2023 Form 5500 filing — Summit On-Site Solutions 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240628140137NAL0000491075001) for Summit On-Site Solutions 401(K) Plan, reported by Summit On-Site Solutions, LLC under EIN 27-0199570 and plan number 001. It reports 256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240628140137NAL0000491075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Summit On-Site Solutions, LLC
- EIN
- 27-0199570
- Plan number
- 001
- Location
- Pearland, TX
- Participants
- 256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,996,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,996,702
- Employer contributions
- $303,703
- Participant contributions
- $658,015
- Total income / additions
- $1,570,779
- Benefits paid
- $232,772
- Administrative expenses
- $5,520
- Total expenses
- $238,292
- Net increase / (decrease)
- $1,332,487
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps, Inc | NONE | $5,520 | $0 |
| Legg Mason | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| Prudential Jennison | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Franklin Templeton | NONE | $0 | $0 |
| Tiaa-Cref | NONE | $0 | $0 |
| Vanguard Group | NONE | $0 | $0 |
| Blackrock Funds | NONE | $0 | $0 |
| Goldman Sachs Funds | NONE | $0 | $0 |