Name: Summit Wealth & Retirement Planning, Inc. DBA Summit Wealth & Retireme — Form 5500 Plan 003 (2024)
Creator: Summit Wealth & Retirement Planning, Inc. DBA Summit Wealth & Retireme
License: https://www.usa.gov/government-works

Question 1

Who is the plan administrator for Summit Wealth & Retirement Planning, Inc. DBA Summit Wealth & Retireme?

Accepted Answer

Maryline Cucchiaro signed Summit Wealth & Retirement Planning, Inc. DBA Summit Wealth & Retireme's 2024 Form 5500 as plan administrator.

Question 2

What is Summit Wealth & Retirement Planning, Inc. DBA Summit Wealth & Retireme's EIN?

Accepted Answer

Summit Wealth & Retirement Planning, Inc. DBA Summit Wealth & Retireme's EIN is 47-2346871.

Question 3

Where can I get Summit Wealth & Retirement Planning, Inc. DBA Summit Wealth & Retireme's Form 5500?

Accepted Answer

Download the official 2024 Form 5500 (PDF) for Summit Wealth & Retirement Planning, Inc. DBA Summit Wealth & Retireme from the U.S. Department of Labor's EFAST2 system. You can also view the full filing data on this page.

Question 4

How big is Summit Wealth & Retirement Planning, Inc. DBA Summit Wealth & Retireme's plan?

Accepted Answer

Summit Wealth & Retirement Planning, Inc. DBA Summit Wealth & Retireme's plan reported $169K in assets and 12 participants for 2024.

Question 5

What features does Summit Wealth & Retirement Planning, Inc. DBA Summit Wealth & Retireme's plan have?

Accepted Answer

Summit Wealth & Retirement Planning, Inc. DBA Summit Wealth & Retireme's plan includes profit-sharing, ERISA 404(c) participant direction.

Summit Wealth & Retirement Planning, Inc. DBA Summit Wealth & Retireme

Service providers (Schedule C)

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