· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SUMMIT BAY SALES GROUP — SUMMIT BAY SALES GROUP 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250502082907NAL0002726019001
SUMMIT BAY SALES GROUP
Form 5500-SF
FILING_RECEIVED
SUMMIT BAY SALES GROUP 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
3
Plan assets (EOY)
$999K
Net assets (EOY)
$999K
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SUMMIT BAY SALES GROUP
.
Find decision makers
Plan sponsor
Name
SUMMIT BAY SALES GROUP
EIN
47-3534862
Address
3601 LERIVE WAY · CHASKA, MN · 55318
Phone
(952) 484-8489
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
IDEAL RESINS, INC.
IDEAL RESINS, INC. 401(K) PROFIT SHARING PLAN
$999K · 2 participants
SHANCO INTERNATIONAL INC
SHANCO INTERNATIONAL INC 401(K) PROFIT SHARING PLAN & TRUST
$999K · 6 participants
ARIM, INC.
ARIM, INC. , 401(K) PROFIT SHARING PLAN
$1000K · 11 participants
SHELTER STRUCTURES OF AMERICA, INC.
SHELTER STRUCTURES OF AMERICA, INC. 401(K) PROFIT SHARING PLAN
$1.0M · 13 participants
E-MART AMERICA, INC.
E-MART AMERICA RETIREMENT PLAN
80
Knocking points off
60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$992K · 122 participants
ENGINEERED EQUIPMENT SALES & TESTING, INC.
ENGINEERED EQUIPMENT SALES & TESTING, INC. 401(K) PROFIT SHARING PLAN
$991K · 2 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
