P 401(k) Plan Report

Stable plan record

SUMMIT PLACE FINANCIAL ADVISORS 401(K) PLAN

Sponsored by SUMMIT PLACE FINANCIAL ADVISORS, LLC · EIN/PN 263103087-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$9,508
Administrative cost per participant
2025
$277
Active participants
2025
6
Total plan assets
2025
$1,830,902
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260706145134NAL00156595550016$9,508
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.