Civic Intelligence

Summa Group LLC

Plan context: Summa Group Retirement Savings Plan

EIN 26-4289689 • 20 filings • 5 plans

Current Snapshot

Latest Year

2025

2025 Participants

288

2025 Assets

$11,786,105

2025 Contributions

$1,051,579

Historical Graphs

Total Assets Over Time

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

$11,786,105$5,893,053$0201320212024YearValue
$11,786,105Latest year 2024

Participants Over Time

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

5072540201320192025YearValue
288Latest 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
20251288$0$0-
Summa Group LLC Welfare Benefits Plan-288---
20242299$11,786,105$1,051,579$3,517iApproximate average salary by contribution assumption: employee only about $87,925 at 4% or $58,616 at 6%; with 50% employer match about $58,616 at 4% or $39,078 at 6%; with 100% employer match about $43,962 at 4% or $29,308 at 6%.
Summa Group Retirement Savings Plan-221$11,786,105$1,051,579$4,758iApproximate average salary by contribution assumption: employee only about $118,957 at 4% or $79,305 at 6%; with 50% employer match about $79,305 at 4% or $52,870 at 6%; with 100% employer match about $59,478 at 4% or $39,652 at 6%.
Summa Group LLC Welfare Benefits Plan-299---
20232444$11,165,479$1,023,616$2,305iApproximate average salary by contribution assumption: employee only about $57,636 at 4% or $38,424 at 6%; with 50% employer match about $38,424 at 4% or $25,616 at 6%; with 100% employer match about $28,818 at 4% or $19,212 at 6%.
Summa Group Retirement Savings Plan-444$11,165,479$1,023,616$2,305iApproximate average salary by contribution assumption: employee only about $57,636 at 4% or $38,424 at 6%; with 50% employer match about $38,424 at 4% or $25,616 at 6%; with 100% employer match about $28,818 at 4% or $19,212 at 6%.
Summa Group LLC Welfare Benefits Plan-274---
20222500$9,659,139$1,146,224$2,292iApproximate average salary by contribution assumption: employee only about $57,311 at 4% or $38,207 at 6%; with 50% employer match about $38,207 at 4% or $25,472 at 6%; with 100% employer match about $28,656 at 4% or $19,104 at 6%.
Summa Group Retirement Savings Plan-500$9,659,139$1,146,224$2,292iApproximate average salary by contribution assumption: employee only about $57,311 at 4% or $38,207 at 6%; with 50% employer match about $38,207 at 4% or $25,472 at 6%; with 100% employer match about $28,656 at 4% or $19,104 at 6%.
Summa Group LLC Welfare Benefits Plan-283---
20212501$11,341,958$1,118,530$2,233iApproximate average salary by contribution assumption: employee only about $55,815 at 4% or $37,210 at 6%; with 50% employer match about $37,210 at 4% or $24,807 at 6%; with 100% employer match about $27,907 at 4% or $18,605 at 6%.
Summa Group Retirement Savings Plan-501$11,341,958$1,118,530$2,233iApproximate average salary by contribution assumption: employee only about $55,815 at 4% or $37,210 at 6%; with 50% employer match about $37,210 at 4% or $24,807 at 6%; with 100% employer match about $27,907 at 4% or $18,605 at 6%.
Summa Group LLC Welfare Benefits Plan-291---
20202507$10,805,560$1,419,979$2,801iApproximate average salary by contribution assumption: employee only about $70,019 at 4% or $46,679 at 6%; with 50% employer match about $46,679 at 4% or $31,119 at 6%; with 100% employer match about $35,009 at 4% or $23,340 at 6%.
Summa Group Retirement Savings Plan-507$10,805,560$1,419,979$2,801iApproximate average salary by contribution assumption: employee only about $70,019 at 4% or $46,679 at 6%; with 50% employer match about $46,679 at 4% or $31,119 at 6%; with 100% employer match about $35,009 at 4% or $23,340 at 6%.
Summa Group LLC Welfare Benefits Plan-327---
20192397$9,725,972$1,878,110$4,731iApproximate average salary by contribution assumption: employee only about $118,269 at 4% or $78,846 at 6%; with 50% employer match about $78,846 at 4% or $52,564 at 6%; with 100% employer match about $59,134 at 4% or $39,423 at 6%.
Summa Group Retirement Savings Plan-271$9,725,972$1,878,110$6,930iApproximate average salary by contribution assumption: employee only about $173,257 at 4% or $115,505 at 6%; with 50% employer match about $115,505 at 4% or $77,003 at 6%; with 100% employer match about $86,629 at 4% or $57,752 at 6%.
Summa Group LLC Welfare Benefits Plan-397---
20181372$0$0-
Summa Group LLC Welfare Benefits Plan-372---
20171345$0$0-
Summa Group LLC Welfare Benefits Plan-345---
20161403$0$0-
Summa Group LLC Welfare Benefits Plan-403---
20151437$0$0-
Summa Group LLC Welfare Benefits Plan-437---
20142385$0$1,123,742$2,919iApproximate average salary by contribution assumption: employee only about $72,970 at 4% or $48,647 at 6%; with 50% employer match about $48,647 at 4% or $32,431 at 6%; with 100% employer match about $36,485 at 4% or $24,323 at 6%.
SUMMA GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST-0-$1,123,742-
Summa Group LLC Welfare Benefits Plan-385---
20131390$2,593,564$933,313$2,393iApproximate average salary by contribution assumption: employee only about $59,828 at 4% or $39,885 at 6%; with 50% employer match about $39,885 at 4% or $26,590 at 6%; with 100% employer match about $29,914 at 4% or $19,943 at 6%.
SUMMA GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST-390$2,593,564$933,313$2,393iApproximate average salary by contribution assumption: employee only about $59,828 at 4% or $39,885 at 6%; with 50% employer match about $39,885 at 4% or $26,590 at 6%; with 100% employer match about $29,914 at 4% or $19,943 at 6%.