Summit Body & Equipment, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Summit Body & Equipment 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 Body & Equipment, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Summit Body & Equipment Inc. under EIN 93-1044551 and plan number 001. The latest loaded filing year is 2023. The filing reports 46 participants and $21,090,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Summit Body & Equipment Inc.
- EIN
- 93-1044551
- Plan number
- 001
- Plan type
- 2
- Location
- Ridgefield, WA
- Latest filing year
- 2023
- Participants
- 46
- End-of-year plan assets
- $21,090,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 46 | I | 20241008095444NAL0016424209001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $21,090,000
- Total liabilities (EOY)
- $885,477
- Net assets (EOY)
- $20,204,523
- Net assets (BOY)
- $13,986,759
Income & contributions
- Employer contributions
- $725,087
- Participant contributions
- $0
- Total income / additions
- $7,178,929
Expenses & distributions
- Benefits paid
- $918,181
- Administrative expenses
- $0
- Total expenses
- $961,165
- Net increase / (decrease)
- $6,217,764
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.