Summit Financial Group, Inc.

Oklahoma
Registered In
05/31/1988
Incorp. Date

Company Summary

Summit Financial Group, Inc. in Oklahoma lists Dale W Young of Tulsa, OK as the associate.

Overview

Registered In
Oklahoma
Incorporation Date
Company Type
Domestic for Profit Corporation Insurance
Status
In Existence
Registration Type
Domestic
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People

Hugh M. Robert Registered Agent
15 W 6TH ST STE 2800, TULSA, OK 74119
Dale W Young
TULSA, OK

Alias/DBA

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Summit Financial
Oklahoma

Financials

Financial Information for Summit Financial Group, Inc.

Form 5500

SUMMIT FINANCIAL GROUP, INC.

1350 South Boulder #300, Tulsa, Ok 74119 (918) 663-0991 EIN:73-1324497 Plan Admin:Kaci Skidgel
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSUMMIT COMPANIES 401(K) PLAN Plan #001 Participants BOY/EOY67 / 79 Assets BOY/EOY$6,362,792 / $7,575,426 2023 SUMMIT COMPANIES 401(K) PLAN - Plan #001 67 / 79 $6,362,792 / $7,575,426
2022 Plan NameSUMMIT COMPANIES 401(K) PLAN Plan #001 Participants BOY/EOY89 / 67 Assets BOY/EOY$8,604,253 / $6,362,792 2022 SUMMIT COMPANIES 401(K) PLAN - Plan #001 89 / 67 $8,604,253 / $6,362,792
2021 Plan NameSUMMIT COMPANIES 401(K) PLAN Plan #001 Participants BOY/EOY100 / 89 Assets BOY/EOY$7,490,811 / $8,604,253 2021 SUMMIT COMPANIES 401(K) PLAN - Plan #001 100 / 89 $7,490,811 / $8,604,253
2020 Plan NameSUMMIT COMPANIES 401(K) PLAN Plan #001 Participants BOY/EOY91 / 100 Assets BOY/EOY$7,171,499 / $7,490,811 2020 SUMMIT COMPANIES 401(K) PLAN - Plan #001 91 / 100 $7,171,499 / $7,490,811
2019 Plan NameSUMMIT COMPANIES 401(K) PLAN Plan #001 Participants BOY/EOY88 / 91 Assets BOY/EOY$6,639,583 / $7,171,499 2019 SUMMIT COMPANIES 401(K) PLAN - Plan #001 88 / 91 $6,639,583 / $7,171,499
Benefit & Retirement Plans based on Form 5500.

Linked Companies

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Summit Consolidated Group, Inc. Registered in Connecticut
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Sources

The following government agencies have contributed data:

• Oklahoma Secretary of State • U.S. Department of Labor
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