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
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Summit Wealth Management, Inc.
DOS Process
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1285 N MAIN ST, MEMBER, NY 14701
(View Past Addresses)
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Douglas L Schutte
CEO
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DOUGLAS L SCHUTTE, JAMESTOWN, NY 14701
(View Past Addresses)
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Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history
Map & Locations
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Chautauqua County
View Map
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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/Address Match:Summit Wealth Management Inc -
|
Hair and Esthetics Professionals LLC
Registered in Arizona
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Mesa, AZ | View Report |
Person/City Match:Douglas L Schutte - Jamestown, NY
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Dls Financial Services, Inc.
Registered in New York
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Jamestown, NY | 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
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You can easily find answers to common questions on the Frequently Asked Questions page.
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