How big is Summit Team, Inc.'s plan?

Summit Team, Inc.'s plan reported $7.0M in assets and 7 participants for 2024.

Original filing (PDF)20250523122627NAL0003400625001

Summit Team, Inc.

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

Form 5500-SF

FILING_RECEIVED

Summit Team, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Summit Team, Inc.'s Summit Team, Inc. 401(k) Profit Sharing Plan held $7.0M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan identifiers

Summit Team, Inc.'s EIN is 33-0555156.

EIN 33-0555156

Plan number 002

Plan year 2024

ACK ID 20250523122627NAL0003400625001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Team, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SUMMIT TEAM, INC.

EIN

all filings

Address

17165 NEWHOPE STREET, SUITE H · FOUNTAIN VALLEY, CA · 92708

Phone

(714) 241-1550

Industry

Real Estate

Plan administrator