The Summit Group Holdings, LLC at 4511 Auhay Dr UNIT A, Santa Barbara, Ca 93110 lists Phillip Styrlund of Mound, MN as the associate.
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Kersten Styrlund
Individual Agent
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4511 AUHAY DR UNIT A, SANTA BARBARA, CA 93110
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Phillip Styrlund
Manager
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2650 LAKEWOOD LN, MOUND, MN 55364
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4511 AUHAY DR UNIT A, SANTA BARBARA, CA 93110
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2650 LAKEWOOD LN, MOUND, MN 55364
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameTHE SUMMIT GROUP HOLDINGS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,860,626 / $1,859,737 | 2022 | THE SUMMIT GROUP HOLDINGS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $1,860,626 / $1,859,737 |
| 2021 | Plan NameTHE SUMMIT GROUP HOLDINGS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,631,318 / $1,860,626 | 2021 | THE SUMMIT GROUP HOLDINGS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $1,631,318 / $1,860,626 |
| 2020 | Plan NameTHE SUMMIT GROUP HOLDINGS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,279,018 / $1,631,318 | 2020 | THE SUMMIT GROUP HOLDINGS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $1,279,018 / $1,631,318 |
| 2019 | Plan NameTHE SUMMIT GROUP HOLDINGS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$443,145 / $1,279,018 | 2019 | THE SUMMIT GROUP HOLDINGS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $443,145 / $1,279,018 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$41,600 Forgiven$41,783 LenderBridgewater Bank Jobs2 | 04/27/2020 | $41,600 | $41,783 | Bridgewater Bank | 2 |
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The Summit Group Holdings, LLC
Registered in New York
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New York, NY | View Report | |
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The Summit Group Holdings, LLC
Registered in Minnesota
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Mound, MN | View Report |
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Sales Transformation Holdings LLC
Registered in Minnesota
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Mound, MN | View Report | |
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Styrlund Enterprises, LLC
Registered in Minnesota
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Mound, MN | View Report |
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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