN 25-6149686

Plan number 001

Plan year 2022

ACK ID 20231020153005NAL0002164913001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Whitney Summers from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Whitney Summers' plan includes profit-sharing, a frozen benefit (no new accruals).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off