401(k)
2022 plan-year 401(k) DOL Form 5500

Summit Building Services Inc, 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Summit Building Services Inc · California · Administrative & Support Services

What the 2023 filing shows

Summit Building Services Inc, 401(k) Plan holds $821K for 124 participants — about $6,620 per participant, up 193.2% over the 2022 plan year.

$821K
total plan assets (2022 EOY)
124
covered participants
$6,620
avg assets per participant
+193.2%
assets growth YoY
Total Assets (2023)
$821K
Participants
124
State
Industry
Administrative & Support Services

What the Filing Says About Summit Building Services Inc, 401(k) Plan

Summit Building Services Inc, 401(k) Plan is a 401(k) retirement plan sponsored by Summit Building Services Inc, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $821K in total end-of-year assets and covers 124 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 811128533, and the plan has been effective since 2020-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $280K at the beginning of 2022 to $821K at year-end — a gain of 193.2%. Net assets (after liabilities) closed the year at $821K, with reported net income of $541K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$280K
Total Assets (End of Year)$821K
Net Assets (End of Year)$821K
Net Income$541K
Plan Type401(k)
Employer EIN811128533
Plan Effective Date2020-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summit Building Services Inc)

Year Plans Participants Total Assets
2022 1 124 $821K
2023 1 160 $1M
2024 1 142 $1M

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Frequently Asked Questions

How much money is in the Summit Building Services Inc, 401(k) Plan?
As of the 2022 Form 5500 filing, Summit Building Services Inc, 401(k) Plan holds $821K in total assets with 124 participants. It is sponsored by Summit Building Services Inc.
What type of plan is Summit Building Services Inc, 401(k) Plan?
Summit Building Services Inc, 401(k) Plan is a 401(k) plan. It has been effective since 2020-07-01. The plan is filed with the U.S. Department of Labor under EIN 811128533.
Who sponsors the Summit Building Services Inc, 401(k) Plan?
Summit Building Services Inc, 401(k) Plan is sponsored by Summit Building Services Inc, located in California. The sponsor's EIN is 811128533 and the plan operates in the Administrative & Support Services industry.
How did Summit Building Services Inc, 401(k) Plan perform in 2022?
Summit Building Services Inc, 401(k) Plan grew by 193.2% during 2022, moving from $280K to $821K in total assets. Net income was $541K.
Where can I find official filings for Summit Building Services Inc, 401(k) Plan?
Official Form 5500 filings for Summit Building Services Inc, 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 811128533 or plan name at efast.dol.gov.
How does Summit Building Services Inc, 401(k) Plan compare to other plans?
You can compare Summit Building Services Inc, 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 811128533.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.