Summit Design And Engineering Services, Pllc Employees Savings Trust — Form 5500 plan (Summit Design And Engineering Services, Pllc)

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 Design And Engineering Services, Pllc Employees Savings Trust is a benefit plan reported by Summit Design And Engineering Services, Pllc under EIN 30-0236228 and plan number 001. The latest loaded filing year is 2023. The filing reports 474 participants and $19,996,785 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Summit Design And Engineering Services, Pllc
EIN
30-0236228
Plan number
001
Plan type
2
Location
Hillsborough, NC
Latest filing year
2023
Participants
474
End-of-year plan assets
$19,996,785

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023474H, C20240712113708NAL0011228003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,996,785
Total liabilities (EOY)
$0
Net assets (EOY)
$19,996,785
Net assets (BOY)
$15,742,499

Income & contributions

Employer contributions
$1,024,249
Participant contributions
$2,094,584
Total contributions
$3,230,328
Total income / additions
$6,182,709

Expenses & distributions

Benefits paid
$1,900,558
Administrative expenses
$27,865
Total expenses
$1,928,423
Net increase / (decrease)
$4,254,286

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Resources Investment Advisors Co.NONE$24,287not reported in the loaded dataset2023
Ascensus LLCNONE$6,762$02023

Related Form 5500 pages