How big is Change Summer, Inc.'s plan?

Change Summer, Inc.'s plan reported $202K in assets and 11 participants for 2024.

Original filing (PDF)20251231132255NAL0032058256001

Change Summer, Inc.

Name: Change Summer, Inc. — Change Summer, Inc. 401(k), Form 5500 (2024)
Creator: Change Summer, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Change Summer, Inc. 401(k) Plan

401(k) retirement plan · Change Summer, Inc.'s Change Summer, Inc. 401(k) Plan held $202K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$202K

Net assets (EOY)

$202K

People on this filing

Joshua Phillips signed Change Summer, Inc.'s 2024 Form 5500 as plan administrator.

Joshua Phillips — 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

Change Summer, Inc.'s EIN is 83-0670185.

EIN 83-0670185

Plan number 001

Plan year 2024

ACK ID 20251231132255NAL0032058256001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Change Summer, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Change Summer, Inc.'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 CHANGE SUMMER, INC..

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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