Summit Industrial Construction, LLC Profit Sharing 401(K) Plan — Form 5500 plan (Summit Industrial Construction, LLC)
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 Industrial Construction, LLC Profit Sharing 401(K) Plan is a benefit plan reported by Summit Industrial Construction, LLC under EIN 45-2831413 and plan number 001. The latest loaded filing year is 2023. The filing reports 406 participants and $5,602,877 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Summit Industrial Construction, LLC
- EIN
- 45-2831413
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 406
- End-of-year plan assets
- $5,602,877
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 406 | H, C | 20240625142732NAL0007494417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,602,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,602,877
- Net assets (BOY)
- $3,610,436
Income & contributions
- Employer contributions
- $219,760
- Participant contributions
- $1,174,611
- Total contributions
- $1,923,219
- Total income / additions
- $2,691,371
Expenses & distributions
- Benefits paid
- $589,699
- Administrative expenses
- $62,498
- Total expenses
- $698,930
- Net increase / (decrease)
- $1,992,441
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,754 | $0 | 2023 |
| Stephens Group Asset Management LLC | INVESTMENT ADVISOR | $16,284 | not reported in the loaded dataset | 2023 |
| James M Moyna Cpa Pc | AUDITOR | $10,250 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $862 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Summit Industrial Construction, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Stephens Group Asset Management LLC — Schedule C compensation
- James M Moyna Cpa Pc — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation