Summit Direct Mail, Inc. 401(k) Plan: Login, Facts & Contact Information

Summit Direct Mail, Inc. 401(k) Plan Facts

Plan name
SUMMIT DIRECT MAIL, INC. RETIREMENT 401K PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SUMMIT DIRECT MAIL, INC.
Participants
118 (108 active employees)
Plan assets
$885,564 at Dec 31, 2024
Average account balance
$18,842 across 47 accounts
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2009
✓ 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-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 17, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $79,323 went into the plan in contributions.
  • $9,671 was paid out to participants.
  • Investment and other income added $79,654.

How the Summit Direct Mail, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019150$495,760—$430,094
2020135$625,539—$10,291
2021126$721,194—$40,808
2022122$677,445—$13,524
2023124$751,006—$76,747
2024118$885,564—$9,671

Summit Direct Mail, Inc. 401(k) Contact Information

Phone
469-916-5170
Mailing address
1655 TERRE COLONY COURT, DALLAS TX 75212
Plan sponsor
SUMMIT DIRECT MAIL, INC.
Employer identification number (EIN)
20-0398116
Plan number
001

Questions about the Summit Direct Mail, Inc. 401(k)

Does Summit Direct Mail, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Summit Direct Mail, Inc 401(k) have automatic enrollment?

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

How many people are in the Summit Direct Mail, Inc 401(k) plan?

118 participants at the start of plan year 2024, 108 of them active employees.

What is the average 401(k) balance at Summit Direct Mail, Inc?

About $18,842 per account: $885,564 in plan assets across 47 accounts with a balance at the end of plan year 2024.

Who manages the Summit Direct Mail, Inc 401(k) accounts?

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

I no longer work at Summit Direct Mail, Inc. How do I access my 401(k)?

Your account stays with Empower 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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