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Summit Investment Advisors

Company Details

Name: Summit Investment Advisors
Jurisdiction: Minnesota
Legal type: Assumed Name
Status: Inactive
Date formed: 10 Jun 2013 (12 years ago)
Company Number: 673f277c-0cd2-e211-be65-001ec94ffe7f
File Number: 676432500023
Principal Place of Business Address: 3222 Rice Street, St. Paul, MN 55126, USA
Mailing Address: 3222 Rice Street, St. Paul, MN 55126, US
ZIP code: 55126
County: Ramsey County

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SUMMIT INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN 2014 202691624 2015-06-08 SUMMIT INVESTMENT ADVISORS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 6514902939
Plan sponsor’s address 3065 CENTRE POINTE DRIVE, SUITE 2, ROSEVILLE, MN, 55113

Signature of

Role Plan administrator
Date 2015-06-08
Name of individual signing SEAN MCDERMOTT
Valid signature Filed with authorized/valid electronic signature

Aplicant

Name Role Address
Wealth Planners, Inc. Aplicant 3222 Rice Street, St. Paul, MN 55126

Filing

Filing Name Filing date
Cancellation - Assumed Name 2013-10-02
Original Filing - Assumed Name (Business Name: Summit Investment Advisors ) 2013-06-10

Date of last update: 11 Oct 2024

Sources: Minnesota's Official State Website