Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUMMIT HELICOPTERS, INC.
EIN 54-1156923airlines/aviationLatest filing 2025
Plans
2
Retirement
2
$18.8M assets
Welfare
0
Participants
159
P. O. BOX 909 - SALEM, VA 24153540-375-8909summithelicopters.comLinkedIn51-200 employeesairlines/aviation
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.8M assets / 159 participantsParticipants by plan
Active + retired + deferred vested
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 HELICOPTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$11.1M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SUMMIT HELICOPTERS, INC. 401(K) PLAN
401k
Assets$7.7M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT HELICOPTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $11.1M | 89 | 2024 | |
| 002 | SUMMIT HELICOPTERS, INC. 401(K) PLAN | 401k | $7.7M | 70 | 2025 |
Retirement plans