How many benefit plans does Summit Stlmt Svcs Of Ma Ins. Agency, Inc report on Form 5500?

Summit Stlmt Svcs Of Ma Ins. Agency, Inc (EIN 04-3210499) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Summit Stlmt Svcs Of Ma Ins. Agency, Inc?

The Employer Identification Number (EIN) reported for Summit Stlmt Svcs Of Ma Ins. Agency, Inc is 04-3210499.

What is the latest Form 5500 filing year for Summit Stlmt Svcs Of Ma Ins. Agency, Inc?

The latest loaded Form 5500 filing year for Summit Stlmt Svcs Of Ma Ins. Agency, Inc is 2023.

Summit Stlmt Svcs Of Ma Ins. Agency, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Stlmt Svcs Of Ma Ins. Agency, Inc (EIN 04-3210499) is a plan sponsor located in Naples, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-3210499
Location: Naples, FL
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Summit Stlmt Svcs Of Ma Ins. Agency, Inc

1 loaded plans hold $2.6M in reported assets.
The largest, Summit Stlmt Svcs Of Ma Ins. Agency, Inc -P/S Plan, holds 100% of this company's reported plan assets.
Plans cover 4 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.6MSummed across loaded plans$2,603,433

Total reported assets$2.6M$2,603,433

Total reported participants4

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.6M total assets

Net assets$2.6MLiabilities—

Contributions & income

Total income / additions$577.7K

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$11.8K

Net increase / (decrease)$565.9K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Summit Stlmt Svcs Of Ma Ins. Agency, Inc -P/S Plan

Participants per plan4Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Summit Stlmt Svcs Of Ma Ins. Agency, Inc -P/S Plan$2.6M
Plan #001 · 4 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Summit Stlmt Svcs Of Ma Ins. Agency, Inc. Open one for its full reported snapshot.

2023
Summit Stlmt Svcs Of Ma Ins. Agency, Inc -P/S Plan4 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Summit Stlmt Svcs Of Ma Ins. Agency, Inc report on Form 5500?: Summit Stlmt Svcs Of Ma Ins. Agency, Inc (EIN 04-3210499) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Summit Stlmt Svcs Of Ma Ins. Agency, Inc?: The Employer Identification Number (EIN) reported for Summit Stlmt Svcs Of Ma Ins. Agency, Inc is 04-3210499.
What is the latest Form 5500 filing year for Summit Stlmt Svcs Of Ma Ins. Agency, Inc?: The latest loaded Form 5500 filing year for Summit Stlmt Svcs Of Ma Ins. Agency, Inc is 2023.