Lester R. Summers, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lester R. Summers, INC.
  • Sponsor EIN: 231413983
  • Sponsor Address: 40 GARDEN SPOT ROAD SUITE 100, EPHRATA, PA, 175229803
  • Plan Type: DC
  • Total Participants: 68
  • Total Assets: $2.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202468$2.7M$1.5M$0
202371$2.3M$1.5M$0
202271$3.9M$1.5M$0

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