OpenERISA

Summit Financial, LLC

Parsippany, NJ, 07054

EIN 37-1895248
Plans
1
Total participants
843
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
524210

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Summit Advisor Services LLC Employee 401K Plan198
2023Form 5500001Summit Advisor Services LLC Employee 401K Plan165
2022Form 5500001Summit Advisor Services LLC Employee 401K Plan167
2021Form 5500001Summit Advisor Services LLC Employee 401K Plan178
2020Form 5500001Summit Advisor Services LLC Employee 401K Plan135

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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