How big is Summit Marketing Partners LLC's plan?

Summit Marketing Partners LLC's plan reported $1.8M in assets and 9 participants for 2024.

Original filing (PDF)20250822115606NAL0002528835001

Summit Marketing Partners LLC

Name: Summit Marketing Partners LLC — Summit Marketing, Form 5500 (2024)
Creator: Summit Marketing Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Marketing Partners 401(k) Plan

401(k) retirement plan · Summit Marketing Partners LLC's Summit Marketing Partners 401(k) Plan held $1.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Gary Woltjer signed Summit Marketing Partners LLC's 2024 Form 5500 as plan administrator.

Gary Woltjer — 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 Marketing Partners LLC's EIN is 47-2939379.

EIN 47-2939379

Plan number 001

Plan year 2024

ACK ID 20250822115606NAL0002528835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit Marketing Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Marketing Partners LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT MARKETING PARTNERS 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