How many benefit plans does Summit Utilities, Inc. report on Form 5500?

Summit Utilities, Inc. (EIN 20-0929645) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Summit Utilities, Inc.?

The Employer Identification Number (EIN) reported for Summit Utilities, Inc. is 20-0929645.

What is the latest Form 5500 filing year for Summit Utilities, Inc.?

The latest loaded Form 5500 filing year for Summit Utilities, Inc. is 2023.

Summit Utilities, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Utilities, Inc. (EIN 20-0929645) is a plan sponsor located in Centennial, CO with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 20-0929645
Location: Centennial, CO
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $79,848,286
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $79,848,286

Contributions & income

Employer contributions: $5,043,663
Participant contributions: $7,618,945
Total income / additions: $26,401,416

Expenses & distributions

Benefits paid / distributions: $5,914,596
Total expenses: $6,142,972
Net increase / (decrease): $20,258,444

Coverage

Total reported participants: 2,424
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Summit Utilities, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Summit Utilities, Inc. 401(K) Plan	001	1,192	$79,848,286	2023
Summit Utilities, Inc. Welfare Benefits Plan	501	1,232	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Summit Utilities, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Summit Utilities, Inc. Welfare Benefits Plan	1,232	—	20240712121813NAL0017561601001
2023	Summit Utilities, Inc. 401(K) Plan	1,192	H, C	20240904155446NAL0036797376001