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SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC — SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC 401(K) PROFIT SHARING PLAN AND, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260316114953NAL0001498195001
SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC
Form 5500-SF
FILING_RECEIVED
SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC 401(K) PROFIT SHARING PLAN AND
401(k) retirement plan
Signals · 1
Late filing · 4.0 mo
Active participants
13
Accounts w/ balance
12
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
84
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC
.
Find decision makers
Plan sponsor
Name
SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC
EIN
81-0898773
Address
440 1ST STREET, NW, SUITE 440 · WASHINGTON, DC · 200012395
Phone
(540) 288-1010
Industry
Professional & Technical Services
see 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
2026-03-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 4.0 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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Trustee phone
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Small plan (5500-SF) — Schedule H data not available.
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