P 401(k) Plan Report

Stable plan record

SUMMIT FINANCIAL ADVISORS, INC. 401(K) RETIREMENT SAVINGS PLAN

Sponsored by GUARDIAN WEALTH MANAGEMENT · EIN/PN 371388388-002

Selected filing history

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

Employer money per active participant
2025
$6,098
Administrative cost per participant
2025
$231
Active participants
2025
5
Total plan assets
2025
$372,322
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260615112822NAL00008125790015$6,098
Public filing identifier

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