SUMMIT BENEFITS INSURANCE ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

[ EIN: 33-0298928 | Plan No. 001 ]

SUMMIT BENEFITS INSURANCE ASSOCIATES, INC. RETIREMENT SAVINGS PLAN, sponsored by SUMMIT BENEFITS INSURANCE ASSOCIATES, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 3 participants and total assets of $1,005,387 during the 2024 reporting period.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: SUMMIT BENEFITS INSURANCE ASSOCIATES, INC.

Location: 5666 LA JOLLA BL. STE 331, LA JOLLA, CA 92037

EIN: 330298928

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 3

Total Assets: $1,005,387

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