| Entity Name: | Summit Administration LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 06 Jan 2003 |
| Business ALEI: | 0735787 |
| Annual report due: | 31 Mar 2026 |
| NAICS code: | 523150 - Investment Banking and Securities Intermediation |
| Business address: | 13 MARTIN DRIVE, OXFORD, CT, 06478, United States |
| Mailing address: | 13 MARTIN DRIVE, OXFORD, CT, United States, 06478 |
| ZIP code: | 06478 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | keith.w.somers@gmail.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUMMIT ADMINISTRATION LLC 401(K) PROFIT SHARING PLAN & TRUST | 2023 | 432067164 | 2024-05-05 | SUMMIT ADMINISTRATION LLC | 1 | |||||||||||||||||||||||||||||||
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| Administrator’s EIN | 471637791 |
| Plan administrator’s name | ERISA FIDUCIARY SERVICES, INC. |
| Plan administrator’s address | 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788 |
| Administrator’s telephone number | 6312490500 |
Signature of
| Role | Plan administrator |
| Date | 2024-05-05 |
| Name of individual signing | ERISA FIDUCIARY SERVICES |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| Anthony Monelli | Agent | 935 White Plains Rd, Trumbull, CT, 06611-4547, United States | 935 White Plains Rd, Trumbull, CT, 06611-4547, United States | +1 203-824-3328 | anthony@monellilaw.com | 935 White Plains Rd, Ste 213, Trumbull, CT, 06611-4547, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Keith Somers | Officer | 13 Martin Dr, Oxford, CT, 06478, United States | 13 Martin Dr, Oxford, CT, 06478, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | SUMMIT FINANCIAL MANAGEMENT, LLC | Summit Administration LLC | 2022-03-16 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012954874 | 2025-01-08 | No data | Annual Report | Annual Report | No data |
| BF-0012334518 | 2024-02-23 | No data | Annual Report | Annual Report | No data |
| BF-0011269242 | 2023-05-30 | No data | Annual Report | Annual Report | No data |
| BF-0009546893 | 2022-03-24 | No data | Annual Report | Annual Report | 2019 |
| BF-0009546890 | 2022-03-24 | No data | Annual Report | Annual Report | 2017 |
| BF-0010015514 | 2022-03-24 | No data | Annual Report | Annual Report | No data |
| BF-0009546889 | 2022-03-24 | No data | Annual Report | Annual Report | 2015 |
| BF-0009546891 | 2022-03-24 | No data | Annual Report | Annual Report | 2016 |
| BF-0009546887 | 2022-03-24 | No data | Annual Report | Annual Report | 2018 |
| BF-0009546892 | 2022-03-24 | No data | Annual Report | Annual Report | 2020 |
Date of last update: 20 Jan 2025
Sources: Connecticut's Official State Website
