How big is Summit Real Estate Group's plan?

Summit Real Estate Group's plan reported $875 in assets and 2 participants for 2023.

Original filing (PDF)20250327092141NAL0017303889001

Summit Real Estate Group

Name: Summit Real Estate Group — Summit Real Estate Group, Form 5500 (2023)
Creator: Summit Real Estate Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Real Estate Group Chamber Benefit Arrangement Plan

Health & welfare plan · Summit Real Estate Group's Summit Real Estate Group Chamber Benefit Arrangement Plan held $875 in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$875

Net assets (EOY)

$197

People on this filing

Stephen Millard signed Summit Real Estate Group's 2023 Form 5500 as plan administrator.

Stephen Millard — 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

Summit Real Estate Group's EIN is 45-4004416.

EIN 45-4004416

Plan number 501

Plan year 2023

ACK ID 20250327092141NAL0017303889001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Summit Real Estate Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Summit Real Estate Group's plan includes health coverage.

Decision-maker contacts

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

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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