How big is Summers,McNea and Company, PC's plan?

Summers,McNea and Company, PC's plan reported $5.0M in assets and 18 participants for 2025.

Original filing (PDF)20260225184447NAL0003248033001

Summers,McNea and Company, PC

Name: Summers,McNea and Company, PC — Summers,McNea and, Form 5500 (2025)
Creator: Summers,McNea and Company, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summers,McNea and Company, PC 401(k) PS Plan

401(k) retirement plan · Summers,McNea and Company, PC's Summers,McNea and Company, PC 401(k) PS Plan held $5.0M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan identifiers

Summers,McNea and Company, PC's EIN is 81-0386935.

EIN 81-0386935

Plan number 001

Plan year 2025

ACK ID 20260225184447NAL0003248033001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summers,McNea and Company, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summers,McNea and Company, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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,MCNEA AND COMPANY, PC.

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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