Original filing (PDF)20230613161225NAL0023865971001

Summit Physician Specialists, P.C.

Name: Summit Physician Specialists, P.C. — Summit Physicia, Form 5500 (2022)
Creator: Summit Physician Specialists, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Physician Specialists, P.C. Cash Balance Pension Plan

Defined-benefit pension plan · Summit Physician Specialists, P.C.'s Summit Physician Specialists, P.C. Cash Balance Pension Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Summit Physician Specialists, P.C.'s EIN is 81-4233178.

EIN 81-4233178

Plan number 002

Plan year 2022

ACK ID 20230613161225NAL0023865971001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Summit Physician Specialists, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Summit Physician Specialists, P.C.'s plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT PHYSICIAN SPECIALISTS, P.C..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SUMMIT PHYSICIAN SPECIALISTS, P.C.

EIN

all filings

Address

5217 S. STATE ST., SUITE 200 · MURRAY, UT · 84107

Phone

(801) 313-4110

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-13

Pension benefit codes

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

1I · Frozen plan — no new benefit accrual

1H · PBGC-terminated and closed out

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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