SUMMIT WEALTH GROUP has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2021: SUMMIT WEALTH GROUP 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 0 |
| 2020: SUMMIT WEALTH GROUP 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
| Total of all active and inactive participants | 2020-01-01 | 4 |
| Total participants | 2020-01-01 | 4 |
| Number of participants with account balances | 2020-01-01 | 4 |
| 2019: SUMMIT WEALTH GROUP 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 3 |
| 2018: SUMMIT WEALTH GROUP 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 4 |
| Total participants | 2018-01-01 | 4 |
| Number of participants with account balances | 2018-01-01 | 3 |
| 2017: SUMMIT WEALTH GROUP 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Total participants | 2017-01-01 | 3 |
| Number of participants with account balances | 2017-01-01 | 4 |
| 2016: SUMMIT WEALTH GROUP 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Total participants | 2016-01-01 | 3 |
| 2015: SUMMIT WEALTH GROUP 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Total participants | 2015-01-01 | 4 |
| 2014: SUMMIT WEALTH GROUP 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Total participants | 2014-01-01 | 3 |
| 2013: SUMMIT WEALTH GROUP 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Total participants | 2013-01-01 | 3 |
| 2012: SUMMIT WEALTH GROUP 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 3 |
| Total of all active and inactive participants | 2012-10-01 | 3 |
| Total participants | 2012-10-01 | 3 |
| Measure | Date | Value |
|---|
| 2021 : SUMMIT WEALTH GROUP 2021 401k financial data |
|---|
| Total income from all sources | 2021-03-31 | $0 |
| Expenses. Total of all expenses incurred | 2021-03-31 | $519,160 |
| Benefits paid (including direct rollovers) | 2021-03-31 | $519,160 |
| Total plan assets at end of year | 2021-03-31 | $0 |
| Total plan assets at beginning of year | 2021-03-31 | $519,160 |
| Total contributions received or receivable from participants | 2021-03-31 | $0 |
| Net income (gross income less expenses) | 2021-03-31 | $-519,160 |
| Net plan assets at end of year (total assets less liabilities) | 2021-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-03-31 | $519,160 |
| Total contributions received or receivable from employer(s) | 2021-03-31 | $0 |
| 2020 : SUMMIT WEALTH GROUP 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $24,222 |
| Total income from all sources | 2020-12-31 | $54,725 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $519,160 |
| Total plan assets at beginning of year | 2020-12-31 | $440,213 |
| Total contributions received or receivable from participants | 2020-12-31 | $28,948 |
| Other income received | 2020-12-31 | $9,568 |
| Net income (gross income less expenses) | 2020-12-31 | $54,725 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $519,160 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $440,213 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $16,209 |
| 2019 : SUMMIT WEALTH GROUP 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $104,019 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $440,213 |
| Total plan assets at beginning of year | 2019-12-31 | $336,194 |
| Total contributions received or receivable from participants | 2019-12-31 | $23,191 |
| Other income received | 2019-12-31 | $63,195 |
| Net income (gross income less expenses) | 2019-12-31 | $104,019 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $440,213 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $336,194 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $17,633 |
| 2018 : SUMMIT WEALTH GROUP 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $29,967 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $12,949 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $12,949 |
| Total plan assets at end of year | 2018-12-31 | $336,194 |
| Total plan assets at beginning of year | 2018-12-31 | $319,176 |
| Total contributions received or receivable from participants | 2018-12-31 | $23,352 |
| Other income received | 2018-12-31 | $-11,161 |
| Net income (gross income less expenses) | 2018-12-31 | $17,018 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $336,194 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $319,176 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $17,776 |
| 2017 : SUMMIT WEALTH GROUP 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $76,623 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $319,176 |
| Total plan assets at beginning of year | 2017-12-31 | $242,553 |
| Total contributions received or receivable from participants | 2017-12-31 | $23,333 |
| Other income received | 2017-12-31 | $35,076 |
| Net income (gross income less expenses) | 2017-12-31 | $76,623 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $319,176 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $242,553 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $18,214 |
| 2016 : SUMMIT WEALTH GROUP 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $66,680 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $242,553 |
| Total plan assets at beginning of year | 2016-12-31 | $175,873 |
| Total contributions received or receivable from participants | 2016-12-31 | $21,694 |
| Other income received | 2016-12-31 | $26,690 |
| Net income (gross income less expenses) | 2016-12-31 | $66,680 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $242,553 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $175,873 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $18,296 |
| 2015 : SUMMIT WEALTH GROUP 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $26,151 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $175,873 |
| Total plan assets at beginning of year | 2015-12-31 | $149,722 |
| Total contributions received or receivable from participants | 2015-12-31 | $22,890 |
| Other income received | 2015-12-31 | $-17,560 |
| Net income (gross income less expenses) | 2015-12-31 | $26,151 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $175,873 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $149,722 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $20,821 |
| 2014 : SUMMIT WEALTH GROUP 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $60,207 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $149,722 |
| Total plan assets at beginning of year | 2014-12-31 | $89,515 |
| Total contributions received or receivable from participants | 2014-12-31 | $18,878 |
| Other income received | 2014-12-31 | $3,206 |
| Net income (gross income less expenses) | 2014-12-31 | $60,207 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $149,722 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $89,515 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $38,123 |
| 2013 : SUMMIT WEALTH GROUP 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $61,358 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $89,515 |
| Total plan assets at beginning of year | 2013-12-31 | $28,157 |
| Total contributions received or receivable from participants | 2013-12-31 | $13,993 |
| Other income received | 2013-12-31 | $7,035 |
| Net income (gross income less expenses) | 2013-12-31 | $61,358 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $89,515 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $28,157 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $40,330 |
| 2021: SUMMIT WEALTH GROUP 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | Yes |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SUMMIT WEALTH GROUP 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SUMMIT WEALTH GROUP 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SUMMIT WEALTH GROUP 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SUMMIT WEALTH GROUP 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SUMMIT WEALTH GROUP 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SUMMIT WEALTH GROUP 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: SUMMIT WEALTH GROUP 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: SUMMIT WEALTH GROUP 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: SUMMIT WEALTH GROUP 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | First time form 5500 has been submitted | Yes |
| 2012-10-01 | Submission has been amended | No |
| 2012-10-01 | This submission is the final filing | No |
| 2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2012-10-01 | Plan is a collectively bargained plan | No |
| 2012-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
