2023 Form 5500 filing — Summit Employee Benefit Plan Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723094506NAL0019293344003) for Summit Employee Benefit Plan Trust, reported by Summit Group, LLC under EIN 80-0589384 and plan number 505. It reports 76 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$115.6KReported net assets$115,595
Participants76
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240723094506NAL0019293344003
- Plan sponsor
- Summit Group, LLC
- EIN
- 80-0589384
- Plan number
- 505
- Location
- Silver Springs, MD
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$115.6K total assets
Net assets$115.6KLiabilities—
Full reported line items
- Total assets (EOY)
- $115,595
- Net assets (EOY)
- $115,595
- Employer contributions
- $1,324,285
- Total income / additions
- $1,324,285
- Benefits paid
- $1,159,385
- Administrative expenses
- $49,305
- Total expenses
- $1,208,690
- Net increase / (decrease)
- $115,595