SUMMIT TRUST SUMMIT LAND COMPANY has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: SUMMIT TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 2 |
| Number of participants with account balances | 2022-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: SUMMIT TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 2 |
| Number of participants with account balances | 2021-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: SUMMIT TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 3 |
| Number of participants with account balances | 2020-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: SUMMIT TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| 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 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: SUMMIT TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| 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 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 3 |
| Number of participants with account balances | 2018-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: SUMMIT TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| 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 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 3 |
| Number of participants with account balances | 2017-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: SUMMIT TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Total participants | 2016-01-01 | 3 |
| Number of participants with account balances | 2016-01-01 | 3 |
| 2015: SUMMIT TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 3 |
| Total participants | 2015-01-01 | 3 |
| Number of participants with account balances | 2015-01-01 | 3 |
| 2014: SUMMIT TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Total participants | 2014-01-01 | 3 |
| Number of participants with account balances | 2014-01-01 | 3 |
| 2013: SUMMIT TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Total participants | 2013-01-01 | 3 |
| Number of participants with account balances | 2013-01-01 | 3 |
| 2012: SUMMIT TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Total participants | 2012-01-01 | 3 |
| Number of participants with account balances | 2012-01-01 | 3 |
| 2011: SUMMIT TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Total participants | 2011-01-01 | 3 |
| Number of participants with account balances | 2011-01-01 | 3 |
| 2010: SUMMIT TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
| Total of all active and inactive participants | 2010-01-01 | 3 |
| Total participants | 2010-01-01 | 3 |
| Number of participants with account balances | 2010-01-01 | 3 |
| 2009: SUMMIT TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2022 : SUMMIT TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-164,247 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $17,968 |
| Total plan assets at end of year | 2022-12-31 | $1,413,617 |
| Total plan assets at beginning of year | 2022-12-31 | $1,595,832 |
| Value of fidelity bond covering the plan | 2022-12-31 | $150,000 |
| Other income received | 2022-12-31 | $-164,247 |
| Net income (gross income less expenses) | 2022-12-31 | $-182,215 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,413,617 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,595,832 |
| Assets. Value of participant loans | 2022-12-31 | $95,979 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $17,968 |
| 2021 : SUMMIT TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $108,417 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $20,763 |
| Total plan assets at end of year | 2021-12-31 | $1,595,832 |
| Total plan assets at beginning of year | 2021-12-31 | $1,508,178 |
| Value of fidelity bond covering the plan | 2021-12-31 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $1,525 |
| Other income received | 2021-12-31 | $108,417 |
| Net income (gross income less expenses) | 2021-12-31 | $87,654 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,595,832 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,508,178 |
| Assets. Value of participant loans | 2021-12-31 | $108,394 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $19,238 |
| 2020 : SUMMIT TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $102,352 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $98,164 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $79,835 |
| Total plan assets at end of year | 2020-12-31 | $1,508,178 |
| Total plan assets at beginning of year | 2020-12-31 | $1,503,990 |
| Value of fidelity bond covering the plan | 2020-12-31 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $1,337 |
| Other income received | 2020-12-31 | $102,352 |
| Net income (gross income less expenses) | 2020-12-31 | $4,188 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,508,178 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,503,990 |
| Assets. Value of participant loans | 2020-12-31 | $118,691 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $16,992 |
| 2019 : SUMMIT TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $242,585 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $11,324 |
| Total plan assets at end of year | 2019-12-31 | $1,503,990 |
| Total plan assets at beginning of year | 2019-12-31 | $1,272,729 |
| Value of fidelity bond covering the plan | 2019-12-31 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $1,387 |
| Other income received | 2019-12-31 | $242,585 |
| Net income (gross income less expenses) | 2019-12-31 | $231,261 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,503,990 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,272,729 |
| Assets. Value of participant loans | 2019-12-31 | $129,711 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $9,937 |
| 2018 : SUMMIT TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $4,945 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,382 |
| Total plan assets at end of year | 2018-12-31 | $1,272,729 |
| Total plan assets at beginning of year | 2018-12-31 | $1,269,166 |
| Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $1,382 |
| Other income received | 2018-12-31 | $4,945 |
| Net income (gross income less expenses) | 2018-12-31 | $3,563 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,272,729 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,269,166 |
| Assets. Value of participant loans | 2018-12-31 | $141,403 |
| 2017 : SUMMIT TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $80,263 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $3,257 |
| Total plan assets at end of year | 2017-12-31 | $1,269,166 |
| Total plan assets at beginning of year | 2017-12-31 | $1,192,160 |
| Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $3 |
| Other income received | 2017-12-31 | $80,263 |
| Net income (gross income less expenses) | 2017-12-31 | $77,006 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,269,166 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,192,160 |
| Assets. Value of participant loans | 2017-12-31 | $151,101 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,254 |
| 2016 : SUMMIT TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $-48,591 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,272 |
| Total plan assets at end of year | 2016-12-31 | $1,192,160 |
| Total plan assets at beginning of year | 2016-12-31 | $1,242,023 |
| Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
| Other income received | 2016-12-31 | $-48,591 |
| Net income (gross income less expenses) | 2016-12-31 | $-49,863 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,192,160 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,242,023 |
| Assets. Value of participant loans | 2016-12-31 | $161,480 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,272 |
| 2015 : SUMMIT TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $49,211 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,341 |
| Total plan assets at end of year | 2015-12-31 | $1,242,023 |
| Total plan assets at beginning of year | 2015-12-31 | $1,194,153 |
| Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
| Other income received | 2015-12-31 | $49,211 |
| Net income (gross income less expenses) | 2015-12-31 | $47,870 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,242,023 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,194,153 |
| Assets. Value of participant loans | 2015-12-31 | $171,654 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,341 |
| 2014 : SUMMIT TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $53,633 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,349 |
| Total plan assets at end of year | 2014-12-31 | $1,194,153 |
| Total plan assets at beginning of year | 2014-12-31 | $1,141,869 |
| Value of fidelity bond covering the plan | 2014-12-31 | $125,000 |
| Other income received | 2014-12-31 | $53,633 |
| Net income (gross income less expenses) | 2014-12-31 | $52,284 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,194,153 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,141,869 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,349 |
| 2013 : SUMMIT TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $147,650 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,263 |
| Total plan assets at end of year | 2013-12-31 | $1,141,869 |
| Total plan assets at beginning of year | 2013-12-31 | $995,482 |
| Value of fidelity bond covering the plan | 2013-12-31 | $125,000 |
| Other income received | 2013-12-31 | $147,650 |
| Net income (gross income less expenses) | 2013-12-31 | $146,387 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,141,869 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $995,482 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,263 |
| 2012 : SUMMIT TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $117,507 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,436 |
| Total plan assets at end of year | 2012-12-31 | $995,482 |
| Total plan assets at beginning of year | 2012-12-31 | $879,411 |
| Value of fidelity bond covering the plan | 2012-12-31 | $125,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $277 |
| Other income received | 2012-12-31 | $117,507 |
| Net income (gross income less expenses) | 2012-12-31 | $116,071 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $995,482 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $879,411 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,159 |
| 2011 : SUMMIT TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $31,252 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $4,043 |
| Total plan assets at end of year | 2011-12-31 | $879,411 |
| Total plan assets at beginning of year | 2011-12-31 | $852,202 |
| Value of fidelity bond covering the plan | 2011-12-31 | $125,000 |
| Other income received | 2011-12-31 | $31,252 |
| Net income (gross income less expenses) | 2011-12-31 | $27,209 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $879,411 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $852,202 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $479 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $4,043 |
| 2010 : SUMMIT TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $98,005 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,147 |
| Total plan assets at end of year | 2010-12-31 | $852,202 |
| Total plan assets at beginning of year | 2010-12-31 | $755,344 |
| Value of fidelity bond covering the plan | 2010-12-31 | $125,000 |
| Other income received | 2010-12-31 | $98,005 |
| Net income (gross income less expenses) | 2010-12-31 | $96,858 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $852,202 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $755,344 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $2,735 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,147 |
| 2022: SUMMIT TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SUMMIT TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 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 TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 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 TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SUMMIT TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SUMMIT TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SUMMIT TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SUMMIT TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SUMMIT TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SUMMIT TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SUMMIT TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SUMMIT TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: SUMMIT TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SUMMIT TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | DAV54376 |
| Policy instance | 1 |
| Insurance contract or identification number | DAV54376 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | DAV54376 |
| Policy instance | 1 |
| Insurance contract or identification number | DAV54376 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $1,525 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,525 | | Insurance broker organization code? | 3 |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | DAV54376 |
| Policy instance | 1 |
| Insurance contract or identification number | DAV54376 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $1,337 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,337 | | Insurance broker organization code? | 3 |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | DAV54376 |
| Policy instance | 1 |
| Insurance contract or identification number | DAV54376 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $1,384 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,384 | | Insurance broker organization code? | 3 |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | DAV54376 |
| Policy instance | 1 |
| Insurance contract or identification number | DAV54376 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $1,364 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,364 | | Insurance broker organization code? | 3 | | Insurance broker name | WILLIAM K BROWNLEE |
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| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | DAV54376 |
| Policy instance | 1 |
| Insurance contract or identification number | DAV54376 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,341 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,341 | | Insurance broker organization code? | 3 | | Insurance broker name | WILLIAM K BROWNLEE |
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| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | DAV54376 |
| Policy instance | 1 |
| Insurance contract or identification number | DAV54376 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,349 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,349 | | Insurance broker organization code? | 3 | | Insurance broker name | WILLIAM K BROWNLEE |
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| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | DAV54376 |
| Policy instance | 1 |
| Insurance contract or identification number | DAV54376 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,263 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,263 | | Insurance broker organization code? | 3 | | Insurance broker name | WILLIAM K BROWNLEE |
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| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | DAV54376 |
| Policy instance | 1 |
| Insurance contract or identification number | DAV54376 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,159 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,159 | | Insurance broker organization code? | 3 | | Insurance broker name | WILLIAM K BROWNLEE |
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| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | DAV54376 |
| Policy instance | 1 |
| Insurance contract or identification number | DAV54376 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $4,043 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | 1250-054929 |
| Policy instance | 1 |
| Insurance contract or identification number | 1250-054929 | | Insurance policy start date | 2009-01-01 | | Insurance policy end date | 2009-12-31 | | Total amount of commissions paid to insurance broker | USD $1,147 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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