SUMMIT FINANCIAL GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the SUMMIT FINANCIAL GROUP, INC. 401(k) plan — and how to find and check your own account.
The SUMMIT FINANCIAL GROUP, INC. 401(k) on its latest Form 5500
SUMMIT FINANCIAL GROUP, INC. (EIN 55-0672148) reports SUMMIT FINANCIAL GROUP, INC. DEFINED CONTRIBUTION PLAN on its most recent Form 5500, with $43.0M in plan assets across 487 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full SUMMIT FINANCIAL GROUP, INC. filing — schedules, fees, and providers.
Who runs the SUMMIT FINANCIAL GROUP, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SUMMIT FINANCIAL GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY, EMPOWER ADVISORY GROUP, BENEFLEX DBA CLARITY BEN SOL, METRO BENEFITS, BAKER TILLY VIRCHOW KRAUSE LLP.
How to check your SUMMIT FINANCIAL GROUP, INC. 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask SUMMIT FINANCIAL GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).