Summit Wealth Management (EIN 26-1367849) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $1.9M in plan assets and 10 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Summit Wealth Management 401(k) Plan & Trust | 001 | 10 | $1.9M |
26-1367849 is the Employer Identification Number (EIN) Summit Wealth Management 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 Colorado EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
