401k Plan data: SUMMIT GROUP OF VIRGINIA LLP 401(K) PLAN plan

SUMMIT GROUP OF VIRGINIA LLP 401(K) PLAN 401k Plan overview

Plan Name	SUMMIT GROUP OF VIRGINIA LLP 401(K) PLAN
Plan identification number	001

SUMMIT GROUP OF VIRGINIA LLP 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 GROUP OF VIRGINIA LLP has sponsored the creation of one or more 401k plans.

Company Name: SUMMIT GROUP OF VIRGINIA LLP

Employer identification number (EIN): 541918135

NAIC Classification: 523110
NAIC Description: Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT GROUP OF VIRGINIA LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DAWN SMITH 2023-09-19
001 2022-01-01 MARK S BATZEL 2023-06-26 MARK S BATZEL 2023-06-26
001 2021-01-01 MARK S BATZEL 2022-05-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DAWN SMITH	2023-09-19
001	2022-01-01	MARK S BATZEL	2023-06-26	MARK S BATZEL	2023-06-26
001	2021-01-01	MARK S BATZEL	2022-05-11

Financial Data on SUMMIT GROUP OF VIRGINIA LLP 401(K) PLAN

Measure	Date	Value
2022 : SUMMIT GROUP OF VIRGINIA LLP 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year	2022-05-11	0
Total expenses incurred by plan in this plan year	2022-05-11	0
Net assets as of the end of the plan year	2022-05-11	535337
Total assets as of the beginning of the plan year	2022-05-11	0
Value of plan covered by a fidelity bond	2022-05-11	250000
Participant contributions to plan in this plan year	2022-05-11	73536
Other contributions to plan in this plan year	2022-05-11	377733
Other income to plan in this plan year	2022-05-11	51469
Plan net income in this plan year	2022-05-11	535337
Net assets as of the end of the plan year	2022-05-11	535337
Net assets as of the beginning of the plan year	2022-05-11	0
Employer contributions to plan in this plan year	2022-05-11	32599
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-11	0

Potentially related plans

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Company Name:	SUMMIT GROUP OF VIRGINIA LLP
Employer identification number (EIN):	541918135
NAIC Classification:	523110
NAIC Description:	Investment Banking and Securities Dealing