How big is Spoltman Financial, Inc.'s plan?

Spoltman Financial, Inc.'s plan reported $3.3M in assets and 7 participants for 2025.

Original filing (PDF)20260406134521NAL0006294033001

Spoltman Financial, Inc.

Name: Spoltman Financial, Inc. — Summit Consultants, Inc., Form 5500 (2025)
Creator: Spoltman Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Consultants, Inc. 401(k) Plan

401(k) retirement plan · Spoltman Financial, Inc.'s Summit Consultants, Inc. 401(k) Plan held $3.3M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Spoltman Financial, Inc.'s EIN is 48-1291571.

EIN 48-1291571

Plan number 001

Plan year 2025

ACK ID 20260406134521NAL0006294033001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Spoltman Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Spoltman Financial, Inc.'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 SPOLTMAN FINANCIAL, INC..

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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

Helping the score