Summit Financial Wealth Advisors — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Summit Financial Wealth Advisors is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $78,553 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $78,553
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $78,553
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Specialty Management Services Of Ouachita, LLC Dba Alli Management Sol | LA | 1 | $32,610 |
| Aries Marine Corporation | LA | 1 | $25,943 |
| Anderson Regional Medical Center | MS | 1 | $20,000 |
State footprint
Plans reporting Summit Financial Wealth Advisors are sponsored in LA (2), MS (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Specialty Management Services Of Ouachita, LLC Dba Alli Management Sol | Specialty Management Services Of Ouachita, LLC 401(K) Plan | 2023 | $32,610 | not reported in the loaded dataset |
| Aries Marine Corporation | Aries Marine Corporation 401(K) Plan | 2023 | $25,943 | not reported in the loaded dataset |
| Anderson Regional Medical Center | Anderson Regional Medical Center Retirement Plan Master Trust | 2023 | $20,000 | not reported in the loaded dataset |
Related Form 5500 pages
- Specialty Management Services Of Ouachita, LLC 401(K) Plan (plan 001)
- Specialty Management Services Of Ouachita, LLC Dba Alli Management Sol — all reported plans
- Aries Marine Corporation 401(K) Plan (plan 001)
- Aries Marine Corporation — all reported plans
- Anderson Regional Medical Center Retirement Plan Master Trust (plan 010)
- Anderson Regional Medical Center — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources