Summit Global Investments, LLC

Form 5500

SUMMIT GLOBAL INVESTMENTS, LLC

620 South Main Street, Bountiful, Ut 84010 (801) 509-4476 EIN:27-3616371 Plan Admin:Eric Callister

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