2023 Form 5500 filing — Summit Design And Engineering Services, Pllc Employees Savings Trust
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 20240712113708NAL0011228003001) for Summit Design And Engineering Services, Pllc Employees Savings Trust, reported by Summit Design And Engineering Services, Pllc under EIN 30-0236228 and plan number 001. It reports 474 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712113708NAL0011228003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Summit Design And Engineering Services, Pllc
- EIN
- 30-0236228
- Plan number
- 001
- Location
- Hillsborough, NC
- Participants
- 474
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,996,785
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,996,785
- Employer contributions
- $1,024,249
- Participant contributions
- $2,094,584
- Total income / additions
- $6,182,709
- Benefits paid
- $1,900,558
- Administrative expenses
- $27,865
- Total expenses
- $1,928,423
- Net increase / (decrease)
- $4,254,286
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors Co. | NONE | $24,287 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $6,762 | $0 |