Summit Employee Benefit Plan Trust — Form 5500 plan (Summit Group, 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 Employee Benefit Plan Trust is a benefit plan reported by Summit Group, LLC under EIN 80-0589384 and plan number 505. The latest loaded filing year is 2023. The filing reports 76 participants and $115,595 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Summit Group, LLC
- EIN
- 80-0589384
- Plan number
- 505
- Plan type
- 2
- Location
- Silver Springs, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 76 | I | 20240723094506NAL0019293344003 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $115,595
- Net assets (EOY)
- $115,595
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $1,324,285
- Total income / additions
- $1,324,285
Expenses & distributions
- Benefits paid
- $1,159,385
- Administrative expenses
- $49,305
- Total expenses
- $1,208,690
- Net increase / (decrease)
- $115,595
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.