Summit Surgical 401(k) Plan (terminated 2024): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2024. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Summit Surgical 401(k) Login
We don't have a verified login link for this plan's recordkeeper. Beagle can locate your account.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Summit Surgical 401(k) Plan Facts (plan year 2024)
Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Nov 30, 2024), filed Dec 9, 2024. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $657,576 went into the plan in contributions, $394,493 of it from the employer (60%).
- $4.29 million was paid out to participants.
- Investment and other income added $471,606.
How the Summit Surgical 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 40 | $841,646 | $124,985 | — |
| 2020 | 55 | $1.33 million | $152,765 | $129,652 |
| 2021 | 68 | $2.02 million | $144,558 | $76,429 |
| 2022 | 69 | $2.11 million | $226,319 | $7,154 |
| 2023 | 57 | $3.18 million | $201,258 | $178,702 |
| 2024 (final) | 47 | $0 | $394,493 | $4.29 million |
Summit Surgical 401(k) Contact Information
Questions about the Summit Surgical 401(k)
Is the Summit Surgical 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2024.
Does Summit Surgical contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $394,493, 60% of all contributions.
Does the Summit Surgical 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Summit Surgical 401(k) plan?
47 participants at the start of plan year 2024.
Who manages the Summit Surgical 401(k) accounts?
FACTOR ADMIN LLC is the plan's recordkeeper, which is where participants log in to see their balance.