· 2022–2024 · DOL EFAST2

Summer Moon Management LLC — Summer Moon Management, Form 5500 (2025)

Original filing (PDF)20260610105932NAL0013299346001

Summer Moon Management LLC

Form 5500-SF

FILING_RECEIVED

Summer Moon Management

401(k) retirement plan · Summer Moon Management LLC's Summer Moon Management held $335K in plan assets for 9 participants in 2025.

Active participants

9

Accounts w/ balance

9

Plan assets (EOY)

$335K

Net assets (EOY)

$335K

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

76

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMER MOON MANAGEMENT LLC.

Plan sponsor

Name

SUMMER MOON MANAGEMENT LLC

EIN

83-2917540all filings

Address

1112 WATERCLIFFE DR · LAGO VISTA, TX · 78645

Phone

(512) 947-5602

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

NTR Review LLC 401( Profit Sharing Plan & Trust

$335K · 10 participants

Tri-Starr Investigations, Inc.

Tri-Starr Investigations, Inc. 401(k) Profit Sharing Plan

$335K · 3 participants

Dehenzel Training Systems

Dehenzel Training Systems 401(k) Plan

$335K · 11 participants

Edgewater Tire Center Inc.

Edgewater Tire Center Inc. 401(k) Profit Sharing Plan & Trust

$335K · 30 participants

Harstell Corporation

Harstell Corporation 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.