Summit Wealth Group, LLC
Vermont
Registered In
11/13/2003
Incorp. Date
Company Summary
Summit Wealth Group, LLC in White River Junction, VT lists Thomas Hartman of White River Junction, VT and Erik M Potts of Exeter, NH
Overview
Registered In
Vermont
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Thomas Hartman
Registered Agent
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205 BILLINGS FARM RD STE 2A, WHITE RIVER JUNCTION, VT 05001
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Thomas Hartman
Manager
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205 BILLINGS FARM RD STE 2A, WHITE RIVER JUNCTION, VT 05001
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Erik M Potts
Manager
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20 HAMPTON RD APT B, EXETER, NH 03833
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Abigail Lechthaler Hurlburt
Manager
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205 BILLINGS FARM RD STE 2A, WHITE RIVER JUNCTION, VT 05001
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Map & Locations
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205 BILLINGS FARM RD # 2A, WHITE RIVER JUNCTION, VT 05001
View Map
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Alias/DBA
Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Summit Tax Services
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White River Junction, VT |
Financials
Financial Information for Summit Wealth Group, LLC
Form 5500
SUMMIT WEALTH GROUP, LLC
205 Billings Farm Road Suite 2a, White River Junction, Vt 05001 (802) 295-5300 EIN:20-0402320 Plan Admin:Lawrence Peim| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSUMMIT WEALTH GROUP, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY12 / 11 Assets BOY/EOY$501,105 / $860,490 | 2023 | SUMMIT WEALTH GROUP, LLC CASH BALANCE PLAN - Plan #002 | 12 / 11 | $501,105 / $860,490 |
| 2022 | Plan NameSUMMIT WEALTH GROUP 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$2,942,827 / $3,674,265 | 2022 | SUMMIT WEALTH GROUP 401(K) PLAN - Plan #001 | 13 / 13 | $2,942,827 / $3,674,265 |
| 2022 | Plan NameSUMMIT WEALTH GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY14 / 13 Assets BOY/EOY$259,190 / $501,105 | 2022 | SUMMIT WEALTH GROUP CASH BALANCE PLAN - Plan #002 | 14 / 13 | $259,190 / $501,105 |
| 2021 | Plan NameSUMMIT WEALTH GROUP 401 (K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$2,412,054 / $2,942,827 | 2021 | SUMMIT WEALTH GROUP 401 (K) PLAN - Plan #001 | 13 / 13 | $2,412,054 / $2,942,827 |
| 2021 | Plan NameSUMMIT WEALTH GROUP CASH BALANCE PLAN Plan #002 Participants BOY/EOY13 / 12 Assets BOY/EOY$0 / $259,190 | 2021 | SUMMIT WEALTH GROUP CASH BALANCE PLAN - Plan #002 | 13 / 12 | $0 / $259,190 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Related Business Names:
|
Summit Wealth Strategies Group, LLC
Registered in Michigan
|
Brighton, MI | View Report | |
|
Summit Wealth Group LLC
Registered in Virginia
|
Roanoke, VA | View Report | |
|
Summit Wealth Group, LLC
Registered in California
|
Fairfield, CA Tulsa, OK | View Report | |
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Summit Wealth Group, LLC
Registered in New Hampshire
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Hanover, NH White River Junction, VT (1 more) | View Report | |
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Summit Wealth Group, LLC
Registered in New Hampshire
|
White River Junction, VT | View Report | |
|
Summit Wealth Marketing Group, LLC
Registered in Colorado
|
Denver, CO | View Report | |
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Summit Group Wealth Management, LLC
Registered in Texas
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Fort Worth, TX | View Report | |
|
Summit Wealth Group, LLC
Registered in Oklahoma
|
Jenks, OK Tulsa, OK | View Report |
Address Match:205 Billings Farm Rd # 2a White River Junction, VT
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Summit Wealth Realty, LLC
Registered in Vermont
|
White River Junction, VT | View Report |
Address Match:205 Billings Farm Rd White River Junction, VT
|
Billings Common Condominium Association, Inc.
Registered in Vermont
|
White River Junction, VT | View Report | |
|
H.M.G. L.L.C.
Registered in Vermont
|
White River Junction, VT Wilder, VT | View Report | |
|
Moping Owl Corporation
Registered in Vermont
|
West River Jct, VT White River Junction, VT | View Report | |
|
Moping Owl Corporation
Registered in Virginia
|
Charlottesville, VA White River Junction, VT | View Report | |
|
Pulp Nonfiction Endodontics, LLC
Registered in Vermont
|
White River Junction, VT | View Report | |
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Summit Tax Services
Registered in Vermont
|
White River Junction, VT | View Report | |
|
Upper Valley Endodontics
Registered in Vermont
|
White River Junction, VT | View Report | |
|
Upper Valley Endodontics, P.C.
Registered in Vermont
|
White River Junction, VT White River Ju, VT | View Report | |
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Vermontodontics, LLC
Registered in Vermont
|
White River Junction, VT | View Report | |
|
Hanover Capital Management, Inc.
Registered in New Hampshire
|
White River Junction, VT | View Report | |
|
Corn Hill Road Solar, LLC
Registered in Vermont
|
Barre, VT White River Junction, VT | View Report | |
|
Grosolar
Registered in Vermont
|
White River Junction, VT | View Report | |
|
Smart Mobility, Inc.
Registered in California
|
White River Junction, VT Junction, VT (1 more) | View Report | |
|
Ahoskie Solar Partners, LLC
Registered in North Carolina
|
Raleigh, NC White River Junction, VT | View Report | |
|
Grosolar
Registered in Colorado
|
Denver, CO White River Junction, VT | View Report | |
|
Hertford Solar Partners, LLC
Registered in North Carolina
|
Raleigh, NC White River Junction, VT | View Report |
Person/City Match:Thomas Hartman - White River Junction, VT
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Summit Tax Services
Registered in Vermont
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Wilder, VT | View Report |
Person/City Match:Erik M Potts - Exeter, NH
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20b Hampton Road, LLC
Registered in New Hampshire
|
Exeter, NH | View Report | |
|
Carrera Real Estate Management & Development LLC
Registered in New Hampshire
|
Exeter, NH | View Report | |
|
Hangar 14 LLC
Registered in New Hampshire
|
Exeter, NH | View Report | |
|
Panorama Wealth Strategies LLC
Registered in New Hampshire
|
Exeter, NH | View Report |
Sources
The following government agencies have contributed data:
• Vermont Secretary of State • U.S. Department of Labor
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