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SUMMIT FINANCIAL ADVISORS INC.

EIN 42-1754719-financial services-Latest filing 2024
Plans
1
Retirement
1
$537K assets
Welfare
0
Participants
2
307 POPLAR VALLEY RD. - BLAIRSDEN, CA 96103775-229-3913LinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001ProfitSharing-$537K - 2 part

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Retirement#001

SUMMIT FINANCIAL ADVISORS INC. PROFIT SHARING PLAN

ProfitSharing

Assets$537K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMIT FINANCIAL ADVISORS INC. PROFIT SHARING PLANProfitSharing$537K22024
Retirement plans
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