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  5. SUMMIT WEALTH MANAGEMENT, INC.

SUMMIT WEALTH MANAGEMENT, INC.

Company Details

Name: SUMMIT WEALTH MANAGEMENT, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 17 Jul 2007 (17 years ago)
Entity Number: 3543908
ZIP code: 14701
County: Chautauqua
Place of Formation: New York
Principal Address: 1285 N MAIN ST, JAMESTOWN, NY, United States, 14701
Address: 1285 N MAIN ST, MEMBER, NY, United States, 14701

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SUMMIT WEALTH MANAGEMENT 401(K) AND PSP 2023 260311141 2024-10-15 SUMMIT WEALTH MANAGEMENT, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 7164843005
Plan sponsor’s address 35 EAST MAIN STREET, FREDONIA, NY, 14063

Signature of
Role Plan administrator
Date 2024-10-15
Name of individual signing DOUG SCHUTTE
Valid signature Filed with authorized/valid electronic signature
SUMMIT WEALTH MANAGEMENT 401(K) AND PSP 2022 260311141 2023-10-16 SUMMIT WEALTH MANAGEMENT, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 7164843005
Plan sponsor’s address 35 EAST MAIN STREET, FREDONIA, NY, 14063

Signature of
Role Plan administrator
Date 2023-10-16
Name of individual signing DOUG SCHUTTE
SUMMIT WEALTH MANAGEMENT 401(K) AND PSP 2021 260311141 2022-09-02 SUMMIT WEALTH MANAGEMENT, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 7164843005
Plan sponsor’s address 517 W. 3RD STREET, JAMESTOWN, NY, 14701
SUMMIT WEALTH MANAGEMENT 401(K) AND PSP 2020 260311141 2021-06-17 SUMMIT WEALTH MANAGEMENT 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 7164843009
Plan sponsor’s address 35 EAST MAIN STREET, FREDONIA, NY, 14063

Signature of
Role Plan administrator
Date 2021-06-17
Name of individual signing DOUGLAS SCHUTTE
SUMMIT WEALTH MANAGEMENT 401(K) AND PSP 2019 260311141 2020-07-14 SUMMIT WEALTH MANAGEMENT 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 7164843009
Plan sponsor’s address 35 EAST MAIN STREET, FREDONIA, NY, 14063

Signature of
Role Plan administrator
Date 2020-07-14
Name of individual signing DOUGLAS SCHUTTE
SUMMIT WEALTH MANAGEMENT 401(K) AND PSP 2018 260311141 2019-03-29 SUMMIT WEALTH MANAGEMENT 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 7164843009
Plan sponsor’s address 35 EAST MAIN STREET, FREDONIA, NY, 14063

Signature of
Role Plan administrator
Date 2019-03-29
Name of individual signing DOUGLAS SCHUTTE
SUMMIT WEALTH MANAGEMENT 401(K) AND PSP 2017 260311141 2018-10-08 SUMMIT WEALTH MANAGEMENT 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 7164843009
Plan sponsor’s address 35 EAST MAIN STREET, FREDONIA, NY, 14063

Signature of
Role Plan administrator
Date 2018-10-08
Name of individual signing DOUGLAS SCHUTTE
SUMMIT WEALTH MANAGEMENT 401(K) AND PSP 2016 260311141 2017-09-20 SUMMIT WEALTH MANAGEMENT 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 7164843009
Plan sponsor’s address 35 EAST MAIN STREET, FREDONIA, NY, 14063

Signature of
Role Plan administrator
Date 2017-09-20
Name of individual signing DOUGLAS SCHUTTE
SUMMIT WEALTH MANAGEMENT 401(K) AND PSP 2015 260311141 2016-09-15 SUMMIT WEALTH MANAGEMENT 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 7164843009
Plan sponsor’s address 517 WEST THIRD STREET, JAMESTOWN, NY, 14701

Signature of
Role Plan administrator
Date 2016-09-15
Name of individual signing DOUGLAS SCHUTTE
SUMMIT WEALTH MANAGEMENT 401(K) AND PSP 2014 260311141 2015-10-06 SUMMIT WEALTH MANAGEMENT 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 7164843009
Plan sponsor’s address 517 WEST THIRD STREET, JAMESTOWN, NY, 14701

Signature of
Role Plan administrator
Date 2015-10-06
Name of individual signing DOUGLAS SCHUTTE

Chief Executive Officer

Name Role Address
DOUGLAS L SCHUTTE Chief Executive Officer 1285 N MAIN ST, JAMESTOWN, NY, United States, 14701

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 1285 N MAIN ST, MEMBER, NY, United States, 14701

History

Start date End date Type Value
2023-07-05 2023-07-05 Address 517 W 3RD STREET, JAMESTOWN, NY, 14701, USA (Type of address: Chief Executive Officer)
2023-07-05 2023-07-05 Address 1285 N MAIN ST, JAMESTOWN, NY, 14701, USA (Type of address: Chief Executive Officer)
2010-05-14 2023-07-05 Address 517 W 3RD STREET, JAMESTOWN, NY, 14701, USA (Type of address: Chief Executive Officer)
2007-07-17 2023-07-05 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2007-07-17 2023-07-05 Address 517 W 3RD ST, JAMESTOWN, NY, 14701, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230705004309 2023-07-05 BIENNIAL STATEMENT 2023-07-01
220316002912 2022-03-16 BIENNIAL STATEMENT 2021-07-01
130709006418 2013-07-09 BIENNIAL STATEMENT 2013-07-01
100514002862 2010-05-14 BIENNIAL STATEMENT 2009-07-01
081218000214 2008-12-18 CERTIFICATE OF AMENDMENT 2008-12-18
070717000236 2007-07-17 CERTIFICATE OF INCORPORATION 2007-07-17

Related by officers

DOUGLAS L SCHUTTE

TEAM 1 INSURANCE SERVICES LLC DLS FINANCIAL SERVICES, INC.

THE CORPORATION

ARSHIA DESIGNS INC. AAA VACUUM CORP. ATLANTICA TELECOM, INC. MISTY SPORTSWEAR, INC. INRACKS, INC. FAT JAMS ELECTRONICS INC. CROQUEMBOUCHE, INC. LONG BEACH PEDIATRIC GROUP, P.C. LAW OFFICES OF JOSEPH A. GRECO, P.C. TEREZ, INC.

Related by address

1285 N MAIN ST, JAMESTOWN, NY, United States, 14701

DNL PROPERTIES LLC

Date of last update: 27 Nov 2024

Sources: New York Secretary of State

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