Original filing (PDF)20251111113705NAL0007806658001

SUMMIT SALES, INC.

Name: SUMMIT SALES, INC. — SUMMIT SALES, INC. CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2024)
Creator: SUMMIT SALES, INC.

Form 5500-SF

FILING_RECEIVED

SUMMIT SALES, INC. CASH BALANCE PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 RD · TERRACE OLATHE, KS · 66061

Phone

(913) 791-9592

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2025-11-11

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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