P 401(k) Plan Report

Stable plan record

SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST

Sponsored by GB & ASSOCIATES LLC · EIN/PN 472925444-001

Selected filing history

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

Employer money per active participant
2025
$11,500
Administrative cost per participant
2025
$400
Active participants
2025
13
Total plan assets
2025
$3,315,572
Participant loans as a share of assets
2025
3.2%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260608145728NAL000488790400113$11,500
Public filing identifier

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