How big is Summit Helicopters, Inc.'s plan?

Summit Helicopters, Inc.'s plan reported $11.8M in assets and 54 participants for 2024.

Original filing (PDF)20250513143151NAL0013449363001

Summit Helicopters, Inc.

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

Form 5500-SF

FILING_RECEIVED

Summit Helicopters, Inc. 401(k) Plan

401(k) retirement plan · Summit Helicopters, Inc.'s Summit Helicopters, Inc. 401(k) Plan held $11.8M in plan assets for 54 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.8M

Net assets (EOY)

$11.8M

People on this filing

Wendi Newton signed Summit Helicopters, Inc.'s 2024 Form 5500 as plan administrator.

Wendi Newton — 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 Helicopters, Inc.'s EIN is 54-1156923.

EIN 54-1156923

Plan number 002

Plan year 2024

ACK ID 20250513143151NAL0013449363001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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