Original filing (PDF)20250909175057NAL0043156962001

SUMPTER ENTERPRISES, INC

Name: SUMPTER ENTERPRISES, INC — SUMPTER ENTERPRISES, INC 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: SUMPTER ENTERPRISES, INC

Form 5500-SF

FILING_RECEIVED

SUMPTER ENTERPRISES, INC 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$143K

Net assets (EOY)

$143K

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 SUMPTER ENTERPRISES, INC.

Plan sponsor

Name

SUMPTER ENTERPRISES, INC

EIN

59-2840309

Address

P.O BOX 7356 · LAKELAND, FL · 33807

Phone

(863) 937-6658

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-09

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

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 Accommodation & Food Services plans

MANNA TREE, INC.

MANNA TREE RETIREMENT PLAN

$143K · 26 participants

INTERNATIONAL SCHOOL OF PIZZA, INC. 401(K) PLAN

$143K · 108 participants

BAJWA GROUP OF COMPANIES

BAJWA GROUP OF COMPANIES-401K PLAN

$143K · 207 participants

SERVING HOUSE LLC

SERVING HOUSE LLC 401(K) PLAN

$143K · 20 participants

WSM GROUP, INC.

WSM GROUP, INC. 401(K) PLAN

$142K · 29 participants