How big is Summit Management Services,Inc.'s plan?

Summit Management Services,Inc.'s plan reported $2.6M in assets and 32 participants for 2024.

Original filing (PDF)20250828131522NAL0010493441001

Summit Management Services,Inc.

Name: Summit Management Services,Inc. — Summit Management, Form 5500 (2024)
Creator: Summit Management Services,Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Management Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Summit Management Services,Inc.'s Summit Management Services, Inc. 401(k) Profit Sharing Plan held $2.6M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Jim HESS signed Summit Management Services,Inc.'s 2024 Form 5500 as plan administrator.

Jim HESS — 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 Management Services,Inc.'s EIN is 52-2328140.

EIN 52-2328140

Plan number 001

Plan year 2024

ACK ID 20250828131522NAL0010493441001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit Management Services,Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Management Services,Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT MANAGEMENT SERVICES,INC..

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Plan health score

Above-average plan

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