Lawrence PEIM for Daybright signed Summit Wealth Group, LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Wealth Group, LLC's EIN is 20-0402320.
Download the official 2025 Form 5500 (PDF) for Summit Wealth Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Summit Wealth Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
