Original filing (PDF)20250327092139NAL0026291104001

SUMMIT EXCAVATING

Name: SUMMIT EXCAVATING — SUMMIT EXCAVATING CHAMBER BENEFIT ARRANGEMENT PLAN, Form 5500 (2023)
Creator: SUMMIT EXCAVATING

Form 5500-SF

FILING_RECEIVED

SUMMIT EXCAVATING CHAMBER BENEFIT ARRANGEMENT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6K

Net assets (EOY)

$1K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SUMMIT EXCAVATING

EIN

34-1328829

Address

3316 GRILL RD · CLINTON, OH · 44216

Phone

(330) 825-2035

Industry

Constructionsee all

Plan administrator

Name

STEPHEN MILLARD

EIN

82-5056803

City

AKRON, OH

Phone

(330) 376-5550

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

Welfare benefit codes

4A · Health (other than dental or vision)

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 providers

Related plans

Similar-size Construction plans

TURF AND SPORT, LLC

TURF AND SPORT, LLC 401(K) PROFIT SHARING PLAN

$6K

BREEDING INSULATION CO. KNOXVILLE, INC.

THE CONTRACTORS RETIREMENT PLAN

$6K · 5 participants

ALASKA ARCTIC CATERING & SUPPORT SERVICE

ALASKA ARCTIC CATERING & SUPPORT SERVICES, INC. HEALTH AND WELFARE PLAN

$6K

EXTRA BUILDING MATERIALS INC

$6K · 10 participants

ADVANCE ENGINEERING & CONSTRUCTION, LLC

ADVANCE ENGINEERING & CONSTRUCTION, LLC HEALTH AND WELFARE PLAN