How big is Summit Benefits Insurance Associates, Inc.'s plan?

Summit Benefits Insurance Associates, Inc.'s plan reported $1.1M in assets and 3 participants for 2025.

Original filing (PDF)20260204131315NAL0003534753001

Summit Benefits Insurance Associates, Inc.

Name: Summit Benefits Insurance Associates, Inc. — Form 5500 Plan 001 (2025)
Creator: Summit Benefits Insurance Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Benefits Insurance Associates, Inc. Retirement Savings Plan

401(k) retirement plan · Summit Benefits Insurance Associates, Inc.'s Summit Benefits Insurance Associates, Inc. Retirement Savings Plan held $1.1M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Summit Benefits Insurance Associates, Inc.'s EIN is 33-0298928.

EIN 33-0298928

Plan number 001

Plan year 2025

ACK ID 20260204131315NAL0003534753001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summit Benefits Insurance Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summit Benefits Insurance Associates, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT BENEFITS INSURANCE ASSOCIATES, INC..

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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