How big is Summit CPA, LLC's plan?

Summit CPA, LLC's plan reported $374K in assets and 8 participants for 2024.

Original filing (PDF)20251014081510NAL0001105635001

Summit CPA, LLC

Name: Summit CPA, LLC — Summit CPA, LLC 401(k) Plan, Form 5500 (2024)
Creator: Summit CPA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit CPA, LLC 401(k) Plan

401(k) retirement plan · Summit CPA, LLC's Summit CPA, LLC 401(k) Plan held $374K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$374K

Net assets (EOY)

$374K

People on this filing

John Franklin Emert signed Summit CPA, LLC's 2024 Form 5500 as plan administrator.

John Franklin Emert — 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 CPA, LLC's EIN is 83-0591646.

EIN 83-0591646

Plan number 001

Plan year 2024

ACK ID 20251014081510NAL0001105635001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit CPA, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 CPA, 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