SUMMIT WEALTH MANAGEMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST
Measure | Date | Value |
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2018: SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
Total of all active and inactive participants | 2018-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 12 |
Number of participants with account balances | 2018-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
Total of all active and inactive participants | 2017-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 10 |
Number of participants with account balances | 2017-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 12 |
Number of participants with account balances | 2016-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 11 |
Number of participants with account balances | 2015-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
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2018 : SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $117,049 |
Expenses. Total of all expenses incurred | 2018-12-31 | $11,430 |
Benefits paid (including direct rollovers) | 2018-12-31 | $11,185 |
Total plan assets at end of year | 2018-12-31 | $590,423 |
Total plan assets at beginning of year | 2018-12-31 | $484,804 |
Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
Total contributions received or receivable from participants | 2018-12-31 | $75,820 |
Other income received | 2018-12-31 | $-50,329 |
Net income (gross income less expenses) | 2018-12-31 | $105,619 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $590,423 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $484,804 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $91,558 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $245 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $221,493 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,883 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,323 |
Total plan assets at end of year | 2017-12-31 | $484,804 |
Total plan assets at beginning of year | 2017-12-31 | $265,194 |
Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
Total contributions received or receivable from participants | 2017-12-31 | $75,968 |
Other income received | 2017-12-31 | $53,289 |
Net income (gross income less expenses) | 2017-12-31 | $219,610 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $484,804 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $265,194 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $92,236 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $560 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $119,601 |
Expenses. Total of all expenses incurred | 2016-12-31 | $9,976 |
Benefits paid (including direct rollovers) | 2016-12-31 | $9,885 |
Total plan assets at end of year | 2016-12-31 | $265,194 |
Total plan assets at beginning of year | 2016-12-31 | $155,569 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Total contributions received or receivable from participants | 2016-12-31 | $74,032 |
Other income received | 2016-12-31 | $18,095 |
Net income (gross income less expenses) | 2016-12-31 | $109,625 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $265,194 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $155,569 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-12-31 | $2,798 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $27,474 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $91 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST 2015 401k financial data |
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Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $98,042 |
Expenses. Total of all expenses incurred | 2015-12-31 | $359,341 |
Benefits paid (including direct rollovers) | 2015-12-31 | $358,424 |
Total plan assets at end of year | 2015-12-31 | $155,569 |
Total plan assets at beginning of year | 2015-12-31 | $416,868 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Total contributions received or receivable from participants | 2015-12-31 | $64,153 |
Other income received | 2015-12-31 | $11,195 |
Net income (gross income less expenses) | 2015-12-31 | $-261,299 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $155,569 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $416,868 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $22,694 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $917 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2018: SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST 2018 form 5500 responses |
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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 – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST 2017 form 5500 responses |
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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 – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST 2016 form 5500 responses |
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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 – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST 2015 form 5500 responses |
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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 – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |