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DEFERRED ANNUITY PLAN FOR SUMMIT SCHOOL, INC. 401k Plan overview

Plan NameDEFERRED ANNUITY PLAN FOR SUMMIT SCHOOL, INC.
Plan identification number 001

DEFERRED ANNUITY PLAN FOR SUMMIT SCHOOL, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SUMMIT SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUMMIT SCHOOL, INC.
Employer identification number (EIN):362660101
NAIC Classification:611000

Additional information about SUMMIT SCHOOL, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2020-02-26
Company Identification Number: 0803557576
Legal Registered Office Address: 839 HERMAN RD

BUTLER
United States of America (USA)
16002

More information about SUMMIT SCHOOL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFERRED ANNUITY PLAN FOR SUMMIT SCHOOL, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BREANNA MIKIC2024-06-21
0012022-01-01BREANNA MIKIC2023-07-27
0012021-01-01REBECCA GILLIE2022-07-13
0012020-01-01REBECCA GILLIE2021-10-05
0012019-01-01KAREN ROMANO2020-07-27
0012018-01-01KAREN ROMANO2019-06-20
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JOHANNA F. WHITE2015-07-23 JOHANNA F. WHITE2015-07-23
0012013-01-01JOHANNA F. WHITE2014-06-26 JOHANNA F. WHITE2014-06-26
0012012-01-01JOHANNA F. WHITE2013-10-02 JOHANNA F. WHITE2013-10-02
0012011-01-01ROBERT HANSEN2012-10-04 ROBERT HANSEN2012-10-04
0012010-01-01ROBERT HANSEN2011-10-13 ROBERT HANSEN2011-10-13

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