How big is Summit West Manufacturing, Inc.'s plan?

Summit West Manufacturing, Inc.'s plan reported $461K in assets and 4 participants for 2024.

Original filing (PDF)20250925142058NAL0009281040001

Summit West Manufacturing, Inc.

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

Form 5500-SF

FILING_RECEIVED

Summit West Manufacturing, Inc. 401(k) PS Plan

401(k) retirement plan · Summit West Manufacturing, Inc.'s Summit West Manufacturing, Inc. 401(k) PS Plan held $461K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$461K

Net assets (EOY)

$461K

People on this filing

David Ragan signed Summit West Manufacturing, Inc.'s 2024 Form 5500 as plan administrator.

David Ragan — 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 West Manufacturing, Inc.'s EIN is 75-3143118.

EIN 75-3143118

Plan number 001

Plan year 2024

ACK ID 20250925142058NAL0009281040001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit West Manufacturing, Inc.'s plan includes automatic enrollment, 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 WEST MANUFACTURING, 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 (92nd percentile).

Plan sponsor

Name

SUMMIT WEST MANUFACTURING, INC.

EIN

all filings

Address

2001 S EWOOD UNIT F · SANTA ANA, CA · 92705

Phone

(714) 429-0395

Industry

Manufacturing

Plan administrator