How big is Summit Management Group, Inc.'s plan?

Summit Management Group, Inc.'s plan reported $656K in assets and 37 participants for 2024.

Original filing (PDF)20251009102124NAL0010751632001

Summit Management Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

Summit Management 401(k) Plan

401(k) retirement plan · Summit Management Group, Inc.'s Summit Management 401(k) Plan held $656K in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$656K

Net assets (EOY)

$655K

Plan identifiers

Summit Management Group, Inc.'s EIN is 81-0568860.

EIN 81-0568860

Plan number 001

Plan year 2024

ACK ID 20251009102124NAL0010751632001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Management Group, Inc.'s plan includes profit-sharing, 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 SUMMIT MANAGEMENT GROUP, 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