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

Summit Wealth Advisors, LLC's plan reported $989K in assets and 6 participants for 2024.

Original filing (PDF)20251009082618NAL0006678289001

Summit Wealth Advisors, LLC

Name: Summit Wealth Advisors, LLC — Form 5500 (2024)
Creator: Summit Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Summit Wealth Advisors, LLC held $989K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$989K

Net assets (EOY)

$989K

Plan identifiers

Summit Wealth Advisors, LLC's EIN is 25-1893393.

EIN 25-1893393

Plan number 001

Plan year 2024

ACK ID 20251009082618NAL0006678289001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Wealth Advisors, LLC's plan includes 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 WEALTH ADVISORS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Plan sponsor

Name

SUMMIT WEALTH ADVISORS, LLC

EIN

all filings

Address

9043 PERRY HIGHWAY · PITTSBURGH, PA · 15237

Phone

(412) 367-3980

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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