P 401(k) Plan Report

Stable plan record

SUMMIT WEALTH STRATEGIES 401(K) PLAN

Sponsored by SUMMIT WEALTH STRATEGIES · EIN/PN 810874769-001

Selected filing history

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

Employer money per active participant
2025
$15,608
Administrative cost per participant
2025
$254
Active participants
2025
13
Total plan assets
2025
$4,721,713
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260629085113NAL000983617900113$15,608
Public filing identifier

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