SUMMIT FINANCIAL & INSURANCE SERVICES
EIN 46-4903684BREA, CA
SUMMIT FINANCIAL & INSURANCE SERVICES (EIN 46-4903684) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.1M in plan assets and 5 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
5
Total assets
$1.1M
A SUMMIT FINANCIAL & INSURANCE SERVICES employee? See the SUMMIT FINANCIAL & INSURANCE SERVICES 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 46-4903684
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| SUMMIT FINANCIAL & INSURANCE SERVICES CASH BALANCE PLAN | 002 | 2 | $645K |
| SUMMIT FINANCIAL & INSURANCE SERVICES 401(K) PLAN | 001 | 3 | $425K |
About this EIN
46-4903684 is the Employer Identification Number (EIN) SUMMIT FINANCIAL & INSURANCE SERVICES 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 California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?