Summit Financial Advisors, Inc. DBA Guardian Wealth Management (EIN 37-1388388) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $353K in plan assets and 5 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Summit Financial Advisors, Inc. 401(k) Retirement Savings Plan | 002 | 5 | $353K |
37-1388388 is the Employer Identification Number (EIN) Summit Financial Advisors, Inc. DBA Guardian 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 Illinois EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
