How big is Summers Plumbing, Heating & Cooling's plan?

Summers Plumbing, Heating & Cooling's plan reported $1.8M in assets and 57 participants for 2023.

Original filing (PDF)20240621074413NAL0003270080001

Summers Plumbing, Heating & Cooling

Name: Summers Plumbing, Heating & Cooling — Summers Plumbi, Form 5500 (2023)
Creator: Summers Plumbing, Heating & Cooling
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summers Plumbing, Heating & Cooling, Inc. 401(k) Plan

401(k) retirement plan · Summers Plumbing, Heating & Cooling's Summers Plumbing, Heating & Cooling, Inc. 401(k) Plan held $1.8M in plan assets for 57 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Angela Sexton signed Summers Plumbing, Heating & Cooling's 2023 Form 5500 as plan administrator.

Angela Sexton — 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

Summers Plumbing, Heating & Cooling's EIN is 26-2274377.

EIN 26-2274377

Plan number 001

Plan year 2023

ACK ID 20240621074413NAL0003270080001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Summers Plumbing, Heating & Cooling from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Summers Plumbing, Heating & Cooling'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 SUMMERS PLUMBING, HEATING & COOLING.

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Plan health score

Above-average plan

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