Summit Financial Group, Inc.
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
Company Type
Foreign For-Profit (Business) Corporation
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Pennsylvania
Search Other Resources
People
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Registered Agents, Inc.
Registered Agent
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1846 E INNOVATION PARK DR STE 100, ORO VALLEY, AZ 85755
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John Wahlers
President
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639 RED LION RD, HUNTINGDON VALLEY, PA 19006
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John Wahlers
Director
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639 RED LION RD, HUNTINGDON VALLEY, PA 19006
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Map & Locations
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1846 E INNOVATION PARK DR STE 100, ORO VALLEY, AZ 85755
View Map
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639 RED LION RD, HUNTINGDON VALLEY, PA 19006
View Map
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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.
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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
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