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  2. D R Summit Wealth Management, Inc.

Filings through Oct 24, 2026.

D R Summit Wealth Management, Inc.

EIN 27-1552262-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.6M assets
Health & Benefits
0
Participants
5
5905 GRANITE LAKE DRIVE, SUITE 110 - GRANITE BAY, CA 95745916-789-8544drsummitwealthmgmt.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.6M - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

D R SUMMIT WEALTH MANAGEMENT, INC. 401(K) PLAN

401(k)

Assets$1.6M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001D R SUMMIT WEALTH MANAGEMENT, INC. 401(K) PLAN401(k)$1.6M52025
  • D R SUMMIT WEALTH MANAGEMENT, INC. 401(K) PLAN$1.6M
    #001 · 401(k) · 20255
Retirement plans
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