Original filing (PDF)20250703050723NAL0000552384001

SUMMIT SOLUTIONS LLC

Name: SUMMIT SOLUTIONS LLC — SUMMIT SOLUTIONS 401(K) PLAN, Form 5500 (2024)
Creator: SUMMIT SOLUTIONS LLC

Form 5500-SF

FILING_RECEIVED

SUMMIT SOLUTIONS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

Plan health score

Above-average plan

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.

Decision-maker contacts

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

Plan sponsor

Name

SUMMIT SOLUTIONS LLC

EIN

36-4844981all filings

Address

6817 SOUTHPOINT PKWY. SUITE 1004 · JACKSONVILLE, FL · 32216

Phone

(904) 830-0745

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

LUMIERE STRATEGIES, LLC

LUMIERE STRATEGIES, LLC RETIREMENT PLAN

$24K · 3 participants

FEINSTEIN TAX & ACCOUNTING INC

FEINSTEIN TAX & ACCOUNTING INC 401(K) PLAN

$24K · 3 participants

CLIMB ACCOUNTING CORPORATION

CLIMB ACCOUNTING 401(K) PLAN

$24K · 1 participants

PREMIER TAX & ACCOUNTING, INC

PREMIER TAX & ACCOUNTING 401(K) PLAN

$24K · 5 participants

NUMBER NERD BOOKKEEPING SOLUTIONS, LLC

NUMBER NERD BOOKKEEPING SOLUTIONS PROFIT SHARING PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.