How big is The Summit Wellness Group's plan?

The Summit Wellness Group's plan reported $649K in assets and 26 participants for 2025.

Original filing (PDF)20260427220041NAL0005074563031

The Summit Wellness Group

Name: The Summit Wellness Group — The Summit Wellness, Form 5500 (2025)
Creator: The Summit Wellness Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Summit Wellness Group 401(k) Plan

401(k) retirement plan · The Summit Wellness Group's The Summit Wellness Group 401(k) Plan held $649K in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$649K

Net assets (EOY)

$649K

Plan identifiers

The Summit Wellness Group's EIN is 82-3187624.

EIN 82-3187624

Plan number 001

Plan year 2025

ACK ID 20260427220041NAL0005074563031

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Summit Wellness Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Summit Wellness Group'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 THE SUMMIT WELLNESS GROUP.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

THE SUMMIT WELLNESS GROUP

EIN

all filings

Address

745 HEMBREE PLACE · ROSWELL, GA · 30076

Phone

(770) 299-1677

Industry

Health Care & Social Assistance

Plan administrator