How big is Scott H.Z. Sumner's plan?

Scott H.Z. Sumner's plan reported $839K in assets and 4 participants for 2024.

Original filing (PDF)20250826115330NAL0017069538001

Scott H.Z. Sumner

Name: Scott H.Z. Sumner — Sumner Law 401(k) Plan & Trust, Form 5500 (2024)
Creator: Scott H.Z. Sumner
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sumner Law 401(k) Plan & Trust

401(k) retirement plan · Scott H.Z. Sumner's Sumner Law 401(k) Plan & Trust held $839K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$839K

Net assets (EOY)

$839K

Plan identifiers

Scott H.Z. Sumner's EIN is 47-1008725.

EIN 47-1008725

Plan number 001

Plan year 2024

ACK ID 20250826115330NAL0017069538001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Scott H.Z. Sumner from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Scott H.Z. Sumner'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 SCOTT H.Z. SUMNER.

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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