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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 (18 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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8013987110 2020-04-15 0296 PPP 517 West 3rd Street, Jamestown, NY, 14701
Loan Status Date 2021-01-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 57732
Loan Approval Amount (current) 57732
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46391
Servicing Lender Name Manufacturers and Traders Trust Company
Servicing Lender Address One M & T Plaza, 15th Fl, BUFFALO, NY, 14203
Rural or Urban Indicator R
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Jamestown, CHAUTAUQUA, NY, 14701-0019
Project Congressional District NY-23
Number of Employees 10
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 46391
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address BUFFALO, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 58132.17
Forgiveness Paid Date 2020-12-31

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THE CORPORATION

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Related by address

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

DNL PROPERTIES LLC

Date of last update: 28 Mar 2025

Sources: New York Secretary of State

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