Civic Intelligence

Summit Investment Management LLC

Plan context: Summit Investment Management L 401K Profit Sharing Plan & Trust

EIN 42-1541104 • Denver, CO • 13 filings • 4 plans

1700 N Lincoln St Ste 2150Denver, CO 80203-4500
Current Snapshot

Latest Year

2016

2016 Participants

42

2016 Assets

$3,275,719

2016 Contributions

$655,854

Historical Graphs

Total Assets Over Time

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

$3,275,719$1,637,860$0200320102015YearValue
$3,275,719Latest year 2015

Participants Over Time

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

42210200320102015YearValue
42Latest year 2015

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
201610$0$0-
Summit Investment Management L 401K Profit Sharing Plan & Trust-0$0$0-
2015142$3,275,719$655,854$15,616iApproximate average salary by contribution assumption: employee only about $390,389 at 4% or $260,260 at 6%; with 50% employer match about $260,260 at 4% or $173,506 at 6%; with 100% employer match about $195,195 at 4% or $130,130 at 6%.
Summit Investment Management L 401K Profit Sharing Plan & Trust-42$3,275,719$655,854$15,616iApproximate average salary by contribution assumption: employee only about $390,389 at 4% or $260,260 at 6%; with 50% employer match about $260,260 at 4% or $173,506 at 6%; with 100% employer match about $195,195 at 4% or $130,130 at 6%.
2014130$2,825,983$457,753$15,258iApproximate average salary by contribution assumption: employee only about $381,461 at 4% or $254,307 at 6%; with 50% employer match about $254,307 at 4% or $169,538 at 6%; with 100% employer match about $190,730 at 4% or $127,154 at 6%.
Summit Investment Management L 401K Profit Sharing Plan & Trust-30$2,825,983$457,753$15,258iApproximate average salary by contribution assumption: employee only about $381,461 at 4% or $254,307 at 6%; with 50% employer match about $254,307 at 4% or $169,538 at 6%; with 100% employer match about $190,730 at 4% or $127,154 at 6%.
2013125$2,500,527$420,091$16,804iApproximate average salary by contribution assumption: employee only about $420,091 at 4% or $280,061 at 6%; with 50% employer match about $280,061 at 4% or $186,707 at 6%; with 100% employer match about $210,046 at 4% or $140,030 at 6%.
Summit Investment Management L 401K Profit Sharing Plan & Trust-25$2,500,527$420,091$16,804iApproximate average salary by contribution assumption: employee only about $420,091 at 4% or $280,061 at 6%; with 50% employer match about $280,061 at 4% or $186,707 at 6%; with 100% employer match about $210,046 at 4% or $140,030 at 6%.
2012123$2,354,180$375,906$16,344iApproximate average salary by contribution assumption: employee only about $408,593 at 4% or $272,396 at 6%; with 50% employer match about $272,396 at 4% or $181,597 at 6%; with 100% employer match about $204,297 at 4% or $136,198 at 6%.
Summit Investment Management L 401K Profit Sharing Plan & Trust-23$2,354,180$375,906$16,344iApproximate average salary by contribution assumption: employee only about $408,593 at 4% or $272,396 at 6%; with 50% employer match about $272,396 at 4% or $181,597 at 6%; with 100% employer match about $204,297 at 4% or $136,198 at 6%.
2011123$1,887,665$351,290$15,273iApproximate average salary by contribution assumption: employee only about $381,837 at 4% or $254,558 at 6%; with 50% employer match about $254,558 at 4% or $169,705 at 6%; with 100% employer match about $190,918 at 4% or $127,279 at 6%.
Summit Investment Management L 401K Profit Sharing Plan & Trust-23$1,887,665$351,290$15,273iApproximate average salary by contribution assumption: employee only about $381,837 at 4% or $254,558 at 6%; with 50% employer match about $254,558 at 4% or $169,705 at 6%; with 100% employer match about $190,918 at 4% or $127,279 at 6%.
2010122$1,623,067$323,300$14,695iApproximate average salary by contribution assumption: employee only about $367,386 at 4% or $244,924 at 6%; with 50% employer match about $244,924 at 4% or $163,283 at 6%; with 100% employer match about $183,693 at 4% or $122,462 at 6%.
Summit Investment Management L 401K Profit Sharing Plan & Trust-22$1,623,067$323,300$14,695iApproximate average salary by contribution assumption: employee only about $367,386 at 4% or $244,924 at 6%; with 50% employer match about $244,924 at 4% or $163,283 at 6%; with 100% employer match about $183,693 at 4% or $122,462 at 6%.
2009123$1,181,491$291,119$12,657iApproximate average salary by contribution assumption: employee only about $316,434 at 4% or $210,956 at 6%; with 50% employer match about $210,956 at 4% or $140,637 at 6%; with 100% employer match about $158,217 at 4% or $105,478 at 6%.
Summit Investment Management L 401K Profit Sharing Plan & Trust-23$1,181,491$291,119$12,657iApproximate average salary by contribution assumption: employee only about $316,434 at 4% or $210,956 at 6%; with 50% employer match about $210,956 at 4% or $140,637 at 6%; with 100% employer match about $158,217 at 4% or $105,478 at 6%.
2008114$738,943$234,516$16,751iApproximate average salary by contribution assumption: employee only about $418,779 at 4% or $279,186 at 6%; with 50% employer match about $279,186 at 4% or $186,124 at 6%; with 100% employer match about $209,389 at 4% or $139,593 at 6%.
Summit Investment Management L 401K Profit Sharing Plan & Trust-14$738,943$234,516$16,751iApproximate average salary by contribution assumption: employee only about $418,779 at 4% or $279,186 at 6%; with 50% employer match about $279,186 at 4% or $186,124 at 6%; with 100% employer match about $209,389 at 4% or $139,593 at 6%.
2007119$790,715$323,079$17,004iApproximate average salary by contribution assumption: employee only about $425,104 at 4% or $283,403 at 6%; with 50% employer match about $283,403 at 4% or $188,935 at 6%; with 100% employer match about $212,552 at 4% or $141,701 at 6%.
Summit Investment Management L 401K Profit Sharing Plan & Trust-19$790,715$323,079$17,004iApproximate average salary by contribution assumption: employee only about $425,104 at 4% or $283,403 at 6%; with 50% employer match about $283,403 at 4% or $188,935 at 6%; with 100% employer match about $212,552 at 4% or $141,701 at 6%.
2006122$611,066$274,950$12,498iApproximate average salary by contribution assumption: employee only about $312,443 at 4% or $208,295 at 6%; with 50% employer match about $208,295 at 4% or $138,864 at 6%; with 100% employer match about $156,222 at 4% or $104,148 at 6%.
Summit Investment Management L 401K Profit Sharing Plan & Trust-22$611,066$274,950$12,498iApproximate average salary by contribution assumption: employee only about $312,443 at 4% or $208,295 at 6%; with 50% employer match about $208,295 at 4% or $138,864 at 6%; with 100% employer match about $156,222 at 4% or $104,148 at 6%.
2005118$339,358$250,826$13,935iApproximate average salary by contribution assumption: employee only about $348,369 at 4% or $232,246 at 6%; with 50% employer match about $232,246 at 4% or $154,831 at 6%; with 100% employer match about $174,185 at 4% or $116,123 at 6%.
Summit Investment Management L 401K Profit Sharing Plan & Trust-18$339,358$250,826$13,935iApproximate average salary by contribution assumption: employee only about $348,369 at 4% or $232,246 at 6%; with 50% employer match about $232,246 at 4% or $154,831 at 6%; with 100% employer match about $174,185 at 4% or $116,123 at 6%.
2003110$15,022$14,248$1,425iApproximate average salary by contribution assumption: employee only about $35,620 at 4% or $23,747 at 6%; with 50% employer match about $23,747 at 4% or $15,831 at 6%; with 100% employer match about $17,810 at 4% or $11,873 at 6%.
Summit Investment Management L 401K Profit Sharing Plan & Trust-10$15,022$14,248$1,425iApproximate average salary by contribution assumption: employee only about $35,620 at 4% or $23,747 at 6%; with 50% employer match about $23,747 at 4% or $15,831 at 6%; with 100% employer match about $17,810 at 4% or $11,873 at 6%.