Civic Intelligence

Summit Group USA LLC

Plan context: Summit Group USA LLC 401(K) Profit Sharing Plan

EIN 36-4627962 • Naples, FL • 12 filings • 1 plans

15275 Collier BoulevardNo. 201-205Naples, FL 34119
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$789,580

2021 Contributions

$104,000

Historical Graphs

Total Assets Over Time

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

$789,580$394,790$0201020162021YearValue
$789,580Latest year 2021

Participants Over Time

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

210201020162021YearValue
2Latest year 2021

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
202112$789,580$104,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
Summit Group USA LLC 401(K) Profit Sharing Plan-2$789,580$104,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
202012$657,952$104,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
Summit Group USA LLC 401(K) Profit Sharing Plan-2$657,952$104,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
201912$516,404$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Summit Group USA LLC 401(K) Profit Sharing Plan-2$516,404$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201812$483,182$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Summit Group USA LLC 401(K) Profit Sharing Plan-2$483,182$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
201712$395,608$83,808$41,904iApproximate average salary by contribution assumption: employee only about $1,047,600 at 4% or $698,400 at 6%; with 50% employer match about $698,400 at 4% or $465,600 at 6%; with 100% employer match about $523,800 at 4% or $349,200 at 6%.
Summit Group USA LLC 401(K) Profit Sharing Plan-2$395,608$83,808$41,904iApproximate average salary by contribution assumption: employee only about $1,047,600 at 4% or $698,400 at 6%; with 50% employer match about $698,400 at 4% or $465,600 at 6%; with 100% employer match about $523,800 at 4% or $349,200 at 6%.
201612$296,836$83,808$41,904iApproximate average salary by contribution assumption: employee only about $1,047,600 at 4% or $698,400 at 6%; with 50% employer match about $698,400 at 4% or $465,600 at 6%; with 100% employer match about $523,800 at 4% or $349,200 at 6%.
Summit Group USA LLC 401(K) Profit Sharing Plan-2$296,836$83,808$41,904iApproximate average salary by contribution assumption: employee only about $1,047,600 at 4% or $698,400 at 6%; with 50% employer match about $698,400 at 4% or $465,600 at 6%; with 100% employer match about $523,800 at 4% or $349,200 at 6%.
201512$445,581$83,808$41,904iApproximate average salary by contribution assumption: employee only about $1,047,600 at 4% or $698,400 at 6%; with 50% employer match about $698,400 at 4% or $465,600 at 6%; with 100% employer match about $523,800 at 4% or $349,200 at 6%.
Summit Group USA LLC 401(K) Profit Sharing Plan-2$445,581$83,808$41,904iApproximate average salary by contribution assumption: employee only about $1,047,600 at 4% or $698,400 at 6%; with 50% employer match about $698,400 at 4% or $465,600 at 6%; with 100% employer match about $523,800 at 4% or $349,200 at 6%.
201412$375,931$69,126$34,563iApproximate average salary by contribution assumption: employee only about $864,075 at 4% or $576,050 at 6%; with 50% employer match about $576,050 at 4% or $384,033 at 6%; with 100% employer match about $432,038 at 4% or $288,025 at 6%.
Summit Group USA LLC 401(K) Profit Sharing Plan-2$375,931$69,126$34,563iApproximate average salary by contribution assumption: employee only about $864,075 at 4% or $576,050 at 6%; with 50% employer match about $576,050 at 4% or $384,033 at 6%; with 100% employer match about $432,038 at 4% or $288,025 at 6%.
201312$312,407$90,196$45,098iApproximate average salary by contribution assumption: employee only about $1,127,450 at 4% or $751,633 at 6%; with 50% employer match about $751,633 at 4% or $501,089 at 6%; with 100% employer match about $563,725 at 4% or $375,817 at 6%.
Summit Group USA LLC 401(K) Profit Sharing Plan-2$312,407$90,196$45,098iApproximate average salary by contribution assumption: employee only about $1,127,450 at 4% or $751,633 at 6%; with 50% employer match about $751,633 at 4% or $501,089 at 6%; with 100% employer match about $563,725 at 4% or $375,817 at 6%.
201212$202,370$64,752$32,376iApproximate average salary by contribution assumption: employee only about $809,400 at 4% or $539,600 at 6%; with 50% employer match about $539,600 at 4% or $359,733 at 6%; with 100% employer match about $404,700 at 4% or $269,800 at 6%.
Summit Group USA LLC 401(K) Profit Sharing Plan-2$202,370$64,752$32,376iApproximate average salary by contribution assumption: employee only about $809,400 at 4% or $539,600 at 6%; with 50% employer match about $539,600 at 4% or $359,733 at 6%; with 100% employer match about $404,700 at 4% or $269,800 at 6%.
201112$128,128$64,752$32,376iApproximate average salary by contribution assumption: employee only about $809,400 at 4% or $539,600 at 6%; with 50% employer match about $539,600 at 4% or $359,733 at 6%; with 100% employer match about $404,700 at 4% or $269,800 at 6%.
Summit Group USA LLC 401(K) Profit Sharing Plan-2$128,128$64,752$32,376iApproximate average salary by contribution assumption: employee only about $809,400 at 4% or $539,600 at 6%; with 50% employer match about $539,600 at 4% or $359,733 at 6%; with 100% employer match about $404,700 at 4% or $269,800 at 6%.
201012$67,647$64,752$32,376iApproximate average salary by contribution assumption: employee only about $809,400 at 4% or $539,600 at 6%; with 50% employer match about $539,600 at 4% or $359,733 at 6%; with 100% employer match about $404,700 at 4% or $269,800 at 6%.
Summit Group USA LLC 401(K) Profit Sharing Plan-2$67,647$64,752$32,376iApproximate average salary by contribution assumption: employee only about $809,400 at 4% or $539,600 at 6%; with 50% employer match about $539,600 at 4% or $359,733 at 6%; with 100% employer match about $404,700 at 4% or $269,800 at 6%.