How big is Summer BEAM, LLC's plan?

Summer BEAM, LLC's plan reported $363K in assets and 2 participants for 2024.

Original filing (PDF)20250422075507NAL0002684515001

Summer BEAM, LLC

Name: Summer BEAM, LLC — Summer BEAM, LLC 401(k) Profit, Form 5500 (2024)
Creator: Summer BEAM, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summer BEAM, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Summer BEAM, LLC's Summer BEAM, LLC 401(k) Profit Sharing Plan held $363K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$363K

Net assets (EOY)

$363K

Plan identifiers

Summer BEAM, LLC's EIN is 45-2281016.

EIN 45-2281016

Plan number 001

Plan year 2024

ACK ID 20250422075507NAL0002684515001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summer BEAM, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summer BEAM, LLC'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 SUMMER BEAM, LLC.

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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 (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SUMMER BEAM, LLC

EIN

all filings

Address

86 BANK STREET · LEBANON, NH · 03766

Phone

(802) 299-6335

Industry

Construction

Plan administrator