SUMMIT LEADERSHIP PARTNERS, LLC CASH BALANCE PLAN

[ EIN: 47-2533450 | Plan No. 002 ]

Form 5500 records indicate that SUMMIT LEADERSHIP PARTNERS, LLC CASH BALANCE PLAN is a Defined Benefit plan sponsored by SUMMIT LEADERSHIP PARTNERS, LLC. The plan is classified as a Small Plan with 11 participants and assets totaling $1,412,084 for the 2024 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

---

Plan Sponsor: SUMMIT LEADERSHIP PARTNERS, LLC

Location: 1300 S. MINT STREET, CHARLOTTE, NC 28203

EIN: 472533450

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 11

Total Assets: $1,412,084

---