Civic Intelligence

Summit Wealth Management Inc.

Plan context: Summit Wealth Management Inc. 401(K) P/S Plan

EIN 20-5345189 • Overland Park, KS • 15 filings • 2 plans

10801 Mastin Boulevard, Suite 370Overland Park, KS 66210
Current Snapshot

Latest Year

2020

2020 Participants

6

2020 Assets

$1,363,775

2020 Contributions

$117,007

Historical Graphs

Total Assets Over Time

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

$1,363,775$681,888$0200620132020YearValue
$1,363,775Latest year 2020

Participants Over Time

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

950200620132020YearValue
6Latest 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
202016$1,363,775$117,007$19,501iApproximate average salary by contribution assumption: employee only about $487,529 at 4% or $325,019 at 6%; with 50% employer match about $325,019 at 4% or $216,680 at 6%; with 100% employer match about $243,765 at 4% or $162,510 at 6%.
Summit Wealth Management Inc. 401(K) P/S Plan-6$1,363,775$117,007$19,501iApproximate average salary by contribution assumption: employee only about $487,529 at 4% or $325,019 at 6%; with 50% employer match about $325,019 at 4% or $216,680 at 6%; with 100% employer match about $243,765 at 4% or $162,510 at 6%.
201915$1,075,350$115,752$23,150iApproximate average salary by contribution assumption: employee only about $578,760 at 4% or $385,840 at 6%; with 50% employer match about $385,840 at 4% or $257,227 at 6%; with 100% employer match about $289,380 at 4% or $192,920 at 6%.
Summit Wealth Management Inc. 401(K) P/S Plan-5$1,075,350$115,752$23,150iApproximate average salary by contribution assumption: employee only about $578,760 at 4% or $385,840 at 6%; with 50% employer match about $385,840 at 4% or $257,227 at 6%; with 100% employer match about $289,380 at 4% or $192,920 at 6%.
201819$753,900$92,985$10,332iApproximate average salary by contribution assumption: employee only about $258,292 at 4% or $172,194 at 6%; with 50% employer match about $172,194 at 4% or $114,796 at 6%; with 100% employer match about $129,146 at 4% or $86,097 at 6%.
Summit Wealth Management Inc. 401(K) P/S Plan-9$753,900$92,985$10,332iApproximate average salary by contribution assumption: employee only about $258,292 at 4% or $172,194 at 6%; with 50% employer match about $172,194 at 4% or $114,796 at 6%; with 100% employer match about $129,146 at 4% or $86,097 at 6%.
201713$740,593$82,333$27,444iApproximate average salary by contribution assumption: employee only about $686,108 at 4% or $457,406 at 6%; with 50% employer match about $457,406 at 4% or $304,937 at 6%; with 100% employer match about $343,054 at 4% or $228,703 at 6%.
Summit Wealth Management Inc. 401(K) P/S Plan-3$740,593$82,333$27,444iApproximate average salary by contribution assumption: employee only about $686,108 at 4% or $457,406 at 6%; with 50% employer match about $457,406 at 4% or $304,937 at 6%; with 100% employer match about $343,054 at 4% or $228,703 at 6%.
201614$557,111$50,069$12,517iApproximate average salary by contribution assumption: employee only about $312,931 at 4% or $208,621 at 6%; with 50% employer match about $208,621 at 4% or $139,081 at 6%; with 100% employer match about $156,466 at 4% or $104,310 at 6%.
Summit Wealth Management Inc. 401(K) P/S Plan-4$557,111$50,069$12,517iApproximate average salary by contribution assumption: employee only about $312,931 at 4% or $208,621 at 6%; with 50% employer match about $208,621 at 4% or $139,081 at 6%; with 100% employer match about $156,466 at 4% or $104,310 at 6%.
201514$537,602$135,384$33,846iApproximate average salary by contribution assumption: employee only about $846,150 at 4% or $564,100 at 6%; with 50% employer match about $564,100 at 4% or $376,067 at 6%; with 100% employer match about $423,075 at 4% or $282,050 at 6%.
Summit Wealth Management Inc. 401(K) P/S Plan-4$537,602$135,384$33,846iApproximate average salary by contribution assumption: employee only about $846,150 at 4% or $564,100 at 6%; with 50% employer match about $564,100 at 4% or $376,067 at 6%; with 100% employer match about $423,075 at 4% or $282,050 at 6%.
201413$413,263$69,001$23,000iApproximate average salary by contribution assumption: employee only about $575,008 at 4% or $383,339 at 6%; with 50% employer match about $383,339 at 4% or $255,559 at 6%; with 100% employer match about $287,504 at 4% or $191,669 at 6%.
Summit Wealth Management Inc. 401(K) P/S Plan-3$413,263$69,001$23,000iApproximate average salary by contribution assumption: employee only about $575,008 at 4% or $383,339 at 6%; with 50% employer match about $383,339 at 4% or $255,559 at 6%; with 100% employer match about $287,504 at 4% or $191,669 at 6%.
201314$411,584$77,080$19,270iApproximate average salary by contribution assumption: employee only about $481,750 at 4% or $321,167 at 6%; with 50% employer match about $321,167 at 4% or $214,111 at 6%; with 100% employer match about $240,875 at 4% or $160,583 at 6%.
Summit Wealth Management Inc. 401(K) P/S Plan-4$411,584$77,080$19,270iApproximate average salary by contribution assumption: employee only about $481,750 at 4% or $321,167 at 6%; with 50% employer match about $321,167 at 4% or $214,111 at 6%; with 100% employer match about $240,875 at 4% or $160,583 at 6%.
201213$278,783$62,735$20,912iApproximate average salary by contribution assumption: employee only about $522,792 at 4% or $348,528 at 6%; with 50% employer match about $348,528 at 4% or $232,352 at 6%; with 100% employer match about $261,396 at 4% or $174,264 at 6%.
Summit Wealth Management Inc. 401(K) P/S Plan-3$278,783$62,735$20,912iApproximate average salary by contribution assumption: employee only about $522,792 at 4% or $348,528 at 6%; with 50% employer match about $348,528 at 4% or $232,352 at 6%; with 100% employer match about $261,396 at 4% or $174,264 at 6%.
201113$187,960$51,986$17,329iApproximate average salary by contribution assumption: employee only about $433,217 at 4% or $288,811 at 6%; with 50% employer match about $288,811 at 4% or $192,541 at 6%; with 100% employer match about $216,608 at 4% or $144,406 at 6%.
Summit Wealth Management Inc. 401(K) P/S Plan-3$187,960$51,986$17,329iApproximate average salary by contribution assumption: employee only about $433,217 at 4% or $288,811 at 6%; with 50% employer match about $288,811 at 4% or $192,541 at 6%; with 100% employer match about $216,608 at 4% or $144,406 at 6%.
201013$144,044$37,816$12,605iApproximate average salary by contribution assumption: employee only about $315,133 at 4% or $210,089 at 6%; with 50% employer match about $210,089 at 4% or $140,059 at 6%; with 100% employer match about $157,567 at 4% or $105,044 at 6%.
Summit Wealth Management Inc. 401(K) P/S Plan-3$144,044$37,816$12,605iApproximate average salary by contribution assumption: employee only about $315,133 at 4% or $210,089 at 6%; with 50% employer match about $210,089 at 4% or $140,059 at 6%; with 100% employer match about $157,567 at 4% or $105,044 at 6%.
200913$103,002$29,046$9,682iApproximate average salary by contribution assumption: employee only about $242,050 at 4% or $161,367 at 6%; with 50% employer match about $161,367 at 4% or $107,578 at 6%; with 100% employer match about $121,025 at 4% or $80,683 at 6%.
Summit Wealth Management Inc. 401(K) P/S Plan-3$103,002$29,046$9,682iApproximate average salary by contribution assumption: employee only about $242,050 at 4% or $161,367 at 6%; with 50% employer match about $161,367 at 4% or $107,578 at 6%; with 100% employer match about $121,025 at 4% or $80,683 at 6%.
200813$52,756$35,353$11,784iApproximate average salary by contribution assumption: employee only about $294,608 at 4% or $196,406 at 6%; with 50% employer match about $196,406 at 4% or $130,937 at 6%; with 100% employer match about $147,304 at 4% or $98,203 at 6%.
Summit Wealth Management Inc. 401(K) P/S Plan-3$52,756$35,353$11,784iApproximate average salary by contribution assumption: employee only about $294,608 at 4% or $196,406 at 6%; with 50% employer match about $196,406 at 4% or $130,937 at 6%; with 100% employer match about $147,304 at 4% or $98,203 at 6%.
200712$41,632$39,009$19,505iApproximate average salary by contribution assumption: employee only about $487,613 at 4% or $325,075 at 6%; with 50% employer match about $325,075 at 4% or $216,717 at 6%; with 100% employer match about $243,806 at 4% or $162,538 at 6%.
Summit Wealth Management Inc. 401(K) P/S Plan-2$41,632$39,009$19,505iApproximate average salary by contribution assumption: employee only about $487,613 at 4% or $325,075 at 6%; with 50% employer match about $325,075 at 4% or $216,717 at 6%; with 100% employer match about $243,806 at 4% or $162,538 at 6%.
200613$10,427$10,317$3,439iApproximate average salary by contribution assumption: employee only about $85,975 at 4% or $57,317 at 6%; with 50% employer match about $57,317 at 4% or $38,211 at 6%; with 100% employer match about $42,988 at 4% or $28,658 at 6%.
Summit Wealth Management Inc. 401(K) P/S Plan-3$10,427$10,317$3,439iApproximate average salary by contribution assumption: employee only about $85,975 at 4% or $57,317 at 6%; with 50% employer match about $57,317 at 4% or $38,211 at 6%; with 100% employer match about $42,988 at 4% or $28,658 at 6%.