How big is Summit Financial Group Inc.'s plan?

Summit Financial Group Inc.'s plan reported $3.9M in assets and 19 participants for 2024.

Original filing (PDF)20250609104239NAL0013945617001

Summit Financial Group Inc.

Name: Summit Financial Group Inc. — Summit Financial Group, Form 5500 (2024)
Creator: Summit Financial Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Financial Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Summit Financial Group Inc.'s Summit Financial Group Inc. 401(k) Profit Sharing Plan & Trust held $3.9M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

John R Wahlers signed Summit Financial Group Inc.'s 2024 Form 5500 as plan administrator.

John R Wahlers — 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 Financial Group Inc.'s EIN is 23-3073472.

EIN 23-3073472

Plan number 001

Plan year 2024

ACK ID 20250609104239NAL0013945617001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit Financial Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Financial Group Inc.'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 INC.

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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