How big is Shared Summit Consulting, LLC's plan?

Shared Summit Consulting, LLC's plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20250918153142NAL0001681664001

Shared Summit Consulting, LLC

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

Form 5500-SF

FILING_RECEIVED

Shared Summit Consulting, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Shared Summit Consulting, LLC's Shared Summit Consulting, LLC 401(k) Profit Sharing Plan held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Steve Longenecker signed Shared Summit Consulting, LLC's 2024 Form 5500 as plan administrator.

Steve Longenecker — 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

Shared Summit Consulting, LLC's EIN is 71-0915891.

EIN 71-0915891

Plan number 001

Plan year 2024

ACK ID 20250918153142NAL0001681664001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shared Summit Consulting, LLC's plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHARED SUMMIT CONSULTING, 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