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
2020	Plan NameSUMMIT WEALTH GROUP 401 (K) PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,819,341 / $2,412,054	2020	SUMMIT WEALTH GROUP 401 (K) PLAN - Plan #001	11 / 11	$1,819,341 / $2,412,054
2019	Plan NameSUMMIT WEALTH GROUP 401(K) PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$1,283,823 / $1,819,341	2019	SUMMIT WEALTH GROUP 401(K) PLAN - Plan #001	12 / 11	$1,283,823 / $1,819,341