Summit Wealth Management, Inc.
New York
New York
Registered In
07/17/2007
Incorp. Date
Company Summary
Summit Wealth Management, Inc. at Chautauqua County lists Summit Wealth Management, Inc. of Member, NY and Douglas L Schutte of Jamestown, NY as the associates.
Overview
Registered In
New York
Incorporation Date
Company Type
Domestic Business Corporation
Status
Not Available
Registration Type
Domestic
Search Other Resources
People
|
Summit Wealth Management, Inc.
DOS Process
|
1285 N MAIN ST, MEMBER, NY 14701
(View Past Addresses)
|
|
|
Douglas L Schutte
CEO
|
DOUGLAS L SCHUTTE, JAMESTOWN, NY 14701
(View Past Addresses)
|
Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history
Map & Locations
|
Chautauqua County
View Map
|
Financials
Financial Information for Summit Wealth Management, Inc.
Form 5500
SUMMIT WEALTH MANAGEMENT, INC.
35 East Main Street, Fredonia, Ny 14063 (716) 484-3005 EIN:26-0311141 Plan Admin:Doug Schutte| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSUMMIT WEALTH MANAGEMENT 401(K) AND PSP Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$608,199 / $610,242 | 2022 | SUMMIT WEALTH MANAGEMENT 401(K) AND PSP - Plan #001 | 12 / 14 | $608,199 / $610,242 |
| 2021 | Plan NameSUMMIT WEALTH MANAGEMENT 401(K) AND PSP Plan #001 Participants BOY/EOY14 / 12 Assets BOY/EOY$479,095 / $608,199 | 2021 | SUMMIT WEALTH MANAGEMENT 401(K) AND PSP - Plan #001 | 14 / 12 | $479,095 / $608,199 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SUMMIT WEALTH MANAGEMENT, INC.
517 West 3rd Street, Jamestown, NY 14701| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$57,732 Forgiven$58,132 LenderManufacturers and Traders Trust Company Jobs10 | 04/15/2020 | $57,732 | $58,132 | Manufacturers and Traders Trust Company | 10 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Person/City Match:Douglas L Schutte - Jamestown, NY
|
Dls Financial Services, Inc.
Registered in New York
|
Jamestown, NY | View Report |
Person/Address Match:Summit Wealth Management Inc -
|
Hair and Esthetics Professionals LLC
Registered in Arizona
|
Mesa, AZ | View Report |
Related Business Names:
Sources
The following government agencies have contributed data:
• New York Department of State • U.S. Department of Labor • U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2026 IncTrace, LLC
Delaware, United States
Delaware, United States