Summit Wealth & Retirement Plann (EIN 47-2346871) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $5.1M in plan assets and 39 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| SWRP 401(k) Plan | 001 | 15 | $3.5M |
| Summit Wealth & Retirement Partners Cash Balance Plan | 002 | 12 | $1.4M |
| Summit Wealth & Retirement Partners Profit Sharing Plan | 003 | 12 | $169K |
47-2346871 is the Employer Identification Number (EIN) Summit Wealth & Retirement Plann 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?
