Plan5500

Summit Contracting Group, Inc. 401(K) Plan — Form 5500 plan (Summit Contracting Group, Inc.)

Plain-English plan 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, Summit Contracting Group, Inc. 401(K) Plan is a benefit plan reported by Summit Contracting Group, Inc. under EIN 20-8209413 and plan number 001. The latest loaded filing year is 2023. The filing reports 420 participants and $14,403,542 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Summit Contracting Group, Inc.
EIN
20-8209413
Plan number
001
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
420
End-of-year plan assets
$14,403,542

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023420H, C20250130124929NAL0000849921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,403,542
Total liabilities (EOY)
$0
Net assets (EOY)
$14,403,542
Net assets (BOY)
$10,140,618

Income & contributions

Employer contributions
$848,960
Participant contributions
$1,860,131
Total contributions
$2,813,015
Total income / additions
$4,954,367

Expenses & distributions

Benefits paid
$520,950
Administrative expenses
$157,461
Total expenses
$691,443
Net increase / (decrease)
$4,262,924

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cps Investment AdvisorsFINANCIAL ADVISOR FEES$149,577not reported in the loaded dataset2023
Pcs Financial ServicesPCS FEES$4,205not reported in the loaded dataset2023
Mid Atlantic Trust CompanyCUSTODIAL FEES$0not reported in the loaded dataset2023

Related Form 5500 pages