Civic Intelligence

The Summit Group Associates Inc

Plan context: The Summit Group Associates 401(K) Plan

EIN 41-2243735 • Exton, PA • 17 filings • 2 plans

431 Exton CommonsExton, PA 19341
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$707,184

2024 Contributions

$142,008

Historical Graphs

Total Assets Over Time

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

$1,540,494$770,247$0200820162024YearValue
$707,184Latest year 2024

Participants Over Time

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

630200820162024YearValue
4Latest 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
202414$707,184$142,008$35,502iApproximate average salary by contribution assumption: employee only about $887,550 at 4% or $591,700 at 6%; with 50% employer match about $591,700 at 4% or $394,467 at 6%; with 100% employer match about $443,775 at 4% or $295,850 at 6%.
The Summit Group Associates 401(K) Plan-4$707,184$142,008$35,502iApproximate average salary by contribution assumption: employee only about $887,550 at 4% or $591,700 at 6%; with 50% employer match about $591,700 at 4% or $394,467 at 6%; with 100% employer match about $443,775 at 4% or $295,850 at 6%.
202315$1,540,494$152,939$30,588iApproximate average salary by contribution assumption: employee only about $764,695 at 4% or $509,797 at 6%; with 50% employer match about $509,797 at 4% or $339,864 at 6%; with 100% employer match about $382,348 at 4% or $254,898 at 6%.
The Summit Group Associates 401(K) Plan-5$1,540,494$152,939$30,588iApproximate average salary by contribution assumption: employee only about $764,695 at 4% or $509,797 at 6%; with 50% employer match about $509,797 at 4% or $339,864 at 6%; with 100% employer match about $382,348 at 4% or $254,898 at 6%.
202215$1,139,860$133,094$26,619iApproximate average salary by contribution assumption: employee only about $665,470 at 4% or $443,647 at 6%; with 50% employer match about $443,647 at 4% or $295,764 at 6%; with 100% employer match about $332,735 at 4% or $221,823 at 6%.
The Summit Group Associates 401(K) Plan-5$1,139,860$133,094$26,619iApproximate average salary by contribution assumption: employee only about $665,470 at 4% or $443,647 at 6%; with 50% employer match about $443,647 at 4% or $295,764 at 6%; with 100% employer match about $332,735 at 4% or $221,823 at 6%.
202116$1,270,881$107,933$17,989iApproximate average salary by contribution assumption: employee only about $449,721 at 4% or $299,814 at 6%; with 50% employer match about $299,814 at 4% or $199,876 at 6%; with 100% employer match about $224,860 at 4% or $149,907 at 6%.
The Summit Group Associates 401(K) Plan-6$1,270,881$107,933$17,989iApproximate average salary by contribution assumption: employee only about $449,721 at 4% or $299,814 at 6%; with 50% employer match about $299,814 at 4% or $199,876 at 6%; with 100% employer match about $224,860 at 4% or $149,907 at 6%.
202015$975,896$64,612$12,922iApproximate average salary by contribution assumption: employee only about $323,060 at 4% or $215,373 at 6%; with 50% employer match about $215,373 at 4% or $143,582 at 6%; with 100% employer match about $161,530 at 4% or $107,687 at 6%.
The Summit Group Associates 401(K) Plan-5$975,896$64,612$12,922iApproximate average salary by contribution assumption: employee only about $323,060 at 4% or $215,373 at 6%; with 50% employer match about $215,373 at 4% or $143,582 at 6%; with 100% employer match about $161,530 at 4% or $107,687 at 6%.
201915$766,356$65,415$13,083iApproximate average salary by contribution assumption: employee only about $327,075 at 4% or $218,050 at 6%; with 50% employer match about $218,050 at 4% or $145,367 at 6%; with 100% employer match about $163,538 at 4% or $109,025 at 6%.
The Summit Group Associates 401(K) Plan-5$766,356$65,415$13,083iApproximate average salary by contribution assumption: employee only about $327,075 at 4% or $218,050 at 6%; with 50% employer match about $218,050 at 4% or $145,367 at 6%; with 100% employer match about $163,538 at 4% or $109,025 at 6%.
201815$565,986$63,009$12,602iApproximate average salary by contribution assumption: employee only about $315,045 at 4% or $210,030 at 6%; with 50% employer match about $210,030 at 4% or $140,020 at 6%; with 100% employer match about $157,523 at 4% or $105,015 at 6%.
The Summit Group Associates 401(K) Plan-5$565,986$63,009$12,602iApproximate average salary by contribution assumption: employee only about $315,045 at 4% or $210,030 at 6%; with 50% employer match about $210,030 at 4% or $140,020 at 6%; with 100% employer match about $157,523 at 4% or $105,015 at 6%.
201714$548,429$45,992$11,498iApproximate average salary by contribution assumption: employee only about $287,450 at 4% or $191,633 at 6%; with 50% employer match about $191,633 at 4% or $127,756 at 6%; with 100% employer match about $143,725 at 4% or $95,817 at 6%.
The Summit Group Associates 401(K) Plan-4$548,429$45,992$11,498iApproximate average salary by contribution assumption: employee only about $287,450 at 4% or $191,633 at 6%; with 50% employer match about $191,633 at 4% or $127,756 at 6%; with 100% employer match about $143,725 at 4% or $95,817 at 6%.
201613$413,804$34,678$11,559iApproximate average salary by contribution assumption: employee only about $288,983 at 4% or $192,656 at 6%; with 50% employer match about $192,656 at 4% or $128,437 at 6%; with 100% employer match about $144,492 at 4% or $96,328 at 6%.
The Summit Group Associates 401(K) Plan-3$413,804$34,678$11,559iApproximate average salary by contribution assumption: employee only about $288,983 at 4% or $192,656 at 6%; with 50% employer match about $192,656 at 4% or $128,437 at 6%; with 100% employer match about $144,492 at 4% or $96,328 at 6%.
201513$351,709$34,928$11,643iApproximate average salary by contribution assumption: employee only about $291,067 at 4% or $194,044 at 6%; with 50% employer match about $194,044 at 4% or $129,363 at 6%; with 100% employer match about $145,533 at 4% or $97,022 at 6%.
The Summit Group Associates 401(K) Plan-3$351,709$34,928$11,643iApproximate average salary by contribution assumption: employee only about $291,067 at 4% or $194,044 at 6%; with 50% employer match about $194,044 at 4% or $129,363 at 6%; with 100% employer match about $145,533 at 4% or $97,022 at 6%.
201413$324,188$29,531$9,844iApproximate average salary by contribution assumption: employee only about $246,092 at 4% or $164,061 at 6%; with 50% employer match about $164,061 at 4% or $109,374 at 6%; with 100% employer match about $123,046 at 4% or $82,031 at 6%.
The Summit Group Associates 401(K) Plan-3$324,188$29,531$9,844iApproximate average salary by contribution assumption: employee only about $246,092 at 4% or $164,061 at 6%; with 50% employer match about $164,061 at 4% or $109,374 at 6%; with 100% employer match about $123,046 at 4% or $82,031 at 6%.
201313$274,597$5,717$1,906iApproximate average salary by contribution assumption: employee only about $47,642 at 4% or $31,761 at 6%; with 50% employer match about $31,761 at 4% or $21,174 at 6%; with 100% employer match about $23,821 at 4% or $15,881 at 6%.
The Summit Group Associates 401(K) Plan-3$274,597$5,717$1,906iApproximate average salary by contribution assumption: employee only about $47,642 at 4% or $31,761 at 6%; with 50% employer match about $31,761 at 4% or $21,174 at 6%; with 100% employer match about $23,821 at 4% or $15,881 at 6%.
201213$224,406$16,505$5,502iApproximate average salary by contribution assumption: employee only about $137,542 at 4% or $91,694 at 6%; with 50% employer match about $91,694 at 4% or $61,130 at 6%; with 100% employer match about $68,771 at 4% or $45,847 at 6%.
The Summit Group Associates 401(K) Plan-3$224,406$16,505$5,502iApproximate average salary by contribution assumption: employee only about $137,542 at 4% or $91,694 at 6%; with 50% employer match about $91,694 at 4% or $61,130 at 6%; with 100% employer match about $68,771 at 4% or $45,847 at 6%.
201113$176,484$9,419$3,140iApproximate average salary by contribution assumption: employee only about $78,492 at 4% or $52,328 at 6%; with 50% employer match about $52,328 at 4% or $34,885 at 6%; with 100% employer match about $39,246 at 4% or $26,164 at 6%.
The Summit Group Associates 401(K) Plan-3$176,484$9,419$3,140iApproximate average salary by contribution assumption: employee only about $78,492 at 4% or $52,328 at 6%; with 50% employer match about $52,328 at 4% or $34,885 at 6%; with 100% employer match about $39,246 at 4% or $26,164 at 6%.
201013$169,865$15,282$5,094iApproximate average salary by contribution assumption: employee only about $127,350 at 4% or $84,900 at 6%; with 50% employer match about $84,900 at 4% or $56,600 at 6%; with 100% employer match about $63,675 at 4% or $42,450 at 6%.
The Summit Group Associates 401(K) Plan-3$169,865$15,282$5,094iApproximate average salary by contribution assumption: employee only about $127,350 at 4% or $84,900 at 6%; with 50% employer match about $84,900 at 4% or $56,600 at 6%; with 100% employer match about $63,675 at 4% or $42,450 at 6%.
200912$132,613$15,462$7,731iApproximate average salary by contribution assumption: employee only about $193,275 at 4% or $128,850 at 6%; with 50% employer match about $128,850 at 4% or $85,900 at 6%; with 100% employer match about $96,638 at 4% or $64,425 at 6%.
The Summit Group Associates 401(K) Plan-2$132,613$15,462$7,731iApproximate average salary by contribution assumption: employee only about $193,275 at 4% or $128,850 at 6%; with 50% employer match about $128,850 at 4% or $85,900 at 6%; with 100% employer match about $96,638 at 4% or $64,425 at 6%.
200812$93,099$70,406$35,203iApproximate average salary by contribution assumption: employee only about $880,075 at 4% or $586,717 at 6%; with 50% employer match about $586,717 at 4% or $391,144 at 6%; with 100% employer match about $440,038 at 4% or $293,358 at 6%.
The Summit Group Associates 401(K) Plan-2$93,099$70,406$35,203iApproximate average salary by contribution assumption: employee only about $880,075 at 4% or $586,717 at 6%; with 50% employer match about $586,717 at 4% or $391,144 at 6%; with 100% employer match about $440,038 at 4% or $293,358 at 6%.