Summit Financial Group, Inc.

Oro Valley, AZ

Arizona

Registered In

04/27/2021

Incorp. Date

Foreign

Registration Type

Pennsylvania

Foreign Jurisdiction

Company Summary

Summit Financial Group, Inc. at 1846 E Innovation Park Dr STE 100, Oro Valley, Az 85755 lists John Wahlers of Huntingdon Valley, PA as the associate.

Overview

Registered In

Arizona

Incorporation Date

04/27/2021

Company Type

Foreign For-Profit (Business) Corporation

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Pennsylvania

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People

Registered Agents, Inc. Registered Agent	1846 E INNOVATION PARK DR STE 100, ORO VALLEY, AZ 85755
John Wahlers President	639 RED LION RD, HUNTINGDON VALLEY, PA 19006
John Wahlers Director	639 RED LION RD, HUNTINGDON VALLEY, PA 19006

Map & Locations

1846 E INNOVATION PARK DR STE 100, ORO VALLEY, AZ 85755 View Map
639 RED LION RD, HUNTINGDON VALLEY, PA 19006 View Map

Financials

Financial Information for Summit Financial Group, Inc.

Form 5500

SUMMIT FINANCIAL GROUP INC

30 Paige Trail, Perkasie, Pa 18944 (215) 837-0669 EIN:23-3073472 Plan Admin:John Wahlers

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY24 / 25 Assets BOY/EOY$2,290,276 / $3,082,194	2023	SUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	24 / 25	$2,290,276 / $3,082,194
2022	Plan NameSUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY24 / 23 Assets BOY/EOY$2,856,908 / $2,290,276	2022	SUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	24 / 23	$2,856,908 / $2,290,276
2021	Plan NameSUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY15 / 24 Assets BOY/EOY$2,363,386 / $2,856,908	2021	SUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	15 / 24	$2,363,386 / $2,856,908
2020	Plan NameSUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY22 / 22 Assets BOY/EOY$1,754,304 / $2,363,386	2020	SUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	22 / 22	$1,754,304 / $2,363,386

Benefit & Retirement Plans based on Form 5500.

PPP Loans

SUMMIT FINANCIAL GROUP INC

639 red lion rd, HUNTINGDON VALLEY, PA 19006-6216 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/07/2020	Approved$189,800 Forgiven$191,149 LenderPeoples Security Bank and Trust Company Jobs13	04/07/2020	$189,800	$191,149	Peoples Security Bank and Trust Company	13

PPP Loans based on Paycheck Protection Program.

Linked Companies

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Address Match:1846 E Innovation Park Dr Ste 100 Oro Valley, AZ

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Person/City Match:John Wahlers - Huntingdon Valley, PA

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Sources

The following government agencies have contributed data:

• Arizona Corporation Commission • U.S. Department of Labor • U.S. Small Business Administration