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, Summa Group Retirement Savings Plan is a benefit plan reported by Summa Group, LLC under EIN 26-4289689 and plan number 002. The latest loaded filing year is 2023. The filing reports 576 participants and $11,165,479 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,165,479
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,165,479
- Net assets (BOY)
- $9,656,886
Income & contributions
- Employer contributions
- $263,629
- Participant contributions
- $759,987
- Total contributions
- $1,023,616
- Total income / additions
- $2,602,665
Expenses & distributions
- Benefits paid
- $1,034,312
- Administrative expenses
- $59,760
- Total expenses
- $1,094,072
- Net increase / (decrease)
- $1,508,593