How big is Summit Financial Advisors, Inc.'s plan?

Summit Financial Advisors, Inc.'s plan reported $244K in assets and 1 participants for 2024.

Original filing (PDF)20250402071410NAL0016840194001

Summit Financial Advisors, Inc.

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Summit Financial Advisors, Inc. held $244K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$244K

Net assets (EOY)

$244K

People on this filing

Gary Bardon, CPA signed Summit Financial Advisors, Inc.'s 2024 Form 5500 as plan administrator.

Gary Bardon, CPA — 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 Advisors, Inc.'s EIN is 26-0676104.

EIN 26-0676104

Plan number 001

Plan year 2024

ACK ID 20250402071410NAL0016840194001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Financial Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT FINANCIAL ADVISORS, 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