Civic Intelligence

Summit Asset Management Co Inc

Plan context: Summit Asset Management Co Inc 401K Profit Sharing Plan & Trust

EIN 11-3171422 • 5 filings • 2 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$84,827

2003 Contributions

$13,685

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$84,827$42,414$0199920012002YearValue
$84,827Latest year 2002

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420199920012003YearValue
2Latest year 2003

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200312$0$13,685$6,843iApproximate average salary by contribution assumption: employee only about $171,063 at 4% or $114,042 at 6%; with 50% employer match about $114,042 at 4% or $76,028 at 6%; with 100% employer match about $85,531 at 4% or $57,021 at 6%.
Summit Asset Management Co Inc 401K Profit Sharing Plan & Trust-2-$13,685$6,843iApproximate average salary by contribution assumption: employee only about $171,063 at 4% or $114,042 at 6%; with 50% employer match about $114,042 at 4% or $76,028 at 6%; with 100% employer match about $85,531 at 4% or $57,021 at 6%.
200212$84,827$37,529$18,765iApproximate average salary by contribution assumption: employee only about $469,113 at 4% or $312,742 at 6%; with 50% employer match about $312,742 at 4% or $208,494 at 6%; with 100% employer match about $234,556 at 4% or $156,371 at 6%.
Summit Asset Management Co Inc 401K Profit Sharing Plan & Trust-2$84,827$37,529$18,765iApproximate average salary by contribution assumption: employee only about $469,113 at 4% or $312,742 at 6%; with 50% employer match about $312,742 at 4% or $208,494 at 6%; with 100% employer match about $234,556 at 4% or $156,371 at 6%.
200114$70,904$34,793$8,698iApproximate average salary by contribution assumption: employee only about $217,456 at 4% or $144,971 at 6%; with 50% employer match about $144,971 at 4% or $96,647 at 6%; with 100% employer match about $108,728 at 4% or $72,485 at 6%.
Summit Asset Management Co Inc 401K Profit Sharing Plan & Trust-4$70,904$34,793$8,698iApproximate average salary by contribution assumption: employee only about $217,456 at 4% or $144,971 at 6%; with 50% employer match about $144,971 at 4% or $96,647 at 6%; with 100% employer match about $108,728 at 4% or $72,485 at 6%.
200014$0$0-
Summit Asset Management Co Inc 401K Profit Sharing Plan & Trust-4---
199913$18,550$16,432$5,477iApproximate average salary by contribution assumption: employee only about $136,933 at 4% or $91,289 at 6%; with 50% employer match about $91,289 at 4% or $60,859 at 6%; with 100% employer match about $68,467 at 4% or $45,644 at 6%.
Summit Asset Management Co Inc 401K Profit Sharing Plan & Trust-3$18,550$16,432$5,477iApproximate average salary by contribution assumption: employee only about $136,933 at 4% or $91,289 at 6%; with 50% employer match about $91,289 at 4% or $60,859 at 6%; with 100% employer match about $68,467 at 4% or $45,644 at 6%.