AUMdb

Summit Financial Group, Inc. Employee Stock Ownership Plan

Sponsored by Summit Financial Group, Inc. · EIN 550672148 · Plan #002

Total assets
$389K
Net assets
$228K
Active participants
351
With balances
19

Plan year beginning 01/01/2024 · Stock bonus

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.