Civic Intelligence

Summit CPA Group LLC

Plan context: Summit CPA Group 401(K) Plan

EIN 11-3730017 • Fort Wayne, IN • 9 filings • 2 plans

9809 Dawson's Creek BoulevardFort Wayne, IN 46825
Current Snapshot

Latest Year

2021

2021 Participants

36

2021 Assets

$1,602,076

2021 Contributions

$154,175

Historical Graphs

Total Assets Over Time

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

$1,602,076$801,038$0201320172020YearValue
$1,602,076Latest year 2020

Participants Over Time

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

36180201320172020YearValue
36Latest year 2020

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
202110$0$154,175-
Summit CPA Group 401(K) Plan-0$0$154,175-
2020136$1,602,076$407,565$11,321iApproximate average salary by contribution assumption: employee only about $283,031 at 4% or $188,688 at 6%; with 50% employer match about $188,688 at 4% or $125,792 at 6%; with 100% employer match about $141,516 at 4% or $94,344 at 6%.
Summit CPA Group 401(K) Plan-36$1,602,076$407,565$11,321iApproximate average salary by contribution assumption: employee only about $283,031 at 4% or $188,688 at 6%; with 50% employer match about $188,688 at 4% or $125,792 at 6%; with 100% employer match about $141,516 at 4% or $94,344 at 6%.
2019133$1,095,544$288,227$8,734iApproximate average salary by contribution assumption: employee only about $218,354 at 4% or $145,569 at 6%; with 50% employer match about $145,569 at 4% or $97,046 at 6%; with 100% employer match about $109,177 at 4% or $72,785 at 6%.
Summit CPA Group 401(K) Plan-33$1,095,544$288,227$8,734iApproximate average salary by contribution assumption: employee only about $218,354 at 4% or $145,569 at 6%; with 50% employer match about $145,569 at 4% or $97,046 at 6%; with 100% employer match about $109,177 at 4% or $72,785 at 6%.
2018134$697,387$225,716$6,639iApproximate average salary by contribution assumption: employee only about $165,968 at 4% or $110,645 at 6%; with 50% employer match about $110,645 at 4% or $73,763 at 6%; with 100% employer match about $82,984 at 4% or $55,323 at 6%.
Summit CPA Group 401(K) Plan-34$697,387$225,716$6,639iApproximate average salary by contribution assumption: employee only about $165,968 at 4% or $110,645 at 6%; with 50% employer match about $110,645 at 4% or $73,763 at 6%; with 100% employer match about $82,984 at 4% or $55,323 at 6%.
2017130$541,994$313,407$10,447iApproximate average salary by contribution assumption: employee only about $261,173 at 4% or $174,115 at 6%; with 50% employer match about $174,115 at 4% or $116,077 at 6%; with 100% employer match about $130,586 at 4% or $87,058 at 6%.
Summit CPA Group 401(K) Plan-30$541,994$313,407$10,447iApproximate average salary by contribution assumption: employee only about $261,173 at 4% or $174,115 at 6%; with 50% employer match about $174,115 at 4% or $116,077 at 6%; with 100% employer match about $130,586 at 4% or $87,058 at 6%.
2016120$190,320$89,021$4,451iApproximate average salary by contribution assumption: employee only about $111,276 at 4% or $74,184 at 6%; with 50% employer match about $74,184 at 4% or $49,456 at 6%; with 100% employer match about $55,638 at 4% or $37,092 at 6%.
Summit CPA Group 401(K) Plan-20$190,320$89,021$4,451iApproximate average salary by contribution assumption: employee only about $111,276 at 4% or $74,184 at 6%; with 50% employer match about $74,184 at 4% or $49,456 at 6%; with 100% employer match about $55,638 at 4% or $37,092 at 6%.
2015113$112,944$54,741$4,211iApproximate average salary by contribution assumption: employee only about $105,271 at 4% or $70,181 at 6%; with 50% employer match about $70,181 at 4% or $46,787 at 6%; with 100% employer match about $52,636 at 4% or $35,090 at 6%.
Summit CPA Group 401(K) Plan-13$112,944$54,741$4,211iApproximate average salary by contribution assumption: employee only about $105,271 at 4% or $70,181 at 6%; with 50% employer match about $70,181 at 4% or $46,787 at 6%; with 100% employer match about $52,636 at 4% or $35,090 at 6%.
2014112$61,579$32,347$2,696iApproximate average salary by contribution assumption: employee only about $67,390 at 4% or $44,926 at 6%; with 50% employer match about $44,926 at 4% or $29,951 at 6%; with 100% employer match about $33,695 at 4% or $22,463 at 6%.
Summit CPA Group 401(K) Plan-12$61,579$32,347$2,696iApproximate average salary by contribution assumption: employee only about $67,390 at 4% or $44,926 at 6%; with 50% employer match about $44,926 at 4% or $29,951 at 6%; with 100% employer match about $33,695 at 4% or $22,463 at 6%.
201318$26,730$33,334$4,167iApproximate average salary by contribution assumption: employee only about $104,169 at 4% or $69,446 at 6%; with 50% employer match about $69,446 at 4% or $46,297 at 6%; with 100% employer match about $52,084 at 4% or $34,723 at 6%.
Summit CPA Group 401(K) Plan-8$26,730$33,334$4,167iApproximate average salary by contribution assumption: employee only about $104,169 at 4% or $69,446 at 6%; with 50% employer match about $69,446 at 4% or $46,297 at 6%; with 100% employer match about $52,084 at 4% or $34,723 at 6%.