Original filing (PDF)20250626180321NAL0009195745001

T.M. SUMMIT, INC.

Name: T.M. SUMMIT, INC. — T.M. SUMMIT 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: T.M. SUMMIT, INC.

Form 5500-SF

FILING_RECEIVED

T.M. SUMMIT 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$392K

Net assets (EOY)

$392K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 T.M. SUMMIT, INC..

Plan sponsor

Name

T.M. SUMMIT, INC.

EIN

94-3191033

Address

125 TERMINAL COURT, 40 · SOUTH SAN FRANCISCO, CA · 940806526

Phone

(650) 871-4354

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

RANCHO GORDO INC.

RANCHO GORDO INC. 401(K) PLAN

$409K · 32 participants

LEGEND PRODUCE LLC

LEGEND PRODUCE, LLC 401(K)

$411K · 26 participants

THE PRODUCE BOX, LLC

THE PRODUCE BOX 401(K) PLAN

$428K · 37 participants

JORDAN BANANA DISTRIBUTING COMPANY, INC.

JORDAN BANANA COMPANY 401(K) PLAN

$431K · 34 participants

BELAIR PRODUCE, INC.

BELAIR PRODUCE, INC. 401(K) PLAN

$447K · 32 participants