Original filing (PDF)20250408105804NAL0009943283001

SUMMIT SALES INC

Name: SUMMIT SALES INC — SUMMIT SALES INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SUMMIT SALES INC

Form 5500-SF

FILING_RECEIVED

SUMMIT SALES INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT SALES INC.

Plan sponsor

Name

SUMMIT SALES INC

EIN

48-0907910

Address

1803 E 123RD TER · OLATHE, KS · 660615877

Phone

(913) 791-9592

Industry

Wholesale Tradesee 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

2025-04-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

S PARKER HARDWARE MFG CORP

S PARKER HARDWARE MFG CORP 401(K) PLAN

$2.2M · 24 participants

SALES MARKETING AND SERVICE, INC.

SALES MARKETING AND SERVICE, INC. 401(K) PROFIT SHARING PLAN

$2.2M · 10 participants

EDWARDS & WEST T/A DIVSPEC

EDWARDS & WEST 401(K) PROFIT SHARING PLAN

$2.2M · 10 participants

TOWN SUPPLY COMPANY, INC.

TOWN SUPPLY COMPANY, INC. 401(K) PLAN

$2.2M · 14 participants

MATTHEW J. ZICK, INC.

BAY STATE PLUMBING & HEATING SUPPLY, INC. 401(K) PLAN AND TRUST