2023 Form 5500 filing — Summit Technical Solutions, LLC 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 20240809142448NAL0006378033001) for Summit Technical Solutions, LLC 401(K) Plan, reported by Summit Technical Solutions, LLC under EIN 30-0002326 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809142448NAL0006378033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Summit Technical Solutions, LLC
- EIN
- 30-0002326
- Plan number
- 001
- Location
- Colorado Springs, CO
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,579,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,579,174
- Employer contributions
- $213,903
- Participant contributions
- $333,572
- Total income / additions
- $1,979,797
- Benefits paid
- $814,012
- Administrative expenses
- $33,403
- Total expenses
- $847,415
- Net increase / (decrease)
- $1,132,382
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $27,625 | not reported in the loaded dataset |
| Securian Financial Services, Inc. | NONE | $19,270 | not reported in the loaded dataset |
| Cetera Investment Advisers LLC | NONE | $6,828 | not reported in the loaded dataset |