Stable plan record
SUMMIT ADVISOR SERVICES LLC EMPLOYEE 401K PLAN
Sponsored by SUMMIT FINANCIAL, LLC · EIN/PN 371895248-001
Selected filing history
These charts use the selected public filing for each year and keep unreported values blank.
2022
$2,114
2023
$2,463
2024
$2,251
2022
$9
2023
$13
2024
$15
2022
167
2023
165
2024
198
| Year | ACK_ID | Active participants | Employer contributions / active |
|---|---|---|---|
| 2024 | 20251014051836NAL0003192992001 | 198 | $2,251 |
| 2023 | 20241011104424NAL0010831763001 | 165 | $2,463 |
| 2022 | 20231011010501NAL0019579651001 | 167 | $2,114 |
Public filing identifier
The EIN and plan number are public filing identifiers. PlanScore does not expose unrelated personal data.