· 2022–2024 · DOL EFAST2

Summit Medical Associates — Summit Medical, Form 5500 (2024)

Original filing (PDF)20251028131034NAL0011453136001

Summit Medical Associates

Form 5500-SF

FILING_RECEIVED

Summit Medical Associates GCF Benefit Plan

Health & welfare plan · Summit Medical Associates' Summit Medical Associates GCF Benefit Plan held $3K in plan assets for 8 participants in 2024.

Active participants

8

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$860

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

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 SUMMIT MEDICAL ASSOCIATES.

Plan sponsor

Name

SUMMIT MEDICAL ASSOCIATES

EIN

58-1965193all filings

Address

1874 PIEDMONT AVE NE · SUITE 500E · ATLANTA, GA · 30324

Phone

(404) 607-0042

Industry

Health Care & Social Assistance

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

Primary Pediatrics PSC

Primary Pediatrics PSC CBS Benefit Plan

$3K · 3 participants

Appalachian Community Care, LLC

Appalachian Community Care, LLC CBS Benefit Plan

$3K · 3 participants

S Thomas SEHY DMP

S Thomas SEHY DMP MCF Benefit Plan

$3K · 6 participants

Westerville Pediatric SPEC

Westerville Pediatric SPEC SOCA Benefit Plan

$3K · 5 participants

Bucyrus Internal Medicine

Bucyrus Internal Medicine SOCA Benefit Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.