How many benefit plans does Summit Financial Advisors Inc. report on Form 5500?

Summit Financial Advisors Inc. (EIN 42-1754719) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Summit Financial Advisors Inc.?

The Employer Identification Number (EIN) reported for Summit Financial Advisors Inc. is 42-1754719.

What is the latest Form 5500 filing year for Summit Financial Advisors Inc.?

The latest loaded Form 5500 filing year for Summit Financial Advisors Inc. is 2023.

Summit Financial Advisors Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Summit Financial Advisors Inc. (EIN 42-1754719) is a plan sponsor located in Blairsden, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 42-1754719
Location: Blairsden, CA
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Summit Financial Advisors Inc.

1 loaded plans hold $552.2K in reported assets.
The largest, Summit Financial Advisors Inc. Profit Sharing Plan, holds 100% of this company's reported plan assets.
Plans cover 3 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$552.2KSummed across loaded plans$552,249

Total reported assets$552.2K$552,249

Total reported participants3

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$552.2K total assets

Net assets$552.2KLiabilities—

Contributions & income

Total income / additions$84.9K

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$0

Net increase / (decrease)$84.9K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Summit Financial Advisors Inc. Profit Sharing Plan

Participants per plan3Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Summit Financial Advisors Inc. Profit Sharing Plan$552.2K
Plan #001 · 3 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Summit Financial Advisors Inc.. Open one for its full reported snapshot.

2023
Summit Financial Advisors Inc. Profit Sharing Plan3 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Summit Financial Advisors Inc. report on Form 5500?: Summit Financial Advisors Inc. (EIN 42-1754719) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Summit Financial Advisors Inc.?: The Employer Identification Number (EIN) reported for Summit Financial Advisors Inc. is 42-1754719.
What is the latest Form 5500 filing year for Summit Financial Advisors Inc.?: The latest loaded Form 5500 filing year for Summit Financial Advisors Inc. is 2023.