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Sponsor portfolio

SUMMIT SALES INC

EIN 48-0907910-building materials-Latest filing 2025
Plans
3
Retirement
3
$4.1M assets
Welfare
0
Participants
39
1803 E. 123RD TERRACE - OLATHE, KS 66061913-791-9599summitsalesinc.comLinkedIn1-10 employeesbuilding materials
Plans on this EIN
3 filings
#001401k-$2.6M - 20 part#002CashBalance-$1.1M - 9 part#003ProfitSharing-$325K - 10 part

Retirement portfolio analytics

3 plans aggregated / $4.1M assets / 39 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • SALES INC 401(K) (#001)64%
  • PLAN AND TRUST (#002)28%
  • PLAN AND TRUST (#003)8%
Total $4.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SALES INC 401(K) (#001)20
  • PLAN AND TRUST (#003)10
  • PLAN AND TRUST (#002)9
Total 39Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SUMMIT SALES INC 401(K) PLAN

401k

Assets$2.6M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

SUMMIT SALES, INC. CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$1.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

SUMMIT SALES, INC. PROFIT-SHARING PLAN AND TRUST

ProfitSharing

Assets$325K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001SUMMIT SALES INC 401(K) PLAN401k$2.6M202025
002SUMMIT SALES, INC. CASH BALANCE PENSION PLAN AND TRUSTCashBalance$1.1M92025
003SUMMIT SALES, INC. PROFIT-SHARING PLAN AND TRUSTProfitSharing$325K102025
Retirement plans
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