Summit Companies 401(K) Profit Sharing Plan — Form 5500 plan (Sfp Holding, 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, Summit Companies 401(K) Profit Sharing Plan is a benefit plan reported by Sfp Holding, Inc. under EIN 20-5225425 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,374 participants and $129,280,571 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sfp Holding, Inc.
EIN
20-5225425
Plan number
001
Plan type
2
Location
Mendota Heights, MN
Latest filing year
2023
Participants
4,374
End-of-year plan assets
$129,280,571

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,374H, C20241011111448NAL0044092802001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$129,280,571
Total liabilities (EOY)
$0
Net assets (EOY)
$129,280,571
Net assets (BOY)
$46,033,678

Income & contributions

Employer contributions
$7,962,216
Participant contributions
$14,826,619
Total contributions
$27,093,678
Total income / additions
$43,806,571

Expenses & distributions

Benefits paid
$8,008,974
Administrative expenses
$201,439
Total expenses
$8,502,304
Net increase / (decrease)
$35,304,267

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$201,438$02023

Related Form 5500 pages