How big is Summit Mechanical, Inc.'s plan?

Summit Mechanical, Inc.'s plan reported $386K in assets and 21 participants for 2025.

Original filing (PDF)20260331101038NAL0016129490001

Summit Mechanical, Inc.

Name: Summit Mechanical, Inc. — Summit Mechanical, Inc., Form 5500 (2025)
Creator: Summit Mechanical, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Mechanical, Inc. 401(k) Plan

401(k) retirement plan · Summit Mechanical, Inc.'s Summit Mechanical, Inc. 401(k) Plan held $386K in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$386K

Net assets (EOY)

$386K

People on this filing

Cheryl Fletcher signed Summit Mechanical, Inc.'s 2025 Form 5500 as plan administrator.

Cheryl Fletcher — 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 Mechanical, Inc.'s EIN is 46-1397847.

EIN 46-1397847

Plan number 001

Plan year 2025

ACK ID 20260331101038NAL0016129490001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summit Mechanical, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summit Mechanical, Inc.'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 SUMMIT MECHANICAL, INC..

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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