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JOHN F. SUMMERS BASIC PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN F. SUMMERS BASIC PROFIT SHARING PLAN
Plan identification number 001

JOHN F. SUMMERS BASIC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.

401k Sponsoring company profile

JOHN F. SUMMERS COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN F. SUMMERS COMPANY, INC.
Employer identification number (EIN):363463469
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F. SUMMERS BASIC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01JOHN F. SUMMERS2022-08-17 JOHN F SUMMERS2022-08-17
0012020-01-01JOHN F. SUMMERS2021-08-25 JOHN F SUMMERS2021-08-25
0012020-01-01JOHN F. SUMMERS2021-08-25 JOHN F SUMMERS2021-08-25
0012019-01-01JOHN F. SUMMERS2020-07-22
0012018-01-01JOHN F. SUMMERS2019-05-10
0012017-01-01JOHN F. SUMMERS2018-05-08
0012016-01-01JOHN F. SUMMERS2017-05-23
0012015-01-01JOHN F. SUMMERS2016-05-09
0012014-01-01JOHN F. SUMMERS2015-06-08
0012013-01-01JOHN F. SUMMERS2014-04-24
0012012-01-01JOHN F. SUMMERS2013-04-22
0012011-01-01JOHN F. SUMMERS2012-05-22
0012010-01-01JOHN F. SUMMERS2011-05-04

Financial Data on JOHN F. SUMMERS BASIC PROFIT SHARING PLAN

Measure Date Value
2025 : JOHN F. SUMMERS BASIC PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-2826590
Net assets as of the end of the plan year2025-05-283694781
Total assets as of the beginning of the plan year2025-05-283325971
Value of plan covered by a fidelity bond2025-05-28333000
Other income to plan in this plan year2025-05-28395400
Plan net income in this plan year2025-05-28368810
Net assets as of the end of the plan year2025-05-283694781
Net assets as of the beginning of the plan year2025-05-283325971
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2826590
2024 : JOHN F. SUMMERS BASIC PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-2124958
Net assets as of the end of the plan year2024-08-213325971
Total assets as of the beginning of the plan year2024-08-213075775
Value of plan covered by a fidelity bond2024-08-21333000
Other income to plan in this plan year2024-08-21275154
Plan net income in this plan year2024-08-21250196
Net assets as of the end of the plan year2024-08-213325971
Net assets as of the beginning of the plan year2024-08-213075775
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-2124958
2022 : JOHN F. SUMMERS BASIC PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-1724444
Net assets as of the end of the plan year2022-08-173300757
Total assets as of the beginning of the plan year2022-08-172959069
Value of plan covered by a fidelity bond2022-08-17120000
Other income to plan in this plan year2022-08-17366132
Plan net income in this plan year2022-08-17341688
Net assets as of the end of the plan year2022-08-173300757
Net assets as of the beginning of the plan year2022-08-172959069
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-1724444

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