Summa Group, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Summa Group, LLC (EIN 264289689)
  • Plan Type: 401(k)
  • Total Participants: 221
  • Total Assets: $11.8M
  • Sponsor State: TX

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024221$11.8M$259,303$743,092
2023444$11.2M$263,629$759,987
2022500$9.7M$309,030$837,194

Service Providers

  • WITHUMSMITH+BROWN, PC — Accountant / Independent Qualified Public Accountant

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