How big is Summit West CPA Group, P.C.'s plan?

Summit West CPA Group, P.C.'s plan reported $6.9M in assets and 17 participants for 2024.

Original filing (PDF)20250703094512NAL0000450161001

Summit West CPA Group, P.C.

Name: Summit West CPA Group, P.C. — Summit West CPA Group, Form 5500 (2024)
Creator: Summit West CPA Group, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit West CPA Group, P.C. Profit Sharing & 401(k) Plan

401(k) retirement plan · Summit West CPA Group, P.C.'s Summit West CPA Group, P.C. Profit Sharing & 401(k) Plan held $6.9M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

People on this filing

Sarah Sweeney signed Summit West CPA Group, P.C.'s 2024 Form 5500 as plan administrator.

Sarah Sweeney — 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 West CPA Group, P.C.'s EIN is 83-0254900.

EIN 83-0254900

Plan number 002

Plan year 2024

ACK ID 20250703094512NAL0000450161001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit West CPA Group, P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT WEST CPA GROUP, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score