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| Plan Name | BEYOND THE SUMMIT 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | BEYOND THE SUMMIT, LLC |
| Employer identification number (EIN): | 462891090 |
| NAIC Classification: | 519100 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | DAVID GORMAN | 2024-02-22 | DAVID GORMAN | 2024-02-22 |
| 001 | 2022-01-01 | DAVID GORMAN | 2023-05-31 | ||
| 001 | 2021-01-01 | JULIE ANN REYES | 2022-06-24 | DAVID GORMAN | 2022-06-24 |
| 001 | 2020-01-01 | JULIE ANN REYES | 2021-07-27 | DAVID GORMAN | 2021-08-02 |
| Measure | Date | Value |
|---|---|---|
| 2024 : BEYOND THE SUMMIT 401(K) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-02-22 | 223 |
| Total expenses incurred by plan in this plan year | 2024-02-22 | 420973 |
| Net assets as of the end of the plan year | 2024-02-22 | 0 |
| Total assets as of the beginning of the plan year | 2024-02-22 | 307114 |
| Value of plan covered by a fidelity bond | 2024-02-22 | 385000 |
| Participant contributions to plan in this plan year | 2024-02-22 | 28876 |
| Other contributions to plan in this plan year | 2024-02-22 | 8916 |
| Other income to plan in this plan year | 2024-02-22 | 56413 |
| Plan net income in this plan year | 2024-02-22 | -307337 |
| Net assets as of the end of the plan year | 2024-02-22 | 0 |
| Net assets as of the beginning of the plan year | 2024-02-22 | 307114 |
| Employer contributions to plan in this plan year | 2024-02-22 | 19431 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-02-22 | 1741 |
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