Civic Intelligence

Summit Investment Advisors LLC

Plan context: Summit Investment Advisors 401(K) Profit Sharing Plan

EIN 20-2691624 • Roseville, MN • 26 filings • 4 plans

3065 Centre Pointe Drive, Suite 2Roseville, MN 55113
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$5,411,812

2024 Contributions

$415,538

Historical Graphs

Total Assets Over Time

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

$5,411,812$2,705,906$0200620152024YearValue
$5,411,812Latest year 2024

Participants Over Time

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

1260200620152024YearValue
12Latest year 2024

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
2024212$5,411,812$415,538$34,628iApproximate average salary by contribution assumption: employee only about $865,704 at 4% or $577,136 at 6%; with 50% employer match about $577,136 at 4% or $384,757 at 6%; with 100% employer match about $432,852 at 4% or $288,568 at 6%.
Summit Investment Advisors 401(K) Profit Sharing Plan-12$3,637,656$185,538$15,462iApproximate average salary by contribution assumption: employee only about $386,538 at 4% or $257,692 at 6%; with 50% employer match about $257,692 at 4% or $171,794 at 6%; with 100% employer match about $193,269 at 4% or $128,846 at 6%.
Summit Investment Advisors Inc. Cash Balance Pension Plan-5$1,774,156$230,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
2023212$4,274,033$394,244$32,854iApproximate average salary by contribution assumption: employee only about $821,342 at 4% or $547,561 at 6%; with 50% employer match about $547,561 at 4% or $365,041 at 6%; with 100% employer match about $410,671 at 4% or $273,781 at 6%.
Summit Investment Advisors 401(K) Profit Sharing Plan-12$2,907,818$174,244$14,520iApproximate average salary by contribution assumption: employee only about $363,008 at 4% or $242,006 at 6%; with 50% employer match about $242,006 at 4% or $161,337 at 6%; with 100% employer match about $181,504 at 4% or $121,003 at 6%.
Summit Investment Advisors Inc. Cash Balance Pension Plan-5$1,366,215$220,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
2022211$3,243,363$379,277$34,480iApproximate average salary by contribution assumption: employee only about $861,993 at 4% or $574,662 at 6%; with 50% employer match about $574,662 at 4% or $383,108 at 6%; with 100% employer match about $430,997 at 4% or $287,331 at 6%.
Summit Investment Advisors 401(K) Profit Sharing Plan-11$2,258,519$179,267$16,297iApproximate average salary by contribution assumption: employee only about $407,425 at 4% or $271,617 at 6%; with 50% employer match about $271,617 at 4% or $181,078 at 6%; with 100% employer match about $203,713 at 4% or $135,808 at 6%.
Summit Investment Advisors Inc. Cash Balance Pension Plan-5$984,844$200,010$40,002iApproximate average salary by contribution assumption: employee only about $1,000,050 at 4% or $666,700 at 6%; with 50% employer match about $666,700 at 4% or $444,467 at 6%; with 100% employer match about $500,025 at 4% or $333,350 at 6%.
202129$3,831,964$766,858$85,206iApproximate average salary by contribution assumption: employee only about $2,130,161 at 4% or $1,420,107 at 6%; with 50% employer match about $1,420,107 at 4% or $946,738 at 6%; with 100% employer match about $1,065,081 at 4% or $710,054 at 6%.
Summit Investment Advisors 401(K) Profit Sharing Plan-9$2,902,866$616,858$68,540iApproximate average salary by contribution assumption: employee only about $1,713,494 at 4% or $1,142,330 at 6%; with 50% employer match about $1,142,330 at 4% or $761,553 at 6%; with 100% employer match about $856,747 at 4% or $571,165 at 6%.
Summit Investment Advisors Inc. Cash Balance Pension Plan-6$929,098$150,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
202028$2,586,967$338,855$42,357iApproximate average salary by contribution assumption: employee only about $1,058,922 at 4% or $705,948 at 6%; with 50% employer match about $705,948 at 4% or $470,632 at 6%; with 100% employer match about $529,461 at 4% or $352,974 at 6%.
Summit Investment Advisors 401(K) Profit Sharing Plan-8$1,901,383$149,950$18,744iApproximate average salary by contribution assumption: employee only about $468,594 at 4% or $312,396 at 6%; with 50% employer match about $312,396 at 4% or $208,264 at 6%; with 100% employer match about $234,297 at 4% or $156,198 at 6%.
Summit Investment Advisors Inc. Cash Balance Pension Plan-8$685,584$188,905$23,613iApproximate average salary by contribution assumption: employee only about $590,328 at 4% or $393,552 at 6%; with 50% employer match about $393,552 at 4% or $262,368 at 6%; with 100% employer match about $295,164 at 4% or $196,776 at 6%.
201928$1,929,169$333,101$41,638iApproximate average salary by contribution assumption: employee only about $1,040,941 at 4% or $693,960 at 6%; with 50% employer match about $693,960 at 4% or $462,640 at 6%; with 100% employer match about $520,470 at 4% or $346,980 at 6%.
Summit Investment Advisors 401(K) Profit Sharing Plan-8$1,479,358$121,873$15,234iApproximate average salary by contribution assumption: employee only about $380,853 at 4% or $253,902 at 6%; with 50% employer match about $253,902 at 4% or $169,268 at 6%; with 100% employer match about $190,427 at 4% or $126,951 at 6%.
Summit Investment Advisors Inc. Cash Balance Pension Plan-8$449,811$211,228$26,404iApproximate average salary by contribution assumption: employee only about $660,088 at 4% or $440,058 at 6%; with 50% employer match about $440,058 at 4% or $293,372 at 6%; with 100% employer match about $330,044 at 4% or $220,029 at 6%.
2018212$1,474,764$331,100$27,592iApproximate average salary by contribution assumption: employee only about $689,792 at 4% or $459,861 at 6%; with 50% employer match about $459,861 at 4% or $306,574 at 6%; with 100% employer match about $344,896 at 4% or $229,931 at 6%.
Summit Investment Advisors 401(K) Profit Sharing Plan-7$1,265,242$121,578$17,368iApproximate average salary by contribution assumption: employee only about $434,207 at 4% or $289,471 at 6%; with 50% employer match about $289,471 at 4% or $192,981 at 6%; with 100% employer match about $217,104 at 4% or $144,736 at 6%.
Summit Investment Advisors Inc. Cash Balance Pension Plan-12$209,522$209,522$17,460iApproximate average salary by contribution assumption: employee only about $436,504 at 4% or $291,003 at 6%; with 50% employer match about $291,003 at 4% or $194,002 at 6%; with 100% employer match about $218,252 at 4% or $145,501 at 6%.
201715$1,219,233$110,342$22,068iApproximate average salary by contribution assumption: employee only about $551,710 at 4% or $367,807 at 6%; with 50% employer match about $367,807 at 4% or $245,204 at 6%; with 100% employer match about $275,855 at 4% or $183,903 at 6%.
Summit Investment Advisors 401(K) Profit Sharing Plan-5$1,219,233$110,342$22,068iApproximate average salary by contribution assumption: employee only about $551,710 at 4% or $367,807 at 6%; with 50% employer match about $367,807 at 4% or $245,204 at 6%; with 100% employer match about $275,855 at 4% or $183,903 at 6%.
201616$934,574$114,891$19,149iApproximate average salary by contribution assumption: employee only about $478,713 at 4% or $319,142 at 6%; with 50% employer match about $319,142 at 4% or $212,761 at 6%; with 100% employer match about $239,356 at 4% or $159,571 at 6%.
Summit Investment Advisors 401(K) Profit Sharing Plan-6$934,574$114,891$19,149iApproximate average salary by contribution assumption: employee only about $478,713 at 4% or $319,142 at 6%; with 50% employer match about $319,142 at 4% or $212,761 at 6%; with 100% employer match about $239,356 at 4% or $159,571 at 6%.
201515$737,923$111,328$22,266iApproximate average salary by contribution assumption: employee only about $556,640 at 4% or $371,093 at 6%; with 50% employer match about $371,093 at 4% or $247,396 at 6%; with 100% employer match about $278,320 at 4% or $185,547 at 6%.
Summit Investment Advisors 401(K) Profit Sharing Plan-5$737,923$111,328$22,266iApproximate average salary by contribution assumption: employee only about $556,640 at 4% or $371,093 at 6%; with 50% employer match about $371,093 at 4% or $247,396 at 6%; with 100% employer match about $278,320 at 4% or $185,547 at 6%.
201414$633,820$79,017$19,754iApproximate average salary by contribution assumption: employee only about $493,856 at 4% or $329,238 at 6%; with 50% employer match about $329,238 at 4% or $219,492 at 6%; with 100% employer match about $246,928 at 4% or $164,619 at 6%.
Summit Investment Advisors 401(K) Profit Sharing Plan-4$633,820$79,017$19,754iApproximate average salary by contribution assumption: employee only about $493,856 at 4% or $329,238 at 6%; with 50% employer match about $329,238 at 4% or $219,492 at 6%; with 100% employer match about $246,928 at 4% or $164,619 at 6%.
201313$496,036$70,542$23,514iApproximate average salary by contribution assumption: employee only about $587,850 at 4% or $391,900 at 6%; with 50% employer match about $391,900 at 4% or $261,267 at 6%; with 100% employer match about $293,925 at 4% or $195,950 at 6%.
Summit Investment Advisors 401(K) Profit Sharing Plan-3$496,036$70,542$23,514iApproximate average salary by contribution assumption: employee only about $587,850 at 4% or $391,900 at 6%; with 50% employer match about $391,900 at 4% or $261,267 at 6%; with 100% employer match about $293,925 at 4% or $195,950 at 6%.
201213$338,071$64,238$21,413iApproximate average salary by contribution assumption: employee only about $535,317 at 4% or $356,878 at 6%; with 50% employer match about $356,878 at 4% or $237,919 at 6%; with 100% employer match about $267,658 at 4% or $178,439 at 6%.
Summit Investment Advisors 401(K) Profit Sharing Plan-3$338,071$64,238$21,413iApproximate average salary by contribution assumption: employee only about $535,317 at 4% or $356,878 at 6%; with 50% employer match about $356,878 at 4% or $237,919 at 6%; with 100% employer match about $267,658 at 4% or $178,439 at 6%.
201112$300,978$73,907$36,954iApproximate average salary by contribution assumption: employee only about $923,838 at 4% or $615,892 at 6%; with 50% employer match about $615,892 at 4% or $410,594 at 6%; with 100% employer match about $461,919 at 4% or $307,946 at 6%.
Summit Investment Advisors 401(K) Profit Sharing Plan-2$300,978$73,907$36,954iApproximate average salary by contribution assumption: employee only about $923,838 at 4% or $615,892 at 6%; with 50% employer match about $615,892 at 4% or $410,594 at 6%; with 100% employer match about $461,919 at 4% or $307,946 at 6%.
201013$262,394$78,981$26,327iApproximate average salary by contribution assumption: employee only about $658,175 at 4% or $438,783 at 6%; with 50% employer match about $438,783 at 4% or $292,522 at 6%; with 100% employer match about $329,088 at 4% or $219,392 at 6%.
Summit Investment Advisors 401(K) Profit Sharing Plan-3$262,394$78,981$26,327iApproximate average salary by contribution assumption: employee only about $658,175 at 4% or $438,783 at 6%; with 50% employer match about $438,783 at 4% or $292,522 at 6%; with 100% employer match about $329,088 at 4% or $219,392 at 6%.
200913$158,039$28,015$9,338iApproximate average salary by contribution assumption: employee only about $233,458 at 4% or $155,639 at 6%; with 50% employer match about $155,639 at 4% or $103,759 at 6%; with 100% employer match about $116,729 at 4% or $77,819 at 6%.
Summit Investment Advisors 401(K) Profit Sharing Plan-3$158,039$28,015$9,338iApproximate average salary by contribution assumption: employee only about $233,458 at 4% or $155,639 at 6%; with 50% employer match about $155,639 at 4% or $103,759 at 6%; with 100% employer match about $116,729 at 4% or $77,819 at 6%.
200813$88,745$43,968$14,656iApproximate average salary by contribution assumption: employee only about $366,400 at 4% or $244,267 at 6%; with 50% employer match about $244,267 at 4% or $162,844 at 6%; with 100% employer match about $183,200 at 4% or $122,133 at 6%.
Summit Investment Advisors 401(K) Profit Sharing Plan-3$88,745$43,968$14,656iApproximate average salary by contribution assumption: employee only about $366,400 at 4% or $244,267 at 6%; with 50% employer match about $244,267 at 4% or $162,844 at 6%; with 100% employer match about $183,200 at 4% or $122,133 at 6%.
200711$102,269$54,914$54,914iApproximate average salary by contribution assumption: employee only about $1,372,850 at 4% or $915,233 at 6%; with 50% employer match about $915,233 at 4% or $610,156 at 6%; with 100% employer match about $686,425 at 4% or $457,617 at 6%.
Summit Investment Advisors 401(K) Profit Sharing Plan-1$102,269$54,914$54,914iApproximate average salary by contribution assumption: employee only about $1,372,850 at 4% or $915,233 at 6%; with 50% employer match about $915,233 at 4% or $610,156 at 6%; with 100% employer match about $686,425 at 4% or $457,617 at 6%.
200612$59,816$55,062$27,531iApproximate average salary by contribution assumption: employee only about $688,275 at 4% or $458,850 at 6%; with 50% employer match about $458,850 at 4% or $305,900 at 6%; with 100% employer match about $344,138 at 4% or $229,425 at 6%.
Summit Investment Advisors 401(K) Profit Sharing Plan-2$59,816$55,062$27,531iApproximate average salary by contribution assumption: employee only about $688,275 at 4% or $458,850 at 6%; with 50% employer match about $458,850 at 4% or $305,900 at 6%; with 100% employer match about $344,138 at 4% or $229,425 at 6%.