Summit Financial Group, LLC
California
Registered In
01/27/2006
Incorp. Date
Company Summary
Summit Financial Group, LLC at 2000 Crow Canyon Pl STE 450, San Ramon, Ca 94583 lists Nathan Thomas Bennett and Steven Michael Wilcox of San Ramon, CA.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Nathan Thomas Bennett
Individual Agent
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2000 CROW CANYON PL STE 450, SAN RAMON, CA 94583
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Nathan Thomas Bennett
Manager
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2000 CROW CANYON PL STE 450, SAN RAMON, CA 94583
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Steven Michael Wilcox
Manager
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2000 CROW CANYON PL STE 450, SAN RAMON, CA 94583
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2000 CROW CANYON PL STE 450, SAN RAMON, CA 94583
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Financial Information for Summit Financial Group, LLC
Form 5500
SUMMIT FINANCIAL GROUP, LLC
2000 Crow Canyon Place, Suite 450, San Ramon, Ca 94583 (925) 866-7800 EIN:20-4194051 Plan Admin:Steve Wilcox| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSUMMIT FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY36 / 38 Assets BOY/EOY$7,166,678 / $7,685,135 | 2023 | SUMMIT FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 36 / 38 | $7,166,678 / $7,685,135 |
| 2022 | Plan NameSUMMIT FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY36 / 36 Assets BOY/EOY$8,380,033 / $7,166,678 | 2022 | SUMMIT FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 36 / 36 | $8,380,033 / $7,166,678 |
| 2021 | Plan NameSUMMIT FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY30 / 36 Assets BOY/EOY$7,036,237 / $8,380,033 | 2021 | SUMMIT FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 30 / 36 | $7,036,237 / $8,380,033 |
| 2020 | Plan NameSUMMIT FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY25 / 30 Assets BOY/EOY$4,953,731 / $7,036,237 | 2020 | SUMMIT FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 25 / 30 | $4,953,731 / $7,036,237 |
| 2019 | Plan NameSUMMIT FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY25 / 25 Assets BOY/EOY$3,665,817 / $4,953,731 | 2019 | SUMMIT FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 25 / 25 | $3,665,817 / $4,953,731 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SUMMIT FINANCIAL GROUP, INC.
9340 Fuerte Dr. Ste 207, La Mesa, CA 91941 Industry:Administrative Management and General Management Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$199,300 Forgiven$202,478 LenderZions Bank, A Division of Jobs24 | 05/01/2020 | $199,300 | $202,478 | Zions Bank, A Division of | 24 |
| 04/11/2020 | Approved$428,797 Forgiven$431,851 LenderHeritage Bank of Commerce Jobs20 | 04/11/2020 | $428,797 | $431,851 | Heritage Bank of Commerce | 20 |
PPP Loans based on Paycheck Protection Program.
Address Match:2000 Crow Canyon Pl Ste 450 San Ramon, CA
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Address Match:2000 Crow Canyon Pl San Ramon, CA
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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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