How big is Summit Medical Group LLC's plan?

Summit Medical Group LLC's plan reported $18K in assets and 9 participants for 2024.

Original filing (PDF)20250723165406NAL0002179827001

Summit Medical Group LLC

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

Form 5500-SF

FILING_RECEIVED

Summit Medical Group LLC - 401(k)

401(k) retirement plan · Summit Medical Group LLC's Summit Medical Group LLC - 401(k) held $18K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

Shirley Horner signed Summit Medical Group 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

Summit Medical Group LLC's EIN is 86-3738035.

EIN 86-3738035

Plan number 001

Plan year 2024

ACK ID 20250723165406NAL0002179827001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Medical Group LLC's 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 MEDICAL GROUP LLC.

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Plan health score

Above-average plan

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