SBS 401K PLAN

[ EIN: 45-4264559 | Plan No. 002 ]

SBS 401K PLAN is reported on Form 5500 as a DFE/Master Trust plan sponsored by SUMMIT FINANCIAL NETWORK (FORMERLY SUMMIT BROKERAGE SERVICES). For the 2024 plan year, the plan had 2 participants and total assets of $376,741.

DFE/Master Trust plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: SUMMIT FINANCIAL NETWORK (FORMERLY SUMMIT BROKERAGE SERVICES)

Location: 1042 MORGANTOWN AVE, FAIRMONT, WV 26554

EIN: 454264559

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: DFE/Master Trust

Plan Type: DFE/Master Trust

Participants: 2

Total Assets: $376,741

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