How big is Summit South Mortgage's plan?

Summit South Mortgage's plan reported $516K in assets and 4 participants for 2024.

Original filing (PDF)20250930154614NAL0012489441001

Summit South Mortgage

Name: Summit South Mortgage — Summit South Mortgage 401(k), Form 5500 (2024)
Creator: Summit South Mortgage
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit South Mortgage 401(k) Plan

401(k) retirement plan · Summit South Mortgage's Summit South Mortgage 401(k) Plan held $516K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$516K

Net assets (EOY)

$516K

People on this filing

TARA Evans, for TAG Resources signed Summit South Mortgage's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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 South Mortgage's EIN is 62-1874416.

EIN 62-1874416

Plan number 101

Plan year 2024

ACK ID 20250930154614NAL0012489441001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit South Mortgage's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 SOUTH MORTGAGE.

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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