Original filing (PDF)20251001055636NAL0031016962001

SUMMATION RESEARCH, INC.

Name: SUMMATION RESEARCH, INC. — SUMMATION RESEARCH, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: SUMMATION RESEARCH, INC.

Form 5500-SF

FILING_RECEIVED

SUMMATION RESEARCH, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$742K

Net assets (EOY)

$742K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

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 SUMMATION RESEARCH, INC..

Plan sponsor

Name

SUMMATION RESEARCH, INC.

EIN

59-2969413

Address

305 EAST DRIVE, SUITE D · MELBOURNE, FL · 32904

Phone

(321) 254-2580

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

1C · Cash balance or similar hybrid DB

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 Manufacturing plans

GATEWAY PRECISION INC

GATEWAY PRECISION INC 401(K) PROFIT SHARING PLAN & TRUST

$745K · 24 participants

RAM ENGINEERING & DESIGN, INC.

RAM ENGINEERING & DESIGN, INC DEFINED BENEFIT PLAN & TRUST

$731K · 4 participants

BEST CIRCUITS BOARDS, INC. DBA LONE STAR CIRCUITS

BEST CIRCUITS BOARDS, INC. EMPLOYEE RETIREMENT PLAN

$756K · 32 participants

TOUCHTONE SOLUTIONS, LLC

TOUCHTONE SOLUTIONS RETIREMENT SAVINGS PLAN

$758K · 40 participants

BI-SEARCH INTERNATIONAL, INC.