Summit Management Partners, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Summit Management Partners, LLC
  • Sponsor EIN: 853668797
  • Sponsor Address: 2054 VISTA PARKWAY, WEST PALM BEACH, FL, 33411
  • Plan Type: 401(k)
  • Plan Number: 501
  • Total Participants: 369
  • Total Assets: $0

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.
2025369$0$0$0
2024266$0$0$0
2023117$0$0$0

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