Civic Intelligence

Summit Strategies Inc

Plan context: Summit Strategies Inc Employees Retirement Savings Plan

EIN 43-1708520 • St. Louis, MO • 21 filings • 4 plans

8182 Maryland Avenue, 6th FloorSt. Louis, MO 63105
Current Snapshot

Latest Year

2018

2018 Participants

70

2018 Assets

$13,358,617

2018 Contributions

$1,118,239

Historical Graphs

Total Assets Over Time

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

$18,341,233$9,170,617$0199920092018YearValue
$13,358,617Latest year 2018

Participants Over Time

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

98490199920092018YearValue
70Latest 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
2018270$13,358,617$1,118,239$15,975iApproximate average salary by contribution assumption: employee only about $399,371 at 4% or $266,247 at 6%; with 50% employer match about $266,247 at 4% or $177,498 at 6%; with 100% employer match about $199,686 at 4% or $133,124 at 6%.
Summit Strategies Inc Employees Retirement Savings Plan-70$13,358,617$1,118,239$15,975iApproximate average salary by contribution assumption: employee only about $399,371 at 4% or $266,247 at 6%; with 50% employer match about $266,247 at 4% or $177,498 at 6%; with 100% employer match about $199,686 at 4% or $133,124 at 6%.
Summit Strategies Inc Employees Retirement Savings Plan-0$0--
2017189$18,184,432$1,282,441$14,409iApproximate average salary by contribution assumption: employee only about $360,236 at 4% or $240,157 at 6%; with 50% employer match about $240,157 at 4% or $160,105 at 6%; with 100% employer match about $180,118 at 4% or $120,079 at 6%.
Summit Strategies Inc Employees Retirement Savings Plan-89$18,184,432$1,282,441$14,409iApproximate average salary by contribution assumption: employee only about $360,236 at 4% or $240,157 at 6%; with 50% employer match about $240,157 at 4% or $160,105 at 6%; with 100% employer match about $180,118 at 4% or $120,079 at 6%.
2016198$18,341,233$1,420,839$14,498iApproximate average salary by contribution assumption: employee only about $362,459 at 4% or $241,639 at 6%; with 50% employer match about $241,639 at 4% or $161,093 at 6%; with 100% employer match about $181,229 at 4% or $120,820 at 6%.
Summit Strategies Inc Employees Retirement Savings Plan-98$18,341,233$1,420,839$14,498iApproximate average salary by contribution assumption: employee only about $362,459 at 4% or $241,639 at 6%; with 50% employer match about $241,639 at 4% or $161,093 at 6%; with 100% employer match about $181,229 at 4% or $120,820 at 6%.
2015191$17,287,755$1,359,515$14,940iApproximate average salary by contribution assumption: employee only about $373,493 at 4% or $248,995 at 6%; with 50% employer match about $248,995 at 4% or $165,997 at 6%; with 100% employer match about $186,747 at 4% or $124,498 at 6%.
Summit Strategies Inc Employees Retirement Savings Plan-91$17,287,755$1,359,515$14,940iApproximate average salary by contribution assumption: employee only about $373,493 at 4% or $248,995 at 6%; with 50% employer match about $248,995 at 4% or $165,997 at 6%; with 100% employer match about $186,747 at 4% or $124,498 at 6%.
2014189$17,404,170$1,480,418$16,634iApproximate average salary by contribution assumption: employee only about $415,848 at 4% or $277,232 at 6%; with 50% employer match about $277,232 at 4% or $184,821 at 6%; with 100% employer match about $207,924 at 4% or $138,616 at 6%.
Summit Strategies Inc Employees Retirement Savings Plan-89$17,404,170$1,480,418$16,634iApproximate average salary by contribution assumption: employee only about $415,848 at 4% or $277,232 at 6%; with 50% employer match about $277,232 at 4% or $184,821 at 6%; with 100% employer match about $207,924 at 4% or $138,616 at 6%.
2013188$16,192,855$1,255,317$14,265iApproximate average salary by contribution assumption: employee only about $356,624 at 4% or $237,749 at 6%; with 50% employer match about $237,749 at 4% or $158,500 at 6%; with 100% employer match about $178,312 at 4% or $118,875 at 6%.
Summit Strategies Inc Employees Retirement Savings Plan-88$16,192,855$1,255,317$14,265iApproximate average salary by contribution assumption: employee only about $356,624 at 4% or $237,749 at 6%; with 50% employer match about $237,749 at 4% or $158,500 at 6%; with 100% employer match about $178,312 at 4% or $118,875 at 6%.
2012177$13,013,731$1,349,100$17,521iApproximate average salary by contribution assumption: employee only about $438,019 at 4% or $292,013 at 6%; with 50% employer match about $292,013 at 4% or $194,675 at 6%; with 100% employer match about $219,010 at 4% or $146,006 at 6%.
Summit Strategies Inc Employees Retirement Savings Plan-77$13,013,731$1,349,100$17,521iApproximate average salary by contribution assumption: employee only about $438,019 at 4% or $292,013 at 6%; with 50% employer match about $292,013 at 4% or $194,675 at 6%; with 100% employer match about $219,010 at 4% or $146,006 at 6%.
2011171$11,546,131$1,473,164$20,749iApproximate average salary by contribution assumption: employee only about $518,720 at 4% or $345,813 at 6%; with 50% employer match about $345,813 at 4% or $230,542 at 6%; with 100% employer match about $259,360 at 4% or $172,907 at 6%.
Summit Strategies Inc Employees Retirement Savings Plan-71$11,546,131$1,473,164$20,749iApproximate average salary by contribution assumption: employee only about $518,720 at 4% or $345,813 at 6%; with 50% employer match about $345,813 at 4% or $230,542 at 6%; with 100% employer match about $259,360 at 4% or $172,907 at 6%.
2010161$11,017,581$1,016,855$16,670iApproximate average salary by contribution assumption: employee only about $416,744 at 4% or $277,829 at 6%; with 50% employer match about $277,829 at 4% or $185,219 at 6%; with 100% employer match about $208,372 at 4% or $138,915 at 6%.
Summit Strategies Inc Employees Retirement Savings Plan-61$11,017,581$1,016,855$16,670iApproximate average salary by contribution assumption: employee only about $416,744 at 4% or $277,829 at 6%; with 50% employer match about $277,829 at 4% or $185,219 at 6%; with 100% employer match about $208,372 at 4% or $138,915 at 6%.
2009157$8,825,294$1,303,952$22,876iApproximate average salary by contribution assumption: employee only about $571,909 at 4% or $381,273 at 6%; with 50% employer match about $381,273 at 4% or $254,182 at 6%; with 100% employer match about $285,954 at 4% or $190,636 at 6%.
Summit Strategies Inc Employees Retirement Savings Plan-57$8,825,294$1,303,952$22,876iApproximate average salary by contribution assumption: employee only about $571,909 at 4% or $381,273 at 6%; with 50% employer match about $381,273 at 4% or $254,182 at 6%; with 100% employer match about $285,954 at 4% or $190,636 at 6%.
2008149$5,925,671$1,327,924$27,100iApproximate average salary by contribution assumption: employee only about $677,512 at 4% or $451,675 at 6%; with 50% employer match about $451,675 at 4% or $301,117 at 6%; with 100% employer match about $338,756 at 4% or $225,837 at 6%.
Summit Strategies Inc Employees Retirement Savings Plan-49$5,925,671$1,327,924$27,100iApproximate average salary by contribution assumption: employee only about $677,512 at 4% or $451,675 at 6%; with 50% employer match about $451,675 at 4% or $301,117 at 6%; with 100% employer match about $338,756 at 4% or $225,837 at 6%.
2007145$7,364,345$1,451,556$32,257iApproximate average salary by contribution assumption: employee only about $806,420 at 4% or $537,613 at 6%; with 50% employer match about $537,613 at 4% or $358,409 at 6%; with 100% employer match about $403,210 at 4% or $268,807 at 6%.
Summit Strategies Inc Employees Retirement Savings Plan-45$7,364,345$1,451,556$32,257iApproximate average salary by contribution assumption: employee only about $806,420 at 4% or $537,613 at 6%; with 50% employer match about $537,613 at 4% or $358,409 at 6%; with 100% employer match about $403,210 at 4% or $268,807 at 6%.
2006134$5,700,792$855,098$25,150iApproximate average salary by contribution assumption: employee only about $628,749 at 4% or $419,166 at 6%; with 50% employer match about $419,166 at 4% or $279,444 at 6%; with 100% employer match about $314,374 at 4% or $209,583 at 6%.
Summit Strategies Inc Employees Retirement Savings Plan-34$5,700,792$855,098$25,150iApproximate average salary by contribution assumption: employee only about $628,749 at 4% or $419,166 at 6%; with 50% employer match about $419,166 at 4% or $279,444 at 6%; with 100% employer match about $314,374 at 4% or $209,583 at 6%.
2005132$4,038,057$478,491$14,953iApproximate average salary by contribution assumption: employee only about $373,821 at 4% or $249,214 at 6%; with 50% employer match about $249,214 at 4% or $166,143 at 6%; with 100% employer match about $186,911 at 4% or $124,607 at 6%.
Summit Strategies Inc Employees Retirement Savings Plan-32$4,038,057$478,491$14,953iApproximate average salary by contribution assumption: employee only about $373,821 at 4% or $249,214 at 6%; with 50% employer match about $249,214 at 4% or $166,143 at 6%; with 100% employer match about $186,911 at 4% or $124,607 at 6%.
2004128$3,280,196$538,813$19,243iApproximate average salary by contribution assumption: employee only about $481,083 at 4% or $320,722 at 6%; with 50% employer match about $320,722 at 4% or $213,815 at 6%; with 100% employer match about $240,542 at 4% or $160,361 at 6%.
Summit Strategies Inc Employees Retirement Savings Plan-28$3,280,196$538,813$19,243iApproximate average salary by contribution assumption: employee only about $481,083 at 4% or $320,722 at 6%; with 50% employer match about $320,722 at 4% or $213,815 at 6%; with 100% employer match about $240,542 at 4% or $160,361 at 6%.
2003127$2,484,667$381,278$14,121iApproximate average salary by contribution assumption: employee only about $353,035 at 4% or $235,357 at 6%; with 50% employer match about $235,357 at 4% or $156,905 at 6%; with 100% employer match about $176,518 at 4% or $117,678 at 6%.
Summit Strategies Inc Employees Retirement Savings Plan-27$2,484,667$381,278$14,121iApproximate average salary by contribution assumption: employee only about $353,035 at 4% or $235,357 at 6%; with 50% employer match about $235,357 at 4% or $156,905 at 6%; with 100% employer match about $176,518 at 4% or $117,678 at 6%.
2002124$1,855,214$385,704$16,071iApproximate average salary by contribution assumption: employee only about $401,775 at 4% or $267,850 at 6%; with 50% employer match about $267,850 at 4% or $178,567 at 6%; with 100% employer match about $200,888 at 4% or $133,925 at 6%.
Summit Strategies Inc Employees Retirement Savings Plan-24$1,855,214$385,704$16,071iApproximate average salary by contribution assumption: employee only about $401,775 at 4% or $267,850 at 6%; with 50% employer match about $267,850 at 4% or $178,567 at 6%; with 100% employer match about $200,888 at 4% or $133,925 at 6%.
2001120$0$0-
Summit Strategies Inc Employees Retirement Savings Plan-20---
2000122$1,437,029$235,051$10,684iApproximate average salary by contribution assumption: employee only about $267,103 at 4% or $178,069 at 6%; with 50% employer match about $178,069 at 4% or $118,713 at 6%; with 100% employer match about $133,552 at 4% or $89,034 at 6%.
Summit Strategies Inc Employees Retirement Savings Plan-22$1,437,029$235,051$10,684iApproximate average salary by contribution assumption: employee only about $267,103 at 4% or $178,069 at 6%; with 50% employer match about $178,069 at 4% or $118,713 at 6%; with 100% employer match about $133,552 at 4% or $89,034 at 6%.
1999116$1,533,451$204,548$12,784iApproximate average salary by contribution assumption: employee only about $319,606 at 4% or $213,071 at 6%; with 50% employer match about $213,071 at 4% or $142,047 at 6%; with 100% employer match about $159,803 at 4% or $106,535 at 6%.
Summit Strategies Inc Employees Retirement Savings Plan-16$1,533,451$204,548$12,784iApproximate average salary by contribution assumption: employee only about $319,606 at 4% or $213,071 at 6%; with 50% employer match about $213,071 at 4% or $142,047 at 6%; with 100% employer match about $159,803 at 4% or $106,535 at 6%.