2023 Form 5500 filing — Summit Contracting Group, Inc. 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 20250130124929NAL0000849921001) for Summit Contracting Group, Inc. 401(K) Plan, reported by Summit Contracting Group, Inc. under EIN 20-8209413 and plan number 001. It reports 420 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130124929NAL0000849921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Summit Contracting Group, Inc.
- EIN
- 20-8209413
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 420
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,403,542
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,403,542
- Employer contributions
- $848,960
- Participant contributions
- $1,860,131
- Total income / additions
- $4,954,367
- Benefits paid
- $520,950
- Administrative expenses
- $157,461
- Total expenses
- $691,443
- Net increase / (decrease)
- $4,262,924
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cps Investment Advisors | FINANCIAL ADVISOR FEES | $149,577 | not reported in the loaded dataset |
| Pcs Financial Services | PCS FEES | $4,205 | not reported in the loaded dataset |
| Mid Atlantic Trust Company | CUSTODIAL FEES | $0 | not reported in the loaded dataset |