SUMMIT WEALTH MANAGEMENT
EIN 27-1109674CORALVILLE, IA
SUMMIT WEALTH MANAGEMENT (EIN 27-1109674) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $0 in plan assets and 0 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
0
Total assets
$0
A SUMMIT WEALTH MANAGEMENT employee? See the SUMMIT WEALTH MANAGEMENT 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 27-1109674
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| SUMMIT WEALTH MANAGEMENT 401(K) PLAN | 001 | 0 | $0 |
| SUMMIT WEALTH MANAGEMENT CASH BALANCE PLAN | 002 | 0 | $0 |
About this EIN
27-1109674 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 Iowa EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?