Civic Intelligence

Summit Financial LLC

Plan context: Summit Advisor Services LLC Employee 401K Plan

EIN 37-1895248 • 7 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

198

2024 Assets

$22,965,887

2024 Contributions

$2,715,797

Historical Graphs

Total Assets Over Time

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

$22,965,887$11,482,944$0201820212024YearValue
$22,965,887Latest year 2024

Participants Over Time

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

198990201820212024YearValue
198Latest 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
20241198$22,965,887$2,715,797$13,716iApproximate average salary by contribution assumption: employee only about $342,904 at 4% or $228,602 at 6%; with 50% employer match about $228,602 at 4% or $152,402 at 6%; with 100% employer match about $171,452 at 4% or $114,301 at 6%.
Summit Advisor Services LLC Employee 401K Plan-198$22,965,887$2,715,797$13,716iApproximate average salary by contribution assumption: employee only about $342,904 at 4% or $228,602 at 6%; with 50% employer match about $228,602 at 4% or $152,402 at 6%; with 100% employer match about $171,452 at 4% or $114,301 at 6%.
20231165$18,625,094$2,005,925$12,157iApproximate average salary by contribution assumption: employee only about $303,928 at 4% or $202,619 at 6%; with 50% employer match about $202,619 at 4% or $135,079 at 6%; with 100% employer match about $151,964 at 4% or $101,309 at 6%.
Summit Advisor Services LLC Employee 401K Plan-165$18,625,094$2,005,925$12,157iApproximate average salary by contribution assumption: employee only about $303,928 at 4% or $202,619 at 6%; with 50% employer match about $202,619 at 4% or $135,079 at 6%; with 100% employer match about $151,964 at 4% or $101,309 at 6%.
20221167$14,760,250$1,658,074$9,929iApproximate average salary by contribution assumption: employee only about $248,215 at 4% or $165,476 at 6%; with 50% employer match about $165,476 at 4% or $110,318 at 6%; with 100% employer match about $124,107 at 4% or $82,738 at 6%.
Summit Advisor Services LLC Employee 401K Plan-167$14,760,250$1,658,074$9,929iApproximate average salary by contribution assumption: employee only about $248,215 at 4% or $165,476 at 6%; with 50% employer match about $165,476 at 4% or $110,318 at 6%; with 100% employer match about $124,107 at 4% or $82,738 at 6%.
20211178$15,641,123$981,930$5,516iApproximate average salary by contribution assumption: employee only about $137,912 at 4% or $91,941 at 6%; with 50% employer match about $91,941 at 4% or $61,294 at 6%; with 100% employer match about $68,956 at 4% or $45,971 at 6%.
Summit Advisor Services LLC Employee 401K Plan-178$15,641,123$981,930$5,516iApproximate average salary by contribution assumption: employee only about $137,912 at 4% or $91,941 at 6%; with 50% employer match about $91,941 at 4% or $61,294 at 6%; with 100% employer match about $68,956 at 4% or $45,971 at 6%.
20201135$13,184,951$820,246$6,076iApproximate average salary by contribution assumption: employee only about $151,897 at 4% or $101,265 at 6%; with 50% employer match about $101,265 at 4% or $67,510 at 6%; with 100% employer match about $75,949 at 4% or $50,632 at 6%.
Summit Advisor Services LLC Employee 401K Plan-135$13,184,951$820,246$6,076iApproximate average salary by contribution assumption: employee only about $151,897 at 4% or $101,265 at 6%; with 50% employer match about $101,265 at 4% or $67,510 at 6%; with 100% employer match about $75,949 at 4% or $50,632 at 6%.
20191135$12,369,971$818,520$6,063iApproximate average salary by contribution assumption: employee only about $151,578 at 4% or $101,052 at 6%; with 50% employer match about $101,052 at 4% or $67,368 at 6%; with 100% employer match about $75,789 at 4% or $50,526 at 6%.
Summit Advisor Services LLC Employee 401K Plan-135$12,369,971$818,520$6,063iApproximate average salary by contribution assumption: employee only about $151,578 at 4% or $101,052 at 6%; with 50% employer match about $101,052 at 4% or $67,368 at 6%; with 100% employer match about $75,789 at 4% or $50,526 at 6%.
20181150$10,294,454$942,166$6,281iApproximate average salary by contribution assumption: employee only about $157,028 at 4% or $104,685 at 6%; with 50% employer match about $104,685 at 4% or $69,790 at 6%; with 100% employer match about $78,514 at 4% or $52,343 at 6%.
Summit Advisor Services LLC Employee 401K Plan-150$10,294,454$942,166$6,281iApproximate average salary by contribution assumption: employee only about $157,028 at 4% or $104,685 at 6%; with 50% employer match about $104,685 at 4% or $69,790 at 6%; with 100% employer match about $78,514 at 4% or $52,343 at 6%.