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SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameSUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

SUMMIT FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUMMIT FINANCIAL GROUP, INC.
Employer identification number (EIN):550672148
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DANYL FREEMAN
0022016-01-01DANYL FREEMAN
0022015-01-01DANYL FREEMAN
0022014-01-01DANYL FREEMAN
0022013-01-01DANYL FREEMAN
0022012-01-01DANYL FREEMAN
0022011-01-01DANYL FREEMAN
0022010-01-01DANYL FREEMAN
0022009-01-01DANYL FREEMAN

Plan Statistics for SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01449
Total number of active participants reported on line 7a of the Form 55002023-01-01335
Number of retired or separated participants receiving benefits2023-01-017
Number of other retired or separated participants entitled to future benefits2023-01-01100
Total of all active and inactive participants2023-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01442
Number of participants with account balances2023-01-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0119
2022: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01423
Total number of active participants reported on line 7a of the Form 55002022-01-01325
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0176
Total of all active and inactive participants2022-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01406
Number of participants with account balances2022-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01395
Total number of active participants reported on line 7a of the Form 55002021-01-01316
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-0164
Total of all active and inactive participants2021-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01389
Number of participants with account balances2021-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01366
Total number of active participants reported on line 7a of the Form 55002020-01-01310
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0159
Total of all active and inactive participants2020-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01374
Number of participants with account balances2020-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01343
Total number of active participants reported on line 7a of the Form 55002019-01-01277
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0151
Total of all active and inactive participants2019-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01333
Number of participants with account balances2019-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01270
Total number of active participants reported on line 7a of the Form 55002018-01-01277
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01324
Number of participants with account balances2018-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01246
Total number of active participants reported on line 7a of the Form 55002017-01-01188
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01232
Number of participants with account balances2017-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01231
Total number of active participants reported on line 7a of the Form 55002016-01-01188
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01235
Number of participants with account balances2016-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01230
Total number of active participants reported on line 7a of the Form 55002015-01-01178
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01220
Number of participants with account balances2015-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01244
Total number of active participants reported on line 7a of the Form 55002014-01-01191
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01230
Number of participants with account balances2014-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01250
Total number of active participants reported on line 7a of the Form 55002013-01-01196
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01235
Number of participants with account balances2013-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01249
Total number of active participants reported on line 7a of the Form 55002012-01-01198
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0139
Total of all active and inactive participants2012-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01238
Number of participants with account balances2012-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01257
Total number of active participants reported on line 7a of the Form 55002011-01-01199
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01236
Number of participants with account balances2011-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2010: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01258
Total number of active participants reported on line 7a of the Form 55002010-01-01206
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0139
Total of all active and inactive participants2010-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01247
Number of participants with account balances2010-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01279
Total number of active participants reported on line 7a of the Form 55002009-01-01195
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01241
Number of participants with account balances2009-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$3,321,491
Total unrealized appreciation/depreciation of assets2023-12-31$3,321,491
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,848,171
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$637,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$616,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,035,602
Value of total assets at end of year2023-12-31$18,664,856
Value of total assets at beginning of year2023-12-31$14,453,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$20,718
Total interest from all sources2023-12-31$20,459
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$470,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$11,242
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,211,109
Value of net assets at end of year (total assets less liabilities)2023-12-31$18,664,856
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$14,453,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Interest earned on other investments2023-12-31$11,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$405,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$123,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$123,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$9,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$17,214,451
Assets. Invements in employer securities at beginning of year2023-12-31$13,672,824
Contributions received in cash from employer2023-12-31$1,035,602
Employer contributions (assets) at end of year2023-12-31$1,034,129
Employer contributions (assets) at beginning of year2023-12-31$657,521
Income. Dividends from common stock2023-12-31$470,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$616,344
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER TILLY, LLP
Accountancy firm EIN2023-12-31390859910
2022 : SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,428,428
Total unrealized appreciation/depreciation of assets2022-12-31$-1,428,428
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$214,444
Expenses. Interest paid2022-12-31$9,668
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$9,668
Total income from all sources (including contributions)2022-12-31$156,596
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,575,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,554,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,165,900
Value of total assets at end of year2022-12-31$14,453,747
Value of total assets at beginning of year2022-12-31$16,087,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,140
Total interest from all sources2022-12-31$829
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$418,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$11,140
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,419,098
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,453,747
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,872,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$123,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$385,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$385,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$13,672,824
Assets. Invements in employer securities at beginning of year2022-12-31$15,038,702
Contributions received in cash from employer2022-12-31$1,165,900
Employer contributions (assets) at end of year2022-12-31$657,521
Employer contributions (assets) at beginning of year2022-12-31$663,047
Income. Dividends from common stock2022-12-31$418,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,554,886
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$214,444
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY, LLP
Accountancy firm EIN2022-12-31390859910
2021 : SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,899,212
Total unrealized appreciation/depreciation of assets2021-12-31$2,899,212
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$214,444
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$449,628
Expenses. Interest paid2021-12-31$14,816
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$14,816
Total income from all sources (including contributions)2021-12-31$4,154,791
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$687,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$652,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$882,454
Value of total assets at end of year2021-12-31$16,087,289
Value of total assets at beginning of year2021-12-31$12,855,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,675
Total interest from all sources2021-12-31$2,248
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$370,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$20,675
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$121,108
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,466,907
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,872,845
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,405,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$385,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$886,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$886,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$15,038,702
Assets. Invements in employer securities at beginning of year2021-12-31$11,359,210
Contributions received in cash from employer2021-12-31$882,454
Employer contributions (assets) at end of year2021-12-31$663,047
Employer contributions (assets) at beginning of year2021-12-31$610,346
Income. Dividends from common stock2021-12-31$370,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$652,393
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$214,444
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$449,628
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY, LLP
Accountancy firm EIN2021-12-31390859910
2020 : SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-2,577,430
Total unrealized appreciation/depreciation of assets2020-12-31$-2,577,430
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$449,628
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$674,774
Expenses. Interest paid2020-12-31$24,854
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$24,854
Total income from all sources (including contributions)2020-12-31$-1,404,939
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$477,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$442,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$815,399
Value of total assets at end of year2020-12-31$12,855,566
Value of total assets at beginning of year2020-12-31$14,963,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,513
Total interest from all sources2020-12-31$3,656
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$353,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$10,513
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$358,888
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,882,938
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,405,938
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,288,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$886,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$166,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$166,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$11,359,210
Assets. Invements in employer securities at beginning of year2020-12-31$14,295,528
Contributions received in cash from employer2020-12-31$815,399
Employer contributions (assets) at end of year2020-12-31$610,346
Employer contributions (assets) at beginning of year2020-12-31$502,088
Income. Dividends from common stock2020-12-31$353,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$442,632
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$449,628
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$674,774
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2020-12-31550486667
2019 : SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,105,545
Total unrealized appreciation/depreciation of assets2019-12-31$4,105,545
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$674,774
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$876,990
Expenses. Interest paid2019-12-31$47,784
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$47,784
Total income from all sources (including contributions)2019-12-31$5,130,162
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,227,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,165,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$700,784
Value of total assets at end of year2019-12-31$14,963,650
Value of total assets at beginning of year2019-12-31$11,263,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,040
Total interest from all sources2019-12-31$3,002
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$320,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$14,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$510,807
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,902,706
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,288,876
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,386,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$166,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$109,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$109,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$14,295,528
Assets. Invements in employer securities at beginning of year2019-12-31$10,700,791
Contributions received in cash from employer2019-12-31$700,784
Employer contributions (assets) at end of year2019-12-31$502,088
Employer contributions (assets) at beginning of year2019-12-31$452,731
Income. Dividends from common stock2019-12-31$320,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,165,632
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$674,774
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$876,990
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2019-12-31550486667
2018 : SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,884,647
Total unrealized appreciation/depreciation of assets2018-12-31$-3,884,647
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$876,990
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,073,885
Expenses. Interest paid2018-12-31$53,105
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$53,105
Total income from all sources (including contributions)2018-12-31$-2,951,907
Total loss/gain on sale of assets2018-12-31$-10,620
Total of all expenses incurred2018-12-31$620,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$548,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$646,162
Value of total assets at end of year2018-12-31$11,263,160
Value of total assets at beginning of year2018-12-31$15,032,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,785
Total interest from all sources2018-12-31$849
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$296,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$18,705
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$17,924
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$80
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,572,632
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,386,170
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,958,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$109,638
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$100,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$100,207
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$10,700,791
Assets. Invements in employer securities at beginning of year2018-12-31$14,844,243
Contributions received in cash from employer2018-12-31$646,162
Employer contributions (assets) at end of year2018-12-31$452,731
Employer contributions (assets) at beginning of year2018-12-31$88,237
Income. Dividends from common stock2018-12-31$296,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$548,835
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$230,261
Aggregate carrying amount (costs) on sale of assets2018-12-31$240,881
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$876,990
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$1,073,885
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2018-12-31550486667
2017 : SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-682,429
Total unrealized appreciation/depreciation of assets2017-12-31$-682,429
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,073,885
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,511,595
Expenses. Interest paid2017-12-31$62,290
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$62,290
Total income from all sources (including contributions)2017-12-31$61,644
Total loss/gain on sale of assets2017-12-31$-29,112
Total of all expenses incurred2017-12-31$573,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$503,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$523,760
Value of total assets at end of year2017-12-31$15,032,687
Value of total assets at beginning of year2017-12-31$15,982,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,000
Total interest from all sources2017-12-31$134
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$249,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$7,880
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$187,121
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-512,069
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,958,802
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,470,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$100,207
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$45,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$45,694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$14,844,243
Assets. Invements in employer securities at beginning of year2017-12-31$15,846,874
Contributions received in cash from employer2017-12-31$523,760
Employer contributions (assets) at end of year2017-12-31$88,237
Employer contributions (assets) at beginning of year2017-12-31$89,898
Income. Dividends from common stock2017-12-31$249,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$503,423
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$103,968
Aggregate carrying amount (costs) on sale of assets2017-12-31$133,080
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$1,073,885
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$1,511,595
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2017-12-31550486667
2016 : SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$9,008,484
Total unrealized appreciation/depreciation of assets2016-12-31$9,008,484
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,511,595
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,910,743
Expenses. Interest paid2016-12-31$67,991
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$67,991
Total income from all sources (including contributions)2016-12-31$9,724,450
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$399,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$318,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$484,308
Value of total assets at end of year2016-12-31$15,982,466
Value of total assets at beginning of year2016-12-31$7,056,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,020
Total interest from all sources2016-12-31$152
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$231,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$12,880
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$149,343
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,325,423
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,470,871
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,145,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$45,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$68,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$68,273
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$15,846,874
Assets. Invements in employer securities at beginning of year2016-12-31$6,987,733
Contributions received in cash from employer2016-12-31$484,308
Employer contributions (assets) at end of year2016-12-31$89,898
Employer contributions (assets) at beginning of year2016-12-31$185
Income. Dividends from common stock2016-12-31$231,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$318,016
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$1,511,595
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$1,910,743
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2016-12-31550486667
2015 : SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$305,825
Total unrealized appreciation/depreciation of assets2015-12-31$305,825
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,910,743
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$31,280
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$31,280
Total income from all sources (including contributions)2015-12-31$920,227
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$208,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$166,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$462,389
Value of total assets at end of year2015-12-31$7,056,191
Value of total assets at beginning of year2015-12-31$4,433,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,445
Total interest from all sources2015-12-31$1,094
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$150,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$10,360
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$36,473
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$85
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$712,089
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,145,448
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,433,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$68,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$73,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$73,582
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$6,987,733
Assets. Invements in employer securities at beginning of year2015-12-31$3,825,243
Contributions received in cash from employer2015-12-31$462,389
Employer contributions (assets) at end of year2015-12-31$185
Employer contributions (assets) at beginning of year2015-12-31$534,534
Income. Dividends from common stock2015-12-31$150,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$166,413
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$1,910,743
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2015-12-31550486667
2014 : SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$638,846
Total unrealized appreciation/depreciation of assets2014-12-31$638,846
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,352,165
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$207,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$199,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$712,534
Value of total assets at end of year2014-12-31$4,433,359
Value of total assets at beginning of year2014-12-31$3,288,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,920
Total interest from all sources2014-12-31$785
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$7,920
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$34,011
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,144,509
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,433,359
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,288,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$73,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$13,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$13,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$3,825,243
Assets. Invements in employer securities at beginning of year2014-12-31$3,188,850
Contributions received in cash from employer2014-12-31$712,534
Employer contributions (assets) at end of year2014-12-31$534,534
Employer contributions (assets) at beginning of year2014-12-31$86,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$199,736
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2014-12-31550486667
2013 : SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,552,614
Total unrealized appreciation/depreciation of assets2013-12-31$1,552,614
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,727,937
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$72,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$60,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$174,301
Value of total assets at end of year2013-12-31$3,288,850
Value of total assets at beginning of year2013-12-31$1,633,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,830
Total interest from all sources2013-12-31$1,022
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$11,830
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$68
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,655,353
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,288,850
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,633,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$13,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$58,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$58,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$3,188,850
Assets. Invements in employer securities at beginning of year2013-12-31$1,475,140
Contributions received in cash from employer2013-12-31$174,301
Employer contributions (assets) at end of year2013-12-31$86,710
Employer contributions (assets) at beginning of year2013-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$60,754
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ARNETT FOSTER TOOTHMAN, PLLC
Accountancy firm EIN2013-12-31550486667
2012 : SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$641,981
Total unrealized appreciation/depreciation of assets2012-12-31$641,981
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16
Total income from all sources (including contributions)2012-12-31$743,289
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$55,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$48,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$100,000
Value of total assets at end of year2012-12-31$1,633,497
Value of total assets at beginning of year2012-12-31$946,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,020
Total interest from all sources2012-12-31$1,308
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$7,020
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$68
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$687,438
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,633,497
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$946,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$58,289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$115,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$115,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$1,475,140
Assets. Invements in employer securities at beginning of year2012-12-31$830,687
Contributions received in cash from employer2012-12-31$100,000
Employer contributions (assets) at end of year2012-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$48,831
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$16
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ARNETT FOSTER TOOTHMAN PLLC
Accountancy firm EIN2012-12-31550486667
2011 : SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-376,762
Total unrealized appreciation/depreciation of assets2011-12-31$-376,762
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$-306,141
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$40,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$32,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$69,000
Value of total assets at end of year2011-12-31$946,075
Value of total assets at beginning of year2011-12-31$1,292,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,845
Total interest from all sources2011-12-31$1,613
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$8
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$8
Administrative expenses professional fees incurred2011-12-31$7,845
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-346,478
Value of net assets at end of year (total assets less liabilities)2011-12-31$946,059
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,292,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$115,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$173,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$173,097
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$830,687
Assets. Invements in employer securities at beginning of year2011-12-31$1,119,440
Contributions received in cash from employer2011-12-31$69,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$32,492
Liabilities. Value of benefit claims payable at end of year2011-12-31$16
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ARNETT & FOSTER, PLLC
Accountancy firm EIN2011-12-31550486667
2010 : SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$69,703
Total unrealized appreciation/depreciation of assets2010-12-31$69,703
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2
Total income from all sources (including contributions)2010-12-31$70,015
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$65,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$57,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$1,292,537
Value of total assets at beginning of year2010-12-31$1,287,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,095
Total interest from all sources2010-12-31$3,318
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$185
Administrative expenses professional fees incurred2010-12-31$7,020
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,228
Other income not declared elsewhere2010-12-31$-3,191
Administrative expenses (other) incurred2010-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,991
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,292,537
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,287,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$173,097
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$218,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$218,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$1,119,440
Assets. Invements in employer securities at beginning of year2010-12-31$1,062,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$57,929
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$2
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ARNETT & FOSTER, PLLC
Accountancy firm EIN2010-12-31550486667

Form 5500 Responses for SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2023: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUMMIT FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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