How big is Summit Life Group, LLC's plan?

Summit Life Group, LLC's plan reported $113K in assets and 9 participants for 2024.

Original filing (PDF)20250625162628NAL0011494080003

Summit Life Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Summit Life Group, LLC Retirement Trust

401(k) retirement plan · Summit Life Group, LLC's Summit Life Group, LLC Retirement Trust held $113K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$113K

Net assets (EOY)

$113K

People on this filing

Plan Sponsor signed Summit Life Group, LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Summit Life Group, LLC's EIN is 82-1712517.

EIN 82-1712517

Plan number 001

Plan year 2024

ACK ID 20250625162628NAL0011494080003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Life Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 LIFE GROUP, LLC.

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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