2023 Form 5500 filing — Summit Construction, Inc. 401(K) Profit Sharing Plan And 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 20241004130732NAL0005719651001) for Summit Construction, Inc. 401(K) Profit Sharing Plan And Trust, reported by Summit Construction, Inc. under EIN 52-1681582 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.2MReported net assets$3,156,357
Participants130
Provider compensation$24.1K3 Schedule C row(s)$24,141
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004130732NAL0005719651001
Plan sponsor
Summit Construction, Inc.
EIN
52-1681582
Plan number
001
Location
Frederick, MD
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.2M total assets
Net assets$3.2MLiabilities$0
Money in vs. money out
Total income / additions$560.5K
Total expenses$151K
Benefits paid / distributions$126.1K
Contributions
Employer$34.4K
Participant$106.1K
Full reported line items
Total assets (EOY)
$3,156,357
Total liabilities (EOY)
$0
Net assets (EOY)
$3,156,357
Employer contributions
$34,429
Participant contributions
$106,149
Total income / additions
$560,470
Benefits paid
$126,056
Administrative expenses
$24,141
Total expenses
$151,029
Net increase / (decrease)
$409,441
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $13K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $11.1K
  3. 3
    INVESTMENT MGMT · Direct $21

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004130732NAL0005719651001 cover?
It is the 2023 Form 5500 filing for Summit Construction, Inc. 401(K) Profit Sharing Plan And Trust, reported by Summit Construction, Inc. (EIN 52-1681582).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages