SUMMIT WEALTH GROUP, LLC
EIN 20-0402320WHITE RIVER JUNCTION, VT
SUMMIT WEALTH GROUP, LLC (EIN 20-0402320) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $7.0M in plan assets and 23 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
23
Total assets
$7.0M
A SUMMIT WEALTH GROUP, LLC employee? See the SUMMIT WEALTH GROUP, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 20-0402320
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| SUMMIT WEALTH GROUP 401(K) PLAN | 001 | 12 | $5.8M |
| SUMMIT WEALTH GROUP CASH BALANCE PLAN | 002 | 11 | $1.2M |
About this EIN
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?