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  5. SUMMIT WEALTH GROUP, INC.

SUMMIT WEALTH GROUP, INC.

Company Details

Name: SUMMIT WEALTH GROUP, INC.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 22 Oct 2002 (22 years ago)
Entity Number: 20021293040
ZIP code: 80921
County: El Paso County
Place of Formation: COLORADO
Principal Address: 13710 Struthers Road, Suite 115 Colorado Springs CO 80921 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SUMMIT WEALTH GROUP 401(K) PLAN 2023 460504923 2024-10-07 SUMMIT WEALTH GROUP 63
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7196334033
Plan sponsor’s address 13710 STRUTHERS RD. #115, COLORADO SPRINGS, CO, 80921

Signature of
Role Plan administrator
Date 2024-10-07
Name of individual signing DANIEL COOK
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH GROUP 401(K) PLAN 2022 460504923 2023-08-29 SUMMIT WEALTH GROUP 60
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7196334033
Plan sponsor’s address 13710 STRUTHERS RD. #115, COLORADO SPRINGS, CO, 80921

Signature of
Role Plan administrator
Date 2023-08-29
Name of individual signing DANIEL COOK
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH GROUP 401(K) PLAN 2021 460504923 2022-05-05 SUMMIT WEALTH GROUP 59
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7196334033
Plan sponsor’s address 13710 STRUTHERS RD. #115, COLORADO SPRINGS, CO, 80921

Signature of
Role Plan administrator
Date 2022-05-05
Name of individual signing DANIEL COOK
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH GROUP 401(K) PLAN 2020 460504923 2021-12-20 SUMMIT WEALTH GROUP 65
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7196334033
Plan sponsor’s address 13710 STRUTHERS RD. #115, COLORADO SPRINGS, CO, 80921

Signature of
Role Plan administrator
Date 2021-12-20
Name of individual signing DANIEL COOK
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH GROUP 401(K) PLAN 2020 460504923 2021-08-30 SUMMIT WEALTH GROUP 65
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7196334033
Plan sponsor’s address 13710 STRUTHERS RD. #115, COLORADO SPRINGS, CO, 80921

Signature of
Role Plan administrator
Date 2021-08-30
Name of individual signing DANIEL COOK
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH GROUP 401(K) PLAN 2019 460504923 2020-08-05 SUMMIT WEALTH GROUP 63
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7196334033
Plan sponsor’s address 13710 STRUTHERS RD. #115, COLORADO SPRINGS, CO, 80921

Signature of
Role Plan administrator
Date 2020-08-05
Name of individual signing DANIEL COOK
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH GROUP 401(K) PLAN 2018 460504923 2019-06-25 SUMMIT WEALTH GROUP 56
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7196334033
Plan sponsor’s address 13710 STRUTHERS RD. #115, COLORADO SPRINGS, CO, 80921

Signature of
Role Plan administrator
Date 2019-06-25
Name of individual signing DANIEL COOK
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH GROUP 401(K) PLAN 2017 460504923 2018-06-26 SUMMIT WEALTH GROUP 51
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7196334033
Plan sponsor’s address 13710 STRUTHERS RD. #115, COLORADO SPRINGS, CO, 80921

Signature of
Role Plan administrator
Date 2018-06-26
Name of individual signing DANIEL COOK
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH GROUP 401(K) PLAN 2016 460504923 2017-09-05 SUMMIT WEALTH GROUP 48
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7196334033
Plan sponsor’s address 13710 STRUTHERS RD. #115, COLORADO SPRINGS, CO, 80921

Signature of
Role Plan administrator
Date 2017-09-05
Name of individual signing DANIEL COOK
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH GROUP 401(K) PLAN 2015 460504923 2016-07-25 SUMMIT WEALTH GROUP 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7196334033
Plan sponsor’s address 13710 STRUTHERS RD. #115, COLORADO SPRINGS, CO, 80921

Signature of
Role Plan administrator
Date 2016-07-25
Name of individual signing DANIEL COOK
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Daniel Cook Agent 322 Idlewild Drive Dillon CO 80435 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248029714 File Report 2024-09-24 2024-09-24 No data No data
20231989581 File Report 2023-09-25 2023-09-25 No data Principal address changed
20228270085 File Report 2022-12-27 2022-12-27 No data Principal address changed, Change in registered agent information
20211864972 File Report 2021-09-23 2021-09-23 No data No data
20211007132 File Report 2021-01-04 2021-01-04 No data No data
20198020133 File Report 2019-12-19 2019-12-19 No data No data
20188007541 File Report 2018-12-19 2018-12-19 No data Removed agent mailing address;Change of Registered Agent / Change of Registered Agent Address / Change of Entity Address
20171936474 File Report 2017-12-20 2017-12-20 No data No data
20161857756 File Report 2016-12-22 2016-12-22 No data No data
20151806917 File Report 2015-12-21 2015-12-21 No data No data

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Related by address

No related companies by address

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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