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Original filing (PDF)20251015160030NAL0010521522001
SUMMIT CARE II, INC.
Form 5500
FILING_RECEIVED
SUMMIT CARE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,212
Accounts w/ balance
398
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
How this plan invests
This plan
1 pooled trust
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT CARE II, INC..
Plan sponsor
Name
SUMMIT CARE II, INC.
EIN
59-3734290
Address
2123 CENTRE POINTE BLVD · TALLAHASSEE, FL · 32308
Phone
(850) 386-2831
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RICHARDS, MITCHELL, & CROSS, PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
41 direct securities · 1 pooled fund· $25.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$13.3M
41 holdings
Pooled Separate Account
$12.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SYMETRA GRP VAR ANNUITY SEP ACCT D SYMETRA LIFE INSURANCE COMPANY · EIN 91-2122078 / PN 000 | Pooled Separate Account | — | — | $12.0M | 87.5% | |
| SAFEFLEX FIXED ANNUITY ACCOUNT FIXED ANNUITY | — | — | — | $1.7M | 12.4% | |
| SAFEFLEX FID VIP GROWTH GROUP VARIABLE ANNUITY | — | — | — | $1.2M | 8.6% | |
| SAFEFLEX BNY MELLON STK SVC INDEX GROUP VARIABLE ANNUITY | — | — | — | $1.2M | 8.6% | |
| SAFEFLEX FID VIP CONTRAFUND GROUP VARIABLE ANNUITY | — | — | — | $830K | 6.0% | |
| SAFEFLEX JPM US DISCPLN EQT GROUP VARIABLE ANNUITY 317 SAFEFLEX AMC VP BALANCED GROUP VARIABLE ANNUITY | — | — | — | $660K | 4.8% | |
| SAFEFLEX FRKL SMALL CAP GROUP VARIABLE ANNUITY | — | — | — | $561K | 4.1% | |
| SAFEFLEX FID VIP GR&INC GROUP VARIABLE ANNUITY | — | — | — | $548K | 4.0% | |
| SAFEFLEX FID VIP MM II GROUP VARIABLE ANNUITY | — | — | — | $480K | 3.5% | |
| SAFEFLEX JPM MID CAP GROUP VARIABLE ANNUITY | — | — | — | $455K | 3.3% | |
| SAFEFLEX FRK SMALLCAP CLS II GROUP VARIABLE ANNUITY | — | — | — | $450K | 3.3% | |
| SAFEFLEX FID MID CAP CLASS II GROUP VARIABLE ANNUITY | — | — | — | $437K | 3.2% | |
| SAFEFLEX FID EQUITY GROUP VARIABLE ANNUITY | — | — | — | $417K | 3.0% | |
| SAFEFLEX PIO EQUITY INC II GROUP VARIABLE ANNUITY | — | — | — | $390K | 2.8% | |
| SAFEFLEX INVESCO INTRNL GROWTH II GROUP VARIABLE ANNUITY | — | — | — | $373K | 2.7% | |
| SAFEFLEX BNY MELLON IP TECH GROWTH GROUP VARIABLE ANNUITY | — | — | — | $363K | 2.6% | |
| SAFEFLEX BNY MELLON MIDCAP STOCK GROUP VARIABLE ANNUITY | — | — | — | $338K | 2.5% | |
| SAFEFLEX FR INCOME GROUP VARIABLE ANNUITY | — | — | — | $326K | 2.4% | |
| SAFEFLEX FID VIP GROWTH/OPPORT GROUP VARIABLE ANNUITY | — | — | — | $280K | 2.0% | |
| SAFEFLEX AMC INFLATION PROT BOND GROUP VARIABLE ANNUITY | — | — | — | $262K | 1.9% | |
| SAFEFLEX FRKL FLEX CAP GROWTH GROUP VARIABLE ANNUITY | — | — | — | $206K | 1.5% | |
| SAFEFLEX AMC UL 2 GROUP VARIABLE ANNUITY | — | — | — | $184K | 1.3% | |
| SAFEFLEX AMC VP VALUE GROUP VARIABLE ANNUITY | — | — | — | $176K | 1.3% | |
| SAFEFLEX INV - GVA AIM GRE1 GROUP VARIABLE ANNUITY | — | — | — | $168K | 1.2% | |
| SAFEFLEX GVA PI FUND1 GROUP VARIABLE ANNUITY | — | — | — | $146K | 1.1% | |
| SAFEFLEX TEM DEV MKT CLS II GROUP VARIABLE ANNUITY | — | — | — | $142K | 1.0% | |
| SAFEFLEX FRK US GOVT CLS II GROUP VARIABLE ANNUITY | — | — | — | $141K | 1.0% | |
| SAFEFLEX PIMPCO COMMODITIES GROUP VARIABLE ANNUITY | — | — | — | $125K | 0.9% | |
| SAFEFLEX INVESCO VK MIDCAP GROWTH II GROUP VARIABLE ANNUITY | — | — | — | $118K | 0.9% | |
| SAFEFLEX PI HIGH YIELD VCT GROUP VARIABLE ANNUITY | — | — | — | $109K | 0.8% | |
| SAFEFLEX AMC VP INT'L GROUP VARIABLE ANNUITY | — | — | — | $84K | 0.6% | |
| SAFEFLEX PIMCO VIT ALL ASSET PORT GROUP VARIABLE ANNUITY | — | — | — | $77K | 0.6% | |
| SAFEFLEX TEM GLOBAL INCOME GROUP VARIABLE ANNUITY | — | — | — | $74K | 0.5% | |
| SAFEFLEX TM GROWTH SECURITIES GROUP VARIABLE ANNUITY | — | — | — | $65K | 0.5% | |
| SAFEFLEX BNY MELLON APPREC PORT GROUP VARIABLE ANNUITY | — | — | — | $54K | 0.4% | |
| SAFEFLEX GVA PI GROWTH GROUP VARIABLE ANNUITY | — | — | — | $46K | 0.3% | |
| SAFEFLEX RST BOND GROUP VARIABLE ANNUITY | — | — | — | $44K | 0.3% | |
| SAFEFLEX BNY MELLON SUSTAIN US EQ GROUP VARIABLE ANNUITY | — | — | — | $42K | 0.3% | |
| SAFEFLEX MUTUAL SHARES FD GROUP VARIABLE ANNUITY | — | — | — | $42K | 0.3% | |
| SAFEFLEX INVESCO VK AMERICAN FF II GROUP VARIABLE ANNUITY | — | — | — | $41K | 0.3% | |
| SAFEFLEX FED HI INC BOND II GROUP VARIABLE ANNUITY | — | — | — | $16K | 0.1% | |
| SAFEFLEX GVA DWS BALANCED GROUP VARIABLE ANNUITY | — | — | — | $4K | <0.1% |