Original filing (PDF)20250320095513NAL0012756706001

SUMMIT FINANCIAL SERVICES, INC.

Name: SUMMIT FINANCIAL SERVICES, INC. — SUMMIT FINANCIAL SERVICES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: SUMMIT FINANCIAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

SUMMIT FINANCIAL SERVICES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT FINANCIAL SERVICES, INC..

Plan sponsor

Name

SUMMIT FINANCIAL SERVICES, INC.

EIN

46-4275127

Address

145 PINELAWN ROAD · SUITE 345N · MELVILLE, NY · 11747

Phone

(631) 595-5700

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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