How big is Summit Primary Physicians' plan?

Summit Primary Physicians' plan reported $1.1M in assets and 9 participants for 2025.

Original filing (PDF)20260401121731NAL0001933200001

Summit Primary Physicians

Name: Summit Primary Physicians — Summit Primary, Form 5500 (2025)
Creator: Summit Primary Physicians
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Primary Physicians 401(k) Plan

401(k) retirement plan · Summit Primary Physicians' Summit Primary Physicians 401(k) Plan held $1.1M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Matthew LEW signed Summit Primary Physicians' 2025 Form 5500 as plan administrator.

Matthew LEW — 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 Primary Physicians' EIN is 84-2706738.

EIN 84-2706738

Plan number 001

Plan year 2025

ACK ID 20260401121731NAL0001933200001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summit Primary Physicians from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summit Primary Physicians' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 PRIMARY PHYSICIANS.

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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

Knocking points off