How big is Summers and Associates LLC's plan?

Summers and Associates LLC's plan reported $151K in assets and 7 participants for 2024.

Original filing (PDF)20250620104354NAL0002289395001

Summers and Associates LLC

Name: Summers and Associates LLC — Summers and Associates, Form 5500 (2024)
Creator: Summers and Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summers and Associates 401(k) Plan

401(k) retirement plan · Summers and Associates LLC's Summers and Associates 401(k) Plan held $151K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$151K

Net assets (EOY)

$151K

People on this filing

Sandra Summers signed Summers and Associates LLC's 2024 Form 5500 as plan administrator.

Sandra Summers — 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

Summers and Associates LLC's EIN is 47-1544862.

EIN 47-1544862

Plan number 001

Plan year 2024

ACK ID 20250620104354NAL0002289395001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summers and Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summers and Associates LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMERS AND ASSOCIATES LLC.

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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

Knocking points off