P 401(k) Plan Report

Stable plan record

SUMMIT WEALTH GROUP, LLC, 401(K) PROFIT SHARING PLAN

Sponsored by SUMMIT WEALTH GROUP, LLC · EIN/PN 933270335-001

Selected filing history

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

Employer money per active participant
2025
$10,269
Administrative cost per participant
2025
$93
Active participants
2025
3
Total plan assets
2025
$6,045,880
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260720134031NAL00075394110053$10,269
Public filing identifier

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