P 401(k) Plan Report

Stable plan record

D R SUMMIT WEALTH MANAGEMENT, INC. 401(K) PLAN

Sponsored by D R SUMMIT WEALTH MANAGEMENT, INC. · EIN/PN 271552262-001

Selected filing history

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

Employer money per active participant
2025
$4,977
Administrative cost per participant
2025
$0
Active participants
2025
5
Total plan assets
2025
$1,562,583
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260715152226NAL00044487060015$4,977
Public filing identifier

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