How big is Summit Surgical Associates LLC's plan?

Summit Surgical Associates LLC's plan reported $30K in assets and 26 participants for 2024.

Original filing (PDF)20250718095042NAL0002169776001

Summit Surgical Associates LLC

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

Form 5500-SF

FILING_RECEIVED

Summit Surgical Associates LLC 401(k)

401(k) retirement plan · Summit Surgical Associates LLC's Summit Surgical Associates LLC 401(k) held $30K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

People on this filing

Shirley Horner signed Summit Surgical Associates 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 Surgical Associates LLC's EIN is 95-4842915.

EIN 95-4842915

Plan number 001

Plan year 2024

ACK ID 20250718095042NAL0002169776001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Surgical Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 SURGICAL ASSOCIATES 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