How big is Summation Technologies Inc.'s plan?

Summation Technologies Inc.'s plan reported $417K in assets and 28 participants for 2025.

Original filing (PDF)20260504220630NAL0000304849073

Summation Technologies Inc.

Name: Summation Technologies Inc. — Summation Technologies, Form 5500 (2025)
Creator: Summation Technologies Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summation Technologies 401(k) Plan

401(k) retirement plan · Summation Technologies Inc.'s Summation Technologies 401(k) Plan held $417K in plan assets for 28 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$417K

Net assets (EOY)

$417K

Plan identifiers

Summation Technologies Inc.'s EIN is 99-0840648.

EIN 99-0840648

Plan number 001

Plan year 2025

ACK ID 20260504220630NAL0000304849073

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summation Technologies Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summation Technologies Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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