Civic Intelligence

Summit Financial Group LLC

Plan context: Summit Financial Group LLC 401(K) Plan

EIN 20-4194051 • San Ramon, CA • 20 filings • 2 plans

2633 Camino Ramon, Suite 200San Ramon, CA 94583
Current Snapshot

Latest Year

2025

2025 Participants

36

2025 Assets

$8,715,196

2025 Contributions

$635,253

Historical Graphs

Total Assets Over Time

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

$9,498,505$4,749,253$0200620162025YearValue
$8,715,196Latest year 2025

Participants Over Time

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

37190200620162025YearValue
36Latest 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
2025136$8,715,196$635,253$17,646iApproximate average salary by contribution assumption: employee only about $441,148 at 4% or $294,099 at 6%; with 50% employer match about $294,099 at 4% or $196,066 at 6%; with 100% employer match about $220,574 at 4% or $147,049 at 6%.
Summit Financial Group LLC 401(K) Plan-36$8,715,196$635,253$17,646iApproximate average salary by contribution assumption: employee only about $441,148 at 4% or $294,099 at 6%; with 50% employer match about $294,099 at 4% or $196,066 at 6%; with 100% employer match about $220,574 at 4% or $147,049 at 6%.
2024136$9,498,505$727,098$20,197iApproximate average salary by contribution assumption: employee only about $504,929 at 4% or $336,619 at 6%; with 50% employer match about $336,619 at 4% or $224,413 at 6%; with 100% employer match about $252,465 at 4% or $168,310 at 6%.
Summit Financial Group LLC 401(K) Plan-36$9,498,505$727,098$20,197iApproximate average salary by contribution assumption: employee only about $504,929 at 4% or $336,619 at 6%; with 50% employer match about $336,619 at 4% or $224,413 at 6%; with 100% employer match about $252,465 at 4% or $168,310 at 6%.
2023137$7,685,135$548,964$14,837iApproximate average salary by contribution assumption: employee only about $370,922 at 4% or $247,281 at 6%; with 50% employer match about $247,281 at 4% or $164,854 at 6%; with 100% employer match about $185,461 at 4% or $123,641 at 6%.
Summit Financial Group LLC 401(K) Plan-37$7,685,135$548,964$14,837iApproximate average salary by contribution assumption: employee only about $370,922 at 4% or $247,281 at 6%; with 50% employer match about $247,281 at 4% or $164,854 at 6%; with 100% employer match about $185,461 at 4% or $123,641 at 6%.
2022135$7,166,678$660,375$18,868iApproximate average salary by contribution assumption: employee only about $471,696 at 4% or $314,464 at 6%; with 50% employer match about $314,464 at 4% or $209,643 at 6%; with 100% employer match about $235,848 at 4% or $157,232 at 6%.
Summit Financial Group LLC 401(K) Plan-35$7,166,678$660,375$18,868iApproximate average salary by contribution assumption: employee only about $471,696 at 4% or $314,464 at 6%; with 50% employer match about $314,464 at 4% or $209,643 at 6%; with 100% employer match about $235,848 at 4% or $157,232 at 6%.
2021131$8,380,033$557,873$17,996iApproximate average salary by contribution assumption: employee only about $449,898 at 4% or $299,932 at 6%; with 50% employer match about $299,932 at 4% or $199,954 at 6%; with 100% employer match about $224,949 at 4% or $149,966 at 6%.
Summit Financial Group LLC 401(K) Plan-31$8,380,033$557,873$17,996iApproximate average salary by contribution assumption: employee only about $449,898 at 4% or $299,932 at 6%; with 50% employer match about $299,932 at 4% or $199,954 at 6%; with 100% employer match about $224,949 at 4% or $149,966 at 6%.
2020130$7,036,237$1,020,161$34,005iApproximate average salary by contribution assumption: employee only about $850,134 at 4% or $566,756 at 6%; with 50% employer match about $566,756 at 4% or $377,837 at 6%; with 100% employer match about $425,067 at 4% or $283,378 at 6%.
Summit Financial Group LLC 401(K) Plan-30$7,036,237$1,020,161$34,005iApproximate average salary by contribution assumption: employee only about $850,134 at 4% or $566,756 at 6%; with 50% employer match about $566,756 at 4% or $377,837 at 6%; with 100% employer match about $425,067 at 4% or $283,378 at 6%.
2019125$4,953,731$457,931$18,317iApproximate average salary by contribution assumption: employee only about $457,931 at 4% or $305,287 at 6%; with 50% employer match about $305,287 at 4% or $203,525 at 6%; with 100% employer match about $228,966 at 4% or $152,644 at 6%.
Summit Financial Group LLC 401(K) Plan-25$4,953,731$457,931$18,317iApproximate average salary by contribution assumption: employee only about $457,931 at 4% or $305,287 at 6%; with 50% employer match about $305,287 at 4% or $203,525 at 6%; with 100% employer match about $228,966 at 4% or $152,644 at 6%.
2018124$3,665,817$373,611$15,567iApproximate average salary by contribution assumption: employee only about $389,178 at 4% or $259,452 at 6%; with 50% employer match about $259,452 at 4% or $172,968 at 6%; with 100% employer match about $194,589 at 4% or $129,726 at 6%.
Summit Financial Group LLC 401(K) Plan-24$3,665,817$373,611$15,567iApproximate average salary by contribution assumption: employee only about $389,178 at 4% or $259,452 at 6%; with 50% employer match about $259,452 at 4% or $172,968 at 6%; with 100% employer match about $194,589 at 4% or $129,726 at 6%.
2017119$3,621,464$295,602$15,558iApproximate average salary by contribution assumption: employee only about $388,950 at 4% or $259,300 at 6%; with 50% employer match about $259,300 at 4% or $172,867 at 6%; with 100% employer match about $194,475 at 4% or $129,650 at 6%.
Summit Financial Group LLC 401(K) Plan-19$3,621,464$295,602$15,558iApproximate average salary by contribution assumption: employee only about $388,950 at 4% or $259,300 at 6%; with 50% employer match about $259,300 at 4% or $172,867 at 6%; with 100% employer match about $194,475 at 4% or $129,650 at 6%.
2016118$3,224,597$329,446$18,303iApproximate average salary by contribution assumption: employee only about $457,564 at 4% or $305,043 at 6%; with 50% employer match about $305,043 at 4% or $203,362 at 6%; with 100% employer match about $228,782 at 4% or $152,521 at 6%.
Summit Financial Group LLC 401(K) Plan-18$3,224,597$329,446$18,303iApproximate average salary by contribution assumption: employee only about $457,564 at 4% or $305,043 at 6%; with 50% employer match about $305,043 at 4% or $203,362 at 6%; with 100% employer match about $228,782 at 4% or $152,521 at 6%.
2015115$2,718,369$379,036$25,269iApproximate average salary by contribution assumption: employee only about $631,727 at 4% or $421,151 at 6%; with 50% employer match about $421,151 at 4% or $280,767 at 6%; with 100% employer match about $315,863 at 4% or $210,576 at 6%.
Summit Financial Group LLC 401(K) Plan-15$2,718,369$379,036$25,269iApproximate average salary by contribution assumption: employee only about $631,727 at 4% or $421,151 at 6%; with 50% employer match about $421,151 at 4% or $280,767 at 6%; with 100% employer match about $315,863 at 4% or $210,576 at 6%.
2014114$2,417,084$294,102$21,007iApproximate average salary by contribution assumption: employee only about $525,182 at 4% or $350,121 at 6%; with 50% employer match about $350,121 at 4% or $233,414 at 6%; with 100% employer match about $262,591 at 4% or $175,061 at 6%.
Summit Financial Group LLC 401(K) Plan-14$2,417,084$294,102$21,007iApproximate average salary by contribution assumption: employee only about $525,182 at 4% or $350,121 at 6%; with 50% employer match about $350,121 at 4% or $233,414 at 6%; with 100% employer match about $262,591 at 4% or $175,061 at 6%.
2013111$2,128,101$311,503$28,318iApproximate average salary by contribution assumption: employee only about $707,961 at 4% or $471,974 at 6%; with 50% employer match about $471,974 at 4% or $314,649 at 6%; with 100% employer match about $353,981 at 4% or $235,987 at 6%.
Summit Financial Group LLC 401(K) Plan-11$2,128,101$311,503$28,318iApproximate average salary by contribution assumption: employee only about $707,961 at 4% or $471,974 at 6%; with 50% employer match about $471,974 at 4% or $314,649 at 6%; with 100% employer match about $353,981 at 4% or $235,987 at 6%.
2012111$1,470,187$215,132$19,557iApproximate average salary by contribution assumption: employee only about $488,936 at 4% or $325,958 at 6%; with 50% employer match about $325,958 at 4% or $217,305 at 6%; with 100% employer match about $244,468 at 4% or $162,979 at 6%.
Summit Financial Group LLC 401(K) Plan-11$1,470,187$215,132$19,557iApproximate average salary by contribution assumption: employee only about $488,936 at 4% or $325,958 at 6%; with 50% employer match about $325,958 at 4% or $217,305 at 6%; with 100% employer match about $244,468 at 4% or $162,979 at 6%.
2011110$1,130,962$138,621$13,862iApproximate average salary by contribution assumption: employee only about $346,553 at 4% or $231,035 at 6%; with 50% employer match about $231,035 at 4% or $154,023 at 6%; with 100% employer match about $173,276 at 4% or $115,518 at 6%.
Summit Financial Group LLC 401(K) Plan-10$1,130,962$138,621$13,862iApproximate average salary by contribution assumption: employee only about $346,553 at 4% or $231,035 at 6%; with 50% employer match about $231,035 at 4% or $154,023 at 6%; with 100% employer match about $173,276 at 4% or $115,518 at 6%.
201018$1,098,987$249,359$31,170iApproximate average salary by contribution assumption: employee only about $779,247 at 4% or $519,498 at 6%; with 50% employer match about $519,498 at 4% or $346,332 at 6%; with 100% employer match about $389,623 at 4% or $259,749 at 6%.
Summit Financial Group LLC 401(K) Plan-8$1,098,987$249,359$31,170iApproximate average salary by contribution assumption: employee only about $779,247 at 4% or $519,498 at 6%; with 50% employer match about $519,498 at 4% or $346,332 at 6%; with 100% employer match about $389,623 at 4% or $259,749 at 6%.
200918$740,626$166,457$20,807iApproximate average salary by contribution assumption: employee only about $520,178 at 4% or $346,785 at 6%; with 50% employer match about $346,785 at 4% or $231,190 at 6%; with 100% employer match about $260,089 at 4% or $173,393 at 6%.
Summit Financial Group LLC 401(K) Plan-8$740,626$166,457$20,807iApproximate average salary by contribution assumption: employee only about $520,178 at 4% or $346,785 at 6%; with 50% employer match about $346,785 at 4% or $231,190 at 6%; with 100% employer match about $260,089 at 4% or $173,393 at 6%.
200818$439,766$164,464$20,558iApproximate average salary by contribution assumption: employee only about $513,950 at 4% or $342,633 at 6%; with 50% employer match about $342,633 at 4% or $228,422 at 6%; with 100% employer match about $256,975 at 4% or $171,317 at 6%.
Summit Financial Group LLC 401(K) Plan-8$439,766$164,464$20,558iApproximate average salary by contribution assumption: employee only about $513,950 at 4% or $342,633 at 6%; with 50% employer match about $342,633 at 4% or $228,422 at 6%; with 100% employer match about $256,975 at 4% or $171,317 at 6%.
200718$437,938$267,132$33,392iApproximate average salary by contribution assumption: employee only about $834,788 at 4% or $556,525 at 6%; with 50% employer match about $556,525 at 4% or $371,017 at 6%; with 100% employer match about $417,394 at 4% or $278,263 at 6%.
Summit Financial Group LLC 401(K) Plan-8$437,938$267,132$33,392iApproximate average salary by contribution assumption: employee only about $834,788 at 4% or $556,525 at 6%; with 50% employer match about $556,525 at 4% or $371,017 at 6%; with 100% employer match about $417,394 at 4% or $278,263 at 6%.
200614$169,098$159,756$39,939iApproximate average salary by contribution assumption: employee only about $998,475 at 4% or $665,650 at 6%; with 50% employer match about $665,650 at 4% or $443,767 at 6%; with 100% employer match about $499,238 at 4% or $332,825 at 6%.
Summit Financial Group LLC 401(K) Plan-4$169,098$159,756$39,939iApproximate average salary by contribution assumption: employee only about $998,475 at 4% or $665,650 at 6%; with 50% employer match about $665,650 at 4% or $443,767 at 6%; with 100% employer match about $499,238 at 4% or $332,825 at 6%.