How big is Summit Wealth Group, LLC's plan?

Summit Wealth Group, LLC's plan reported $1.7M in assets and 9 participants for 2025.

Original filing (PDF)20260428151319NAL0015265456001

Summit Wealth Group, LLC

Name: Summit Wealth Group, LLC — Summit Wealth Group Cash, Form 5500 (2025)
Creator: Summit Wealth Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Wealth Group Cash Balance Plan

Defined-benefit pension plan · Summit Wealth Group, LLC's Summit Wealth Group Cash Balance Plan held $1.7M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Lawrence PEIM for Daybright signed Summit Wealth Group, LLC's 2025 Form 5500 as plan administrator.

Lawrence PEIM for Daybright — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Summit Wealth Group, LLC's EIN is 20-0402320.

EIN 20-0402320

Plan number 002

Plan year 2025

ACK ID 20260428151319NAL0015265456001

Official Form 5500 document

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)

Plan features

Summit Wealth Group, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT WEALTH GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score