2023 Form 5500 filing — Summitt Enterprises Inc 401(K) Profit Sharing 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 20260105151225NAL0007328754001) for Summitt Enterprises Inc 401(K) Profit Sharing Plan & Trust, reported by Summitt Enterprises Inc under EIN 93-0443822 and plan number 003. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20260105151225NAL0007328754001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Summitt Enterprises Inc
- EIN
- 93-0443822
- Plan number
- 003
- Location
- Ashland, OR
- Participants
- 252
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,843,895
- Total liabilities (EOY)
- $8,308
- Net assets (EOY)
- $9,835,587
- Employer contributions
- $413,604
- Total income / additions
- $1,550,684
- Benefits paid
- $3,091
- Administrative expenses
- $1,589
- Total expenses
- $4,680
- Net increase / (decrease)
- $1,546,004
- Schedule source
- Schedule H