Summitt Enterprises Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Summitt Enterprises 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, Summitt Enterprises Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Summitt Enterprises Inc under EIN 93-0443822 and plan number 003. The latest loaded filing year is 2023. The filing reports 252 participants and $9,843,895 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Summitt Enterprises Inc
- EIN
- 93-0443822
- Plan number
- 003
- Plan type
- 2
- Location
- Ashland, OR
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $9,843,895
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H | 20260105151225NAL0007328754001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,843,895
- Total liabilities (EOY)
- $8,308
- Net assets (EOY)
- $9,835,587
- Net assets (BOY)
- $8,289,583
Income & contributions
- Employer contributions
- $413,604
- Total contributions
- $413,604
- Total income / additions
- $1,550,684
Expenses & distributions
- Benefits paid
- $3,091
- Administrative expenses
- $1,589
- Total expenses
- $4,680
- Net increase / (decrease)
- $1,546,004
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.