How big is Summit Mortgage Corp.'s plan?

Summit Mortgage Corp.'s plan reported $8.0M in assets and 43 participants for 2024.

Original filing (PDF)20250606091527NAL0012542193001

Summit Mortgage Corp.

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

Form 5500-SF

FILING_RECEIVED

Summit Mortgage Corp. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Summit Mortgage Corp.'s Summit Mortgage Corp. 401(k) Profit Sharing Plan and Trust held $8.0M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

People on this filing

JEFF Jenne signed Summit Mortgage Corp.'s 2024 Form 5500 as plan administrator.

JEFF Jenne — 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 Mortgage Corp.'s EIN is 93-1231049.

EIN 93-1231049

Plan number 001

Plan year 2024

ACK ID 20250606091527NAL0012542193001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Mortgage Corp.'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 MORTGAGE CORP.

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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