Summit Financial Corporation — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Summit Financial Corporation is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $337,146 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$337,146
Reported indirect compensation
$0
Total reported compensation
$337,146
Filings
9
Plan sponsors
9
Plans
9
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Summit Financial Corporation
SponsorStatePlansReported compensation
Kens Foods, IncMA1$98,448
Broan-Nutone LLCWI1$93,500
Polar Corp.MA1$56,018
Isaacson MillerMA1$22,966
Combined Jewish Philanthropies Of Greater Boston, Inc.MA1$22,766
Energy North, Inc.MA1$15,511
Ecco Usa, Inc.NH1$15,254
Jewish Community Centers Of Greater Boston, Inc.MA1$8,343
Mab Community Services Inc.MA1$4,340

State footprint

Plans reporting Summit Financial Corporation are sponsored in MA (7), NH (1), WI (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Kens Foods, IncKen'S Foods, Inc. Employee Thrift Plan2023$98,448not reported in the loaded dataset
Broan-Nutone LLCNortek Retirement Plan2023$93,500not reported in the loaded dataset
Polar Corp.Polar Beverages Retirement Plan2023$56,018$0
Isaacson MillerIsaacson Retirement Plan2023$22,966$0
Combined Jewish Philanthropies Of Greater Boston, Inc.Combined Jewish Philanthropies Of Greater Boston, Inc. 403(B) Retirement Plan2023$22,766not reported in the loaded dataset
Energy North, Inc.Energy North Retirement Plan2023$15,511$0
Ecco Usa, Inc.Ecco Usa, Inc. 401k Plan2023$15,254$0
Jewish Community Centers Of Greater Boston, Inc.Jewish Community Centers Of Greater Boston, Inc. 403(B) Retirement Plan2023$8,343not reported in the loaded dataset
Mab Community Services Inc.Mab Community Services Retirement Savings Plan2023$4,340$0

Related Form 5500 pages