How big is Summit Energy Management, LLC's plan?

Summit Energy Management, LLC's plan reported $2.8M in assets and 10 participants for 2024.

Original filing (PDF)20250728144007NAL0003661378001

Summit Energy Management, LLC

Name: Summit Energy Management, LLC — Summit Energy, Form 5500 (2024)
Creator: Summit Energy Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Energy Management 401(k) Plan

401(k) retirement plan · Summit Energy Management, LLC's Summit Energy Management 401(k) Plan held $2.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Jerry Williams signed Summit Energy Management, LLC's 2024 Form 5500 as plan administrator.

Jerry Williams — 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 Energy Management, LLC's EIN is 27-2309559.

EIN 27-2309559

Plan number 001

Plan year 2024

ACK ID 20250728144007NAL0003661378001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit Energy Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Energy Management, LLC'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 ENERGY MANAGEMENT, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score