How big is Summit Wealth Strategies' plan?

Summit Wealth Strategies' plan reported $3.8M in assets and 13 participants for 2024.

Original filing (PDF)20250917102912NAL0000355136001

Summit Wealth Strategies

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

Form 5500-SF

FILING_RECEIVED

Summit Wealth Strategies 401(k) Plan

401(k) retirement plan · Summit Wealth Strategies' Summit Wealth Strategies 401(k) Plan held $3.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Michael OTT signed Summit Wealth Strategies' 2024 Form 5500 as plan administrator.

Michael OTT — 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 Strategies' EIN is 81-0874769.

EIN 81-0874769

Plan number 001

Plan year 2024

ACK ID 20250917102912NAL0000355136001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Wealth Strategies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT WEALTH STRATEGIES.

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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