How big is Summit Group Management LLC's plan?

Summit Group Management LLC's plan reported $491K in assets and 6 participants for 2024.

Original filing (PDF)20250613161940NAL0015793651001

Summit Group Management LLC

Name: Summit Group Management LLC — Summit Group, Form 5500 (2024)
Creator: Summit Group Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Group Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Summit Group Management LLC's Summit Group Management LLC 401(k) Profit Sharing Plan & Trust held $491K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$491K

Net assets (EOY)

$491K

People on this filing

Martin Shipman signed Summit Group Management LLC's 2024 Form 5500 as plan administrator.

Martin Shipman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Summit Group Management LLC's EIN is 59-3636598.

EIN 59-3636598

Plan number 002

Plan year 2024

ACK ID 20250613161940NAL0015793651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit Group Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Group Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT GROUP MANAGEMENT LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

SUMMIT GROUP MANAGEMENT LLC

EIN

all filings

Address

3425 BANNERMAN RD # 105-428 · TALLAHASSEE, FL · 323127062

Phone

(850) 445-5840

Industry

Real Estate

Plan administrator