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

Summit Financial Partners, Inc.'s plan reported $230K in assets and 3 participants for 2024.

Original filing (PDF)20250815141155NAL0014492656001

Summit Financial Partners, Inc.

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

Form 5500-SF

FILING_RECEIVED

Summit Financial Partners 401(k) Plan

401(k) retirement plan · Summit Financial Partners, Inc.'s Summit Financial Partners 401(k) Plan held $230K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

Plan identifiers

Summit Financial Partners, Inc.'s EIN is 31-1660492.

EIN 31-1660492

Plan number 001

Plan year 2024

ACK ID 20250815141155NAL0014492656001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Financial Partners, 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 PARTNERS, 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