2023 Form 5500 filing — Summit Operating Services Company, LLC 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 20241015140755NAL0014798723001) for Summit Operating Services Company, LLC 401(K) Plan, reported by Summit Operating Services Company, LLC under EIN 85-1105422 and plan number 002. It reports 293 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)$26.9MReported net assets$26,942,508

Participants293

Provider compensation$54K2 Schedule C row(s)$53,970

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015140755NAL0014798723001
Plan sponsor: Summit Operating Services Company, LLC
EIN: 85-1105422
Plan number: 002
Location: Houston, TX
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)$26.9M total assets

Net assets$26.9MLiabilities$0

Money in vs. money out

Total income / additions$7.7M

Total expenses$5.6M

Benefits paid / distributions$5.5M

Contributions

Employer$1.4M

Participant$2.1M

Full reported line items

Total assets (EOY): $26,942,508
Total liabilities (EOY): $0
Net assets (EOY): $26,942,508
Employer contributions: $1,396,076
Participant contributions: $2,100,630
Total income / additions: $7,718,437
Benefits paid: $5,521,630
Administrative expenses: $57,328
Total expenses: $5,578,958
Net increase / (decrease): $2,139,479

Schedule C

Reported service provider compensation

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

1
Fidelity Investments Institutional$29K
RECORDKEEPER · Direct $29K · Indirect $0
2
Prime Capital Investment Advisors$25K
ADVISOR · Direct $25K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015140755NAL0014798723001 cover?: It is the 2023 Form 5500 filing for Summit Operating Services Company, LLC 401(K) Plan, reported by Summit Operating Services Company, LLC (EIN 85-1105422).
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).