SUMMIT FINANCIAL ADVISORS LLC
EIN 94-3301536SAN MATEO, CA
SUMMIT FINANCIAL ADVISORS LLC (EIN 94-3301536) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $332K in plan assets and 10 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
1
Participants
10
Total assets
$332K
A SUMMIT FINANCIAL ADVISORS LLC employee? See the SUMMIT FINANCIAL ADVISORS LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 94-3301536
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| SUMMIT FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST | 001 | 10 | $332K |
About this EIN
94-3301536 is the Employer Identification Number (EIN) SUMMIT FINANCIAL ADVISORS LLC 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?