SUMMIT FINANCIAL ADVISORS, INC 401k Plan overview

SUMMIT FINANCIAL ADVISORS, INC Benefits

401k Sponsoring company profile

Company Name:	SUMMIT FINANCIAL ADVISORS, INC
Employer identification number (EIN):	260676104
NAIC Classification:	523900

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	GARY BARDON, CPA	2024-01-30
001	2022-01-01	GARY BARDON, CPA	2023-02-28
001	2021-01-01	GARY BARDON, CPA	2022-02-12
001	2020-01-01	GARY BARDON, CPA	2021-07-09
001	2019-01-01	GARY BARDON, CPA	2020-07-21
001	2018-01-01	GARY BARDON, CPA	2019-09-30
001	2017-01-01	GARY BARDON, CPA	2018-09-27
001	2016-01-01	GERARD BARDON	2017-03-07
001	2015-01-01	GERARD BARDON	2016-08-23
001	2014-01-01	GERARD BARDON	2015-08-06
001	2013-01-01	GERARD BARDON	2014-10-06
001	2012-01-01	GERARD BARDON	2013-01-30
001	2011-01-01	GERARD BARDON	2012-09-20
001	2010-01-01	GERARD BARDON	2011-07-14

Potentially related plans

• SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN [EIN = 550672148]
• SUMMIT FINANCIAL ADVISORS INC. PROFIT SHARING PLAN [EIN = 421754719]
• SUMMIT FINANCIAL GROUP, INC. CAFETERIA PLAN [EIN = 550672148]
• SUMMIT FINANCIAL GROUP, INC. EMPLOYEE BENEFITS PLAN [EIN = 550672148]
• SUMMIT FINANCIAL STRATEGIES 401K RETIREMENT PLAN [EIN = 100002108]
• SUMMIT FINANCIAL MANAGEMENT 401K PLAN [EIN = 432067164]
• SUMMIT FINANCIAL GROUP 401K PLAN [EIN = 521810699]
• SUMMIT FINANCIAL MANAGEMENT 401 K PROFIT SHARING PLAN TRUST [EIN = 743143915]
• SUMMIT FINANCIAL INC. 401(K) PLAN AND TRUST [EIN = 800359602]
• SUMMIT FINANCIAL 401(K) PLAN [EIN = 463733922]
• SUMMIT FINANCIAL GROUP, INC 401(K) PROFIT SHARING PLAN [EIN = 311474455]
• SUMMIT FINANCIAL RESOURCES, L.P. 401K PROFIT SHARING PLAN AND TRUST [EIN = 870527452]
• SUMMIT FINANCIAL STRATEGIES, INC. 401(K) PLAN [EIN = 311412791]
• SUMMIT FINANCIAL 401(K) PLAN [EIN = 472613218]
• SUMMIT FINANCIAL CONSULTANTS, INC. 401(K) PLAN [EIN = 954020872]
• 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]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping