· 2022–2024 · DOL EFAST2

SUMMIT REAL ESTATE GROUP — SUMMIT REAL ESTATE GROUP CHAMBER BENEFIT ARRANGEMENT PLAN, Form 5500 (2023)

Original filing (PDF)20250327092141NAL0017303889001

SUMMIT REAL ESTATE GROUP

Form 5500-SF

FILING_RECEIVED

SUMMIT REAL ESTATE GROUP CHAMBER BENEFIT ARRANGEMENT PLAN

Health & welfare plan

Active participants

2

Accounts w/ balance

—

Plan assets (EOY)

$875

Net assets (EOY)

$197

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SUMMIT REAL ESTATE GROUP

EIN

45-4004416all filings

Address

908 STONEWATER DR · KENT, OH · 44240

Phone

(330) 703-2304

Industry

Real Estatesee all

Plan administrator

Name

STEPHEN MILLARD

EIN

82-5056803

City

AKRON, OH

Phone

(330) 376-5550

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

MACALUSO REALTY

MACALUSO REALTY SOCA BENEFIT PLAN

$873 · 2 participants

JAZ PROPERTIES LTD

JAZ PROPERTIES LTD SOCA BENEFIT PLAN

$870 · 2 participants

DAWKINS REALTY, LLC

DAWKINS REALTY, LLC 401(K) PLAN

$869 · 2 participants

BALL INTERNATIONAL REAL ESTATE G

BALL INTERNATIONAL REAL ESTATE GROUP LLC

$867 · 1 participants

WINTER PROPERTIES LLC

WINTER PROPERTIES LLC GCF BENEFIT PLAN

$866 · 2 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.