Original filing (PDF)20250731234457NAL0003484307001

SUMMIT FINANCIAL NETWORK (FORMERLY SUMMIT BROKERAGE SERVICES)

Name: SUMMIT FINANCIAL NETWORK (FORMERLY SUMMIT BROKERAGE SERVICES) — SBS 401K PLAN, Form 5500 (2024)
Creator: SUMMIT FINANCIAL NETWORK (FORMERLY SUMMIT BROKERAGE SERVICES)

Form 5500-SF

FILING_RECEIVED

SBS 401K PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$377K

Net assets (EOY)

$377K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT FINANCIAL NETWORK (FORMERLY SUMMIT BROKERAGE SERVICES).

Plan sponsor

Name

SUMMIT FINANCIAL NETWORK (FORMERLY SUMMIT BROKERAGE SERVICES)

EIN

45-4264559all filings

Address

1042 MORGANTOWN AVE · FAIRMONT, WV · 265544357

Phone

(304) 363-0073

Industry

Finance & Insurancesee all

Plan administrator