Summit Planning Group Incorporated at Onondaga County lists %richard J. Urciuoli of Syracuse, NY as the associate.
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%richard J. Urciuoli
DOS Process
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825 UNIVERSITY BLDG, SYRACUSE, NY 13202
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Onondaga County
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSUMMIT PLANNING GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,872,178 / $1,727,498 | 2022 | SUMMIT PLANNING GROUP, INC. 401(K) PLAN - Plan #001 | 6 / 5 | $1,872,178 / $1,727,498 |
| 2021 | Plan NameSUMMIT PLANNING GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$2,246,610 / $1,872,178 | 2021 | SUMMIT PLANNING GROUP, INC. 401(K) PLAN - Plan #001 | 6 / 6 | $2,246,610 / $1,872,178 |
| 2020 | Plan NameSUMMIT PLANNING GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$2,035,293 / $2,246,610 | 2020 | SUMMIT PLANNING GROUP, INC. 401(K) PLAN - Plan #001 | 6 / 6 | $2,035,293 / $2,246,610 |
| 2019 | Plan NameSUMMIT PLANNING GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,885,401 / $2,035,293 | 2019 | SUMMIT PLANNING GROUP, INC. 401(K) PLAN - Plan #001 | 6 / 6 | $1,885,401 / $2,035,293 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$91,595 Forgiven$92,699 LenderKeyBank National Association Jobs6 | 04/11/2020 | $91,595 | $92,699 | KeyBank National Association | 6 |
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