P 401(k) Plan Report

Stable plan record

SUMMIT FINANCIAL STRATEGIES, INC. 401(K) PLAN

Sponsored by SUMMIT FINANCIAL STRATEGIES, INC. · EIN/PN 311412791-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$8,737
Administrative cost per participant
2025
$153
Active participants
2025
30
Total plan assets
2025
$12,320,470
Participant loans as a share of assets
2025
0.7%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260723181657NAL001101334700130$8,737
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.