Summit Retirement Partners,LLC

North Carolina
Registered In
09/17/2013
Incorp. Date

Company Summary

Summit Retirement Partners,LLC at 209 W Chatham St, Apex, Nc 27502 lists Ryan M Verdery of Apex, NC as the associate.

Overview

Registered In
North Carolina
Incorporation Date
Company Type
Limited Liability Company
Status
Current-Active
Registration Type
Domestic
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People

Green Krist Cpa Pllc Registered Agent
501 PINNER WEALD WAY STE 101, CARY, NC 27513
Ryan M Verdery Member
209 W CHATHAM ST, APEX, NC 27502

Map & Locations

209 W CHATHAM ST, APEX, NC 27502 View Map

Financials

Financial Information for Summit Retirement Partners,LLC

Form 5500

SUMMIT RETIREMENT PARTNERS, LLC

209 West Chatham Street, Apex, Nc 27502 (919) 674-0595 EIN:46-3707036 Plan Admin:Ryan Verdery
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSUMMIT RETIREMENT PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$272,665 / $474,639 2023 SUMMIT RETIREMENT PARTNERS 401(K) PLAN - Plan #001 5 / 5 $272,665 / $474,639
2022 Plan NameSUMMIT RETIREMENT PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$317,549 / $272,665 2022 SUMMIT RETIREMENT PARTNERS 401(K) PLAN - Plan #001 5 / 5 $317,549 / $272,665
2021 Plan NameSUMMIT RETIREMENT PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$0 / $317,549 2021 SUMMIT RETIREMENT PARTNERS 401(K) PLAN - Plan #001 4 / 5 $0 / $317,549
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• North Carolina Secretary of State • U.S. Department of Labor
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