Back to filter
Original filing (PDF)20250715160405NAL0002422193001
SUMMIT AG INC.
Form 5500-SF
FILING_RECEIVED
SUMMIT AG 401(K)
401(k) retirement plan
Active participants
55
Accounts w/ balance
41
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT AG INC..
Plan sponsor
Name
SUMMIT AG INC.
EIN
26-4332555
Address
445 E DEERE STREET · WEST POINT, NE · 68788
Phone
(402) 372-2946
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2025-07-15
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
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Insurance Agencies & Brokerages plans
LEON GOBCZYNSKI
LEON GOBCZYNSKI AGE-WEIGHTED PROFIT SHARING PLAN
$1.5M · 4 participants
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
$1.5M · 17 participants
Large plans in Nebraska
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BERKSHIRE HATHAWAY CREDIT CORPORATION
BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN
$5.2B · 7,732 participants
AMERITAS LIFE INSURANCE CORP
AMERITAS LIFE INSURANCE CORP SEPARATE ACCOUNT G
$4.9B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER TRUST
$4.7B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST
$4.6B
UNION PACIFIC CORPORATION
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES
$4.1B · 3,169 participants