How big is Summit AG Inc.'s plan?

Summit AG Inc.'s plan reported $1.5M in assets and 55 participants for 2024.

Original filing (PDF)20250715160405NAL0002422193001

Summit AG Inc.

Name: Summit AG Inc. — Summit AG 401(k), Form 5500 (2024)
Creator: Summit AG Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit AG 401(k)

401(k) retirement plan · Summit AG Inc.'s Summit AG 401(k) held $1.5M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Jlynn Hughes signed Summit AG Inc.'s 2024 Form 5500 as plan administrator.

Jlynn Hughes — 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 AG Inc.'s EIN is 26-4332555.

EIN 26-4332555

Plan number 001

Plan year 2024

ACK ID 20250715160405NAL0002422193001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit AG 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 AG INC..

Finding similar companies…

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SUMMIT AG INC.

EIN

all filings

Address

445 E DEERE STREET · WEST POINT, NE · 68788

Phone

(402) 372-2946

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-07-15

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

Newman LORE Associates LLC

Newman LORE Associates LLC 401(k) Profit Sharing Plan

$1.5M · 6 participants

Georgetown Insurance Agency

Georgetown Insurance Agency 401(k) Profit Sharing Plan and Trust

$1.5M · 6 participants

Gerald A. Peter & Associates Inc.

Gerald a Peter & Associates Inc. 401(k) Plan

$1.5M · 23 participants

Eskra and Associates, Inc.

Eskra and Associates Cash Balance Plan

$1.5M · 27 participants

R.P. DODD Group, Inc.

R.P. DODD Group, Inc. 401(k) Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.