Plan5500

Summit Group, 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 Group, LLC (EIN 80-0589384) is a plan sponsor located in Silver Spring, MD 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
80-0589384
Location
Silver Spring, MD
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.8MSummed across loaded plans$16,759,925
Total reported assets$16.8M$16,759,925
Total reported participants251
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.8M total assets
Net assets$16.8MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributions$831.7K
Total income / additions$5.5M
Expenses & distributions
Benefits paid / distributions$4M
Total expenses$4.1M
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets99%Summit Group, LLC 401(K) Plan
Participants per plan126Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Summit Group, LLC 401(K) Plan$16.6M
    Plan #001 · 175 participants · 2023
  2. 2
    Summit Employee Benefit Plan Trust$115.6K
    Plan #505 · 76 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Summit Group, LLC
YearPlanParticipantsSchedulesFiling
2023Summit Employee Benefit Plan Trust76I20240723094506NAL0019293344003
2023Summit Group, LLC 401(K) Plan175H, C20241015134428NAL0016519507001

Related Form 5500 pages