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Summit Wealth Management, Inc.

Company Details

Name: Summit Wealth Management, Inc.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Delinquent
Date of registration: 08 Jul 2010 (15 years ago)
Date dissolved: 01 Jan 2012
Entity Number: 20101213821
Place of Formation: COLORADO
Principal Address: 3207 Sparks Road Cheyenne WY 82001 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST 2023 472925444 2024-09-03 SUMMIT WEALTH MANAGEMENT 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 3032216418
Plan sponsor’s address 5420 SOUTH QUEBEC STREET, SUITE 105, GREENWOOD VILLAGE, CO, 80111

Signature of
Role Plan administrator
Date 2024-09-03
Name of individual signing WHITNEY GRIMM
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST 2023 261367849 2024-03-29 SUMMIT WEALTH MANAGEMENT 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 3032216418
Plan sponsor’s address 5420 SOUTH QUEBEC STREET, SUITE 105, GREENWOOD VILLAGE, CO, 80111

Signature of
Role Plan administrator
Date 2024-03-29
Name of individual signing WHITNEY GRIMM
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST 2022 261367849 2023-04-17 SUMMIT WEALTH MANAGEMENT 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 3032216418
Plan sponsor’s address 5420 SOUTH QUEBEC STREET, SUITE 105, GREENWOOD VILLAGE, CO, 80111

Signature of
Role Plan administrator
Date 2023-04-17
Name of individual signing WHITNEY GRIMM
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST 2022 472925444 2024-09-03 SUMMIT WEALTH MANAGEMENT 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 3032216418
Plan sponsor’s address 5420 SOUTH QUEBEC STREET, SUITE 105, GREENWOOD VILLAGE, CO, 80111

Signature of
Role Plan administrator
Date 2024-09-03
Name of individual signing WHITNEY GRIMM
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST 2021 472925444 2024-09-03 SUMMIT WEALTH MANAGEMENT 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 3032216418
Plan sponsor’s address 5420 S QUEBEC STREET, SUITE 105, GREENWOOD VILLAGE, CO, 80111

Signature of
Role Plan administrator
Date 2024-09-03
Name of individual signing WHITNEY GRIMM
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST 2021 261367849 2022-03-21 SUMMIT WEALTH MANAGEMENT 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 3032216418
Plan sponsor’s address 5420 S QUEBEC STREET, SUITE 105, GREENWOOD VILLAGE, CO, 80111

Signature of
Role Plan administrator
Date 2022-03-21
Name of individual signing WHITNEY GRIMM
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST 2020 472925444 2021-02-04 SUMMIT WEALTH MANAGEMENT 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 3032216418
Plan sponsor’s address 5690 DTC BOULEVARD, SUITE 500W, GREENWOOD VILLAGE, CO, 80111

Signature of
Role Plan administrator
Date 2021-02-04
Name of individual signing WHITNEY GRIMM
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST 2019 472925444 2020-04-29 SUMMIT WEALTH MANAGEMENT 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 3032216418
Plan sponsor’s address 5690 DTC BOULEVARD, SUITE 500W, GREENWOOD VILLAGE, CO, 80111

Signature of
Role Plan administrator
Date 2020-04-29
Name of individual signing WHITNEY GRIMM
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Dennis D Ruppert Agent 2502 Timberwood Dr. #100 Ft. Collins CO 80528 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20101382160 Form a Profit Corporation 2010-07-08 2010-07-08 Summit Wealth Management, Inc. No data
20101213821 Reserve a Name for use as a Trade Name or Entity Name 2010-04-15 2010-04-15 Summit Wealth Management, Inc. No data

Related by officers

Dennis D Ruppert

DH TROTWOOD, LLC

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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