How big is Summit Psychological Associate's plan?

Summit Psychological Associate's plan reported $573K in assets and 43 participants for 2025.

Original filing (PDF)20260504083707NAL0002143411001

Summit Psychological Associate

Name: Summit Psychological Associate — Summit Psychologica, Form 5500 (2025)
Creator: Summit Psychological Associate
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Psychological Associate 401 K Profit Sharing Plan Trust

401(k) retirement plan · Summit Psychological Associate's Summit Psychological Associate 401 K Profit Sharing Plan Trust held $573K in plan assets for 43 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$573K

Net assets (EOY)

$573K

Plan identifiers

Summit Psychological Associate's EIN is 34-1686402.

EIN 34-1686402

Plan number 001

Plan year 2025

ACK ID 20260504083707NAL0002143411001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summit Psychological Associate from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summit Psychological Associate'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 PSYCHOLOGICAL ASSOCIATE.

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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

Knocking points off