Summit Accountancy Group, Inc.

California
Registered In
07/30/1984
Incorp. Date

Company Summary

Summit Accountancy Group, Inc. at 206 California ST APT B, Santa Cruz, Ca 95060 lists Cate Miller and Sheri L Billings of Santa Cruz, CA as the associates.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
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People

Sheri L Billings Individual Agent
206 CALIFORNIA ST APT B, SANTA CRUZ, CA 95060 (View Past Addresses)
Cate Miller Director
PO BOX 1247, SANTA CRUZ, CA 95061
Sheri L Billings Director
PO BOX 1247, SANTA CRUZ, CA 95061 (View Past Addresses)
Cate Miller Secretary
2425 PORTER ST STE 14, SOQUEL, CA 95073
Showing current associates only (4 of 8 total associates). Create a free account to see the full associate history

Map & Locations

206 CALIFORNIA ST APT B, SANTA CRUZ, CA 95060 View Map
2425 PORTER ST STE 14, SOQUEL, CA 95073 View Map
PO BOX 1247, SANTA CRUZ, CA 95061 (Mailing) View Map
Showing current addresses only (3 of 4 total addresses). Create a free account to see the full address history

Financials

Financial Information for Summit Accountancy Group, Inc.

Form 5500

SUMMIT ACCOUNTANCY GROUP, INC.

2425 Porter Street, Suite 14, Soquel, Ca 95073 (831) 462-3238 EIN:77-0035336 Plan Admin:Sheri Billings
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSUMMIT ACCOUNTANCY GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$2,600,380 / $3,120,652 2023 SUMMIT ACCOUNTANCY GROUP, INC. 401(K) PLAN - Plan #001 9 / 8 $2,600,380 / $3,120,652
2022 Plan NameSUMMIT ACCOUNTANCY GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$3,097,422 / $2,600,380 2022 SUMMIT ACCOUNTANCY GROUP, INC. 401(K) PLAN - Plan #001 10 / 9 $3,097,422 / $2,600,380
2021 Plan NameSUMMIT ACCOUNTANCY GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$2,772,716 / $3,097,422 2021 SUMMIT ACCOUNTANCY GROUP, INC. 401(K) PLAN - Plan #001 10 / 10 $2,772,716 / $3,097,422
2020 Plan NameSUMMIT ACCOUNTANCY GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$2,305,544 / $2,772,716 2020 SUMMIT ACCOUNTANCY GROUP, INC. 401(K) PLAN - Plan #001 9 / 8 $2,305,544 / $2,772,716
2019 Plan NameSUMMIT ACCOUNTANCY GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,774,697 / $2,305,544 2019 SUMMIT ACCOUNTANCY GROUP, INC. 401(K) PLAN - Plan #001 9 / 8 $1,774,697 / $2,305,544
Benefit & Retirement Plans based on Form 5500.
PPP Loans

SUMMIT ACCOUNTANCY GROUP, INC

2425 Porter St #14, SOQUEL, CA 95073-2416 Industry:Offices of Certified Public Accountants
Loan Date Approved Forgiven Lender Jobs
04/12/2020 Approved$144,550 Forgiven$145,893 LenderSanta Cruz County Bank Jobs12 04/12/2020 $144,550 $145,893 Santa Cruz County Bank 12
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:2425 Porter St Ste 14 Soquel, CA
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Park Harbor Homeowners Association, Inc. Registered in California
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Quail Crossing Homeowners Association Registered in California
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Scheufler Family Limited Partnership Registered in California
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Woolf Family Partners, L.P. Registered in California
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Person/City Match:Sheri L Billings - Santa Cruz, CA
Althea Hamlin Foundation Registered in California
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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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