How big is Summit Wealth Group, LLC's plan?

Summit Wealth Group, LLC's plan reported $5.4M in assets and 4 participants for 2024.

Original filing (PDF)20250714094956NAL0000861633005

Summit Wealth Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Summit Wealth Group, LLC, 401(k) Profit Sharing Plan

401(k) retirement plan · Summit Wealth Group, LLC's Summit Wealth Group, LLC, 401(k) Profit Sharing Plan held $5.4M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan identifiers

Summit Wealth Group, LLC's EIN is 93-3270335.

EIN 93-3270335

Plan number 001

Plan year 2024

ACK ID 20250714094956NAL0000861633005

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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