Summit, NJ Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Summit, NJ has 19 loaded benefit plan(s) reported by 13 plan sponsor(s), with $402,893,742 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 19
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $402,893,742
- Total reported liabilities (EOY)
- $13,221
- Total reported net assets (EOY)
- $402,880,521
Contributions & income
- Employer contributions
- $14,344,395
- Participant contributions
- $23,365,507
- Total income / additions
- $99,045,927
Expenses & distributions
- Benefits paid / distributions
- $28,639,199
- Total expenses
- $29,404,024
- Net increase / (decrease)
- $69,641,903
Coverage
- Total reported participants
- 7,608
- Plans with financial statements
- 12
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Summit, NJ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Halma Holdings Inc. Profit Sharing/Savings Retirement Plan | Halma Holdings Inc. | $267,667,778 | 2023 |
| Kent Place School Defined Contribution Retirement Plan | Kent Place School | $60,807,156 | 2023 |
| Hosokawa Micron Investment Retirement Plan | Hosokawa Micron International Inc. | $39,662,078 | 2023 |
| Solomon Realty Advisors, Inc.401 (K) Profit Sharing Plan | Solomon Realty Advisors, Inc. | $12,006,685 | 2023 |
| Quantifi, Inc. 401(K) Plan | Quantifi, Inc. | $9,344,905 | 2023 |
| Boll & Branch LLC Retirement Trust | Boll & Branch LLC | $5,756,302 | 2023 |
| Saad F Habba Md Keogh Plan | Saad F Habba, Md | $2,426,113 | 2023 |
| The Connection For Women And Families Retirement Plan | The Connection For Women And Families | $1,927,773 | 2023 |
| M & R Capital Management Inc 401(K) Profit Sharing Plan & Trust | M & R Capital Management Inc | $1,627,137 | 2023 |
| Cc Pilates, Inc. 401(K) Plan | Cc Pilates, Inc. | $834,301 | 2023 |
| Tripod Rock Funding Corp. 401(K) Profit Sharing Plan | Tripod Rock Funding Corp. | $499,124 | 2023 |
| Cosmos Marketing Inc 401(K) Profit Sharing Plan & Trust | Cosmos Marketing Inc | $334,390 | 2023 |
| Simplicity Group Welfare Benefits Plan | Simplicity Financial Marketing Holdings, Inc. | not reported in the loaded dataset | 2023 |
| Solomon Realty Advisors Inc Dental Vision Plan | Solomon Realty Advisors Inc | not reported in the loaded dataset | 2023 |
| Boll & Branch Health & Welfare Plan | Boll & Branch LLC | not reported in the loaded dataset | 2023 |
| Solomon Realty Advisors Inc Medical Plan | Solomon Realty Advisors Inc | not reported in the loaded dataset | 2023 |
| Solomon Realty Advisors Inc Life Plan | Solomon Realty Advisors Inc | not reported in the loaded dataset | 2023 |
| Kent Place School Employee Assistance Program | Kent Place School | not reported in the loaded dataset | 2023 |
| Hosokawa Micron International, Inc. Group Insurance Plan | Hosokawa Micron International, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Summit → · Summit plans by participants → · Summit plans with financial data → · Summit plans with provider compensation → · $1B+ plans in Summit →
Related Form 5500 pages
- All NJ Form 5500 filings
- Halma Holdings Inc. Profit Sharing/Savings Retirement Plan (plan 001)
- Halma Holdings Inc. — all reported plans
- Kent Place School Defined Contribution Retirement Plan (plan 001)
- Kent Place School — all reported plans
- Hosokawa Micron Investment Retirement Plan (plan 001)
- Hosokawa Micron International Inc. — all reported plans
- Solomon Realty Advisors, Inc.401 (K) Profit Sharing Plan (plan 001)
- Solomon Realty Advisors, Inc. — all reported plans
- Quantifi, Inc. 401(K) Plan (plan 001)
- Quantifi, Inc. — all reported plans
- Boll & Branch LLC Retirement Trust (plan 001)
- Boll & Branch LLC — all reported plans
- Saad F Habba Md Keogh Plan (plan 001)
- Saad F Habba, Md — all reported plans
- The Connection For Women And Families Retirement Plan (plan 001)
- The Connection For Women And Families — all reported plans
- M & R Capital Management Inc 401(K) Profit Sharing Plan & Trust (plan 002)
- M & R Capital Management Inc — all reported plans
- Cc Pilates, Inc. 401(K) Plan (plan 001)
- Cc Pilates, Inc. — all reported plans
- Tripod Rock Funding Corp. 401(K) Profit Sharing Plan (plan 001)
- Tripod Rock Funding Corp. — all reported plans
- Cosmos Marketing Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Cosmos Marketing Inc — all reported plans
- Simplicity Group Welfare Benefits Plan (plan 502)
- Simplicity Financial Marketing Holdings, Inc. — all reported plans
- Solomon Realty Advisors Inc Dental Vision Plan (plan 503)
- Boll & Branch Health & Welfare Plan (plan 501)
- Methodology
- Data sources