Summit Wealth Strategies (EIN 81-0874769) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $3.8M in plan assets and 19 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Summit Wealth Strategies 401(k) Plan | 001 | 13 | $3.8M |
| Summit X LLC MCF Benefit Plan | 501 | 6 | $5K |
81-0874769 is the Employer Identification Number (EIN) Summit Wealth Strategies 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 Missouri EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
