How big is Summation Research, Inc.'s plan?

Summation Research, Inc.'s plan reported $742K in assets and 11 participants for 2024.

Original filing (PDF)20251001055636NAL0031016962001

Summation Research, Inc.

Name: Summation Research, Inc. — Summation Research, Inc., Form 5500 (2024)
Creator: Summation Research, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summation Research, Inc. Cash Balance Plan

Defined-benefit pension plan · Summation Research, Inc.'s Summation Research, Inc. Cash Balance Plan held $742K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$742K

Net assets (EOY)

$742K

Plan identifiers

Summation Research, Inc.'s EIN is 59-2969413.

EIN 59-2969413

Plan number 002

Plan year 2024

ACK ID 20251001055636NAL0031016962001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summation Research, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summation Research, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMATION RESEARCH, INC..

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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 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