How many benefit plans does Summit Funding, Inc. report on Form 5500?

Summit Funding, Inc. (EIN 91-1780488) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Summit Funding, Inc.?

The Employer Identification Number (EIN) reported for Summit Funding, Inc. is 91-1780488.

What is the latest Form 5500 filing year for Summit Funding, Inc.?

The latest loaded Form 5500 filing year for Summit Funding, Inc. is 2023.

Summit Funding, 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 Funding, Inc. (EIN 91-1780488) is a plan sponsor located in Sacramento, CA with 2 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: 91-1780488
Location: Sacramento, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $45,065,341
Total reported net assets (EOY): $45,065,341

Contributions & income

Employer contributions: $513,084
Participant contributions: $3,763,126
Total income / additions: $12,046,528

Expenses & distributions

Benefits paid / distributions: $8,303,789
Total expenses: $8,479,693
Net increase / (decrease): $3,566,835

Coverage

Total reported participants: 1,624
Plans with financial statements: 1
Plans with provider compensation: 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.

Largest loaded plans by reported assets

Summit Funding, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Summit Funding, Inc. 401(K) Plan	001	988	$45,065,341	2023
Summit Funding Employee Benefit Plan	501	636	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Summit Funding, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Summit Funding Employee Benefit Plan	636	—	20240927111505NAL0003533184001
2023	Summit Funding, Inc. 401(K) Plan	988	H, C	20241010142139NAL0020306769001