How big is Summit Financial & Insurance Services' plan?

Summit Financial & Insurance Services' plan reported $645K in assets and 2 participants for 2024.

Original filing (PDF)20251007192542NAL0008752624001

Summit Financial & Insurance Services

Name: Summit Financial & Insurance Services — Summit Finan, Form 5500 (2024)
Creator: Summit Financial & Insurance Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Financial & Insurance Services Cash Balance Plan

Defined-benefit pension plan · Summit Financial & Insurance Services' Summit Financial & Insurance Services Cash Balance Plan held $645K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$645K

Net assets (EOY)

$645K

People on this filing

Gerald Kleber signed Summit Financial & Insurance Services' 2024 Form 5500 as plan administrator.

Gerald Kleber — 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 Financial & Insurance Services' EIN is 46-4903684.

EIN 46-4903684

Plan number 002

Plan year 2024

ACK ID 20251007192542NAL0008752624001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit Financial & Insurance Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Financial & Insurance Services' plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score