D R Summit Wealth Management, Inc.
California
Registered In
12/17/2009
Incorp. Date
Company Summary
D R Summit Wealth Management, Inc. in Granite Bay, CA lists Ldj Ltd Liability Co. of Palo Alto, CA and William David Routh of Granite Bay, CA
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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William David Routh
Individual Agent
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5905 GRANITE LAKE DR STE 110, GRANITE BAY, CA 95746
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Ldj Ltd Liability Co.
Applicant
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3790 EL CAMINO REAL 1232, PALO ALTO, CA 94306
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William David Routh
CEO
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5905 GRANITE LAKE DR STE 110, GRANITE BAY, CA 95746
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William David Routh
Chief Financial Officer
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5905 GRANITE LAKE DR STE 110, GRANITE BAY, CA 95746
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William David Routh
Director
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5905 GRANITE LAKE DR STE 110, GRANITE BAY, CA 95746
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William David Routh
Secretary
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5905 GRANITE LAKE DR STE 110, GRANITE BAY, CA 95746
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Showing current associates only (6 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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5905 GRANITE LAKE DR STE 110, GRANITE BAY, CA 95746
(Mailing)
View Map
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Financials
Financial Information for D R Summit Wealth Management, Inc.
Form 5500
D R SUMMIT WEALTH MANAGEMENT, INC.
5905 Granite Lake Drive, Suite 110, Granite Bay, Ca 95745 (916) 789-8544 EIN:27-1552262 Plan Admin:David Routh| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameD R SUMMIT WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$752,233 / $954,525 | 2023 | D R SUMMIT WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 4 / 5 | $752,233 / $954,525 |
| 2022 | Plan NameD R SUMMIT WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$872,238 / $752,233 | 2022 | D R SUMMIT WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $872,238 / $752,233 |
| 2021 | Plan NameD R SUMMIT WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$737,907 / $872,238 | 2021 | D R SUMMIT WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $737,907 / $872,238 |
| 2020 | Plan NameD R SUMMIT WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$591,182 / $737,907 | 2020 | D R SUMMIT WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $591,182 / $737,907 |
| 2019 | Plan NameD R SUMMIT WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$426,200 / $591,182 | 2019 | D R SUMMIT WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $426,200 / $591,182 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
D R SUMMIT WEALTH MANAGEMENT INC
5905 Granite Lake Dr. Ste. 110, Granite Bay, CA 95746| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/16/2020 | Approved$41,521 Forgiven$41,764 LenderCustomers Bank Jobs3 | 05/16/2020 | $41,521 | $41,764 | Customers Bank | 3 |
PPP Loans based on Paycheck Protection Program.
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Person/Address Match:Ldj Ltd Liability Co -
|
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|
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|
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|
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|
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|
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|
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|
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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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