Summit 7 Systems, LLC — 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 7 Systems, LLC (EIN 27-1467561) is a plan sponsor located in Huntsville, AL with 2 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
27-1467561
Location
Huntsville, AL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,334,357
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,334,357

Contributions & income

Employer contributions
$457,738
Participant contributions
$871,429
Total income / additions
$2,559,024

Expenses & distributions

Benefits paid / distributions
$827,396
Total expenses
$822,357
Net increase / (decrease)
$1,736,667

Coverage

Total reported participants
282
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 7 Systems, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Summit 7 Systems 401(K) Plan001139$5,334,3572023
Summit 7 Systems, LLC Health & Welfare Plan502143not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Summit 7 Systems, LLC
YearPlanParticipantsSchedulesFiling
2023Summit 7 Systems 401(K) Plan139H, C20241014074913NAL0014613523001
2023Summit 7 Systems, LLC Health & Welfare Plan14320250422160426NAL0010235730001

Related Form 5500 pages