How big is Summa Mechanical Contractors, Inc.'s plan?

Summa Mechanical Contractors, Inc.'s plan reported $1.2M in assets and 3 participants for 2025.

Original filing (PDF)20260218160547NAL0009990610001

Summa Mechanical Contractors, Inc.

Name: Summa Mechanical Contractors, Inc. — Summa Mechanica, Form 5500 (2025)
Creator: Summa Mechanical Contractors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summa Mechanical Contractors, Inc. 401(k) Plan

401(k) retirement plan · Summa Mechanical Contractors, Inc.'s Summa Mechanical Contractors, Inc. 401(k) Plan held $1.2M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Summa Mechanical Contractors, Inc.'s EIN is 86-0388544.

EIN 86-0388544

Plan number 001

Plan year 2025

ACK ID 20260218160547NAL0009990610001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summa Mechanical Contractors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summa Mechanical Contractors, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMA MECHANICAL CONTRACTORS, 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