· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SUMMERS OF COLUMBUS, INC. — SUMMERS OF PHC SOUTH 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240708162437NAL0007423315001
SUMMERS OF COLUMBUS, INC.
Form 5500-SF
FILING_RECEIVED
SUMMERS OF PHC SOUTH 401(K) PLAN
401(k) retirement plan
Active participants
38
Accounts w/ balance
15
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SUMMERS OF COLUMBUS, INC.
.
Find decision makers
Plan sponsor
Name
SUMMERS OF COLUMBUS, INC.
EIN
46-1692027
Address
4660 PROGRESS DR · COLUMBUS, IN · 472017825
Phone
(812) 418-3500
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
BRYCO PLUMBING CO., INC.
BRYCO PLUMBING CO., INC. 401(K)
$1.1M · 10 participants
MATRIX HOLDINGS, LLC
MATRIX HOLDINGS, LLC 401(K) PLAN
$1.1M · 11 participants
PIPERS PLUMBING OF CENTRAL MINNESOTA INC.
PIPERS PLUMBING OF CENTRAL MINNESOTA INC. 401(K) PLAN
$1.1M · 6 participants
JOSEPH A. DIPIETRO HEATING AND COOLING, INC.
JOSEPH A. DIPIETRO HEATING AND COOLING, INC. 401(K) PLAN
$1.1M · 49 participants
WARD'S HEATING & AIR CONDITIONING, INC.
WARD'S HEATING & AIR CONDITIONING, INC. 401(K) PLAN
65
Knocking points off
Only 39% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 38 participants
MARIBEL HEATING & PLUMBING LLC
MARIBEL HEATING & PLUMBING LLC 401(K) PLAN
$1.1M · 6 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
