Summit Financial, LLC

New Jersey

Registered In

02/26/2019

Incorp. Date

Foreign

Registration Type

Company Summary

Summit Financial, LLC in New Jersey was registered on 02/26/2019. It is listed at Parsippany.

Overview

Registered In

New Jersey

Incorporation Date

02/26/2019

Company Type

Foreign Limited Liability Company

Status

Not Available

Registration Type

Foreign

Find Social Profiles

Search Other Resources

SEC | EDGAR Trellis.Law Recent News

Map & Locations

Parsippany View Map

Financials

Financial Information for Summit Financial, LLC

Form 5500

SUMMIT FINANCIAL, LLC

4 Campus Drive, Parsippany, Nj 07054 (908) 821-6502 EIN:37-1895248 Plan Admin:Sarah Rich

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSUMMIT ADVISOR SERVICES LLC EMPLOYEE 401K PLAN Plan #001 Participants BOY/EOY211 / 206 Assets BOY/EOY$15,641,123 / $14,760,250	2022	SUMMIT ADVISOR SERVICES LLC EMPLOYEE 401K PLAN - Plan #001	211 / 206	$15,641,123 / $14,760,250
2021	Plan NameSUMMIT ADVISOR SERVICES LLC EMPLOYEE 401K PLAN Plan #001 Participants BOY/EOY169 / 212 Assets BOY/EOY$13,184,951 / $15,641,123	2021	SUMMIT ADVISOR SERVICES LLC EMPLOYEE 401K PLAN - Plan #001	169 / 212	$13,184,951 / $15,641,123
2020	Plan NameSUMMIT ADVISOR SERVICES LLC EMPLOYEE 401K PLAN Plan #001 Participants BOY/EOY180 / 168 Assets BOY/EOY$12,369,971 / $13,184,951	2020	SUMMIT ADVISOR SERVICES LLC EMPLOYEE 401K PLAN - Plan #001	180 / 168	$12,369,971 / $13,184,951
2019	Plan NameSUMMIT ADVISOR SERVICES LLC EMPLOYEE 401K PLAN Plan #001 Participants BOY/EOY187 / 180 Assets BOY/EOY$10,294,454 / $12,369,971	2019	SUMMIT ADVISOR SERVICES LLC EMPLOYEE 401K PLAN - Plan #001	187 / 180	$10,294,454 / $12,369,971

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:

Summit Financial Mortgage, LLC Registered in New Jersey		View Report
Summit Financial, LLC Registered in New York	Albany, NY	View Report
Summit Financial Investment Advisors, Llc (Summit Financial, Llc) Registered in Ohio	Parsippany, NJ Upper Arlington, OH (1 more)	View Report
K2 Summit Financial LLC Registered in Pennsylvania		View Report
Summit Capital Financial, LLC Registered in Arizona	Mesa, AZ	View Report
Summit Crest Financial, LLC Registered in Florida	Fort Myers, FL	View Report
Summit Financial LLC Registered in Florida	Jacksonville, FL Gainesville, FL	View Report
Summit Financial Resources, LLC Registered in Virginia	Richmond, VA Salt Lake City, UT	View Report
Summit Financial, LLC Registered in Missouri	Saint Louis, MO	View Report
Summit Ridge Financial LLC Registered in Utah	Jordan, UT	View Report
Summit Financial LLC Registered in Idaho	Sandpoint, ID	View Report
Summit Financial Advisors LLC Registered in North Carolina	Colorado Springs, CO Goldsboro, NC	View Report
Summit Financial Solutions, LLC Registered in Maine	Newry, ME	View Report
Summit Financial LLC Registered in Colorado	Fort Collins, CO	View Report
American Summit Financial LLC Registered in Texas	Lewisville, TX	View Report
Summit One Financial LLC Registered in Texas	Cypress, TX	View Report
Summit Financial Alternatives, LLC Registered in Massachusetts	Woburn, MA	View Report
Summit Financial, LLC Registered in Washington	Seattle, WA	View Report
Summit Financial, LLC Registered in Wisconsin	Brookfield, WI Milwaukee, WI	View Report
Summit Financial LLC Registered in Colorado	Fort Collins, CO Greeley, CO	View Report

Sources

The following government agencies have contributed data:

• New Jersey Division of Revenue and Enterprise Services • U.S. Department of Labor