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SUMMIT FINANCIAL GROUP INC

EIN 30-0886440-financial services-Latest filing 2025
Plans
1
Retirement
1
$574K assets
Welfare
0
Participants
12
9340 FUERTE DR, STE 207 - LA MESA, CA 91941619-698-9760summitadvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$574K - 12 part

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Retirement#001

SUMMIT FINANCIAL GROUP INC 401K

401k

Assets$574K
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMIT FINANCIAL GROUP INC 401K401k$574K122025
Retirement plans
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