Summit Stlmt Svcs Of Ma Ins. Agency, INC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Summit Stlmt Svcs Of Ma Ins. Agency, INC
  • Sponsor EIN: 043210499
  • Sponsor Address: 5992 HAMMOCK ISLES CIRCLE, NAPLES, FL, 34119
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $2.6M

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.
20243$2.6M$0$0
20233$2.6M$0$0
20223$2.0M$0$0

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