Filings through .
Summit Group, LLC
EIN 80-0589384marketing and advertisingLatest filing 2025
Plans
2
Retirement
1
$19.8M assets
Health & Benefits
1
Participants
146
11961 TECH ROAD - SILVER SPRING, MD 20904240-491-5274summitmg.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SUMMIT GROUP, LLC 401(K) PLAN
401(k)
Assets$19.8M
Participants146
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
SUMMIT EMPLOYEE BENEFIT PLAN TRUST
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SUMMIT GROUP, LLC 401(K) PLAN | 401(k) | $19.8M | 146 | 2025 |
- #001 · 401(k) · 2025146
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | SUMMIT EMPLOYEE BENEFIT PLAN TRUST | Self-funded | - | $0 | 0 | 2025 |
- #505 · Self-funded · 20250
Retirement plans
Health & Benefits plans