401k Plan data: SUMMIT EDUCATIONAL GROUP 401(K) PLAN plan

SUMMIT EDUCATIONAL GROUP 401(K) PLAN 401k Plan overview

Plan Name	SUMMIT EDUCATIONAL GROUP 401(K) PLAN
Plan identification number	001

SUMMIT EDUCATIONAL GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SUMMIT EDUCATIONAL GROUP, INC has sponsored the creation of one or more 401k plans.

Company Name: SUMMIT EDUCATIONAL GROUP, INC

Employer identification number (EIN): 043125282

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT EDUCATIONAL GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CHARLES OHEARN 2023-09-23
001 2021-01-01 KATHERINE LEE 2022-10-14
001 2020-01-01 KATHERINE LEE 2021-10-14
001 2019-01-01 KATHERINE LEE 2020-10-08
001 2018-01-01 CHARLES O'HEARN
001 2017-01-01 KATHERINE LEE
001 2016-01-01 CATHERINE THOMPSON
001 2015-01-01 CATHERINE THOMPSON
001 2014-01-01 CATHERINE THOMPSON
001 2013-01-01 CATHERINE THOMPSON
001 2012-01-01 CATHERINE THOMPSON 2013-06-13 CATHERINE THOMPSON 2013-06-13
001 2011-01-01 CHARLES OHEARN
001 2009-01-01 CATHERINE THOMPSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CHARLES OHEARN	2023-09-23
001	2021-01-01	KATHERINE LEE	2022-10-14
001	2020-01-01	KATHERINE LEE	2021-10-14
001	2019-01-01	KATHERINE LEE	2020-10-08
001	2018-01-01	CHARLES O'HEARN
001	2017-01-01	KATHERINE LEE
001	2016-01-01	CATHERINE THOMPSON
001	2015-01-01	CATHERINE THOMPSON
001	2014-01-01	CATHERINE THOMPSON
001	2013-01-01	CATHERINE THOMPSON
001	2012-01-01	CATHERINE THOMPSON	2013-06-13	CATHERINE THOMPSON	2013-06-13
001	2011-01-01	CHARLES OHEARN
001	2009-01-01	CATHERINE THOMPSON

Plan Statistics for SUMMIT EDUCATIONAL GROUP 401(K) PLAN

401k plan membership statisitcs for SUMMIT EDUCATIONAL GROUP 401(K) PLAN

Measure Date Value
2018: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 30
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 14
Total of all active and inactive participants 2018-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 44
Number of participants with account balances 2018-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 36
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 48
Number of participants with account balances 2017-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 24
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 35
Number of participants with account balances 2016-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 23
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 33
Number of participants with account balances 2015-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 24
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 37
Number of participants with account balances 2014-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 17
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 14
Total of all active and inactive participants 2013-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 31
Number of participants with account balances 2013-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 15
Total of all active and inactive participants 2012-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 29
Number of participants with account balances 2012-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 13
Total of all active and inactive participants 2011-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 23
Number of participants with account balances 2011-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 26
Number of participants with account balances 2009-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	30
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	14
Total of all active and inactive participants	2018-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	44
Number of participants with account balances	2018-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	36
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	48
Number of participants with account balances	2017-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	24
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	35
Number of participants with account balances	2016-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	23
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	33
Number of participants with account balances	2015-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	24
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	37
Number of participants with account balances	2014-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	17
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	14
Total of all active and inactive participants	2013-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	31
Number of participants with account balances	2013-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	15
Total of all active and inactive participants	2012-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	29
Number of participants with account balances	2012-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	13
Total of all active and inactive participants	2011-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	23
Number of participants with account balances	2011-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	26
Number of participants with account balances	2009-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SUMMIT EDUCATIONAL GROUP 401(K) PLAN

Measure	Date	Value
2018 : SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$94,346
Expenses. Total of all expenses incurred	2018-12-31	$119,961
Benefits paid (including direct rollovers)	2018-12-31	$118,751
Total plan assets at end of year	2018-12-31	$1,227,252
Total plan assets at beginning of year	2018-12-31	$1,252,867
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$100,768
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-64,587
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-25,615
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,227,252
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,252,867
Total contributions received or receivable from employer(s)	2018-12-31	$58,165
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,210
2017 : SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$359,569
Expenses. Total of all expenses incurred	2017-12-31	$97,647
Benefits paid (including direct rollovers)	2017-12-31	$93,341
Total plan assets at end of year	2017-12-31	$1,252,867
Total plan assets at beginning of year	2017-12-31	$990,945
Value of fidelity bond covering the plan	2017-12-31	$100,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$71,095
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$15,087
Other income received	2017-12-31	$228,832
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$261,922
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,252,867
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$990,945
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$44,555
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$3,263
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,043
2016 : SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$187,977
Expenses. Total of all expenses incurred	2016-12-31	$17,409
Benefits paid (including direct rollovers)	2016-12-31	$14,015
Total plan assets at end of year	2016-12-31	$990,945
Total plan assets at beginning of year	2016-12-31	$820,377
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$79,651
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$68,596
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$170,568
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$990,945
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$820,377
Total contributions received or receivable from employer(s)	2016-12-31	$39,730
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$2,554
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$840
2015 : SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$116,280
Expenses. Total of all expenses incurred	2015-12-31	$113,286
Benefits paid (including direct rollovers)	2015-12-31	$107,366
Total plan assets at end of year	2015-12-31	$820,377
Total plan assets at beginning of year	2015-12-31	$817,383
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$65,950
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$12,520
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$2,994
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$820,377
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$817,383
Total contributions received or receivable from employer(s)	2015-12-31	$37,810
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$5,055
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$865
2014 : SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$175,975
Expenses. Total of all expenses incurred	2014-12-31	$2,322
Benefits paid (including direct rollovers)	2014-12-31	$1,504
Total plan assets at end of year	2014-12-31	$817,383
Total plan assets at beginning of year	2014-12-31	$643,730
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$61,029
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$12,271
Other income received	2014-12-31	$63,079
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$173,653
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$817,383
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$643,730
Total contributions received or receivable from employer(s)	2014-12-31	$39,596
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$818
2013 : SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$186,103
Expenses. Total of all expenses incurred	2013-12-31	$6,408
Benefits paid (including direct rollovers)	2013-12-31	$4,849
Total plan assets at end of year	2013-12-31	$643,730
Total plan assets at beginning of year	2013-12-31	$464,035
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$39,129
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$121,791
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$179,695
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$643,730
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$464,035
Total contributions received or receivable from employer(s)	2013-12-31	$25,183
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$899
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$660
2012 : SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$131,855
Expenses. Total of all expenses incurred	2012-12-31	$10,161
Benefits paid (including direct rollovers)	2012-12-31	$9,492
Total plan assets at end of year	2012-12-31	$464,035
Total plan assets at beginning of year	2012-12-31	$342,341
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$53,392
Other income received	2012-12-31	$51,112
Net income (gross income less expenses)	2012-12-31	$121,694
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$464,035
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$342,341
Total contributions received or receivable from employer(s)	2012-12-31	$27,351
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$669
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$62,518
Expenses. Total of all expenses incurred	2011-12-31	$29,099
Benefits paid (including direct rollovers)	2011-12-31	$24,254
Total plan assets at end of year	2011-12-31	$342,341
Total plan assets at beginning of year	2011-12-31	$308,922
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$44,939
Other income received	2011-12-31	$-4,629
Net income (gross income less expenses)	2011-12-31	$33,419
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$342,341
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$308,922
Total contributions received or receivable from employer(s)	2011-12-31	$22,208
Value of corrective distributions	2011-12-31	$4,185
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$660
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$98,921
Expenses. Total of all expenses incurred	2010-12-31	$14,227
Benefits paid (including direct rollovers)	2010-12-31	$7,285
Total plan assets at end of year	2010-12-31	$308,922
Total plan assets at beginning of year	2010-12-31	$224,228
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$39,258
Other income received	2010-12-31	$37,527
Net income (gross income less expenses)	2010-12-31	$84,694
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$308,922
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$224,228
Total contributions received or receivable from employer(s)	2010-12-31	$22,136
Value of corrective distributions	2010-12-31	$6,252
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$690
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SUMMIT EDUCATIONAL GROUP 401(K) PLAN

2018: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SUMMIT EDUCATIONAL GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SUMMIT EDUCATIONAL GROUP, INC
Employer identification number (EIN):	043125282
NAIC Classification:	611000