Summit Wealth Group, LLC (EIN 20-0402320) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $8.9M in plan assets and 20 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Summit Wealth Group 401(k) Plan | 001 | 11 | $7.2M |
| Summit Wealth Group Cash Balance Plan | 002 | 9 | $1.7M |
20-0402320 is the Employer Identification Number (EIN) Summit Wealth Group, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Vermont EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
