2023 Form 5500 filing — Summit Body & Equipment, Inc. Employee Stock Ownership Plan And 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 20241008095444NAL0016424209001) for Summit Body & Equipment, Inc. Employee Stock Ownership Plan And Trust, reported by Summit Body & Equipment Inc. under EIN 93-1044551 and plan number 001. It reports 46 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241008095444NAL0016424209001
Filing year
2023
Form type
2
Plan sponsor
Summit Body & Equipment Inc.
EIN
93-1044551
Plan number
001
Location
Ridgefield, WA
Participants
46
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$21,090,000
Total liabilities (EOY)
$885,477
Net assets (EOY)
$20,204,523
Employer contributions
$725,087
Participant contributions
$0
Total income / additions
$7,178,929
Benefits paid
$918,181
Administrative expenses
$0
Total expenses
$961,165
Net increase / (decrease)
$6,217,764
Schedule source
Schedule I

Related Form 5500 pages