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

Summit Financial Group, LLC's plan reported $8.7M in assets and 28 participants for 2025.

Original filing (PDF)20260421125037NAL0001348179001

Summit Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Summit Financial Group, LLC 401(k) Plan

401(k) retirement plan · Summit Financial Group, LLC's Summit Financial Group, LLC 401(k) Plan held $8.7M in plan assets for 28 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

Plan identifiers

Summit Financial Group, LLC's EIN is 20-4194051.

EIN 20-4194051

Plan number 001

Plan year 2025

ACK ID 20260421125037NAL0001348179001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summit Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summit Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT FINANCIAL 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score