How big is Summers Orthodontics, PA's plan?

Summers Orthodontics, PA's plan reported $1.6M in assets and 13 participants for 2024.

Original filing (PDF)20250527124042NAL0010593968001

Summers Orthodontics, PA

Name: Summers Orthodontics, PA — Summers Orthodontics, PA, Form 5500 (2024)
Creator: Summers Orthodontics, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summers Orthodontics, PA Profit Sharing 401(k) Plan & Trust

401(k) retirement plan · Summers Orthodontics, PA's Summers Orthodontics, PA Profit Sharing 401(k) Plan & Trust held $1.6M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Summers Orthodontics, PA's EIN is 71-0926310.

EIN 71-0926310

Plan number 001

Plan year 2024

ACK ID 20250527124042NAL0010593968001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summers Orthodontics, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summers Orthodontics, PA's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMERS ORTHODONTICS, PA.

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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