Summit Financial Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Summit Financial Group, INC. (EIN 550672148)
  • Plan Type: 401(k)
  • Total Participants: 487
  • Total Assets: $43.0M
  • Sponsor State: WV

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023487$43.0M$973,459$2.0M
2022421$36.5M$828,210$1.6M

Service Providers

  • BAKER TILLY US LLP — Accountant / Independent Qualified Public Accountant

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