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SUMMIT WEALTH GROUP, LLC

EIN 93-3270335-financial services-Latest filing 2025
Plans
1
Retirement
1
$6.0M assets
Welfare
0
Participants
4
5104 BERNARD DRIVE - ROANOKE, VA 24018540-685-1961swgroanoke.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$6.0M - 4 part

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Retirement#001

SUMMIT WEALTH GROUP, LLC, 401(K) PROFIT SHARING PLAN

401k

Assets$6.0M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMIT WEALTH GROUP, LLC, 401(K) PROFIT SHARING PLAN401k$6.0M42025
Retirement plans
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