How big is Summit Securities 401(k) Plan's plan?

Summit Securities 401(k) Plan's plan reported $13.5M in assets and 77 participants for 2025.

Original filing (PDF)20260318075415NAL0002984561001

Summit Securities 401(k) Plan

Name: Summit Securities 401(k) Plan — Form 5500 (2025)
Creator: Summit Securities 401(k) Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Summit Securities 401(k) Plan held $13.5M in plan assets for 77 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.5M

Net assets (EOY)

$13.5M

People on this filing

Akiva Nimchinsky signed Summit Securities 401(k) Plan's 2025 Form 5500 as plan administrator.

Akiva Nimchinsky — 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 Securities 401(k) Plan's EIN is 99-2898027.

EIN 99-2898027

Plan number 001

Plan year 2025

ACK ID 20260318075415NAL0002984561001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summit Securities 401(k) Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summit Securities 401(k) Plan's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 SECURITIES 401(K) PLAN.

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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

Helping the score