Summit Dental Management, S.c. 401(k) Plan: Login, Facts & Contact Information

Summit Dental Management, S.c. 401(k) Plan Facts

Plan name
SUMMIT DENTAL CONSULTING 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SUMMIT DENTAL MANAGEMENT, S.C.
Participants
633 (543 active employees)
Former employees with a balance
73
Plan assets
$62,978,659 at Dec 31, 2024
Average account balance
$122,765 across 513 accounts
Employer contributions
$1,504,316 in plan year 2024 (28% of all contributions)
Recordkeeper
Wipfli Llp
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2000
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 3, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.35 million went into the plan in contributions, $1.50 million of it from the employer (28%).
  • $2.64 million was paid out to participants.
  • Investment and other income added $7.38 million.
  • Administrative expenses were $179,850, about $351 per account.

How the Summit Dental Management, S.c. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019546$37.2 million$1.10 million$1.56 million
2020554$42.4 million$991,619$4.58 million
2021578$49.5 million$1.09 million$3.28 million
2022611$43.1 million$1.18 million$1.83 million
2023654$53.5 million$1.33 million$2.23 million
2024633$63.0 million$1.50 million$2.64 million

Summit Dental Management, S.c. 401(k) Contact Information

Phone
715-833-8755
Mailing address
4607 ROYAL DRIVE, EAU CLAIRE WI 54701
Plan sponsor
SUMMIT DENTAL MANAGEMENT, S.C.
Employer identification number (EIN)
39-1990304
Plan number
001

Questions about the Summit Dental Management, S.c. 401(k)

Does Summit Dental Management, S.c contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.50 million, 28% of all contributions.

Does the Summit Dental Management, S.c 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Summit Dental Management, S.c 401(k) plan?

633 participants at the start of plan year 2024, 543 of them active employees, and 73 former employees who still had money in the plan.

What is the average 401(k) balance at Summit Dental Management, S.c?

About $122,765 per account: $63.0 million in plan assets across 513 accounts with a balance at the end of plan year 2024.

Who manages the Summit Dental Management, S.c 401(k) accounts?

WIPFLI LLP is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Summit Dental Management, S.c. How do I access my 401(k)?

Your account stays with WIPFLI LLP after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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