Summit View Wealth Management, LLC
Pennsylvania
Registered In
01/14/2013
Incorp. Date
Company Summary
Summit View Wealth Management, LLC in Pittsburgh, PA was registered on 01/14/2013. It is listed at 437 Grant ST STE 421, Pittsburgh, Pa 15219.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Active
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437 GRANT ST STE 421, PITTSBURGH, PA 15219
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Financial Information for Summit View Wealth Management, LLC
Form 5500
SUMMIT VIEW WEALTH MANAGEMENT LLC
437 Grant St. STE 421, Pittsburgh, Pa 15219 (412) 261-4500 EIN:46-1909637 Plan Admin:Heidi Hunter| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSUMMIT VIEW WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$473,516 / $454,967 | 2022 | SUMMIT VIEW WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 6 | $473,516 / $454,967 |
| 2021 | Plan NameSUMMIT VIEW WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$280,245 / $473,516 | 2021 | SUMMIT VIEW WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 4 / 5 | $280,245 / $473,516 |
| 2020 | Plan NameSUMMIT VIEW WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$113,080 / $280,245 | 2020 | SUMMIT VIEW WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 3 / 4 | $113,080 / $280,245 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SUMMIT VIEW WEALTH MANAGEMENT, LLC
437 Grant ST Suite 421, Pittsburgh, Pa 15219-6003 Industry:All Other Business Support Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/16/2020 | Approved$47,500 Forgiven$47,836 LenderFirst National Bank of Pennsylvania Jobs2 | 04/16/2020 | $47,500 | $47,836 | First National Bank of Pennsylvania | 2 |
PPP Loans based on Paycheck Protection Program.
Address Match:437 Grant St Ste 421 Pittsburgh, PA
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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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