How big is GB & Associates LLC's plan?

GB & Associates LLC's plan reported $2.5M in assets and 9 participants for 2024.

Original filing (PDF)20250424154017NAL0015949682001

GB & Associates LLC

Name: GB & Associates LLC — Summit Wealth Management, Form 5500 (2024)
Creator: GB & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Wealth Management 401(k) Plan & Trust

401(k) retirement plan · GB & Associates LLC's Summit Wealth Management 401(k) Plan & Trust held $2.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Whitney Grimm signed GB & Associates LLC's 2024 Form 5500 as plan administrator.

Whitney Grimm — 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

GB & Associates LLC's EIN is 47-2925444.

EIN 47-2925444

Plan number 001

Plan year 2024

ACK ID 20250424154017NAL0015949682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GB & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GB & Associates LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GB & ASSOCIATES LLC.

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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