Original filing (PDF)20240126154600NAL0009531043001

THE SUMMIT SCHOOL, INCORPORATED

Name: THE SUMMIT SCHOOL, INCORPORATED — SUMMIT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2022)
Creator: THE SUMMIT SCHOOL, INCORPORATED

Form 5500

FILING_RECEIVED

SUMMIT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

THE SUMMIT SCHOOL, INCORPORATED

EIN

56-0547519all filings

Address

2100 REYNOLDA ROAD · WINSTON-SALEM, NC · 271060000

Phone

(336) 722-2777

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-06-30

Filed

2024-01-26

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

SMITH LEONARD PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$0	—

1–1 of 1

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