How many benefit plans does Summit Mortgage Corporation report on Form 5500?

Summit Mortgage Corporation (EIN 41-1726353) reports 5 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Summit Mortgage Corporation?

The Employer Identification Number (EIN) reported for Summit Mortgage Corporation is 41-1726353.

What is the latest Form 5500 filing year for Summit Mortgage Corporation?

The latest loaded Form 5500 filing year for Summit Mortgage Corporation is 2023.

Summit Mortgage Corporation — 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 Mortgage Corporation (EIN 41-1726353) is a plan sponsor located in Plymouth, MN with 5 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: 41-1726353
Location: Plymouth, MN
Loaded plans: 5
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 Mortgage Corporation

5 loaded plans hold $16.7M in reported assets.
The largest, Summit Mortgage 401(K) Retirement Plan, holds 100% of this company's reported plan assets.
Plans cover 738 reported participants.
1 of 5 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.7MSummed across loaded plans$16,697,969

Total reported assets$16.7M$16,700,794

Total reported participants738

Total reported liabilities$2.8K$2,825

Reported net position

Reported assets = net assets + liabilities (summed)$16.7M total assets

Net assets$16.7MLiabilities$2.8K

Contributions & income

Employer contributions$160.2K

Participant contributions$925.3K

Total income / additions$3.6M

Expenses & distributions

Benefits paid / distributions$2.8M

Total expenses$2.8M

Net increase / (decrease)$729.5K

Data coverage

Plans with financial statements1 / 5 (20%)

Plans with provider compensation1 / 5 (20%)

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 Mortgage 401(K) Retirement Plan

Participants per plan148Average across loaded plans

Loaded plans5

Ranked by reported assets

Largest loaded plans

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

1
Summit Mortgage 401(K) Retirement Plan$16.7M
Plan #001 · 238 participants · 2023
2
Summit Mortgage Life, Ltd And Std Benefits Plannot reported in the loaded dataset
Plan #504 · 163 participants · 2023
3
Summit Mortgage Dental Benefits Plannot reported in the loaded dataset
Plan #505 · 123 participants · 2023
4
Summit Mortgage Medical Benefits Plannot reported in the loaded dataset
Plan #503 · 111 participants · 2023
5
Summit Mortgage Vision Benefits Plannot reported in the loaded dataset
Plan #506 · 103 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 Mortgage Corporation. Open one for its full reported snapshot.

2023
Summit Mortgage Life, Ltd And Std Benefits Plan163 participants · 2No schedules
View filing →
2023
Summit Mortgage Vision Benefits Plan103 participants · 2No schedules
View filing →
2023
Summit Mortgage Medical Benefits Plan111 participants · 2No schedules
View filing →
2023
Summit Mortgage 401(K) Retirement Plan238 participants · 2Sch HSch C
View filing →
2023
Summit Mortgage Dental Benefits Plan123 participants · 2No schedules
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Summit Mortgage Corporation report on Form 5500?: Summit Mortgage Corporation (EIN 41-1726353) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Summit Mortgage Corporation?: The Employer Identification Number (EIN) reported for Summit Mortgage Corporation is 41-1726353.
What is the latest Form 5500 filing year for Summit Mortgage Corporation?: The latest loaded Form 5500 filing year for Summit Mortgage Corporation is 2023.