How big is Summit Wealth & Retirement Plann's plan?

Summit Wealth & Retirement Plann's plan reported $3.5M in assets and 15 participants for 2024.

Original filing (PDF)20250528055019NAL0018179122001

Summit Wealth & Retirement Plann

Name: Summit Wealth & Retirement Plann — SWRP 401(k) Plan, Form 5500 (2024)
Creator: Summit Wealth & Retirement Plann
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SWRP 401(k) Plan

401(k) retirement plan · Summit Wealth & Retirement Plann's SWRP 401(k) Plan held $3.5M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Maryline Cucchiaro signed Summit Wealth & Retirement Plann's 2024 Form 5500 as plan administrator.

Maryline Cucchiaro — 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 Wealth & Retirement Plann's EIN is 47-2346871.

EIN 47-2346871

Plan number 001

Plan year 2024

ACK ID 20250528055019NAL0018179122001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit Wealth & Retirement Plann from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Wealth & Retirement Plann's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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