How big is Sumrell SUGG, P.A.'s plan?

Sumrell SUGG, P.A.'s plan reported $5.0M in assets and 25 participants for 2024.

Original filing (PDF)20250423113108NAL0005610833001

Sumrell SUGG, P.A.

Name: Sumrell SUGG, P.A. — Sumrell SUGG, P.A., Form 5500 (2024)
Creator: Sumrell SUGG, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sumrell SUGG, P.A. 401(k)/Profit Sharing Plan

401(k) retirement plan · Sumrell SUGG, P.A.'s Sumrell SUGG, P.A. 401(k)/Profit Sharing Plan held $5.0M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan identifiers

Sumrell SUGG, P.A.'s EIN is 56-1591167.

EIN 56-1591167

Plan number 001

Plan year 2024

ACK ID 20250423113108NAL0005610833001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sumrell SUGG, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sumrell SUGG, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMRELL SUGG, P.A..

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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