How big is Summit CPA Group, P.C.'s plan?

Summit CPA Group, P.C.'s plan reported $799K in assets and 13 participants for 2024.

Original filing (PDF)20251002111829NAL0000269635001

Summit CPA Group, P.C.

Name: Summit CPA Group, P.C. — Summit CPA Group, P.C., Form 5500 (2024)
Creator: Summit CPA Group, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit CPA Group, P.C. 401(k) Savings Plan

401(k) retirement plan · Summit CPA Group, P.C.'s Summit CPA Group, P.C. 401(k) Savings Plan held $799K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$799K

Net assets (EOY)

$799K

People on this filing

SCOT Dobbs signed Summit CPA Group, P.C.'s 2024 Form 5500 as plan administrator.

SCOT Dobbs — 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 Group, P.C.'s EIN is 85-2741625.

EIN 85-2741625

Plan number 001

Plan year 2024

ACK ID 20251002111829NAL0000269635001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit CPA Group, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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