Original filing (PDF)20250813122132NAL0009070209001

SUMMIT LAW GROUP, PLLC

Name: SUMMIT LAW GROUP, PLLC — THE 401K SAVINGS PLAN AND TRUST AGREEMENT OF SUMMIT LAW GROUP, PLLC, Form 5500 (2024)
Creator: SUMMIT LAW GROUP, PLLC

Form 5500-SF

FILING_RECEIVED

THE 401K SAVINGS PLAN AND TRUST AGREEMENT OF SUMMIT LAW GROUP, PLLC

401(k) retirement plan

Active participants

Accounts w/ balance

101

Plan assets (EOY)

$52.5M

Net assets (EOY)

$52.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT LAW GROUP, PLLC.

Plan sponsor

Name

SUMMIT LAW GROUP, PLLC

EIN

91-1787901

Address

315 FIFTH AVE S · SUITE 1000 · SEATTLE, WA · 98104

Phone

(206) 676-7090

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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