2023 Form 5500 filing — The Summit Center 401(K) Plan
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 20241011103148NAL0010821939001) for The Summit Center 401(K) Plan, reported by The Summit Center Inc. under EIN 16-1095750 and plan number 003. It reports 610 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011103148NAL0010821939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Summit Center Inc.
- EIN
- 16-1095750
- Plan number
- 003
- Location
- Getzville, NY
- Participants
- 610
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,866,632
- Net assets (EOY)
- $28,866,632
- Employer contributions
- $812,776
- Participant contributions
- $918,748
- Total income / additions
- $6,092,715
- Benefits paid
- $2,875,309
- Administrative expenses
- $99,241
- Total expenses
- $2,974,550
- Net increase / (decrease)
- $3,118,165
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEPPER | $44,930 | not reported in the loaded dataset |
| Rbc Capital Markets LLC | INVESTMENT AD VISORY - PL | $44,717 | not reported in the loaded dataset |
| Actuarial Consulting Services, Inc | CONTRACT ADMINISTRATOR | $9,590 | not reported in the loaded dataset |