Summit Wealth Management Inc.
Plan context: Summit Wealth Management Inc. 401K Profit Sharing Plan & Trust
EIN 36-3235893 • 6 filings • 1 plans
Current Snapshot
Latest Year
2009
2009 Participants
48
2009 Assets
$783,017
2009 Contributions
$234,829
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 48 | $783,017 | $234,829 | $4,892iApproximate average salary by contribution assumption: employee only about $122,307 at 4% or $81,538 at 6%; with 50% employer match about $81,538 at 4% or $54,359 at 6%; with 100% employer match about $61,153 at 4% or $40,769 at 6%. |
| Summit Wealth Management Inc. 401K Profit Sharing Plan & Trust | - | 48 | $783,017 | $234,829 | $4,892iApproximate average salary by contribution assumption: employee only about $122,307 at 4% or $81,538 at 6%; with 50% employer match about $81,538 at 4% or $54,359 at 6%; with 100% employer match about $61,153 at 4% or $40,769 at 6%. |
| 2008 | 1 | 39 | $0 | $0 | - |
| Summit Wealth Management Inc. 401K Profit Sharing Plan & Trust | - | 39 | - | - | - |
| 2007 | 1 | 33 | $0 | $0 | - |
| Summit Wealth Management Inc. 401K Profit Sharing Plan & Trust | - | 33 | - | - | - |
| 2006 | 1 | 28 | $284,236 | $150,164 | $5,363iApproximate average salary by contribution assumption: employee only about $134,075 at 4% or $89,383 at 6%; with 50% employer match about $89,383 at 4% or $59,589 at 6%; with 100% employer match about $67,038 at 4% or $44,692 at 6%. |
| Summit Wealth Management Inc. 401K Profit Sharing Plan & Trust | - | 28 | $284,236 | $150,164 | $5,363iApproximate average salary by contribution assumption: employee only about $134,075 at 4% or $89,383 at 6%; with 50% employer match about $89,383 at 4% or $59,589 at 6%; with 100% employer match about $67,038 at 4% or $44,692 at 6%. |
| 2005 | 1 | 18 | $127,879 | $83,808 | $4,656iApproximate average salary by contribution assumption: employee only about $116,400 at 4% or $77,600 at 6%; with 50% employer match about $77,600 at 4% or $51,733 at 6%; with 100% employer match about $58,200 at 4% or $38,800 at 6%. |
| Summit Wealth Management Inc. 401K Profit Sharing Plan & Trust | - | 18 | $127,879 | $83,808 | $4,656iApproximate average salary by contribution assumption: employee only about $116,400 at 4% or $77,600 at 6%; with 50% employer match about $77,600 at 4% or $51,733 at 6%; with 100% employer match about $58,200 at 4% or $38,800 at 6%. |
| 2004 | 1 | 7 | $38,006 | $37,712 | $5,387iApproximate average salary by contribution assumption: employee only about $134,686 at 4% or $89,790 at 6%; with 50% employer match about $89,790 at 4% or $59,860 at 6%; with 100% employer match about $67,343 at 4% or $44,895 at 6%. |
| Summit Wealth Management Inc. 401K Profit Sharing Plan & Trust | - | 7 | $38,006 | $37,712 | $5,387iApproximate average salary by contribution assumption: employee only about $134,686 at 4% or $89,790 at 6%; with 50% employer match about $89,790 at 4% or $59,860 at 6%; with 100% employer match about $67,343 at 4% or $44,895 at 6%. |