Original filing (PDF)20250429160027NAL0000693137001

SUMMERS,MCNEA AND COMPANY, PC

Name: SUMMERS,MCNEA AND COMPANY, PC — SUMMERS,MCNEA AND COMPANY, PC 401K PS PLAN, Form 5500 (2024)
Creator: SUMMERS,MCNEA AND COMPANY, PC

Form 5500-SF

FILING_RECEIVED

SUMMERS,MCNEA AND COMPANY, PC 401K PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMERS,MCNEA AND COMPANY, PC.

Plan sponsor

Name

SUMMERS,MCNEA AND COMPANY, PC

EIN

81-0386935

Address

15 AVANTA WAY, SUITE 1 · BILLINGS, MT · 59102

Phone

(406) 652-2320

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

DEWITT & SHRADER, P.C.

DEWITT & SHRADER, P. C. DEFINED BENEFIT PLAN PLAN

$3.9M · 8 participants

LONGCRIER & ASSOCIATES CPAS LLP

LONGCRIER & ASSOCIATES CPAS 401(K) PROFIT SHARING PLAN

$3.9M · 15 participants

GOLDSTEIN LIEBERMAN & CO LLC

GOLDSTEIN LIEBERMAN & CO. LLC 401K PLAN

$3.9M · 23 participants

GRAHAM & COMPANY P.C.

GRAHAM & COMPANY PC 401(K) PLAN

$3.9M · 9 participants

THE KOENIG GROUP LLC

THE KOENIG GROUP LLC 401(K) PLAN & TRUST