How big is Henry Summer & Co. Inc.'s plan?

Henry Summer & Co. Inc.'s plan reported $325K in assets and 6 participants for 2024.

Original filing (PDF)20250630143852NAL0027738274001

Henry Summer & Co. Inc.

Name: Henry Summer & Co. Inc. — Henry Summer & Co. Inc., Form 5500 (2024)
Creator: Henry Summer & Co. Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Henry Summer & Co. Inc. Retirement Trust

401(k) retirement plan · Henry Summer & Co. Inc.'s Henry Summer & Co. Inc. Retirement Trust held $325K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$325K

Net assets (EOY)

$325K

People on this filing

Plan Sponsor signed Henry Summer & Co. Inc.'s 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Henry Summer & Co. Inc.'s EIN is 57-0895521.

EIN 57-0895521

Plan number 001

Plan year 2024

ACK ID 20250630143852NAL0027738274001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Henry Summer & Co. Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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