Logo

SUMMIT MANAGEMENT GROUP OF FLORIDA, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSUMMIT MANAGEMENT GROUP OF FLORIDA, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

SUMMIT MANAGEMENT GROUP OF FLORIDA, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SUMMIT MANAGEMENT GROUP OF FLORIDA, LLC has sponsored the creation of one or more 401k plans.

Company Name:SUMMIT MANAGEMENT GROUP OF FLORIDA, LLC
Employer identification number (EIN):202059223
NAIC Classification:531310

Additional information about SUMMIT MANAGEMENT GROUP OF FLORIDA, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2004-12-27
Company Identification Number: L04000093458
Legal Registered Office Address: 5551 Ridgewood Drive

NAPLES

34108

More information about SUMMIT MANAGEMENT GROUP OF FLORIDA, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT MANAGEMENT GROUP OF FLORIDA, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01THOMAS MACIVOR2023-06-27
0012021-01-01THOMAS MACIVOR2023-04-20
0012015-01-01THOMAS MACIVOR2016-10-17 THOMAS MACIVOR2016-10-17
0012014-01-01ROBERT VAN TEEFFELEN2015-10-15 ROBERT VAN TEEFFELEN2015-10-15
0012013-01-01ROBERT VAN TEEFFELEN2014-10-02
0012012-01-01ROBERT VAN TEEFFELEN2013-10-11
0012011-01-01THOMAS A. MACIVOR2012-07-12 THOMAS A. MACIVOR2012-07-12
0012010-01-01THOMAS A. MACIVOR2011-05-10 THOMAS A. MACIVOR2011-05-10

Financial Data on SUMMIT MANAGEMENT GROUP OF FLORIDA, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : SUMMIT MANAGEMENT GROUP OF FLORIDA, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-05-120
Total liabilities as of the beginning of the plan year2025-05-120
Total expenses incurred by plan in this plan year2025-05-12158266
Net assets as of the end of the plan year2025-05-121762293
Total assets as of the beginning of the plan year2025-05-121510754
Value of plan covered by a fidelity bond2025-05-121000000
Participant contributions to plan in this plan year2025-05-12164873
Value of participant loans at end of plan year2025-05-1286599
Other income to plan in this plan year2025-05-12182053
Plan net income in this plan year2025-05-12251539
Net assets as of the end of the plan year2025-05-121762293
Net assets as of the beginning of the plan year2025-05-121510754
Employer contributions to plan in this plan year2025-05-1262879
Fees paid to broker by Benefit Provider2025-05-124675
2024 : SUMMIT MANAGEMENT GROUP OF FLORIDA, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-080
Total liabilities as of the beginning of the plan year2024-07-080
Total expenses incurred by plan in this plan year2024-07-08161551
Net assets as of the end of the plan year2024-07-081510754
Total assets as of the beginning of the plan year2024-07-081200467
Value of plan covered by a fidelity bond2024-07-081000000
Participant contributions to plan in this plan year2024-07-08186579
Value of participant loans at end of plan year2024-07-0885218
Other contributions to plan in this plan year2024-07-0824361
Other income to plan in this plan year2024-07-08190097
Plan net income in this plan year2024-07-08310287
Net assets as of the end of the plan year2024-07-081510754
Net assets as of the beginning of the plan year2024-07-081200467
Employer contributions to plan in this plan year2024-07-0870801
Fees paid to broker by Benefit Provider2024-07-083204
2023 : SUMMIT MANAGEMENT GROUP OF FLORIDA, LLC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total liabilities as of the end of the plan year2023-04-200
Total liabilities as of the beginning of the plan year2023-04-200
Total expenses incurred by plan in this plan year2023-04-20281166
Net assets as of the end of the plan year2023-04-201246878
Total assets as of the beginning of the plan year2023-04-201174452
Value of plan covered by a fidelity bond2023-04-201000000
Participant contributions to plan in this plan year2023-04-20142270
Value of participant loans at end of plan year2023-04-2017460
Other expenses paid from plan in this plan year2023-04-200
Other contributions to plan in this plan year2023-04-200
Other income to plan in this plan year2023-04-20159377
Plan net income in this plan year2023-04-2072426
Net assets as of the end of the plan year2023-04-201246878
Net assets as of the beginning of the plan year2023-04-201174452
Employer contributions to plan in this plan year2023-04-2051945
Fees paid to broker by Benefit Provider2023-04-203748
Expensese paid to adminstrative service provicers from plan in this plan year2023-04-20810

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1