Summit Global Investments, LLC in Bountiful, UT was registered on 10/06/2010. It is listed at 620 S Main St, Bountiful, Ut 84010.
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Ddjp Corporate Services Salt Lake
Registered Agent
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111 S MAIN ST STE 2400, SALT LAKE CITY, UT 84111
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620 S MAIN ST, BOUNTIFUL, UT 84010
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSUMMIT GLOBAL INVESTMENTS 401(K) PLAN Plan #001 Participants BOY/EOY31 / 31 Assets BOY/EOY$952,388 / $1,297,710 | 2023 | SUMMIT GLOBAL INVESTMENTS 401(K) PLAN - Plan #001 | 31 / 31 | $952,388 / $1,297,710 |
| 2022 | Plan NameSUMMIT GLOBAL INVESTMENTS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY30 / 31 Assets BOY/EOY$806,738 / $952,388 | 2022 | SUMMIT GLOBAL INVESTMENTS, LLC 401(K) PLAN - Plan #001 | 30 / 31 | $806,738 / $952,388 |
| 2021 | Plan NameSUMMIT GLOBAL INVESTMENTS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 25 Assets BOY/EOY$490,217 / $806,738 | 2021 | SUMMIT GLOBAL INVESTMENTS, LLC 401(K) PLAN - Plan #001 | 14 / 25 | $490,217 / $806,738 |
| 2020 | Plan NameSUMMIT GLOBAL INVESTMENTS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$234,723 / $490,217 | 2020 | SUMMIT GLOBAL INVESTMENTS, LLC 401(K) PLAN - Plan #001 | 14 / 14 | $234,723 / $490,217 |
| 2019 | Plan NameSUMMIT GLOBAL INVESTMENTS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$0 / $234,723 | 2019 | SUMMIT GLOBAL INVESTMENTS, LLC 401(K) PLAN - Plan #001 | 12 / 14 | $0 / $234,723 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/13/2020 | Approved$260,000 Forgiven$262,835 LenderCustomers Bank Jobs16 | 04/13/2020 | $260,000 | $262,835 | Customers Bank | 16 |
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