How big is Summit Wealth Group's plan?

Summit Wealth Group's plan reported $8.8M in assets and 62 participants for 2024.

Original filing (PDF)20250919115403NAL0001064723001

Summit Wealth Group

Name: Summit Wealth Group — Summit Wealth Group 401(k), Form 5500 (2024)
Creator: Summit Wealth Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Wealth Group 401(k) Plan

401(k) retirement plan · Summit Wealth Group's Summit Wealth Group 401(k) Plan held $8.8M in plan assets for 62 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

People on this filing

Daniel Cook signed Summit Wealth Group's 2024 Form 5500 as plan administrator.

Daniel Cook — 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 Wealth Group's EIN is 46-0504923.

EIN 46-0504923

Plan number 001

Plan year 2024

ACK ID 20250919115403NAL0001064723001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Wealth Group's plan includes automatic enrollment, 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 WEALTH GROUP.

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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