How big is Nick Summe's plan?

Nick Summe's plan reported $585K in assets and 2 participants for 2024.

Original filing (PDF)20250911133009NAL0000543137001

Nick Summe

Name: Nick Summe — Summe & Summe 401(k) Plan, Form 5500 (2024)
Creator: Nick Summe
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summe & Summe 401(k) Plan

401(k) retirement plan · Nick Summe's Summe & Summe 401(k) Plan held $585K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$585K

Net assets (EOY)

$585K

Plan identifiers

Nick Summe's EIN is 81-2610005.

EIN 81-2610005

Plan number 001

Plan year 2024

ACK ID 20250911133009NAL0000543137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nick Summe from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nick Summe's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Plan sponsor

Name

NICK SUMME

EIN

all filings

Address

19 W. 11TH STREET · COVINGTON, KY · 41011

Phone

(859) 491-2593

Industry

Law Offices· Professional & Technical Services

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

2025-09-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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