Civic Intelligence

Summit Planning Group LLC

Plan context: Summit Planning Group LLC

EIN 39-1980229 • Green Bay, WI • 8 filings • 2 plans

3071 Voyager Dr Ste AGreen Bay, WI 54311-8352
Current Snapshot

Latest Year

2019

2019 Participants

8

2019 Assets

$896,453

2019 Contributions

$23,913

Historical Graphs

Total Assets Over Time

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

$897,553$448,777$0201220152018YearValue
$896,453Latest year 2018

Participants Over Time

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

840201220152018YearValue
8Latest year 2018

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
201910$0$23,913-
Summit Planning Group LLC-0$0$23,913-
201818$896,453$92,830$11,604iApproximate average salary by contribution assumption: employee only about $290,094 at 4% or $193,396 at 6%; with 50% employer match about $193,396 at 4% or $128,931 at 6%; with 100% employer match about $145,047 at 4% or $96,698 at 6%.
Summit Planning Group LLC-8$896,453$92,830$11,604iApproximate average salary by contribution assumption: employee only about $290,094 at 4% or $193,396 at 6%; with 50% employer match about $193,396 at 4% or $128,931 at 6%; with 100% employer match about $145,047 at 4% or $96,698 at 6%.
201717$897,553$76,064$10,866iApproximate average salary by contribution assumption: employee only about $271,657 at 4% or $181,105 at 6%; with 50% employer match about $181,105 at 4% or $120,737 at 6%; with 100% employer match about $135,829 at 4% or $90,552 at 6%.
Summit Planning Group LLC-7$897,553$76,064$10,866iApproximate average salary by contribution assumption: employee only about $271,657 at 4% or $181,105 at 6%; with 50% employer match about $181,105 at 4% or $120,737 at 6%; with 100% employer match about $135,829 at 4% or $90,552 at 6%.
201617$698,068$112,193$16,028iApproximate average salary by contribution assumption: employee only about $400,689 at 4% or $267,126 at 6%; with 50% employer match about $267,126 at 4% or $178,084 at 6%; with 100% employer match about $200,345 at 4% or $133,563 at 6%.
Summit Planning Group LLC-7$698,068$112,193$16,028iApproximate average salary by contribution assumption: employee only about $400,689 at 4% or $267,126 at 6%; with 50% employer match about $267,126 at 4% or $178,084 at 6%; with 100% employer match about $200,345 at 4% or $133,563 at 6%.
201516$504,620$50,872$8,479iApproximate average salary by contribution assumption: employee only about $211,967 at 4% or $141,311 at 6%; with 50% employer match about $141,311 at 4% or $94,207 at 6%; with 100% employer match about $105,983 at 4% or $70,656 at 6%.
Summit Planning Group LLC-6$504,620$50,872$8,479iApproximate average salary by contribution assumption: employee only about $211,967 at 4% or $141,311 at 6%; with 50% employer match about $141,311 at 4% or $94,207 at 6%; with 100% employer match about $105,983 at 4% or $70,656 at 6%.
201415$457,021$33,283$6,657iApproximate average salary by contribution assumption: employee only about $166,415 at 4% or $110,943 at 6%; with 50% employer match about $110,943 at 4% or $73,962 at 6%; with 100% employer match about $83,208 at 4% or $55,472 at 6%.
Summit Planning Group LLC-5$457,021$33,283$6,657iApproximate average salary by contribution assumption: employee only about $166,415 at 4% or $110,943 at 6%; with 50% employer match about $110,943 at 4% or $73,962 at 6%; with 100% employer match about $83,208 at 4% or $55,472 at 6%.
201313$398,308$19,900$6,633iApproximate average salary by contribution assumption: employee only about $165,833 at 4% or $110,556 at 6%; with 50% employer match about $110,556 at 4% or $73,704 at 6%; with 100% employer match about $82,917 at 4% or $55,278 at 6%.
Summit Planning Group LLC-3$398,308$19,900$6,633iApproximate average salary by contribution assumption: employee only about $165,833 at 4% or $110,556 at 6%; with 50% employer match about $110,556 at 4% or $73,704 at 6%; with 100% employer match about $82,917 at 4% or $55,278 at 6%.
201213$294,875$17,394$5,798iApproximate average salary by contribution assumption: employee only about $144,950 at 4% or $96,633 at 6%; with 50% employer match about $96,633 at 4% or $64,422 at 6%; with 100% employer match about $72,475 at 4% or $48,317 at 6%.
Summit Planning Group LLC-3$294,875$17,394$5,798iApproximate average salary by contribution assumption: employee only about $144,950 at 4% or $96,633 at 6%; with 50% employer match about $96,633 at 4% or $64,422 at 6%; with 100% employer match about $72,475 at 4% or $48,317 at 6%.