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  5. Summit Investment Advisors, LLC

Summit Investment Advisors, LLC

Company Details

Name: Summit Investment Advisors, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 17 Dec 2021 (3 years ago)
Company Number: 8e72c6c7-785f-ec11-91b6-00155d32b93a
File Number: 1279535100085
Registered Office Address: 3065 Centre Pointe Drv #2, Roseville, MN 55113, USA
Principal Executive Office Address: 3065 CENTRE POINTE DR STE 2, ROSEVILLE, MN 55113–1118, United States
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, LLC 401(K) AND PROFIT SHARING PLAN 2023 202691624 2024-05-24 SUMMIT INVESTMENT ADVISORS, LLC 11
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 2024-05-24
Name of individual signing RUSSELL ROGERS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-24
Name of individual signing RUSSELL ROGERS
Valid signature Filed with authorized/valid electronic signature
SUMMIT INVESTMENT ADVISORS, INC. CASH BALANCE PENSION PLAN 2023 202691624 2024-07-11 SUMMIT INVESTMENT ADVISORS, LLC 5
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 2024-07-11
Name of individual signing RUSSELL ROGERS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-11
Name of individual signing RUSSELL ROGERS
Valid signature Filed with authorized/valid electronic signature
SUMMIT INVESTMENT ADVISORS, INC. CASH BALANCE PENSION PLAN 2022 202691624 2023-08-23 SUMMIT INVESTMENT ADVISORS, LLC 7
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 2023-08-23
Name of individual signing RUSSELL ROGERS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-23
Name of individual signing RUSSELL ROGERS
Valid signature Filed with authorized/valid electronic signature
SUMMIT INVESTMENT ADVISORS, LLC 401(K) AND PROFIT SHARING PLAN 2022 202691624 2023-08-09 SUMMIT INVESTMENT ADVISORS, LLC 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

Signature of
Role Plan administrator
Date 2023-08-09
Name of individual signing RUSSELL ROGERS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-09
Name of individual signing RUSSELL ROGERS
Valid signature Filed with authorized/valid electronic signature
SUMMIT INVESTMENT ADVISORS, INC. CASH BALANCE PENSION PLAN 2021 202691624 2023-08-23 SUMMIT INVESTMENT ADVISORS, LLC 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

Signature of
Role Plan administrator
Date 2023-08-23
Name of individual signing RUSSELL ROGERS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-23
Name of individual signing RUSSELL ROGERS
Valid signature Filed with authorized/valid electronic signature
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

Manager

Name Role Address
Sean McDermott Manager 3065 CENTRE POINTE DR STE 2, ROSEVILLE, MN 55113–1118, United States

Agent

Name Role
Sean McDermott Agent

Filing

Filing Name Filing date
Original Filing - Limited Liability Company (Domestic) (Business Name: Summit Investment Advisors, LLC) 2021-12-17

Related by officers

Sean McDermott

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

Related by address

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

Summit Investment Advisory Services, LLC Summit Tax Advisory Services, LLC

3065 CENTRE POINTE DR STE 2, ROSEVILLE, MN 55113–1118, United States

Summit Estate Planning LLC Summit Investment Advisory Services, LLC Summit Tax Advisory Services, LLC

Date of last update: 01 Nov 2024

Sources: Minnesota's Official State Website

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