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| Company Name: | SUMMIT FINANCIAL & INSURANCE SERVICES |
| Employer identification number (EIN): | 464903684 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2024-09-30 | ||||||
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2007-07-01 | ||||||
| Date last seen: 2024-10-15 | ||||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | SUMMIT FINANCIAL & INSURANCE SERVICES 401(K) PLAN AND TRUST | 2016-01-01 | 2014-10-01 |
| 002 | SUMMIT FINANCIAL & INSURANCE SERVICES CASH BALANCE PLAN | 2022-01-01 | 2021-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-09-14 | Employer Contributions | $ 170,000 |
| 2023-09-14 | Employee Contributions | $ 170,000 |
| 2022-10-13 | Employer Contributions | $ 152,130 |
| 2022-10-13 | Employee Contributions | $ 152,130 |
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