How big is Summit Realty, Inc.'s plan?

Summit Realty, Inc.'s plan reported $987K in assets and 3 participants for 2024.

Original filing (PDF)20251013184419NAL0003989922001

Summit Realty, Inc.

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

Form 5500-SF

FILING_RECEIVED

Summit Realty, Inc. 401(k) Plan

401(k) retirement plan · Summit Realty, Inc.'s Summit Realty, Inc. 401(k) Plan held $987K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$987K

Net assets (EOY)

$987K

People on this filing

JEAN Tanner signed Summit Realty, Inc.'s 2024 Form 5500 as plan administrator.

JEAN Tanner — 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 Realty, Inc.'s EIN is 87-0500882.

EIN 87-0500882

Plan number 001

Plan year 2024

ACK ID 20251013184419NAL0003989922001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Realty, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

SUMMIT REALTY, INC.

EIN

all filings

Address

1455 S. STATE ST. · SUITE B · OREM, UT · 84097

Phone

(801) 225-7272

Industry

Real Estate

Plan administrator