Search public Form 5500 filings

Plans

• planSummit Financial Group, Inc. Defined Contribution PlanFinancial statementProvider compensation2023 filing
  $43Mreported assets (EOY)
  Sponsor: Summit Financial Group, Inc.EIN: 55-0672148Plan: 001Participants: 533Assets: $42,967,066Net assets: $43MAssets / participant: $80.6KLocation: Moorefield, WVLatest: 2023
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• planSummit Financial Group, Inc. Employee Stock Ownership PlanFinancial statementProvider compensation2023 filing
  $18.7Mreported assets (EOY)
  Sponsor: Summit Financial Group, Inc.EIN: 55-0672148Plan: 002Participants: 449Assets: $18,664,856Net assets: $18.7MAssets / participant: $41.6KLocation: Moorefield, WVLatest: 2023
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• planDrs Rw And Ja Love Memorial Clinic2023 filing
  Sponsor: Drs Rw And Ja Love Memorial ClinicEIN: 55-0518925Plan: 001Participants: 10Assets: not reported in the loaded datasetLocation: Moorefield, WVLatest: 2023
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• planSummit Financial Group, Inc. Employee Benefits Plan2023 filing
  Sponsor: Summit Financial Group, Inc.EIN: 55-0672148Plan: 503Participants: 448Assets: not reported in the loaded datasetLocation: Moorefield, WVLatest: 2023
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