Summit Wealth Advisors, Inc.

Frisco, CO

Colorado

Registered In

12/17/2013

Incorp. Date

Company Summary

Summit Wealth Advisors, Inc. at 610 Main ST STE 15, Frisco, Co 80443 lists Robert Fred Lau of Silverthorne, CO.

Robert Fred Lau Registered Agent

1541 LEGEND LAKE CIR, SILVERTHORNE, CO 80498 PO BOX 2869, SILVERTHORNE, CO 80498 (Mailing)

610 MAIN ST STE 15, FRISCO, CO 80443 View Map
PO BOX 2869, SILVERTHORNE, CO 80498 (Mailing) View Map

Form 5500

610 Main St. Suite 15, Frisco, Co 80443 (970) 468-8800 EIN:84-1567458 Plan Admin:Robert Lau

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2020	Plan NameSUMMIT WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 0 Assets BOY/EOY$105,334 / $0	2020	SUMMIT WEALTH ADVISORS 401(K) PLAN - Plan #001	3 / 0	$105,334 / $0
2019	Plan NameSUMMIT WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $105,334	2019	SUMMIT WEALTH ADVISORS 401(K) PLAN - Plan #001	3 / 3	$0 / $105,334

Benefit & Retirement Plans based on Form 5500.

PPP Loans

610 Main Street, FRISCO, CO 80443-2781

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$51,800 Forgiven$52,294 LenderFirstBank Jobs3	04/14/2020	$51,800	$52,294	FirstBank	3

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Summit Group Wealth Advisors Inc. Registered in Utah	Logan, UT		View Report
Summit Wealth Advisors Inc Registered in Colorado	Breckenridge, CO Frisco, CO (1 more)		View Report

Address Match:610 Main St Frisco, CO

Colorado Backcountry Rentals, Inc. Registered in Colorado	Frisco, CO	View Report
Ensign Drive L.L.C. Registered in Colorado	Frisco, CO	View Report
Fifty-Fifty Boards and Bikes LLC Registered in Colorado	Frisco, CO	View Report
Bob's, Inc. Registered in Colorado	Frisco, CO	View Report
Fallon Corp. Registered in Colorado	Frisco, CO	View Report
Laura A. Steben, Cpa, P.C. Registered in Colorado	Frisco, CO	View Report
Sue Lane Beauty Registered in Colorado	Frisco, CO	View Report
20emain, LLC Registered in Colorado	Frisco, CO	View Report
610 Rp LLC Registered in Colorado	Frisco, CO	View Report
Cortina Ridge Property Owners Association Registered in Colorado	Frisco, CO	View Report
Mountain View Center West Condominium Association Registered in Colorado	Frisco, CO	View Report
Ophir Properties, LLC Registered in Colorado	Frisco, CO	View Report
Sauce on The Creek LLC Registered in Colorado	Dillon, CO Frisco, CO	View Report
610 A/B Corporation Registered in Colorado	Frisco, CO	View Report
All Starz, LLC Registered in Colorado	Frisco, CO	View Report
Boomerang, LLC Registered in Colorado	Frisco, CO	View Report
Pair a Dice Vending CO. Registered in Colorado	Frisco, CO	View Report
Primesauce, LLC Registered in Colorado	Frisco, CO	View Report
Ronlara LLC Registered in Colorado	Denver, CO Frisco, CO	View Report
The Wellness Center Registered in Colorado	Frisco, CO	View Report

Address Match:610 Main St Ste 15 Frisco, CO

Summit County Youth Baseball, Inc. Registered in Colorado	Frisco, CO		View Report

The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor U.S. Small Business Administration

Manage Profile Opt-Out