The Summit Center 401(K) Plan — Form 5500 plan (The Summit Center Inc.)
Plain-English plan 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, The Summit Center 401(K) Plan is a benefit plan reported by The Summit Center Inc. under EIN 16-1095750 and plan number 003. The latest loaded filing year is 2023. The filing reports 610 participants and $28,866,632 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Summit Center Inc.
- EIN
- 16-1095750
- Plan number
- 003
- Plan type
- 2
- Location
- Getzville, NY
- Latest filing year
- 2023
- Participants
- 610
- End-of-year plan assets
- $28,866,632
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 610 | H, C | 20241011103148NAL0010821939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,866,632
- Net assets (EOY)
- $28,866,632
- Net assets (BOY)
- $25,748,467
Income & contributions
- Employer contributions
- $812,776
- Participant contributions
- $918,748
- Total contributions
- $1,821,013
- Total income / additions
- $6,092,715
Expenses & distributions
- Benefits paid
- $2,875,309
- Administrative expenses
- $99,241
- Total expenses
- $2,974,550
- Net increase / (decrease)
- $3,118,165
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEPPER | $44,930 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets LLC | INVESTMENT AD VISORY - PL | $44,717 | not reported in the loaded dataset | 2023 |
| Actuarial Consulting Services, Inc | CONTRACT ADMINISTRATOR | $9,590 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Summit Center Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Getzville, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Rbc Capital Markets LLC — Schedule C compensation
- Actuarial Consulting Services, Inc — Schedule C compensation