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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 3 | $2.6M | $0 | $0 |
| 2023 | 3 | $2.6M | $0 | $0 |
| 2022 | 3 | $2.0M | $0 | $0 |