SUMMIT FINANCIAL STRATEGIES 401K RETIREMENT PLAN 401k Plan overview

SUMMIT FINANCIAL STRATEGIES 401K RETIREMENT PLAN Benefits

401k Sponsoring company profile

Company Name:	SUMMIT FINANCIAL STRATEGIES 401K RETIREMENT PLAN
Employer identification number (EIN):	100002108
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	PETER MANNING	2024-04-24
001	2022-01-01	PETER MANNING	2023-05-10
001	2021-01-01	PETER MANNING	2022-04-20
001	2020-01-01	PETER MANNING	2021-03-23
001	2019-01-01	PETER MANNING	2020-05-04
001	2018-01-01	BRIAN J BABCOCK	2019-03-20
001	2017-01-01	BRIAN J BABCOCK	2018-06-06
001	2016-01-01	BRIAN J BABCOCK	2017-07-14
001	2015-01-01	BRIAN J BABCOCK	2016-04-15
001	2014-01-01	BRIAN J BABCOCK	2015-07-28
001	2013-01-01	BRIAN J BABCOCK	2014-03-24
001	2012-01-01	BRIAN J BABCOCK	2013-05-30
001	2011-01-01	BRIAN J BABCOCK	2012-05-16
001	2010-01-01	BRIAN J BABCOCK	2011-04-25

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• SUMMIT FINANCIAL CORPORATION 401K RETIREMENT PLAN [EIN = 043222046]
• SUMMIT FINANCIAL CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN [EIN = 954020872]
• SUMMIT FINANCIAL GROUP INC 401 K PROFIT SHARING PLAN TRUST [EIN = 233073472]
• SUMMIT FINANCIAL EDUCATION, INC. 401(K) PLAN [EIN = 462896426]
• SUMMIT FINANCIAL OF LOUISIANA, INC. 401(K) PLAN [EIN = 204039507]
• SUMMIT FINANCIAL PRINTING LLC 401K PLAN [EIN = 461773035]
• SUMMIT FINANCIAL & INSURANCE SERVICES 401(K) PLAN AND TRUST [EIN = 464903684]
• SUMMIT FINANCIAL SOLUTIONS, INC. EMPLOYEES SAVINGS TRUST [EIN = 300098494]
• SUMMIT FINANCIAL GROUP, LLC 401(K) PLAN [EIN = 204194051]
• SUMMIT FINANCIAL CORP 401 K PROFIT SHARING PLAN TRUST [EIN = 592470828]
• SUMMIT FINANCIAL GROUP, INC. HEALTH REIMBURSEMENT ARRANGEMENT [EIN = 550672148]
• SUMMIT FINANCIAL CORPORATION CASH BALANCE PLAN [EIN = 043222046]
• SUMMIT FINANCIAL, INC. 401(K) PLAN [EIN = 830808820]
• SUMMIT FINANCIAL, INC. DEFINED BENEFIT PLAN [EIN = 830808820]
• SUMMIT FINANCIAL 401(K) PLAN [EIN = 463636065]
• SUMMIT FINANCIAL ADVISORS, INC. 401(K) RETIREMENT SAVINGS PLAN [EIN = 371388388]
• SUMMIT FINANCIAL MANAGEMENT IN 401(K) PROFIT SHARING PLAN & TRUST [EIN = 810593647]
• SUMMIT FINANCIAL PARTNERS, INC. 401(K) PLAN [EIN = 311660492]
• SUMMIT FINANCIAL SERVICES, INC. 401(K) PLAN [EIN = 464275127]
• SUMMIT FINANCIAL & INSURANCE SERVICES CASH BALANCE PLAN [EIN = 464903684]
• SUMMIT FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 943301536]
• SUMMIT FINANCIAL GROUP INC 401K [EIN = 300886440]

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