Civic Intelligence

Summit Wealth Group LLC

Plan context: Summit Wealth Group 401(K) Plan

EIN 20-0402320 • White River Junction, VT • 27 filings • 5 plans

205 Billings Farm RoadSuite 2AWhite River Junction, VT 05001
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$8,944,391

2025 Contributions

$596,723

Historical Graphs

Total Assets Over Time

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

$8,944,391$4,472,196$0200420152025YearValue
$8,944,391Latest year 2025

Participants Over Time

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

1580200420152025YearValue
11Latest year 2025

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
2025211$8,944,391$596,723$54,248iApproximate average salary by contribution assumption: employee only about $1,356,189 at 4% or $904,126 at 6%; with 50% employer match about $904,126 at 4% or $602,751 at 6%; with 100% employer match about $678,094 at 4% or $452,063 at 6%.
Summit Wealth Group 401(K) Plan-11$7,235,713$325,060$29,551iApproximate average salary by contribution assumption: employee only about $738,773 at 4% or $492,515 at 6%; with 50% employer match about $492,515 at 4% or $328,343 at 6%; with 100% employer match about $369,386 at 4% or $246,258 at 6%.
SUMMIT WEALTH GROUP CASH BALANCE PLAN-11$1,708,678$271,663$24,697iApproximate average salary by contribution assumption: employee only about $617,416 at 4% or $411,611 at 6%; with 50% employer match about $411,611 at 4% or $274,407 at 6%; with 100% employer match about $308,708 at 4% or $205,805 at 6%.
2024212$7,036,719$674,202$56,184iApproximate average salary by contribution assumption: employee only about $1,404,588 at 4% or $936,392 at 6%; with 50% employer match about $936,392 at 4% or $624,261 at 6%; with 100% employer match about $702,294 at 4% or $468,196 at 6%.
Summit Wealth Group 401(K) Plan-12$5,804,039$334,850$27,904iApproximate average salary by contribution assumption: employee only about $697,604 at 4% or $465,069 at 6%; with 50% employer match about $465,069 at 4% or $310,046 at 6%; with 100% employer match about $348,802 at 4% or $232,535 at 6%.
SUMMIT WEALTH GROUP CASH BALANCE PLAN-11$1,232,680$339,352$30,850iApproximate average salary by contribution assumption: employee only about $771,255 at 4% or $514,170 at 6%; with 50% employer match about $514,170 at 4% or $342,780 at 6%; with 100% employer match about $385,627 at 4% or $257,085 at 6%.
2023213$5,472,721$587,222$45,171iApproximate average salary by contribution assumption: employee only about $1,129,273 at 4% or $752,849 at 6%; with 50% employer match about $752,849 at 4% or $501,899 at 6%; with 100% employer match about $564,637 at 4% or $376,424 at 6%.
Summit Wealth Group 401(K) Plan-13$4,612,231$316,070$24,313iApproximate average salary by contribution assumption: employee only about $607,827 at 4% or $405,218 at 6%; with 50% employer match about $405,218 at 4% or $270,145 at 6%; with 100% employer match about $303,913 at 4% or $202,609 at 6%.
SUMMIT WEALTH GROUP, LLC CASH BALANCE PLAN-11$860,490$271,152$24,650iApproximate average salary by contribution assumption: employee only about $616,255 at 4% or $410,836 at 6%; with 50% employer match about $410,836 at 4% or $273,891 at 6%; with 100% employer match about $308,127 at 4% or $205,418 at 6%.
2022213$4,175,370$1,546,069$118,928iApproximate average salary by contribution assumption: employee only about $2,973,210 at 4% or $1,982,140 at 6%; with 50% employer match about $1,982,140 at 4% or $1,321,426 at 6%; with 100% employer match about $1,486,605 at 4% or $991,070 at 6%.
Summit Wealth Group 401(K) Plan-13$3,674,265$1,274,729$98,056iApproximate average salary by contribution assumption: employee only about $2,451,402 at 4% or $1,634,268 at 6%; with 50% employer match about $1,634,268 at 4% or $1,089,512 at 6%; with 100% employer match about $1,225,701 at 4% or $817,134 at 6%.
SUMMIT WEALTH GROUP CASH BALANCE PLAN-13$501,105$271,340$20,872iApproximate average salary by contribution assumption: employee only about $521,808 at 4% or $347,872 at 6%; with 50% employer match about $347,872 at 4% or $231,915 at 6%; with 100% employer match about $260,904 at 4% or $173,936 at 6%.
2021212$3,202,017$544,940$45,412iApproximate average salary by contribution assumption: employee only about $1,135,292 at 4% or $756,861 at 6%; with 50% employer match about $756,861 at 4% or $504,574 at 6%; with 100% employer match about $567,646 at 4% or $378,431 at 6%.
Summit Wealth Group 401(K) Plan-12$2,942,827$285,750$23,813iApproximate average salary by contribution assumption: employee only about $595,313 at 4% or $396,875 at 6%; with 50% employer match about $396,875 at 4% or $264,583 at 6%; with 100% employer match about $297,656 at 4% or $198,438 at 6%.
SUMMIT WEALTH GROUP CASH BALANCE PLAN-12$259,190$259,190$21,599iApproximate average salary by contribution assumption: employee only about $539,979 at 4% or $359,986 at 6%; with 50% employer match about $359,986 at 4% or $239,991 at 6%; with 100% employer match about $269,990 at 4% or $179,993 at 6%.
2020111$2,412,054$233,425$21,220iApproximate average salary by contribution assumption: employee only about $530,511 at 4% or $353,674 at 6%; with 50% employer match about $353,674 at 4% or $235,783 at 6%; with 100% employer match about $265,256 at 4% or $176,837 at 6%.
Summit Wealth Group 401(K) Plan-11$2,412,054$233,425$21,220iApproximate average salary by contribution assumption: employee only about $530,511 at 4% or $353,674 at 6%; with 50% employer match about $353,674 at 4% or $235,783 at 6%; with 100% employer match about $265,256 at 4% or $176,837 at 6%.
2019111$1,819,341$222,735$20,249iApproximate average salary by contribution assumption: employee only about $506,216 at 4% or $337,477 at 6%; with 50% employer match about $337,477 at 4% or $224,985 at 6%; with 100% employer match about $253,108 at 4% or $168,739 at 6%.
Summit Wealth Group 401(K) Plan-11$1,819,341$222,735$20,249iApproximate average salary by contribution assumption: employee only about $506,216 at 4% or $337,477 at 6%; with 50% employer match about $337,477 at 4% or $224,985 at 6%; with 100% employer match about $253,108 at 4% or $168,739 at 6%.
2018112$1,283,823$219,074$18,256iApproximate average salary by contribution assumption: employee only about $456,404 at 4% or $304,269 at 6%; with 50% employer match about $304,269 at 4% or $202,846 at 6%; with 100% employer match about $228,202 at 4% or $152,135 at 6%.
Summit Wealth Group 401(K) Plan-12$1,283,823$219,074$18,256iApproximate average salary by contribution assumption: employee only about $456,404 at 4% or $304,269 at 6%; with 50% employer match about $304,269 at 4% or $202,846 at 6%; with 100% employer match about $228,202 at 4% or $152,135 at 6%.
2017114$1,223,687$206,791$14,771iApproximate average salary by contribution assumption: employee only about $369,270 at 4% or $246,180 at 6%; with 50% employer match about $246,180 at 4% or $164,120 at 6%; with 100% employer match about $184,635 at 4% or $123,090 at 6%.
Summit Wealth Group 401(K) Plan-14$1,223,687$206,791$14,771iApproximate average salary by contribution assumption: employee only about $369,270 at 4% or $246,180 at 6%; with 50% employer match about $246,180 at 4% or $164,120 at 6%; with 100% employer match about $184,635 at 4% or $123,090 at 6%.
2016112$847,506$153,315$12,776iApproximate average salary by contribution assumption: employee only about $319,406 at 4% or $212,938 at 6%; with 50% employer match about $212,938 at 4% or $141,958 at 6%; with 100% employer match about $159,703 at 4% or $106,469 at 6%.
Summit Wealth Group 401(K) Plan-12$847,506$153,315$12,776iApproximate average salary by contribution assumption: employee only about $319,406 at 4% or $212,938 at 6%; with 50% employer match about $212,938 at 4% or $141,958 at 6%; with 100% employer match about $159,703 at 4% or $106,469 at 6%.
2015115$1,163,918$189,520$12,635iApproximate average salary by contribution assumption: employee only about $315,867 at 4% or $210,578 at 6%; with 50% employer match about $210,578 at 4% or $140,385 at 6%; with 100% employer match about $157,933 at 4% or $105,289 at 6%.
Summit Wealth Group 401(K) Plan-15$1,163,918$189,520$12,635iApproximate average salary by contribution assumption: employee only about $315,867 at 4% or $210,578 at 6%; with 50% employer match about $210,578 at 4% or $140,385 at 6%; with 100% employer match about $157,933 at 4% or $105,289 at 6%.
2014113$1,166,576$180,230$13,864iApproximate average salary by contribution assumption: employee only about $346,596 at 4% or $231,064 at 6%; with 50% employer match about $231,064 at 4% or $154,043 at 6%; with 100% employer match about $173,298 at 4% or $115,532 at 6%.
Summit Wealth Group 401(K) Plan-13$1,166,576$180,230$13,864iApproximate average salary by contribution assumption: employee only about $346,596 at 4% or $231,064 at 6%; with 50% employer match about $231,064 at 4% or $154,043 at 6%; with 100% employer match about $173,298 at 4% or $115,532 at 6%.
2013111$957,090$150,258$13,660iApproximate average salary by contribution assumption: employee only about $341,495 at 4% or $227,664 at 6%; with 50% employer match about $227,664 at 4% or $151,776 at 6%; with 100% employer match about $170,748 at 4% or $113,832 at 6%.
Summit Wealth Group 401(K) Plan-11$957,090$150,258$13,660iApproximate average salary by contribution assumption: employee only about $341,495 at 4% or $227,664 at 6%; with 50% employer match about $227,664 at 4% or $151,776 at 6%; with 100% employer match about $170,748 at 4% or $113,832 at 6%.
201218$721,227$114,466$14,308iApproximate average salary by contribution assumption: employee only about $357,706 at 4% or $238,471 at 6%; with 50% employer match about $238,471 at 4% or $158,981 at 6%; with 100% employer match about $178,853 at 4% or $119,235 at 6%.
Summit Wealth Group 401(K) Plan-8$721,227$114,466$14,308iApproximate average salary by contribution assumption: employee only about $357,706 at 4% or $238,471 at 6%; with 50% employer match about $238,471 at 4% or $158,981 at 6%; with 100% employer match about $178,853 at 4% or $119,235 at 6%.
201118$524,724$95,678$11,960iApproximate average salary by contribution assumption: employee only about $298,994 at 4% or $199,329 at 6%; with 50% employer match about $199,329 at 4% or $132,886 at 6%; with 100% employer match about $149,497 at 4% or $99,665 at 6%.
Summit Wealth Group 401(K) Plan-8$524,724$95,678$11,960iApproximate average salary by contribution assumption: employee only about $298,994 at 4% or $199,329 at 6%; with 50% employer match about $199,329 at 4% or $132,886 at 6%; with 100% employer match about $149,497 at 4% or $99,665 at 6%.
201017$448,254$71,570$10,224iApproximate average salary by contribution assumption: employee only about $255,607 at 4% or $170,405 at 6%; with 50% employer match about $170,405 at 4% or $113,603 at 6%; with 100% employer match about $127,804 at 4% or $85,202 at 6%.
Summit Wealth Group 401(K) Plan-7$448,254$71,570$10,224iApproximate average salary by contribution assumption: employee only about $255,607 at 4% or $170,405 at 6%; with 50% employer match about $170,405 at 4% or $113,603 at 6%; with 100% employer match about $127,804 at 4% or $85,202 at 6%.
200917$329,207$27,872$3,982iApproximate average salary by contribution assumption: employee only about $99,543 at 4% or $66,362 at 6%; with 50% employer match about $66,362 at 4% or $44,241 at 6%; with 100% employer match about $49,771 at 4% or $33,181 at 6%.
Summit Wealth Group 401(K) Plan-7$329,207$27,872$3,982iApproximate average salary by contribution assumption: employee only about $99,543 at 4% or $66,362 at 6%; with 50% employer match about $66,362 at 4% or $44,241 at 6%; with 100% employer match about $49,771 at 4% or $33,181 at 6%.
200815$277,935$48,131$9,626iApproximate average salary by contribution assumption: employee only about $240,655 at 4% or $160,437 at 6%; with 50% employer match about $160,437 at 4% or $106,958 at 6%; with 100% employer match about $120,328 at 4% or $80,218 at 6%.
Summit Wealth Group 401(K) Plan-5$277,935$48,131$9,626iApproximate average salary by contribution assumption: employee only about $240,655 at 4% or $160,437 at 6%; with 50% employer match about $160,437 at 4% or $106,958 at 6%; with 100% employer match about $120,328 at 4% or $80,218 at 6%.
200716$0$0-
Summit Wealth Group 401(K) Plan-6---
200616$272,023$132,672$22,112iApproximate average salary by contribution assumption: employee only about $552,800 at 4% or $368,533 at 6%; with 50% employer match about $368,533 at 4% or $245,689 at 6%; with 100% employer match about $276,400 at 4% or $184,267 at 6%.
Summit Wealth Group 401(K) Plan-6$272,023$132,672$22,112iApproximate average salary by contribution assumption: employee only about $552,800 at 4% or $368,533 at 6%; with 50% employer match about $368,533 at 4% or $245,689 at 6%; with 100% employer match about $276,400 at 4% or $184,267 at 6%.
200514$119,631$54,140$13,535iApproximate average salary by contribution assumption: employee only about $338,375 at 4% or $225,583 at 6%; with 50% employer match about $225,583 at 4% or $150,389 at 6%; with 100% employer match about $169,188 at 4% or $112,792 at 6%.
Summit Wealth Group 401(K) Plan-4$119,631$54,140$13,535iApproximate average salary by contribution assumption: employee only about $338,375 at 4% or $225,583 at 6%; with 50% employer match about $225,583 at 4% or $150,389 at 6%; with 100% employer match about $169,188 at 4% or $112,792 at 6%.
200414$60,211$57,394$14,349iApproximate average salary by contribution assumption: employee only about $358,713 at 4% or $239,142 at 6%; with 50% employer match about $239,142 at 4% or $159,428 at 6%; with 100% employer match about $179,356 at 4% or $119,571 at 6%.
Summit Wealth Group 401(K) Plan-4$60,211$57,394$14,349iApproximate average salary by contribution assumption: employee only about $358,713 at 4% or $239,142 at 6%; with 50% employer match about $239,142 at 4% or $159,428 at 6%; with 100% employer match about $179,356 at 4% or $119,571 at 6%.