Summit Wealth Management Group, Inc. 401(k) Plan

The Summit Wealth Management Group, Inc. 401(k) on its latest Form 5500

Summit Wealth Management Group, Inc. (EIN 46-3943192) reports SUMMIT WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $1.5M in plan assets across 5 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 Wealth Management Group, Inc. filing — schedules, fees, and providers.

Who runs the Summit Wealth Management Group, Inc. 401(k)?

Summit Wealth Management Group, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Summit Wealth Management Group, Inc.HR for the recordkeeper’s name and login.

How to check your Summit Wealth Management Group, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Summit Wealth Management 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).