Summit Wealth Group, LLC
White River Junction, VT, 05001
- Plans
- 2
- Total participants
- 105
- Filing years
- 2024, 2023, 2022, 2021, 2020
- NAICS
- 523900
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500-SF | 001 | Summit Wealth Group 401(K) Plan | 12 |
| 2024 | Form 5500-SF | 002 | Summit Wealth Group Cash Balance Plan | 11 |
| 2023 | Form 5500-SF | 001 | Summit Wealth Group 401(K) Plan | 12 |
| 2023 | Form 5500-SF | 002 | Summit Wealth Group, LLC Cash Balance Plan | 11 |
| 2022 | Form 5500-SF | 001 | Summit Wealth Group 401(K) Plan | 12 |
| 2022 | Form 5500-SF | 002 | Summit Wealth Group Cash Balance Plan | 12 |
| 2021 | Form 5500-SF | 001 | Summit Wealth Group 401 (K) Plan | 12 |
| 2021 | Form 5500-SF | 002 | Summit Wealth Group Cash Balance Plan | 12 |
| 2020 | Form 5500-SF | 001 | Summit Wealth Group 401 (K) Plan | 11 |
Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.
Other plan sponsors in Vermont
123 Insurance. INC.
45-3588364St. Albans, VT·1 plan·2024, 2023, 2022, 2021, 2020139 Designs LLC
46-1881346Williston, VT·1 plan·2024, 2023, 20221776 Construction, LLC
88-3548012Bethel, VT·1 plan·2024, 202323rd State Learning LLC
93-4819131Essec, VT·1 plan·202443 Lake Street LLP
47-5620250Saint Albans, VT·1 plan·202243 Lake Street LLP
47-5620252St. Albans, VT·1 plan·202144 North Capital, LLC
93-2682694Burlington, VT·1 plan·2024, 2023800 Response Marketing, LLC
20-2097906South Burlington, VT·1 plan·2024, 2023, 2022, 2021, 2020