How big is Summit Wealth Management Group, Inc.'s plan?

Summit Wealth Management Group, Inc.'s plan reported $1.5M in assets and 5 participants for 2024.

Original filing (PDF)20251009135223NAL0003967475001

Summit Wealth Management Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

Summit Wealth Management Group, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Summit Wealth Management Group, Inc.'s Summit Wealth Management Group, Inc. 401(k) Profit Sharing Plan held $1.5M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Summit Wealth Management Group, Inc.'s EIN is 46-3943192.

EIN 46-3943192

Plan number 001

Plan year 2024

ACK ID 20251009135223NAL0003967475001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

SUMMIT WEALTH MANAGEMENT GROUP, INC.

EIN

all filings

Address

400 CAMARILLO RANCH ROAD, SUITE 202 · CAMARILLO, CA · 93012

Phone

(805) 384-1186

Industry

Finance & Insurance

Plan administrator