Summit Financial Group, Inc.
California
Registered In
10/20/2015
Incorp. Date
Company Summary
Summit Financial Group, Inc. at 9340 Fuerte Dr STE 207, La Mesa, Ca 91941 lists John Wahlers and N/A N/A of Sacramento, CA as the associates.
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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Registered Agents Inc
Registered 1505 Agent
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1401 21ST ST STE R, SACRAMENTO, CA 95811
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John Wahlers
CEO
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1401 21ST ST STE R, SACRAMENTO, CA 95811
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N/A N/A
Chief Financial Officer
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1401 21ST ST STE R, SACRAMENTO, CA 95811
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N/A N/A
Director
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1401 21ST ST STE R, SACRAMENTO, CA 95811
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N/A N/A
Secretary
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1401 21ST ST STE R, SACRAMENTO, CA 95811
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Showing 10 of 12 associates. Create a free account to view the complete list and historical changes.
Map & Locations
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9340 FUERTE DR STE 207, LA MESA, CA 91941
View Map
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1401 21ST ST STE R, SACRAMENTO, CA 95811
View Map
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639 RED LION RD, HUNTINGDON VALLEY, PA 19006
(Mailing)
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Showing current addresses only (3 of 4 total addresses). Create a free account to see the full address history
Financials
Financial Information for Summit Financial Group, Inc.
Form 5500
SUMMIT FINANCIAL GROUP INC
30 Paige Trail, Perkasie, Pa 18944 (215) 837-0669 EIN:23-3073472 Plan Admin:John Wahlers| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY24 / 25 Assets BOY/EOY$2,290,276 / $3,082,194 | 2023 | SUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 24 / 25 | $2,290,276 / $3,082,194 |
| 2022 | Plan NameSUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY24 / 23 Assets BOY/EOY$2,856,908 / $2,290,276 | 2022 | SUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 24 / 23 | $2,856,908 / $2,290,276 |
| 2021 | Plan NameSUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY15 / 24 Assets BOY/EOY$2,363,386 / $2,856,908 | 2021 | SUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 15 / 24 | $2,363,386 / $2,856,908 |
| 2020 | Plan NameSUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY22 / 22 Assets BOY/EOY$1,754,304 / $2,363,386 | 2020 | SUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 22 / 22 | $1,754,304 / $2,363,386 |
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 |
| 04/07/2020 | Approved$189,800 Forgiven$191,149 LenderPeoples Security Bank and Trust Company Jobs13 | 04/07/2020 | $189,800 | $191,149 | Peoples Security Bank and Trust Company | 13 |
PPP Loans based on Paycheck Protection Program.
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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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