Summit On-Site Solutions 401(K) Plan — Form 5500 plan (Summit On-Site Solutions, LLC)
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 On-Site Solutions 401(K) Plan is a benefit plan reported by Summit On-Site Solutions, LLC under EIN 27-0199570 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $3,996,702 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Summit On-Site Solutions, LLC
- EIN
- 27-0199570
- Plan number
- 001
- Plan type
- 2
- Location
- Pearland, TX
- Latest filing year
- 2023
- Participants
- 256
- End-of-year plan assets
- $3,996,702
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 256 | H, C | 20240628140137NAL0000491075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,996,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,996,702
- Net assets (BOY)
- $2,664,215
Income & contributions
- Employer contributions
- $303,703
- Participant contributions
- $658,015
- Total contributions
- $1,021,553
- Total income / additions
- $1,570,779
Expenses & distributions
- Benefits paid
- $232,772
- Administrative expenses
- $5,520
- Total expenses
- $238,292
- Net increase / (decrease)
- $1,332,487
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps, Inc | NONE | $5,520 | $0 | 2023 |
| Legg Mason | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Prudential Jennison | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Franklin Templeton | NONE | $0 | $0 | 2023 |
| Tiaa-Cref | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| Goldman Sachs Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Summit On-Site Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Pearland, TX
- T Rowe Price Rps, Inc — Schedule C compensation
- Legg Mason — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Prudential Jennison — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Franklin Templeton — Schedule C compensation
- Tiaa-Cref — Schedule C compensation
- Vanguard Group — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- Goldman Sachs Funds — Schedule C compensation