How big is Summit Strategies, Inc.'s plan?

Summit Strategies, Inc.'s plan reported $83K in assets and 6 participants for 2023.

Original filing (PDF)20240426235506NAL0022779936001

Summit Strategies, Inc.

Name: Summit Strategies, Inc. — Summit Strategies, Inc., Form 5500 (2023)
Creator: Summit Strategies, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Strategies, Inc. 401(k) Plan

401(k) retirement plan · Summit Strategies, Inc.'s Summit Strategies, Inc. 401(k) Plan held $83K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$83K

Net assets (EOY)

$83K

Plan identifiers

Summit Strategies, Inc.'s EIN is 81-0969890.

EIN 81-0969890

Plan number 001

Plan year 2023

ACK ID 20240426235506NAL0022779936001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Summit Strategies, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Summit Strategies, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT STRATEGIES, 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