Summit Wealth Group
Plan context: Summit Wealth Group
EIN 27-1948910 • Tulsa, OK • 9 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
3
2020 Assets
$440,213
2020 Contributions
$40,824
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Summit Wealth Group | - | 0 | - | - | - |
| 2019 | 1 | 3 | $440,213 | $40,824 | $13,608iApproximate average salary by contribution assumption: employee only about $340,200 at 4% or $226,800 at 6%; with 50% employer match about $226,800 at 4% or $151,200 at 6%; with 100% employer match about $170,100 at 4% or $113,400 at 6%. |
| Summit Wealth Group | - | 3 | $440,213 | $40,824 | $13,608iApproximate average salary by contribution assumption: employee only about $340,200 at 4% or $226,800 at 6%; with 50% employer match about $226,800 at 4% or $151,200 at 6%; with 100% employer match about $170,100 at 4% or $113,400 at 6%. |
| 2018 | 1 | 3 | $336,194 | $41,128 | $13,709iApproximate average salary by contribution assumption: employee only about $342,733 at 4% or $228,489 at 6%; with 50% employer match about $228,489 at 4% or $152,326 at 6%; with 100% employer match about $171,367 at 4% or $114,244 at 6%. |
| Summit Wealth Group | - | 3 | $336,194 | $41,128 | $13,709iApproximate average salary by contribution assumption: employee only about $342,733 at 4% or $228,489 at 6%; with 50% employer match about $228,489 at 4% or $152,326 at 6%; with 100% employer match about $171,367 at 4% or $114,244 at 6%. |
| 2017 | 1 | 3 | $319,176 | $41,547 | $13,849iApproximate average salary by contribution assumption: employee only about $346,225 at 4% or $230,817 at 6%; with 50% employer match about $230,817 at 4% or $153,878 at 6%; with 100% employer match about $173,113 at 4% or $115,408 at 6%. |
| Summit Wealth Group | - | 3 | $319,176 | $41,547 | $13,849iApproximate average salary by contribution assumption: employee only about $346,225 at 4% or $230,817 at 6%; with 50% employer match about $230,817 at 4% or $153,878 at 6%; with 100% employer match about $173,113 at 4% or $115,408 at 6%. |
| 2016 | 1 | 3 | $242,553 | $39,990 | $13,330iApproximate average salary by contribution assumption: employee only about $333,250 at 4% or $222,167 at 6%; with 50% employer match about $222,167 at 4% or $148,111 at 6%; with 100% employer match about $166,625 at 4% or $111,083 at 6%. |
| Summit Wealth Group | - | 3 | $242,553 | $39,990 | $13,330iApproximate average salary by contribution assumption: employee only about $333,250 at 4% or $222,167 at 6%; with 50% employer match about $222,167 at 4% or $148,111 at 6%; with 100% employer match about $166,625 at 4% or $111,083 at 6%. |
| 2015 | 1 | 4 | $175,873 | $43,711 | $10,928iApproximate average salary by contribution assumption: employee only about $273,194 at 4% or $182,129 at 6%; with 50% employer match about $182,129 at 4% or $121,419 at 6%; with 100% employer match about $136,597 at 4% or $91,065 at 6%. |
| Summit Wealth Group | - | 4 | $175,873 | $43,711 | $10,928iApproximate average salary by contribution assumption: employee only about $273,194 at 4% or $182,129 at 6%; with 50% employer match about $182,129 at 4% or $121,419 at 6%; with 100% employer match about $136,597 at 4% or $91,065 at 6%. |
| 2014 | 1 | 3 | $149,722 | $57,001 | $19,000iApproximate average salary by contribution assumption: employee only about $475,008 at 4% or $316,672 at 6%; with 50% employer match about $316,672 at 4% or $211,115 at 6%; with 100% employer match about $237,504 at 4% or $158,336 at 6%. |
| Summit Wealth Group | - | 3 | $149,722 | $57,001 | $19,000iApproximate average salary by contribution assumption: employee only about $475,008 at 4% or $316,672 at 6%; with 50% employer match about $316,672 at 4% or $211,115 at 6%; with 100% employer match about $237,504 at 4% or $158,336 at 6%. |
| 2013 | 1 | 3 | $89,515 | $54,323 | $18,108iApproximate average salary by contribution assumption: employee only about $452,692 at 4% or $301,794 at 6%; with 50% employer match about $301,794 at 4% or $201,196 at 6%; with 100% employer match about $226,346 at 4% or $150,897 at 6%. |
| Summit Wealth Group | - | 3 | $89,515 | $54,323 | $18,108iApproximate average salary by contribution assumption: employee only about $452,692 at 4% or $301,794 at 6%; with 50% employer match about $301,794 at 4% or $201,196 at 6%; with 100% employer match about $226,346 at 4% or $150,897 at 6%. |
| 2012 | 1 | 3 | $0 | $0 | - |
| Summit Wealth Group | - | 3 | - | - | - |