How big is Summit Professional Builders, Inc.'s plan?

Summit Professional Builders, Inc.'s plan reported $1.8M in assets and 21 participants for 2024.

Original filing (PDF)20251014101708NAL0002599937001

Summit Professional Builders, Inc.

Name: Summit Professional Builders, Inc. — Summit Professi, Form 5500 (2024)
Creator: Summit Professional Builders, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Professional Builders, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Summit Professional Builders, Inc.'s Summit Professional Builders, Inc. 401(k) Profit Sharing Plan held $1.8M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Summit Professional Builders, Inc.'s EIN is 68-0464326.

EIN 68-0464326

Plan number 001

Plan year 2024

ACK ID 20251014101708NAL0002599937001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Professional Builders, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT PROFESSIONAL BUILDERS, 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 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 (86th percentile).

Plan sponsor

Name

SUMMIT PROFESSIONAL BUILDERS, INC.

EIN

all filings

Address

1010 SIR FRANCIS DRAKE BLVD., SUITE · KENTFIELD, CA · 94904

Phone

(415) 454-3280

Industry

Construction

Plan administrator