Summit Financial Services LLC
Plan context: Summit Financial Services LLC 401K Plan
EIN 20-3203497 • 2 filings • 1 plans
Current Snapshot
Latest Year
2008
2008 Participants
2
2008 Assets
$11,066
2008 Contributions
$10,756
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $0 | - |
| Summit Financial Services LLC 401K Plan | - | 0 | - | - | - |
| 2007 | 1 | 2 | $11,066 | $10,756 | $5,378iApproximate average salary by contribution assumption: employee only about $134,450 at 4% or $89,633 at 6%; with 50% employer match about $89,633 at 4% or $59,756 at 6%; with 100% employer match about $67,225 at 4% or $44,817 at 6%. |
| Summit Financial Services LLC 401K Plan | - | 2 | $11,066 | $10,756 | $5,378iApproximate average salary by contribution assumption: employee only about $134,450 at 4% or $89,633 at 6%; with 50% employer match about $89,633 at 4% or $59,756 at 6%; with 100% employer match about $67,225 at 4% or $44,817 at 6%. |