Summit Financial Strategies, Inc.
Ohio
Ohio
Registered In
07/20/1994
Incorp. Date
Company Summary
Summit Financial Strategies, Inc. in Ohio lists Daniel G Rohletter as the associate.
- Registered In
- Ohio
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Corporation for Profit
- Status
- A
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Iw Agent, Llc
Registered Agent
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2 MIRANOVA PL STE 700, COLUMBUS, OH 43215
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Daniel G Rohletter
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Financial Information for Summit Financial Strategies, Inc.
Form 5500
SUMMIT FINANCIAL STRATEGIES, INC.
4111 Worth Ave. #510, Columbus, Oh 43219 (614) 885-1115 EIN:31-1412791 Plan Admin:Ami Benefit Plan Administrators Inc| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSUMMIT FINANCIAL STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY26 / 25 Assets BOY/EOY$11,889,062 / $10,388,897 | 2022 | SUMMIT FINANCIAL STRATEGIES, INC. 401(K) PLAN - Plan #001 | 26 / 25 | $11,889,062 / $10,388,897 |
| 2021 | Plan NameSUMMIT FINANCIAL STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY29 / 25 Assets BOY/EOY$9,794,775 / $11,889,062 | 2021 | SUMMIT FINANCIAL STRATEGIES, INC. 401(K) PLAN - Plan #001 | 29 / 25 | $9,794,775 / $11,889,062 |
| 2020 | Plan NameSUMMIT FINANCIAL STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY29 / 28 Assets BOY/EOY$7,895,289 / $9,794,775 | 2020 | SUMMIT FINANCIAL STRATEGIES, INC. 401(K) PLAN - Plan #001 | 29 / 28 | $7,895,289 / $9,794,775 |
| 2019 | Plan NameSUMMIT FINANCIAL STRATEGIES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY29 / 28 Assets BOY/EOY$5,879,627 / $7,895,289 | 2019 | SUMMIT FINANCIAL STRATEGIES, INC. 401(K) PLAN - Plan #001 | 29 / 28 | $5,879,627 / $7,895,289 |
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
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Summit Financial Strategies, Inc.
Registered in New York
|
Amherst, NY | View Report | |
|
The Summit Financial Strategies, Inc.
Registered in Oregon
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Beaverton, OR | View Report | |
|
Summit Financial Strategies, Inc.
Registered in Texas
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Austin, TX | View Report | |
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Summit Financial Strategies, Inc.
Registered in Texas
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Austin, TX | View Report | |
|
Summit Financial Strategies, Inc.
Registered in Texas
|
Austin, TX | View Report | |
|
Summit Financial Strategies, Inc.
Registered in Texas
|
Austin, TX | View Report | |
|
Summit Financial Strategies, Inc.
Registered in Texas
|
Austin, TX | View Report | |
|
The Summit - Financial Strategies, Inc.
Registered in Oregon
|
Beaverton, OR | View Report |
The following government agencies have contributed data:
Ohio Secretary of State U.S. Department of Labor
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