SUMMIT ACCOUNTANCY GROUP, INC. is a California corporation, registered on July 30, 1984. It is based at 405 EWELL CT, APTOS, CA, 95003, United States. The company is currently listed as active on the California register, is registered under company number 1314366 and carries EIN 770035336. Its officers and directors on record include Cate Lea Miller, Sheri L Billings, Sheri L Billings, among 6 on file. Public records for the company include 1 SoS registration, 1 federal contract, 1 loan record and 12 Form 5500 filings. Every fact here is republished from an official public register and traces back to a primary source document.
| Legal entity name | SUMMIT ACCOUNTANCY GROUP, INC. |
|---|---|
| Principal address | 405 EWELL CTAPTOS95003CAUnited States |
| Mailing address | 405 EWELL CT, APTOS, CA, 95003, US |
| Registration state | California |
| Status | Active |
| Registered | 30 July 1984 (about 42 years ago) |
| Officers & directors | Cate Lea Miller, directorSheri L Billings, director, officerSHERI LEA BILLINGS, officerCate Miller, officer, director |
| Entity type | Corporation |
| Standing | compliant |
|---|
| Company number | 1314366 |
|---|
| EIN | 770035336 |
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| Employees (modeled) | ≈9 employees2023 |
|---|
| Registered agent | SHERI LEA BILLINGS |
|---|
| Source registry | California Secretary of State · updated 10 August 2026 |
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| Public records | 1 SoS registration |
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| Est. revenue (modeled) | $2.1M2023 |
|---|---|
| Federal contractor | Yes · 1 federal recipient record (SAM) |
| SBA loans | $145K · approved amounts |
| State | Business name | Filed | Registered agent | Officers | Status | |
|---|---|---|---|---|---|---|
| CaliforniaTHIS | SUMMIT ACCOUNTANCY GROUP, INC. | 1984-07-30 | SHERI LEA BILLINGS | Cate Lea MillerDirectorSheri L BillingsDirector, Officer2 more | Active | |
Filing ID 1314366 Jurisdiction Domestic · Corporation Principal address 405 EWELL CT, APTOS, CA, 95003, United States Registered agent SHERI LEA BILLINGS2425 PORTER ST #14, SOQUEL, CA, 95073 Officers Cate Lea MillerDirector Sheri L BillingsDirector, Officer SHERI LEA BILLINGSOfficer Cate MillerOfficer, Director | ||||||
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| Amount | Approved | Lender | Jobs | Status | |
|---|---|---|---|---|---|
| $144,550 | 04/12/2020 | Santa Cruz County Bank | 12 | Paid in Full | |
Employee-benefit plan filings by SUMMIT ACCOUNTANCY GROUP, INC. with the Department of Labor. Employee and revenue figures are modeled estimates derived from retirement-plan participant counts and industry ratios — not official headcount or reported revenue.
| Employees (modeled) | ≈9 · plan year 2023 |
|---|---|
| Est. annual revenue (modeled) | $2.1M |
| Benefit plans | 401(k) plan on file · plan terminated |
| Filing history | 25 plan years filed, 1999–2023 |
| Sponsor EIN | 77-0035336 |
| Plan year | Employees (est.) | Participants | Plan assets | Revenue (est.) | 401(k) | |
|---|---|---|---|---|---|---|
| 2023 | ≈9 | 8 | — | $2.1M | 401(k) | |
| 2022 | ≈9 | 10 (8 active) | $2.6M | $2.8M | 401(k) | |
| 2021 | ≈11 | 10 (10 active) | $3.1M | $3.1M | 401(k) | |
| 2020 | ≈10 | 9 (9 active) | $2.8M | $2.9M | 401(k) | |
| 2019 | ≈10 | 9 (9 active) | $2.3M | $2.6M | 401(k) | |
| 2018 | ≈10 | 11 (9 active) | $1.8M | $2.6M | 401(k) | |
| 2017 | ≈10 | 11 (9 active) | $2M | $2.9M | 401(k) | |
| 2016 | ≈9 | 10 (8 active) | $1.7M | $2.4M | 401(k) | |
| 2015 | ≈10 | 11 (9 active) | $1.8M | $2.5M | 401(k) | |
| 2014 | ≈11 | 11 (10 active) | $1.7M | $2.7M | 401(k) | |
Matched Form 5500 filing records:
| Plan | Plan year | Participants | EIN | |
|---|---|---|---|---|
| SUMMIT ACCOUNTANCY GROUP, INC. 401(K) PLAN | — | — | — | |
| SUMMIT ACCOUNTANCY GROUP, INC. 401(K) PLAN | — | — | — | |
| SUMMIT ACCOUNTANCY GROUP, INC. 401(K) PLAN | — | — | — | |
| SUMMIT ACCOUNTANCY GROUP, INC. 401(K) PLAN | — | — | — | |
| FROSHMAN, BILLINGS & LEWANDOWSKI C.P.A.S, & ADVISORS, INC. 401(K) PLAN | — | — | — | |
| SUMMIT ACCOUNTANCY GROUP, INC. 401(K) PLAN | — | — | — | |
| SUMMIT ACCOUNTANCY GROUP, INC. 401(K) PLAN | — | — | — | |
| SUMMIT ACCOUNTANCY GROUP, INC. 401(K) PLAN | — | — | — | |
| SUMMIT ACCOUNTANCY GROUP, INC. 401(K) PLAN | — | — | — | |
| SUMMIT ACCOUNTANCY GROUP, INC. 401(K) PLAN | — | — | — | |
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Netstate aggregates public records from federal, state and municipal sources; records are matched to this company by its registered legal names. Latest source snapshot 2026-08-13. Document getpalm-companies/3353-8686-5316.