Civic Intelligence

Summit Fs Ltd

Plan context: SUMMIT FS, LTD. RETIREMENT PROFIT SHARING PLAN

EIN 39-1938920 • Pewaukee, WI • 11 filings • 3 plans

PO Box 30Pewaukee, WI 53072
Current Snapshot

Latest Year

2011

2011 Participants

14

2011 Assets

$300,693

2011 Contributions

$1,010

Historical Graphs

Total Assets Over Time

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

$529,737$264,869$0199920092010YearValue
$300,693Latest year 2010

Participants Over Time

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

23120199920072010YearValue
14Latest year 2010

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
201110$0$1,010-
SUMMIT FS, LTD. RETIREMENT PROFIT SHARING PLAN-0$0$1,010-
2010114$300,693$6,271$448iApproximate average salary by contribution assumption: employee only about $11,198 at 4% or $7,465 at 6%; with 50% employer match about $7,465 at 4% or $4,977 at 6%; with 100% employer match about $5,599 at 4% or $3,733 at 6%.
SUMMIT FS, LTD. RETIREMENT PROFIT SHARING PLAN-14$300,693$6,271$448iApproximate average salary by contribution assumption: employee only about $11,198 at 4% or $7,465 at 6%; with 50% employer match about $7,465 at 4% or $4,977 at 6%; with 100% employer match about $5,599 at 4% or $3,733 at 6%.
2009117$308,152$66,534$3,914iApproximate average salary by contribution assumption: employee only about $97,844 at 4% or $65,229 at 6%; with 50% employer match about $65,229 at 4% or $43,486 at 6%; with 100% employer match about $48,922 at 4% or $32,615 at 6%.
SUMMIT FS, LTD. RETIREMENT PROFIT SHARING PLAN-17$308,152$66,534$3,914iApproximate average salary by contribution assumption: employee only about $97,844 at 4% or $65,229 at 6%; with 50% employer match about $65,229 at 4% or $43,486 at 6%; with 100% employer match about $48,922 at 4% or $32,615 at 6%.
2008119$0$0-
SUMMIT FS, LTD. RETIREMENT PROFIT SHARING PLAN-19---
2007121$0$0-
SUMMIT FS, LTD. RETIREMENT PROFIT SHARING PLAN-21---
2006123$154,169$143,768$6,251iApproximate average salary by contribution assumption: employee only about $156,270 at 4% or $104,180 at 6%; with 50% employer match about $104,180 at 4% or $69,453 at 6%; with 100% employer match about $78,135 at 4% or $52,090 at 6%.
SUMMIT FS, LTD. RETIREMENT PROFIT SHARING PLAN-23$154,169$143,768$6,251iApproximate average salary by contribution assumption: employee only about $156,270 at 4% or $104,180 at 6%; with 50% employer match about $104,180 at 4% or $69,453 at 6%; with 100% employer match about $78,135 at 4% or $52,090 at 6%.
200210$0$0-
Summit Fs Ltd 401K Savings Plan-0---
2001213$0$0-
Summit Fs Ltd 401K Savings Plan-13---
Summit Fs Ltd 401K Savings Plan-0---
2000113$0$0-
Summit Fs Ltd 401K Savings Plan-13---
1999113$529,737$35,633$2,741iApproximate average salary by contribution assumption: employee only about $68,525 at 4% or $45,683 at 6%; with 50% employer match about $45,683 at 4% or $30,456 at 6%; with 100% employer match about $34,263 at 4% or $22,842 at 6%.
Summit Fs Ltd 401K Savings Plan-13$529,737$35,633$2,741iApproximate average salary by contribution assumption: employee only about $68,525 at 4% or $45,683 at 6%; with 50% employer match about $45,683 at 4% or $30,456 at 6%; with 100% employer match about $34,263 at 4% or $22,842 at 6%.