Profit Sharing · DOL Form 5500 · 2023

Summit Stlmt Svcs of Ma Ins. Agency, Inc Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
34th
Percentile by assets National rank
$867,811
Avg per participant High balance/head
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Official DOL plan name: Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan · Sponsored by Summit Stlmt Svcs of Ma Ins. Agency, Inc · Florida · Finance & Insurance

$3M in assets, 3 participants

Summit Stlmt Svcs of Ma Ins. Agency, Inc's Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 34th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,071 in Finance & Insurance (8,869 peers)

Summit Stlmt Svcs of Ma Ins. Agency, Inc multi-year trail

Summit Stlmt Svcs of Ma Ins. Agency, Inc's plans moved +27.8% in assets from 2022 to 2023; this filing shows Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan at $3M / 3 participants.

#2,071
in Finance & Insurance (8,869 peers)
+27.8%
assets growth YoY

Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan's mid-pack asset rank among Finance & Insurance and all filers

Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,603,433 34th percentile higher than 34% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan reported net income rose from $322K in the plan year 2022 filing to $566K in the plan year 2023 filing.
  • Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043210499 · Summit Stlmt Svcs of Ma Ins. Agency, Inc PY 2023 · Profit Sharing

Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan · $3M · 3 · 34th

  • PART $3M
  • TYPE 3
  • NET 34th
  • BOOK Profit Sharing
  • VS-ST near C/S Erectors, Inc. Profit Sharing Plan
  • BOY ind #2071

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Florida →

Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan in the asset neighbourhood

George R. Zehak Dds PC Employees Profit Sharing PlanGeorge R. Zehak Dds PC Emplo…$3MSummit Stlmt Svcs of Ma Ins. Agency, Inc -P/S PlanSummit Stlmt Svcs of Ma Ins.…$3MC/S Erectors, Inc. Profit Sharing PlanC/S Erectors, Inc. Profit Sh…$3MTower Loan of Mississippi, LLC Profit Sharing Plan for ManagersTower Loan of Mississippi, L…$3MBehavioral Health Specialists Retirement PlanBehavioral Health Specialist…$3M
End-of-year total assets ($M) among Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Summit Stlmt Svcs of Ma Ins. Agency, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Summit Stlmt Svcs of Ma Ins. Agency, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 27.77566462478828% vs 2022
2023 filing year
$1.8M$2M$2.2M$2.4M$2.6M$2.8M 20222023 $2.04M $2.6M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $3M

Summit Stlmt Svcs of Ma Ins. Agency, Inc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$566K
Employer EIN043210499
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan, Total assets ($B): 0.002603433 · Participants: 3Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan side-by-side with 3 peers →

Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is C/S Erectors, Inc. Profit Sharing Plan in CA ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan assets move in 2023? ▼
Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan grew sharply - up 27.8% during 2023, from $2M to $3M. Reported net income was $566K.
How have Summit Stlmt Svcs of Ma Ins. Agency, Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Summit Stlmt Svcs of Ma Ins. Agency, Inc's sponsor-wide assets grew 27.8%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is C/S Erectors, Inc. Profit Sharing Plan in CA ($3M, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to Summit Stlmt Svcs of Ma Ins. Agency, Inc -P/S Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043210499.

Read our methodology - how this data is sourced, computed, and verified.

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