401(k) · DOL Form 5500 · 2024

Summit Group Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$269
Total assets Small plan by assets
1
Participants Small participant base
0th
Percentile by assets National rank
$269
Avg per participant Low balance/head
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Official DOL plan name: Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Summit Group Enterprises, Inc. · Georgia · Real Estate

$269 in assets, 1 participants

Summit Group Enterprises, Inc.'s Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan reported $269 in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 0th 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.

  • #24 in Real Estate (4,605 peers)

Summit Group Enterprises, Inc. multi-year trail

Summit Group Enterprises, Inc.'s plans moved -99.5% in assets from 2022 to 2024; this filing shows Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan at $269 / 1 participant.

#24
in Real Estate (4,605 peers)
-98.7%
assets change YoY

The plan reported a net loss of $21K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$269 0th percentile higher than 0% of 123,620 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 2024

Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $21K in the plan year 2023 filing to $269 in the plan year 2024 filing.
  • Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan reported net income rose from -$37K in the plan year 2023 filing to -$21K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 863417929 · Summit Group Enterprises, Inc. PY 2024 · 401(k)

Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan · $269 · 1 · 0th

  • PHOTO $269
  • IND 1
  • EOY 0th
  • 5500 401(k)
  • ASSETS near Two Sixties, Inc. 401(k) Profit Sharing Plan
  • PCT ind #24

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 Real Estate retirement plans → · Plans in Georgia →

Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Summit Group Enterprises, Inc. 401(k) Profit Sharing PlanSummit Group Enterprises, In…$269Two Sixties, Inc. 401(k) Profit Sharing PlanTwo Sixties, Inc. 401(k) Pro…$266Chatham Avalon Ventures Investment PlanChatham Avalon Ventures Inve…$266Rajeev Grover Md PA 401(k) PlanRajeev Grover Md PA 401(k) P…$264Cds Scientific, Inc. 401(k) PlanCds Scientific, Inc. 401(k) …$276
End-of-year total assets ($M) among Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Summit Group Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Summit Group Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$269 99.5365744409606% vs 2022
2024 filing year
$0M$0.02M$0.04M$0.06M$0.08M 202220232024 $0.06M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $58K
2023 1 1 $21K
2024 1 1 $269

Summit Group Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$21K
Net Assets (End of Year)$269
Net Income-$21K
Employer EIN863417929
Plan Effective Date2021-04-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 2.69e-7 · Participants: 1Summit Group Enterprises, Inc. 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Two Sixties, Inc. 401(k) Profit Sharing Plan in TX ($266); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($269 here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan contracted severely - down 98.7% during 2024, from $21K to $269. Reported net income was -$21K.
How have Summit Group Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summit Group Enterprises, Inc.'s sponsor-wide assets declined 99.5%, from $58K to $269.
Where does Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan ranks in the 0th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Two Sixties, Inc. 401(k) Profit Sharing Plan in TX ($266, 2 participants).
Which 401(k) plans cover a similar participant headcount to Summit Group Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 863417929.

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.