Summit Group, LLC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Summit Group, LLC
  • Sponsor EIN: 800589384
  • Sponsor Address: 11961 TECH RD, SILVER SPRINGS, MD, 20904
  • Plan Type: 401(k)
  • Plan Number: 505
  • Total Participants: 0
  • Total Assets: $38,997

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.
20250$38,997$0$0
202464$12,203$1.4M$0
202375$115,595$1.3M$0

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