How big is Anderson Summit LLC's plan?

Anderson Summit LLC's plan reported $94K in assets and 16 participants for 2024.

Original filing (PDF)20250607071158NAL0010544291001

Anderson Summit LLC

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

Form 5500-SF

FILING_RECEIVED

Anderson Summit Group 401(k) Plan

401(k) retirement plan · Anderson Summit LLC's Anderson Summit Group 401(k) Plan held $94K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$94K

Net assets (EOY)

$94K

People on this filing

Shirley Horner signed Anderson Summit LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Anderson Summit LLC's EIN is 83-4494751.

EIN 83-4494751

Plan number 001

Plan year 2024

ACK ID 20250607071158NAL0010544291001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Anderson Summit LLC'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 ANDERSON SUMMIT 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