Summit Wealth Management

Whitney Grimm signed Summit Wealth Management's 2023 Form 5500 as plan administrator.

• Whitney Grimm — Plan Administrator — Form 5500 signer

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

Summit Wealth Management's EIN is 26-1367849.

Download the official 2023 Form 5500 (PDF) for Summit Wealth Management from the U.S. Department of Labor's EFAST2 system.

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