Summit Wealth Management Group, Inc.
California
Registered In
10/15/2013
Incorp. Date
Company Summary
Summit Wealth Management Group, Inc. in Camarillo, CA lists Josh Mansfield Voice Overs Llc of Redding, CA and Jerry J Zins of Camarillo, 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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Jerry J Zins
Individual Agent
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400 CAMARILLO RANCH RD STE 202, CAMARILLO, CA 93012
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Josh Mansfield Voice Overs Llc
Applicant
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6250 RIVERSIDE DR, REDDING, CA 96001
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Jerry J Zins
CEO
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400 CAMARILLO RANCH RD STE 202, CAMARILLO, CA 93012
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Jerry J Zins
Chief Financial Officer
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400 CAMARILLO RANCH RD STE 202, CAMARILLO, CA 93012
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Jerry J Zins
Director
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400 CAMARILLO RANCH RD STE 202, CAMARILLO, CA 93012
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Christina Zins
Director
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400 CAMARILLO RANCH RD STE 202, CAMARILLO, CA 93012
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Christina Zins
Secretary
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400 CAMARILLO RANCH RD STE 202, CAMARILLO, CA 93012
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Showing 10 of 14 associates. Create a free account to view the complete list and historical changes.
Map & Locations
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400 CAMARILLO RANCH RD STE 202, CAMARILLO, CA 93012
(Mailing)
View Map
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Financials
Financial Information for Summit Wealth Management Group, Inc.
Form 5500
SUMMIT WEALTH MANAGEMENT GROUP, INC.
400 Camarillo Ranch Road, Suite 202, Camarillo, Ca 93012 (805) 384-1186 EIN:46-3943192 Plan Admin:Jerry Zins| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSUMMIT WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$886,380 / $1,181,888 | 2023 | SUMMIT WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 8 | $886,380 / $1,181,888 |
| 2022 | Plan NameSUMMIT WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,071,192 / $886,380 | 2022 | SUMMIT WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 8 | $1,071,192 / $886,380 |
| 2021 | Plan NameSUMMIT WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$816,372 / $1,071,192 | 2021 | SUMMIT WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 8 | $816,372 / $1,071,192 |
| 2020 | Plan NameSUMMIT WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$551,681 / $816,372 | 2020 | SUMMIT WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 | 7 / 7 | $551,681 / $816,372 |
| 2019 | Plan NameSUMMIT WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$337,213 / $551,681 | 2019 | SUMMIT WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 | 8 / 7 | $337,213 / $551,681 |
Benefit & Retirement Plans based on Form 5500.
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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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|
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|
Berkshire Summit Development Group, LLC
Registered in California
|
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Berkshire Summit General Contractors, Inc.
Registered in California
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705 N Oxnard Blvd LLC
Registered in California
|
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Coastal Orthopedic & Spine Institute LLC
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|
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|
Finley International, LLC
Registered in California
|
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No Funding Limits LLC
Registered in California
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Person/City Match:Jerry J Zins - Camarillo, CA
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All The Mixzins, Inc.
Registered in California
|
Camarillo, CA | View Report | |
|
Ventura Mixzins, Inc.
Registered in California
|
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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