Summit Financial Group, Inc.

Huntingdon Valley, PA

Pennsylvania

Registered In

02/08/2001

Incorp. Date

Company Summary

Summit Financial Group, Inc. in Huntingdon Valley, PA was registered on 02/08/2001. It is listed at 639 Red Lion Rd, Huntingdon Valley, Pa 19006.

639 RED LION RD, HUNTINGDON VALLEY, PA 19006 View Map

Form 5500

30 Paige Trail, Perkasie, Pa 18944 (215) 837-0669 EIN:23-3073472 Plan Admin:John Wahlers

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY24 / 25 Assets BOY/EOY$2,290,276 / $3,082,194	2023	SUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	24 / 25	$2,290,276 / $3,082,194
2022	Plan NameSUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY24 / 23 Assets BOY/EOY$2,856,908 / $2,290,276	2022	SUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	24 / 23	$2,856,908 / $2,290,276
2021	Plan NameSUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY15 / 24 Assets BOY/EOY$2,363,386 / $2,856,908	2021	SUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	15 / 24	$2,363,386 / $2,856,908
2020	Plan NameSUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY22 / 22 Assets BOY/EOY$1,754,304 / $2,363,386	2020	SUMMIT FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	22 / 22	$1,754,304 / $2,363,386

Benefit & Retirement Plans based on Form 5500.

PPP Loans

639 red lion rd, HUNTINGDON VALLEY, PA 19006-6216 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/07/2020	Approved$189,800 Forgiven$191,149 LenderPeoples Security Bank and Trust Company Jobs13	04/07/2020	$189,800	$191,149	Peoples Security Bank and Trust Company	13

PPP Loans based on Paycheck Protection Program.

Address Match:639 Red Lion Rd Huntingdon Valley, PA

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Related Business Names:

Summit Financial Group, Inc. Registered in Rhode Island	Cranston, RI	View Report
Summit Financial Group, Inc. Registered in Florida	El Segundo, CA Boca Raton, FL (1 more)	View Report
Summit Financial Group, Inc. Registered in Virginia	Tulsa, OK Dallas, TX	View Report
Summit Financial Group, Inc. Registered in Utah	Jordan, UT Sandy City, UT	View Report
Summit Financial Group, Inc. Registered in Colorado	Montrose, CO	View Report
Summit Financial Group, Inc. Registered in Wisconsin	No City, WI	View Report
Summit Financial Group, Inc. Registered in North Carolina	Lenoir, NC	View Report
Summit Financial Group, Inc. Registered in Mississippi	Tupelo, MS	View Report
Summit Financial Group, Inc. Registered in Utah	Salt Lake City, UT	View Report
Summit Financial Group, Inc. Registered in Arkansas	Tulsa, OK	View Report
Summit Financial Group, Inc. Registered in Texas	Houston, TX	View Report
Summit Financial Group, Inc. Registered in Oklahoma	Tulsa, OK	View Report
Summit Financial Group Inc. Registered in Virginia	Virginia	View Report
Summit Financial Group Inc. Registered in Minnesota	Blmgtn, MN	View Report
Summit Financial Group, Inc. Registered in Minnesota	Golden Valley, MN	View Report
Summit Financial Group, Inc. Registered in Florida	Tampa, FL	View Report
Summit Financial Group, Inc. Registered in Virginia	Loveland, OH Manassas, VA	View Report
Summit Financial Group, Inc. Registered in North Carolina	Raleigh, NC Southern Pines, NC	View Report

The following government agencies have contributed data:

Pennsylvania Department of State U.S. Department of Labor U.S. Small Business Administration

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