Summit Wealth Strategies
Missouri
Registered In
03/03/2016
Incorp. Date
Company Summary
Summit Wealth Strategies in Chesterfield, MO was registered on 03/03/2016. It is listed at 16020 Swingley Ridge Rd STE 110, Chesterfield, Mo 63017.
- Registered In
- Missouri
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Fictitious Name
- Status
- Fictitious Active
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- SEC | EDGAR Trellis.Law Recent News
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No Agent Listed
Registered Agent
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16020 SWINGLEY RIDGE RD STE 110, CHESTERFIELD, MO 63017
(Mailing)
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Financial Information for Summit Wealth Strategies
Form 5500
SUMMIT WEALTH STRATEGIES
16020 Swingley Ridge Road, Suite 10, Chesterfield, Mo 63017 (636) 532-0088 EIN:81-0874769 Plan Admin:Michael Ott| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSUMMIT WEALTH STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY17 / 15 Assets BOY/EOY$1,189,029 / $1,229,062 | 2022 | SUMMIT WEALTH STRATEGIES 401(K) PLAN - Plan #001 | 17 / 15 | $1,189,029 / $1,229,062 |
| 2021 | Plan NameSUMMIT WEALTH STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY16 / 15 Assets BOY/EOY$809,977 / $1,189,029 | 2021 | SUMMIT WEALTH STRATEGIES 401(K) PLAN - Plan #001 | 16 / 15 | $809,977 / $1,189,029 |
| 2020 | Plan NameSUMMIT WEALTH STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$463,402 / $809,977 | 2020 | SUMMIT WEALTH STRATEGIES 401(K) PLAN - Plan #001 | 14 / 14 | $463,402 / $809,977 |
| 2019 | Plan NameSUMMIT WEALTH STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$204,773 / $463,402 | 2019 | SUMMIT WEALTH STRATEGIES 401(K) PLAN - Plan #001 | 13 / 13 | $204,773 / $463,402 |
Benefit & Retirement Plans based on Form 5500.
Address Match:16020 Swingley Ridge Rd Ste 110 Chesterfield, MO
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Legacy Performance Zone
Registered in Missouri
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Chesterfield, MO | View Report |
Related Business Names:
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Registered in Michigan
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Address Match:16020 Swingley Ridge Rd Chesterfield, MO
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The following government agencies have contributed data:
Missouri Secretary of State U.S. Department of Labor
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