401k Plan data: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN plan

SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 401k Plan overview

Plan Name	SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN
Plan identification number	003

SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

THE SUMMIT CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE SUMMIT CENTER, INC.

Employer identification number (EIN): 161095750

NAIC Classification: 611000

Additional information about THE SUMMIT CENTER, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1977-05-31

Company Identification Number: 436323

Legal Registered Office Address: 150 STAHL ROAD
Erie
GETZVILLE
United States of America (USA)
14068

More information about THE SUMMIT CENTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 STEPHEN ANDERSON STEPHEN ANDERSON 2018-10-09
003 2016-01-01 STEPHEN ANDERSON STEPHEN ANDERSON 2017-10-05
003 2015-01-01 STEPHEN ANDERSON STEPHEN ANDERSON 2016-10-07
003 2014-01-01 STEPHEN ANDERSON STEPHEN ANDERSON 2015-10-14
003 2013-01-01 STEPHEN ANDERSON STEPHEN ANDERSON 2014-10-14
003 2012-01-01 STEPHEN ANDERSON STEPHEN ANDERSON 2013-10-12
003 2011-01-01 STEPHEN ANDERSON
003 2010-01-01 STEPHEN ANDERSON
003 2009-01-01 PATRICIA RANDLE STEPHEN ANDERSON 2010-10-06

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	STEPHEN ANDERSON	STEPHEN ANDERSON	2018-10-09
003	2016-01-01	STEPHEN ANDERSON	STEPHEN ANDERSON	2017-10-05
003	2015-01-01	STEPHEN ANDERSON	STEPHEN ANDERSON	2016-10-07
003	2014-01-01	STEPHEN ANDERSON	STEPHEN ANDERSON	2015-10-14
003	2013-01-01	STEPHEN ANDERSON	STEPHEN ANDERSON	2014-10-14
003	2012-01-01	STEPHEN ANDERSON	STEPHEN ANDERSON	2013-10-12
003	2011-01-01	STEPHEN ANDERSON
003	2010-01-01	STEPHEN ANDERSON
003	2009-01-01	PATRICIA RANDLE	STEPHEN ANDERSON	2010-10-06

Plan Statistics for SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN

401k plan membership statisitcs for SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN

Measure Date Value
2022: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 586
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 365
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 233
Total of all active and inactive participants 2022-01-01 598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 598
Number of participants with account balances 2022-01-01 561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 14
2021: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 579
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 348
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 203
Total of all active and inactive participants 2021-01-01 551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 551
Number of participants with account balances 2021-01-01 525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 23
2020: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 584
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 416
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 170
Total of all active and inactive participants 2020-01-01 586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 586
Number of participants with account balances 2020-01-01 526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 29
2019: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 586
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 411
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 147
Total of all active and inactive participants 2019-01-01 558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 558
Number of participants with account balances 2019-01-01 513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 20
2018: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 584
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 455
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 139
Total of all active and inactive participants 2018-01-01 594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 594
Number of participants with account balances 2018-01-01 520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 16
2017: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 624
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 429
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 127
Total of all active and inactive participants 2017-01-01 556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 556
Number of participants with account balances 2017-01-01 498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 30
2016: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 624
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 456
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 158
Total of all active and inactive participants 2016-01-01 614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 614
Number of participants with account balances 2016-01-01 544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 20
2015: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 600
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 513
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 134
Total of all active and inactive participants 2015-01-01 647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 647
Number of participants with account balances 2015-01-01 534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 602
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 441
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 127
Total of all active and inactive participants 2014-01-01 568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 568
Number of participants with account balances 2014-01-01 520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 22
2013: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 599
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 502
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 72
Total of all active and inactive participants 2013-01-01 574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 574
Number of participants with account balances 2013-01-01 528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 16
2012: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 535
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 423
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 142
Total of all active and inactive participants 2012-01-01 565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 565
Number of participants with account balances 2012-01-01 536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 509
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 400
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 126
Total of all active and inactive participants 2011-01-01 526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 526
Number of participants with account balances 2011-01-01 492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6
2010: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 521
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 385
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 124
Total of all active and inactive participants 2010-01-01 509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 509
Number of participants with account balances 2010-01-01 481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 9
2009: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 427
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 436
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 85
Total of all active and inactive participants 2009-01-01 521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 521
Number of participants with account balances 2009-01-01 456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	586
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	365
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	233
Total of all active and inactive participants	2022-01-01	598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	598
Number of participants with account balances	2022-01-01	561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	14
2021: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	579
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	348
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	203
Total of all active and inactive participants	2021-01-01	551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	551
Number of participants with account balances	2021-01-01	525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	23
2020: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	584
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	416
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	170
Total of all active and inactive participants	2020-01-01	586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	586
Number of participants with account balances	2020-01-01	526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	29
2019: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	586
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	411
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	147
Total of all active and inactive participants	2019-01-01	558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	558
Number of participants with account balances	2019-01-01	513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	20
2018: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	584
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	455
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	139
Total of all active and inactive participants	2018-01-01	594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	594
Number of participants with account balances	2018-01-01	520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	16
2017: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	624
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	429
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	127
Total of all active and inactive participants	2017-01-01	556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	556
Number of participants with account balances	2017-01-01	498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	30
2016: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	624
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	456
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	158
Total of all active and inactive participants	2016-01-01	614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	614
Number of participants with account balances	2016-01-01	544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	20
2015: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	600
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	513
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	134
Total of all active and inactive participants	2015-01-01	647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	647
Number of participants with account balances	2015-01-01	534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	602
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	441
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	127
Total of all active and inactive participants	2014-01-01	568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	568
Number of participants with account balances	2014-01-01	520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	22
2013: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	599
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	502
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	72
Total of all active and inactive participants	2013-01-01	574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	574
Number of participants with account balances	2013-01-01	528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	16
2012: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	535
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	423
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	142
Total of all active and inactive participants	2012-01-01	565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	565
Number of participants with account balances	2012-01-01	536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	509
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	400
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	126
Total of all active and inactive participants	2011-01-01	526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	526
Number of participants with account balances	2011-01-01	492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6
2010: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	521
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	385
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	124
Total of all active and inactive participants	2010-01-01	509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	509
Number of participants with account balances	2010-01-01	481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	9
2009: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	427
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	436
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	85
Total of all active and inactive participants	2009-01-01	521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	521
Number of participants with account balances	2009-01-01	456
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 RESOURCES, INC. 401(K) PLAN

Measure	Date	Value
2022 : SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-2,755,514
Total of all expenses incurred	2022-12-31	$2,485,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,391,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,744,364
Value of total assets at end of year	2022-12-31	$25,748,467
Value of total assets at beginning of year	2022-12-31	$30,989,680
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$94,595
Total interest from all sources	2022-12-31	$10,689
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$401,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$401,340
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$893,037
Participant contributions at end of year	2022-12-31	$250,188
Participant contributions at beginning of year	2022-12-31	$246,615
Participant contributions at end of year	2022-12-31	$58
Participant contributions at beginning of year	2022-12-31	$58
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$76,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,241,213
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$25,748,467
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$30,989,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$46,003
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$21,035,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$25,873,232
Interest on participant loans	2022-12-31	$10,689
Value of interest in common/collective trusts at end of year	2022-12-31	$4,142,475
Value of interest in common/collective trusts at beginning of year	2022-12-31	$4,569,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,020,359
Net investment gain or loss from common/collective trusts	2022-12-31	$108,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$774,367
Employer contributions (assets) at end of year	2022-12-31	$320,045
Employer contributions (assets) at beginning of year	2022-12-31	$300,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,391,104
Contract administrator fees	2022-12-31	$48,592
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN	2022-12-31	202368569
2021 : SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$5,867,125
Total of all expenses incurred	2021-12-31	$2,191,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,103,208
Expenses. Certain deemed distributions of participant loans	2021-12-31	$9,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,668,879
Value of total assets at end of year	2021-12-31	$30,989,680
Value of total assets at beginning of year	2021-12-31	$27,314,441
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$78,938
Total interest from all sources	2021-12-31	$11,409
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$388,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$388,825
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$889,406
Participant contributions at end of year	2021-12-31	$246,615
Participant contributions at beginning of year	2021-12-31	$230,152
Participant contributions at end of year	2021-12-31	$58
Participant contributions at beginning of year	2021-12-31	$58
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$11,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,675,239
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$30,989,680
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$27,314,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$28,548
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$25,873,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$22,165,574
Interest on participant loans	2021-12-31	$11,409
Value of interest in common/collective trusts at end of year	2021-12-31	$4,569,730
Value of interest in common/collective trusts at beginning of year	2021-12-31	$4,477,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,707,474
Net investment gain or loss from common/collective trusts	2021-12-31	$90,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$768,098
Employer contributions (assets) at end of year	2021-12-31	$300,045
Employer contributions (assets) at beginning of year	2021-12-31	$441,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,103,208
Contract administrator fees	2021-12-31	$50,390
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN	2021-12-31	202368569
2020 : SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$4,977,643
Total of all expenses incurred	2020-12-31	$1,299,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,203,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,666,859
Value of total assets at end of year	2020-12-31	$27,314,441
Value of total assets at beginning of year	2020-12-31	$23,636,343
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$96,266
Total interest from all sources	2020-12-31	$13,873
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$342,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$342,949
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$772,377
Participant contributions at end of year	2020-12-31	$230,152
Participant contributions at beginning of year	2020-12-31	$276,959
Participant contributions at end of year	2020-12-31	$58
Participant contributions at beginning of year	2020-12-31	$25,401
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$23,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,678,098
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$27,314,441
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$23,636,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$54,945
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$22,165,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$21,984,393
Interest on participant loans	2020-12-31	$13,873
Value of interest in common/collective trusts at end of year	2020-12-31	$4,477,612
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,040,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,845,425
Net investment gain or loss from common/collective trusts	2020-12-31	$108,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$870,877
Employer contributions (assets) at end of year	2020-12-31	$441,045
Employer contributions (assets) at beginning of year	2020-12-31	$309,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,203,279
Contract administrator fees	2020-12-31	$41,321
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN	2020-12-31	202368569
2019 : SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$6,109,422
Total of all expenses incurred	2019-12-31	$2,219,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,136,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,682,846
Value of total assets at end of year	2019-12-31	$23,636,343
Value of total assets at beginning of year	2019-12-31	$19,746,172
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$82,863
Total interest from all sources	2019-12-31	$14,962
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$495,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$495,421
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$841,108
Participant contributions at end of year	2019-12-31	$276,959
Participant contributions at beginning of year	2019-12-31	$311,678
Participant contributions at end of year	2019-12-31	$25,401
Participant contributions at beginning of year	2019-12-31	$24,559
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$81,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,890,171
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$23,636,343
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$19,746,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$36,266
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$21,984,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$18,065,264
Interest on participant loans	2019-12-31	$14,962
Value of interest in common/collective trusts at end of year	2019-12-31	$1,040,151
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,037,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,890,493
Net investment gain or loss from common/collective trusts	2019-12-31	$25,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$760,362
Employer contributions (assets) at end of year	2019-12-31	$309,439
Employer contributions (assets) at beginning of year	2019-12-31	$307,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,136,388
Contract administrator fees	2019-12-31	$46,597
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN	2019-12-31	202368569
2018 : SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$399,181
Total of all expenses incurred	2018-12-31	$1,795,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,724,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,569,160
Value of total assets at end of year	2018-12-31	$19,746,172
Value of total assets at beginning of year	2018-12-31	$21,142,826
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$71,679
Total interest from all sources	2018-12-31	$17,451
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$418,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$418,824
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$802,326
Participant contributions at end of year	2018-12-31	$311,678
Participant contributions at beginning of year	2018-12-31	$345,379
Participant contributions at end of year	2018-12-31	$24,559
Participant contributions at beginning of year	2018-12-31	$25,849
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$18,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,396,654
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$19,746,172
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$21,142,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$35,675
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$18,065,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$19,710,840
Interest on participant loans	2018-12-31	$17,451
Value of interest in common/collective trusts at end of year	2018-12-31	$1,037,121
Value of interest in common/collective trusts at beginning of year	2018-12-31	$778,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,625,938
Net investment gain or loss from common/collective trusts	2018-12-31	$19,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$748,393
Employer contributions (assets) at end of year	2018-12-31	$307,550
Employer contributions (assets) at beginning of year	2018-12-31	$281,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,724,156
Contract administrator fees	2018-12-31	$36,004
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN	2018-12-31	202368569
2017 : SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$4,619,945
Total of all expenses incurred	2017-12-31	$2,527,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,444,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,447,039
Value of total assets at end of year	2017-12-31	$21,142,826
Value of total assets at beginning of year	2017-12-31	$19,050,819
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$83,825
Total interest from all sources	2017-12-31	$15,190
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$366,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$366,484
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$741,655
Participant contributions at end of year	2017-12-31	$345,379
Participant contributions at beginning of year	2017-12-31	$360,728
Participant contributions at end of year	2017-12-31	$25,849
Participant contributions at beginning of year	2017-12-31	$22,750
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$9,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,092,007
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$21,142,826
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$19,050,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$33,202
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$19,710,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$17,222,192
Interest on participant loans	2017-12-31	$15,190
Value of interest in common/collective trusts at end of year	2017-12-31	$778,867
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,144,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,772,286
Net investment gain or loss from common/collective trusts	2017-12-31	$18,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$695,537
Employer contributions (assets) at end of year	2017-12-31	$281,891
Employer contributions (assets) at beginning of year	2017-12-31	$300,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,444,113
Contract administrator fees	2017-12-31	$50,623
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN	2017-12-31	202368569
2016 : SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,972,066
Total loss/gain on sale of assets	2016-12-31	$28,827
Total of all expenses incurred	2016-12-31	$2,118,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,055,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,503,916
Value of total assets at end of year	2016-12-31	$19,050,819
Value of total assets at beginning of year	2016-12-31	$18,197,373
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$63,498
Total interest from all sources	2016-12-31	$29,922
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$325,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$325,262
Administrative expenses professional fees incurred	2016-12-31	$450
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$730,613
Participant contributions at end of year	2016-12-31	$360,728
Participant contributions at beginning of year	2016-12-31	$428,196
Participant contributions at end of year	2016-12-31	$22,750
Participant contributions at beginning of year	2016-12-31	$27,631
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$62,819
Other income not declared elsewhere	2016-12-31	$215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$853,446
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$19,050,819
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$18,197,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$30,550
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$17,222,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$16,225,850
Interest on participant loans	2016-12-31	$15,871
Interest earned on other investments	2016-12-31	$14,051
Value of interest in common/collective trusts at end of year	2016-12-31	$1,144,452
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,262,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,076,969
Net investment gain or loss from common/collective trusts	2016-12-31	$6,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$710,484
Employer contributions (assets) at end of year	2016-12-31	$300,697
Employer contributions (assets) at beginning of year	2016-12-31	$253,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,055,122
Contract administrator fees	2016-12-31	$32,498
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$28,827
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN	2016-12-31	202368569
2015 : SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$333
Total income from all sources (including contributions)	2015-12-31	$1,424,459
Total of all expenses incurred	2015-12-31	$2,236,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,144,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,506,890
Value of total assets at end of year	2015-12-31	$18,197,373
Value of total assets at beginning of year	2015-12-31	$19,009,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$92,104
Total interest from all sources	2015-12-31	$20,642
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$246,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$246,073
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$786,511
Participant contributions at end of year	2015-12-31	$428,196
Participant contributions at beginning of year	2015-12-31	$578,201
Participant contributions at end of year	2015-12-31	$27,631
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$36,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$333
Other income not declared elsewhere	2015-12-31	$1,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-812,025
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$18,197,373
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$19,009,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$32,016
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$16,225,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$16,805,433
Interest on participant loans	2015-12-31	$20,642
Value of interest in common/collective trusts at end of year	2015-12-31	$1,262,379
Value of interest in common/collective trusts at beginning of year	2015-12-31	$784,020
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$617,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$617,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-362,436
Net investment gain or loss from common/collective trusts	2015-12-31	$12,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$683,439
Employer contributions (assets) at end of year	2015-12-31	$253,317
Employer contributions (assets) at beginning of year	2015-12-31	$225,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,144,380
Contract administrator fees	2015-12-31	$60,088
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN	2015-12-31	202368569
2014 : SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$333
Total income from all sources (including contributions)	2014-12-31	$2,790,394
Total of all expenses incurred	2014-12-31	$1,920,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,822,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,438,201
Value of total assets at end of year	2014-12-31	$19,009,731
Value of total assets at beginning of year	2014-12-31	$18,139,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$98,212
Total interest from all sources	2014-12-31	$24,839
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$328,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$328,350
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$759,041
Participant contributions at end of year	2014-12-31	$578,201
Participant contributions at beginning of year	2014-12-31	$559,212
Participant contributions at beginning of year	2014-12-31	$8
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$11,087
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$869,856
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$19,009,398
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$18,139,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$30,903
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$16,805,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$15,765,596
Interest on participant loans	2014-12-31	$23,399
Value of interest in common/collective trusts at end of year	2014-12-31	$784,020
Value of interest in common/collective trusts at beginning of year	2014-12-31	$698,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$617,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$616,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$616,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$989,680
Net investment gain or loss from common/collective trusts	2014-12-31	$9,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$668,073
Employer contributions (assets) at end of year	2014-12-31	$225,000
Employer contributions (assets) at beginning of year	2014-12-31	$500,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,822,326
Contract administrator fees	2014-12-31	$67,309
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN	2014-12-31	202368569
2013 : SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$4,639,697
Total of all expenses incurred	2013-12-31	$1,402,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,309,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,711,070
Value of total assets at end of year	2013-12-31	$18,139,542
Value of total assets at beginning of year	2013-12-31	$14,902,700
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$93,326
Total interest from all sources	2013-12-31	$17,178
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$294,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$294,932
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$706,158
Participant contributions at end of year	2013-12-31	$559,212
Participant contributions at beginning of year	2013-12-31	$441,774
Participant contributions at end of year	2013-12-31	$8
Participant contributions at beginning of year	2013-12-31	$87
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$173,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,236,842
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$18,139,542
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$14,902,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$26,564
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$15,765,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$12,510,216
Interest on participant loans	2013-12-31	$17,178
Value of interest in common/collective trusts at end of year	2013-12-31	$698,026
Value of interest in common/collective trusts at beginning of year	2013-12-31	$633,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$616,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$817,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$817,110
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,606,623
Net investment gain or loss from common/collective trusts	2013-12-31	$9,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$831,639
Employer contributions (assets) at end of year	2013-12-31	$500,019
Employer contributions (assets) at beginning of year	2013-12-31	$500,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,309,529
Contract administrator fees	2013-12-31	$66,762
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN	2013-12-31	202368569
2012 : SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$3,176,826
Total of all expenses incurred	2012-12-31	$1,221,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,174,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,543,722
Value of total assets at end of year	2012-12-31	$14,902,700
Value of total assets at beginning of year	2012-12-31	$12,946,994
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$47,063
Total interest from all sources	2012-12-31	$18,986
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$276,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$276,869
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$686,918
Participant contributions at end of year	2012-12-31	$441,774
Participant contributions at beginning of year	2012-12-31	$478,243
Participant contributions at end of year	2012-12-31	$87
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$27,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,955,706
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$14,902,700
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$12,946,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$39,772
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$12,510,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$11,091,886
Interest on participant loans	2012-12-31	$18,986
Value of interest in common/collective trusts at end of year	2012-12-31	$633,473
Value of interest in common/collective trusts at beginning of year	2012-12-31	$876,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$817,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,330,967
Net investment gain or loss from common/collective trusts	2012-12-31	$6,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$828,960
Employer contributions (assets) at end of year	2012-12-31	$500,040
Employer contributions (assets) at beginning of year	2012-12-31	$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,174,057
Contract administrator fees	2012-12-31	$7,291
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN	2012-12-31	202368569
2011 : SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,503,524
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,022,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$906,991
Expenses. Certain deemed distributions of participant loans	2011-12-31	$59,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,504,676
Value of total assets at end of year	2011-12-31	$12,946,994
Value of total assets at beginning of year	2011-12-31	$12,465,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$55,911
Total interest from all sources	2011-12-31	$20,699
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$223,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$223,980
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$673,622
Participant contributions at end of year	2011-12-31	$478,243
Participant contributions at beginning of year	2011-12-31	$424,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$481,125
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$12,946,994
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,465,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$49,911
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$11,091,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$10,779,284
Income. Interest from loans (other than to participants)	2011-12-31	$20,699
Value of interest in common/collective trusts at end of year	2011-12-31	$876,865
Value of interest in common/collective trusts at beginning of year	2011-12-31	$762,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-258,420
Net investment gain or loss from common/collective trusts	2011-12-31	$12,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$831,054
Employer contributions (assets) at end of year	2011-12-31	$500,000
Employer contributions (assets) at beginning of year	2011-12-31	$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$906,991
Contract administrator fees	2011-12-31	$6,000
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN	2011-12-31	202368569
2010 : SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,912,340
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,162,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,075,579
Expenses. Certain deemed distributions of participant loans	2010-12-31	$37,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,550,285
Value of total assets at end of year	2010-12-31	$12,465,869
Value of total assets at beginning of year	2010-12-31	$10,715,660
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$49,191
Total interest from all sources	2010-12-31	$23,265
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$199,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$199,148
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$670,295
Participant contributions at end of year	2010-12-31	$424,234
Participant contributions at beginning of year	2010-12-31	$445,012
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$25,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,750,209
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,465,869
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,715,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$44,316
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$10,779,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,809,845
Income. Interest from loans (other than to participants)	2010-12-31	$23,265
Value of interest in common/collective trusts at end of year	2010-12-31	$762,351
Value of interest in common/collective trusts at beginning of year	2010-12-31	$760,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,123,236
Net investment gain or loss from common/collective trusts	2010-12-31	$16,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$854,180
Employer contributions (assets) at end of year	2010-12-31	$500,000
Employer contributions (assets) at beginning of year	2010-12-31	$700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,075,579
Contract administrator fees	2010-12-31	$4,875
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN	2010-12-31	202368569
2009 : SUMMIT EDUCATIONAL RESOURCES, INC. 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 RESOURCES, INC. 401(K) PLAN

2022: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SUMMIT EDUCATIONAL RESOURCES, INC. 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 RESOURCES, INC. 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 RESOURCES, INC. 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 RESOURCES, INC. 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 RESOURCES, INC. 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 RESOURCES, INC. 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 RESOURCES, INC. 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SUMMIT EDUCATIONAL RESOURCES, INC. 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
2010: SUMMIT EDUCATIONAL RESOURCES, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SUMMIT EDUCATIONAL RESOURCES, INC. 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517617-000

Policy instance

Insurance contract or identification number	517617-000
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $197
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	197
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517617-000

Policy instance

Insurance contract or identification number	517617-000
Number of Individuals Covered	586
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $70,110
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	70110
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

Potentially related plans

SUMMIT EDUCATIONAL GROUP 401(K) PLAN [EIN = 043125282]

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See full terms and conditions

Company Name:	THE SUMMIT CENTER, INC.
Employer identification number (EIN):	161095750
NAIC Classification:	611000

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1977-05-31
Company Identification Number:	436323
Legal Registered Office Address:	150 STAHL ROAD Erie GETZVILLE United States of America (USA) 14068