Summit Financial Group, Inc.

Registered In: Virginia
Incorporation Date: 05/10/2018
Registration Type: Foreign
Foreign Jurisdiction: Oklahoma
Company Type: Corp
Status: Active
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Cogency Global Inc. Registered Agent	250 BROWNS HILL CT, MIDLOTHIAN, VA 23114
Lisa Frye President
Mckenzie Ball Secretary
Whitney Beale Treasurer
Dale Young

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1350 S BOULDER AVE STE 300, TULSA, OK 74119 View Map

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Financial Information for Summit Financial Group, Inc.

Form 5500

SUMMIT FINANCIAL GROUP, INC.

1350 South Boulder #300, Tulsa, Ok 74119 (918) 663-0991 EIN:73-1324497 Plan Admin:Kaci Skidgel

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSUMMIT COMPANIES 401(K) PLAN Plan #001 Participants BOY/EOY67 / 79 Assets BOY/EOY$6,362,792 / $7,575,426	2023	SUMMIT COMPANIES 401(K) PLAN - Plan #001	67 / 79	$6,362,792 / $7,575,426
2022	Plan NameSUMMIT COMPANIES 401(K) PLAN Plan #001 Participants BOY/EOY89 / 67 Assets BOY/EOY$8,604,253 / $6,362,792	2022	SUMMIT COMPANIES 401(K) PLAN - Plan #001	89 / 67	$8,604,253 / $6,362,792
2021	Plan NameSUMMIT COMPANIES 401(K) PLAN Plan #001 Participants BOY/EOY100 / 89 Assets BOY/EOY$7,490,811 / $8,604,253	2021	SUMMIT COMPANIES 401(K) PLAN - Plan #001	100 / 89	$7,490,811 / $8,604,253
2020	Plan NameSUMMIT COMPANIES 401(K) PLAN Plan #001 Participants BOY/EOY91 / 100 Assets BOY/EOY$7,171,499 / $7,490,811	2020	SUMMIT COMPANIES 401(K) PLAN - Plan #001	91 / 100	$7,171,499 / $7,490,811
2019	Plan NameSUMMIT COMPANIES 401(K) PLAN Plan #001 Participants BOY/EOY88 / 91 Assets BOY/EOY$6,639,583 / $7,171,499	2019	SUMMIT COMPANIES 401(K) PLAN - Plan #001	88 / 91	$6,639,583 / $7,171,499

Benefit & Retirement Plans based on Form 5500.

PPP Loans

SUMMIT FINANCIAL GROUP

5420 LBJ Parkway, DALLAS, TX 75240-1011 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/06/2020	Approved$885,115 Forgiven$891,016 LenderArvest Bank Jobs64	04/06/2020	$885,115	$891,016	Arvest Bank	64

PPP Loans based on Paycheck Protection Program.

Address Match:1350 S Boulder Ave Ste 300 Tulsa, OK

Summit Financial Group, Inc. of Ok (Summit Financial Group, Inc.) Registered in Ohio	Hilliard, OH Tulsa, OK	View Report
Oklahoma Manufacturers Initiative LLC Registered in Oklahoma	Broken Arrow, OK Tulsa, OK	View Report
Proliance Resource Group, LLC Registered in Texas	Dallas, TX Tulsa, OK	View Report
Summit National Partners LLC Registered in Texas	Plano, TX Tulsa, OK	View Report

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 California	Huntingdon Valley, PA La Mesa, CA (2 more)	View Report
Summit Financial Group, Inc. Registered in Arizona	Huntingdon Valley, PA Oro Valley, AZ	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

Address Match:1350 S Boulder Ave Tulsa, OK

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The following government agencies have contributed data:

Commonwealth of Virginia State Corporation Commission (SCC) U.S. Department of Labor U.S. Small Business Administration

Summit Financial Group, Inc.

Company Summary

Financial Information for Summit Financial Group, Inc.

SUMMIT FINANCIAL GROUP, INC.

SUMMIT FINANCIAL GROUP