Summit Strategies Inc.
Plan context: Summit Strategies Inc. Profit Sharing Plan
EIN 04-3073544 • 8 filings • 2 plans
Current Snapshot
Latest Year
2007
2007 Participants
12
2007 Assets
$527,864
2007 Contributions
$31,723
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $0 | - |
| Summit Strategies Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2006 | 1 | 12 | $527,864 | $31,723 | $2,644iApproximate average salary by contribution assumption: employee only about $66,090 at 4% or $44,060 at 6%; with 50% employer match about $44,060 at 4% or $29,373 at 6%; with 100% employer match about $33,045 at 4% or $22,030 at 6%. |
| Summit Strategies Inc. Profit Sharing Plan | - | 12 | $527,864 | $31,723 | $2,644iApproximate average salary by contribution assumption: employee only about $66,090 at 4% or $44,060 at 6%; with 50% employer match about $44,060 at 4% or $29,373 at 6%; with 100% employer match about $33,045 at 4% or $22,030 at 6%. |
| 2005 | 1 | 13 | $1,480,732 | $163,919 | $12,609iApproximate average salary by contribution assumption: employee only about $315,229 at 4% or $210,153 at 6%; with 50% employer match about $210,153 at 4% or $140,102 at 6%; with 100% employer match about $157,614 at 4% or $105,076 at 6%. |
| Summit Strategies Inc. Profit Sharing Plan | - | 13 | $1,480,732 | $163,919 | $12,609iApproximate average salary by contribution assumption: employee only about $315,229 at 4% or $210,153 at 6%; with 50% employer match about $210,153 at 4% or $140,102 at 6%; with 100% employer match about $157,614 at 4% or $105,076 at 6%. |
| 2004 | 1 | 13 | $1,291,161 | $145,122 | $11,163iApproximate average salary by contribution assumption: employee only about $279,081 at 4% or $186,054 at 6%; with 50% employer match about $186,054 at 4% or $124,036 at 6%; with 100% employer match about $139,540 at 4% or $93,027 at 6%. |
| Summit Strategies Inc. Profit Sharing Plan | - | 13 | $1,291,161 | $145,122 | $11,163iApproximate average salary by contribution assumption: employee only about $279,081 at 4% or $186,054 at 6%; with 50% employer match about $186,054 at 4% or $124,036 at 6%; with 100% employer match about $139,540 at 4% or $93,027 at 6%. |
| 2003 | 1 | 13 | $1,150,760 | $91,305 | $7,023iApproximate average salary by contribution assumption: employee only about $175,587 at 4% or $117,058 at 6%; with 50% employer match about $117,058 at 4% or $78,038 at 6%; with 100% employer match about $87,793 at 4% or $58,529 at 6%. |
| Summit Strategies Inc. Profit Sharing Plan | - | 13 | $1,150,760 | $91,305 | $7,023iApproximate average salary by contribution assumption: employee only about $175,587 at 4% or $117,058 at 6%; with 50% employer match about $117,058 at 4% or $78,038 at 6%; with 100% employer match about $87,793 at 4% or $58,529 at 6%. |
| 2002 | 1 | 17 | $884,908 | $65,950 | $3,879iApproximate average salary by contribution assumption: employee only about $96,985 at 4% or $64,657 at 6%; with 50% employer match about $64,657 at 4% or $43,105 at 6%; with 100% employer match about $48,493 at 4% or $32,328 at 6%. |
| Summit Strategies Inc. Profit Sharing Plan | - | 17 | $884,908 | $65,950 | $3,879iApproximate average salary by contribution assumption: employee only about $96,985 at 4% or $64,657 at 6%; with 50% employer match about $64,657 at 4% or $43,105 at 6%; with 100% employer match about $48,493 at 4% or $32,328 at 6%. |
| 2001 | 1 | 20 | $0 | $0 | - |
| Summit Strategies Inc. Profit Sharing Plan | - | 20 | - | - | - |
| 2000 | 1 | 25 | $1,034,916 | $132,134 | $5,285iApproximate average salary by contribution assumption: employee only about $132,134 at 4% or $88,089 at 6%; with 50% employer match about $88,089 at 4% or $58,726 at 6%; with 100% employer match about $66,067 at 4% or $44,045 at 6%. |
| Summit Strategies Inc. Profit Sharing Plan | - | 25 | $1,034,916 | $132,134 | $5,285iApproximate average salary by contribution assumption: employee only about $132,134 at 4% or $88,089 at 6%; with 50% employer match about $88,089 at 4% or $58,726 at 6%; with 100% employer match about $66,067 at 4% or $44,045 at 6%. |