Civic Intelligence

SUMMIT FINANCIAL ANVISORS, INC

Plan context: Summit Financial Advisors Inc

EIN 26-0676104 • Lebanon, OH • 17 filings • 1 plans

41 North Broadway StreetLebanon, OH 45036
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$243,879

2024 Contributions

$11,500

Historical Graphs

Total Assets Over Time

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

$1,272,412$636,206$0200820162024YearValue
$243,879Latest year 2024

Participants Over Time

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

530200820162024YearValue
1Latest 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
202411$243,879$11,500$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
Summit Financial Advisors Inc-1$243,879$11,500$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
202313$1,142,222$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Summit Financial Advisors Inc-3$1,142,222$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
202213$896,789$41,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
Summit Financial Advisors Inc-3$896,789$41,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
202113$1,011,454$44,572$14,857iApproximate average salary by contribution assumption: employee only about $371,433 at 4% or $247,622 at 6%; with 50% employer match about $247,622 at 4% or $165,081 at 6%; with 100% employer match about $185,717 at 4% or $123,811 at 6%.
Summit Financial Advisors Inc-3$1,011,454$44,572$14,857iApproximate average salary by contribution assumption: employee only about $371,433 at 4% or $247,622 at 6%; with 50% employer match about $247,622 at 4% or $165,081 at 6%; with 100% employer match about $185,717 at 4% or $123,811 at 6%.
202013$826,487$53,370$17,790iApproximate average salary by contribution assumption: employee only about $444,750 at 4% or $296,500 at 6%; with 50% employer match about $296,500 at 4% or $197,667 at 6%; with 100% employer match about $222,375 at 4% or $148,250 at 6%.
Summit Financial Advisors Inc-3$826,487$53,370$17,790iApproximate average salary by contribution assumption: employee only about $444,750 at 4% or $296,500 at 6%; with 50% employer match about $296,500 at 4% or $197,667 at 6%; with 100% employer match about $222,375 at 4% or $148,250 at 6%.
201913$696,672$53,568$17,856iApproximate average salary by contribution assumption: employee only about $446,400 at 4% or $297,600 at 6%; with 50% employer match about $297,600 at 4% or $198,400 at 6%; with 100% employer match about $223,200 at 4% or $148,800 at 6%.
Summit Financial Advisors Inc-3$696,672$53,568$17,856iApproximate average salary by contribution assumption: employee only about $446,400 at 4% or $297,600 at 6%; with 50% employer match about $297,600 at 4% or $198,400 at 6%; with 100% employer match about $223,200 at 4% or $148,800 at 6%.
201814$1,229,192$66,055$16,514iApproximate average salary by contribution assumption: employee only about $412,844 at 4% or $275,229 at 6%; with 50% employer match about $275,229 at 4% or $183,486 at 6%; with 100% employer match about $206,422 at 4% or $137,615 at 6%.
Summit Financial Advisors Inc-4$1,229,192$66,055$16,514iApproximate average salary by contribution assumption: employee only about $412,844 at 4% or $275,229 at 6%; with 50% employer match about $275,229 at 4% or $183,486 at 6%; with 100% employer match about $206,422 at 4% or $137,615 at 6%.
201714$1,272,412$60,206$15,052iApproximate average salary by contribution assumption: employee only about $376,288 at 4% or $250,858 at 6%; with 50% employer match about $250,858 at 4% or $167,239 at 6%; with 100% employer match about $188,144 at 4% or $125,429 at 6%.
Summit Financial Advisors Inc-4$1,272,412$60,206$15,052iApproximate average salary by contribution assumption: employee only about $376,288 at 4% or $250,858 at 6%; with 50% employer match about $250,858 at 4% or $167,239 at 6%; with 100% employer match about $188,144 at 4% or $125,429 at 6%.
201615$1,112,612$148,312$29,662iApproximate average salary by contribution assumption: employee only about $741,560 at 4% or $494,373 at 6%; with 50% employer match about $494,373 at 4% or $329,582 at 6%; with 100% employer match about $370,780 at 4% or $247,187 at 6%.
Summit Financial Advisors Inc-5$1,112,612$148,312$29,662iApproximate average salary by contribution assumption: employee only about $741,560 at 4% or $494,373 at 6%; with 50% employer match about $494,373 at 4% or $329,582 at 6%; with 100% employer match about $370,780 at 4% or $247,187 at 6%.
201515$917,522$68,613$13,723iApproximate average salary by contribution assumption: employee only about $343,065 at 4% or $228,710 at 6%; with 50% employer match about $228,710 at 4% or $152,473 at 6%; with 100% employer match about $171,533 at 4% or $114,355 at 6%.
Summit Financial Advisors Inc-5$917,522$68,613$13,723iApproximate average salary by contribution assumption: employee only about $343,065 at 4% or $228,710 at 6%; with 50% employer match about $228,710 at 4% or $152,473 at 6%; with 100% employer match about $171,533 at 4% or $114,355 at 6%.
201415$974,785$46,066$9,213iApproximate average salary by contribution assumption: employee only about $230,330 at 4% or $153,553 at 6%; with 50% employer match about $153,553 at 4% or $102,369 at 6%; with 100% employer match about $115,165 at 4% or $76,777 at 6%.
Summit Financial Advisors Inc-5$974,785$46,066$9,213iApproximate average salary by contribution assumption: employee only about $230,330 at 4% or $153,553 at 6%; with 50% employer match about $153,553 at 4% or $102,369 at 6%; with 100% employer match about $115,165 at 4% or $76,777 at 6%.
201314$879,100$64,901$16,225iApproximate average salary by contribution assumption: employee only about $405,631 at 4% or $270,421 at 6%; with 50% employer match about $270,421 at 4% or $180,281 at 6%; with 100% employer match about $202,816 at 4% or $135,210 at 6%.
Summit Financial Advisors Inc-4$879,100$64,901$16,225iApproximate average salary by contribution assumption: employee only about $405,631 at 4% or $270,421 at 6%; with 50% employer match about $270,421 at 4% or $180,281 at 6%; with 100% employer match about $202,816 at 4% or $135,210 at 6%.
201214$748,662$64,420$16,105iApproximate average salary by contribution assumption: employee only about $402,625 at 4% or $268,417 at 6%; with 50% employer match about $268,417 at 4% or $178,944 at 6%; with 100% employer match about $201,313 at 4% or $134,208 at 6%.
Summit Financial Advisors Inc-4$748,662$64,420$16,105iApproximate average salary by contribution assumption: employee only about $402,625 at 4% or $268,417 at 6%; with 50% employer match about $268,417 at 4% or $178,944 at 6%; with 100% employer match about $201,313 at 4% or $134,208 at 6%.
201114$629,123$20,807$5,202iApproximate average salary by contribution assumption: employee only about $130,044 at 4% or $86,696 at 6%; with 50% employer match about $86,696 at 4% or $57,797 at 6%; with 100% employer match about $65,022 at 4% or $43,348 at 6%.
Summit Financial Advisors Inc-4$629,123$20,807$5,202iApproximate average salary by contribution assumption: employee only about $130,044 at 4% or $86,696 at 6%; with 50% employer match about $86,696 at 4% or $57,797 at 6%; with 100% employer match about $65,022 at 4% or $43,348 at 6%.
201014$617,367$36,327$9,082iApproximate average salary by contribution assumption: employee only about $227,044 at 4% or $151,363 at 6%; with 50% employer match about $151,363 at 4% or $100,908 at 6%; with 100% employer match about $113,522 at 4% or $75,681 at 6%.
Summit Financial Advisors Inc-4$617,367$36,327$9,082iApproximate average salary by contribution assumption: employee only about $227,044 at 4% or $151,363 at 6%; with 50% employer match about $151,363 at 4% or $100,908 at 6%; with 100% employer match about $113,522 at 4% or $75,681 at 6%.
200914$525,277$15,886$3,972iApproximate average salary by contribution assumption: employee only about $99,288 at 4% or $66,192 at 6%; with 50% employer match about $66,192 at 4% or $44,128 at 6%; with 100% employer match about $49,644 at 4% or $33,096 at 6%.
Summit Financial Advisors Inc-4$525,277$15,886$3,972iApproximate average salary by contribution assumption: employee only about $99,288 at 4% or $66,192 at 6%; with 50% employer match about $66,192 at 4% or $44,128 at 6%; with 100% employer match about $49,644 at 4% or $33,096 at 6%.
200814$433,868$569,271$142,318iApproximate average salary by contribution assumption: employee only about $3,557,944 at 4% or $2,371,963 at 6%; with 50% employer match about $2,371,963 at 4% or $1,581,308 at 6%; with 100% employer match about $1,778,972 at 4% or $1,185,981 at 6%.
Summit Financial Advisors Inc-4$433,868$569,271$142,318iApproximate average salary by contribution assumption: employee only about $3,557,944 at 4% or $2,371,963 at 6%; with 50% employer match about $2,371,963 at 4% or $1,581,308 at 6%; with 100% employer match about $1,778,972 at 4% or $1,185,981 at 6%.