Summit Wealth Management
Coralville, IA, 52241
- Plans
- 2
- Total participants
- 8
- Filing years
- 2023, 2022, 2021, 2020
- NAICS
- 523900
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2023 | Form 5500-SF | 001 | Summit Wealth Management 401(K) Plan | 0 |
| 2023 | Form 5500-SF | 001 | Summit Wealth Management 401(K) Plan | 0 |
| 2023 | Form 5500-SF | 002 | Summit Wealth Management Cash Balance Plan | 2 |
| 2023 | Form 5500-SF | 002 | Summit Wealth Management Cash Balance Plan | 0 |
| 2022 | Form 5500-SF | 001 | Summit Wealth Management 401(K) Plan | 2 |
| 2022 | Form 5500-SF | 002 | Summit Wealth Management Cash Balance Plan | 2 |
| 2021 | Form 5500-SF | 001 | Summit Wealth Management 401(K) Plan | 1 |
| 2020 | Form 5500-SF | 001 | Summit Wealth Management 401(K) Plan | 1 |
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.
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