Summit Wealth Advisors, LLC

Pittsburgh, PA

Pennsylvania

Registered In

08/21/2001

Incorp. Date

Company Summary

Summit Wealth Advisors, LLC in Pittsburgh, PA was registered on 08/21/2001. It is listed at 9043 Perry Hwy, Pittsburgh, Pa 15122.

9043 PERRY HWY, PITTSBURGH, PA 15122 View Map

Form 5500

9043 Perry Highway, Pittsburgh, Pa 15237 (412) 367-3980 EIN:25-1893393 Plan Admin:Brian Donley

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSUMMIT WEALTH ADVISORS, LLC Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$246,890 / $303,138	2022	SUMMIT WEALTH ADVISORS, LLC - Plan #001	4 / 4	$246,890 / $303,138
2021	Plan NameSUMMIT WEALTH ADVISORS, LLC Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$94,937 / $246,890	2021	SUMMIT WEALTH ADVISORS, LLC - Plan #001	4 / 4	$94,937 / $246,890
2020	Plan NameSUMMIT WEALTH ADVISORS, LLC Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$0 / $94,937	2020	SUMMIT WEALTH ADVISORS, LLC - Plan #001	4 / 3	$0 / $94,937

Benefit & Retirement Plans based on Form 5500.

PPP Loans

9043 Perry Hwy, Pittsburgh, Pa 15237-5406

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$53,900 Forgiven$54,438 LenderPNC Bank, National Association Jobs4	04/28/2020	$53,900	$54,438	PNC Bank, National Association	4

PPP Loans based on Paycheck Protection Program.

Address Match:9043 Perry Hwy Pittsburgh, PA

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Related Business Names:

Summit Wealth Advisors, LLC Registered in Colorado	Greenwood Village, CO Silverthorne, CO	View Report
Summit Wealth Advisors LLC Registered in Florida	Tampa, FL	View Report
Summit Wealth Advisors, LLC Registered in Missouri	Lees Summit, MO	View Report
Summit Wealth Advisors, LLC Registered in Arizona	Peoria, AZ	View Report
Summit Wealth Advisors, LLC Registered in Colorado	Centennial, CO	View Report
Summit Wealth Advisors LLC Registered in Utah	Woods Cross, UT	View Report
Summit Wealth Advisors, LLC Registered in Kansas	Overland Park, KS	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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