Summit Group Retirement Planners, — 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 Group Retirement Planners, is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $203,607 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $203,607
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $203,607
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- 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
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Shk Management, Inc. | PA | 1 | $63,205 |
| Soleo Health Holdings, Inc. | TX | 1 | $45,919 |
| Davlyn Manufacturing Co., LLC | PA | 1 | $34,667 |
| Heritage'S Dairy Stores, Inc. | NJ | 1 | $17,999 |
| North, Inc. | PA | 1 | $16,919 |
| Title Abstract Co. Of Pa. | PA | 1 | $15,204 |
| Philadelphia Urgent Care Management, Inc | PA | 1 | $9,694 |
State footprint
Plans reporting Summit Group Retirement Planners, are sponsored in PA (5), NJ (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Shk Management, Inc. | Korman Communities 401(K) Plan | 2023 | $63,205 | not reported in the loaded dataset |
| Soleo Health Holdings, Inc. | Soleo Health Holdings, Inc. 401(K) Plan | 2023 | $45,919 | not reported in the loaded dataset |
| Davlyn Manufacturing Co., LLC | The Davlyn Group 401(K) Pension Plan | 2023 | $34,667 | not reported in the loaded dataset |
| Heritage'S Dairy Stores, Inc. | Heritage'S Dairy Stores, Inc. 401(K) Salary Reduction Plan & Trust | 2023 | $17,999 | not reported in the loaded dataset |
| North, Inc. | North, Inc. Employee Savings Plan | 2023 | $16,919 | not reported in the loaded dataset |
| Title Abstract Co. Of Pa. | Title Abstract Co. Of Pa. 401(K) Plan | 2023 | $15,204 | not reported in the loaded dataset |
| Philadelphia Urgent Care Management, Inc | Philadelphia Urgent Care Management, Inc 401(K) Plan | 2023 | $9,694 | not reported in the loaded dataset |
Related Form 5500 pages
- Korman Communities 401(K) Plan (plan 001)
- Shk Management, Inc. — all reported plans
- Soleo Health Holdings, Inc. 401(K) Plan (plan 001)
- Soleo Health Holdings, Inc. — all reported plans
- The Davlyn Group 401(K) Pension Plan (plan 002)
- Davlyn Manufacturing Co., LLC — all reported plans
- Heritage'S Dairy Stores, Inc. 401(K) Salary Reduction Plan & Trust (plan 001)
- Heritage'S Dairy Stores, Inc. — all reported plans
- North, Inc. Employee Savings Plan (plan 001)
- North, Inc. — all reported plans
- Title Abstract Co. Of Pa. 401(K) Plan (plan 002)
- Title Abstract Co. Of Pa. — all reported plans
- Philadelphia Urgent Care Management, Inc 401(K) Plan (plan 001)
- Philadelphia Urgent Care Management, Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources