Original filing (PDF)20250926082712NAL0009905248001

THE SOMMERS COMPANY

Name: THE SOMMERS COMPANY — THE SOMMERS COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: THE SOMMERS COMPANY

Form 5500-SF

FILING_RECEIVED

THE SOMMERS COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

108

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE SOMMERS COMPANY.

Plan sponsor

Name

THE SOMMERS COMPANY

EIN

58-1268717

Address

P.O. BOX 1869 · RICHMOND HILL, GA · 31324

Phone

(912) 756-8707

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

FRED F. COLLIS & SONS, INC.

FRED F. COLLIS & SONS, INC. EMPLOYEE SAVINGS PLAN

$7.7M · 65 participants

RAINBO OIL COMPANY

RAINBO OIL CO. 401(K) PLAN

$7.7M · 205 participants

U.S. PETROLEUM PARTNERS, LLC

THE U.S. PETROLEUM PARTNERS 401(K) PLAN

$7.7M · 87 participants

UNIPEC AMERICA, INC.

UNIPEC AMERICA, INC. 401(K) PLAN

$7.7M · 79 participants

WALTON DISTRIBUTING COMPANY, INC.

WALTON DISTRIBUTING 401(K) RETIREMENT PLAN

$8.0M · 27 participants