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Plan Name | SUMMIT WEALTH ADVOCATES LLC 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SUMMIT WEALTH ADVOCATES LLC |
Employer identification number (EIN): | 273240030 |
NAIC Classification: | 523900 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | KAY STRAND | 2023-05-16 | ||
001 | 2021-01-01 | BRUCE PRIMEAU | 2022-05-06 | ||
001 | 2021-01-01 | KAY M STRAND | 2022-06-21 | ||
001 | 2020-01-01 | KAY M STRAND | 2021-07-22 | ||
001 | 2019-01-01 | BRUCE A. PRIMEAU | 2020-07-13 | ||
001 | 2018-01-01 | BRUCE A. PRIMEAU | 2019-07-22 | ||
001 | 2017-01-01 | BRUCE A. PRIMEAU | 2018-05-07 | BRUCE PRIMEAU | 2018-05-07 |
001 | 2016-01-01 | BRUCE A. PRIMEAU | 2017-06-20 | ||
001 | 2015-01-01 | KAY STRAND | 2016-05-20 | BRUCE A. PRIMEAU | 2016-05-20 |
001 | 2014-01-01 | BRUCE PRIMEAU | 2015-05-18 | BRUCE PRIMEAU | 2015-05-18 |
001 | 2014-01-01 | BRUCE PRIMEAU | 2015-10-21 | BRUCE PRIMEAU | 2015-10-21 |
001 | 2013-01-01 | KAY STRAND | 2014-06-25 | BRUCE PRIMEAU | 2014-04-28 |