The Summit Group, Inc 401(k) Plan (terminated 2012): Login, Facts & Contact Information
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Plan terminated
This plan was terminated. Its final Form 5500 covers plan year 2012. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
The Summit Group, Inc 401(k) Login
Accounts were managed by
Mutual of Omaha
Log in at Mutual of Omaha
Retirement plan providers can change. This information is from the plan's 2012 filing.
The Summit Group, Inc 401(k) Plan Facts (plan year 2012)
Plan name
THE SUMMIT GROUP 401(K) SAVINGS AND RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE SUMMIT GROUP, INC
Participants
96
Plan year
Jan 1, 2012 – Feb 24, 2012
Plan established
Jan 1, 1997
✓ 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 2012 (Jan 1, 2012 – Feb 24, 2012), filed Jul 20, 2012. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2012
- $610,963 was paid out to participants.
How the The Summit Group, Inc 401(k) changed, 2009–2012
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2009 | 805 | $2.89 million | $492,415 | $128,496 |
| 2010 | 1,036 | $3.10 million | — | $313,297 |
| 2011 | 1,155 | $575,749 | — | $2.60 million |
| 2012 (final) | 96 | $0 | — | $610,963 |
The Summit Group, Inc 401(k) Contact Information
Phone
605-361-9566
Mailing address
2701 S MINNESOTA AVE, SUITE 6, SIOUX FALLS SD 57105
Plan sponsor
THE SUMMIT GROUP, INC
Employer identification number (EIN)
46-0417504
Plan number
001
Questions about the The Summit Group, Inc 401(k)
Is the The Summit Group, Inc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2012.
Does The Summit Group, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the The Summit Group, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the The Summit Group, Inc 401(k) plan?
96 participants at the start of plan year 2012.
Who manages the The Summit Group, Inc 401(k) accounts?
Mutual of Omaha is the plan's recordkeeper, which is where participants log in to see their balance.
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