Summit Wealth Advocates, LLC

Prior Lake, MN

Minnesota

Registered In

08/03/2009

Incorp. Date

Company Summary

Summit Wealth Advocates, LLC at 5871 Cossandra ST Se, Prior Lake, Mn 55372 lists Bruce A. Primeau of Prior Lake, MN as the associate.

Registered In

Minnesota

Incorporation Date

08/03/2009

Company Type

Limited Liability Company (Domestic)

Status

Active / in Good Standing

Registration Type

Domestic

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Bruce Primeau Registered Agent	5871 CROSSANDRA ST SE, PRIOR LAKE, MN 55372
Bruce A. Primeau Manager	5871 COSSANDRA ST SE, PRIOR LAKE, MN 55372

5871 COSSANDRA ST SE, PRIOR LAKE, MN 55372 View Map

Form 5500

5871 Crossandra Street Se, Prior Lake, Mn 55372 (952) 356-7737 EIN:27-3240030 Plan Admin:Kay Strand

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSUMMIT WEALTH ADVOCATES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,782,806 / $1,608,727	2022	SUMMIT WEALTH ADVOCATES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	10 / 10	$1,782,806 / $1,608,727
2021	Plan NameSUMMIT WEALTH ADVOCATES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,425,025 / $1,782,806	2021	SUMMIT WEALTH ADVOCATES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	10 / 10	$1,425,025 / $1,782,806
2020	Plan NameSUMMIT WEALTH ADVOCATES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$1,151,562 / $1,425,025	2020	SUMMIT WEALTH ADVOCATES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	9 / 10	$1,151,562 / $1,425,025
2019	Plan NameSUMMIT WEALTH ADVOCATES, LLC 401(K) Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$535,498 / $1,151,562	2019	SUMMIT WEALTH ADVOCATES, LLC 401(K) - Plan #001	5 / 6	$535,498 / $1,151,562

Benefit & Retirement Plans based on Form 5500.

Person/City Match:Bruce Primeau - Prior Lake, MN

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• Office of the Minnesota Secretary of State • U.S. Department of Labor