How big is White Summers Caffee & James L's plan?

White Summers Caffee & James L's plan reported $6.1M in assets and 17 participants for 2024.

Original filing (PDF)20250819174714NAL0002440449001

White Summers Caffee & James L

Name: White Summers Caffee & James L — White Summers, Form 5500 (2024)
Creator: White Summers Caffee & James L
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White Summers Caffee & James 401(k) PSP&T

401(k) retirement plan · White Summers Caffee & James L's White Summers Caffee & James 401(k) PSP&T held $6.1M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

People on this filing

JON Summers signed White Summers Caffee & James L's 2024 Form 5500 as plan administrator.

JON Summers — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

White Summers Caffee & James L's EIN is 45-3015725.

EIN 45-3015725

Plan number 001

Plan year 2024

ACK ID 20250819174714NAL0002440449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for White Summers Caffee & James L from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

White Summers Caffee & James L's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITE SUMMERS CAFFEE & JAMES L.

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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