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  5. Summit Investment Advisors, Inc.

Summit Investment Advisors, Inc.

Company Details

Name: Summit Investment Advisors, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Inactive
Date formed: 25 Apr 2005 (20 years ago)
Company Number: 6dbc3489-8bd4-e011-a886-001ec94ffe7f
File Number: 1329295-3
Registered Office Address: 3065 Centre Pointe Drv # 2, Roseville, MN 55113, USA
Principal Executive Office Address: 3065 Centre Point Drive, Ste 2, Roseville, MN 55113, USA
ZIP code: 55113
County: Ramsey County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SUMMIT INVESTMENT ADVISORS, INC. CASH BALANCE PENSION PLAN 2021 202691624 2022-10-11 SUMMIT INVESTMENT ADVISORS, INC. 10
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523120
Sponsor’s telephone number 6514902939
Plan sponsor’s address 3065 CENTRE POINTE DRIVE, SUITE 2, ROSEVILLE, MN, 55113
SUMMIT INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN 2021 202691624 2022-10-11 SUMMIT INVESTMENT ADVISORS, INC. 9
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
SUMMIT INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN 2020 202691624 2021-07-16 SUMMIT INVESTMENT ADVISORS, INC. 8
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
SUMMIT INVESTMENT ADVISORS, INC. CASH BALANCE PENSION PLAN 2020 202691624 2021-10-15 SUMMIT INVESTMENT ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
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 2021-10-15
Name of individual signing TIMOTHY FLANNERY
Valid signature Filed with authorized/valid electronic signature
SUMMIT INVESTMENT ADVISORS, INC. CASH BALANCE PENSION PLAN 2019 202691624 2020-10-16 SUMMIT INVESTMENT ADVISORS, INC. 6
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
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 2020-10-16
Name of individual signing TIMOTHY FLANNERY
Valid signature Filed with authorized/valid electronic signature
SUMMIT INVESTMENT ADVISORS, INC. CASH BALANCE PENSION PLAN 2019 202691624 2020-12-11 SUMMIT INVESTMENT ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523120
Sponsor’s telephone number 6514902939
Plan sponsor’s address 3065 CENTRE POINTE DRIVE, SUITE 2, ROSEVILLE, MN, 55113

Plan administrator’s name and address
Administrator’s EIN 331197652
Plan administrator’s name SUPERIORUSA BENEFITS
Plan administrator’s address 220 EMERSON PLACE, SUITE 203, DAVENPORT, IA, 52801
Administrator’s telephone number 8775292477

Signature of
Role Plan administrator
Date 2020-12-11
Name of individual signing TIMOTHY FLANNERY
Valid signature Filed with authorized/valid electronic signature
SUMMIT INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN 2019 202691624 2020-10-15 SUMMIT INVESTMENT ADVISORS, INC. 7
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
SUMMIT INVESTMENT ADVISORS, INC. CASH BALANCE PENSION PLAN 2018 202691624 2019-10-02 SUMMIT INVESTMENT ADVISORS, INC. 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523120
Sponsor’s telephone number 6514902939
Plan sponsor’s address 3065 CENTRE POINTE DRIVE, SUITE 2, ROSEVILLE, MN, 55113
SUMMIT INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN 2018 202691624 2019-10-15 SUMMIT INVESTMENT ADVISORS, INC. 6
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
SUMMIT INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN 2017 202691624 2018-01-30 SUMMIT INVESTMENT ADVISORS, INC. 6
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

Chief Executive Officer

Name Role Address
Sean McDermott Chief Executive Officer 3065 Centre Pointe Drive, Suite 2, Roseville, MN 55113, USA

Agent

Name Role
Sean McDermott Agent

Filing

Filing Name Filing date
Converted to Limited Liability Company (Domestic) 2021-12-17
Registered Office and/or Agent - Business Corporation (Domestic) 2014-07-28
Amendment - Business Corporation (Domestic) (Business Name: Summit Investment Advisors, Inc.) 2013-10-02
Annual Reinstatement - Business Corporation (Domestic) 2008-01-29
Administrative Dissolution - Business Corporation (Domestic) 2008-01-09
Business Corporation (Domestic) Business Name (Business Name: Wealth Planners, Inc.) 2005-06-27
Original Filing - Business Corporation (Domestic) 2005-04-25
Business Corporation (Domestic) Business Name (Business Name: Wealth Plan Advisors, Inc.) 2005-04-25

Related by officers

Sean McDermott

Budd Financial, LLC Summit Advisors, Inc. Summit Estate Planning LLC McDermott Companies Summit Investment Advisory Services Inc. Summit Tax Advisory Services, Inc. Summit Investment Advisors, LLC

Related by address

3065 Centre Pointe Drv # 2, Roseville, MN 55113, USA

Summit Investment Advisory Services Inc.

3065 Centre Point Drive, Ste 2, Roseville, MN 55113, USA

Summit Investment Advisory Services Inc.

Date of last update: 11 Oct 2024

Sources: Minnesota's Official State Website

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