P 401(k) Plan Report

Stable plan record

SUMMIT FINANCIAL MANAGEMENT IN 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by SUMMIT FINANCIAL MANAGEMENT IN · EIN/PN 810593647-001

Selected filing history

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

Employer money per active participant
2025
$3,131
Administrative cost per participant
2025
$379
Active participants
2025
5
Total plan assets
2025
$316,972
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260430095549NAL00119343370015$3,131
Public filing identifier

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