SUMMIT FINANCIAL MANAGMENT
Plan context: SUMMIT ADMINISTRATION LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 43-2067164 • Oxford, CT • 4 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$49,247
2025 Contributions
$13,262
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $49,247 | $13,262 | $6,631iApproximate average salary by contribution assumption: employee only about $165,775 at 4% or $110,517 at 6%; with 50% employer match about $110,517 at 4% or $73,678 at 6%; with 100% employer match about $82,888 at 4% or $55,258 at 6%. |
| SUMMIT ADMINISTRATION LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $49,247 | $13,262 | $6,631iApproximate average salary by contribution assumption: employee only about $165,775 at 4% or $110,517 at 6%; with 50% employer match about $110,517 at 4% or $73,678 at 6%; with 100% employer match about $82,888 at 4% or $55,258 at 6%. |
| 2024 | 1 | 2 | $30,678 | $11,700 | $5,850iApproximate average salary by contribution assumption: employee only about $146,250 at 4% or $97,500 at 6%; with 50% employer match about $97,500 at 4% or $65,000 at 6%; with 100% employer match about $73,125 at 4% or $48,750 at 6%. |
| SUMMIT ADMINISTRATION LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $30,678 | $11,700 | $5,850iApproximate average salary by contribution assumption: employee only about $146,250 at 4% or $97,500 at 6%; with 50% employer match about $97,500 at 4% or $65,000 at 6%; with 100% employer match about $73,125 at 4% or $48,750 at 6%. |
| 2023 | 1 | 2 | $17,406 | $16,249 | $8,125iApproximate average salary by contribution assumption: employee only about $203,113 at 4% or $135,408 at 6%; with 50% employer match about $135,408 at 4% or $90,272 at 6%; with 100% employer match about $101,556 at 4% or $67,704 at 6%. |
| SUMMIT ADMINISTRATION LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $17,406 | $16,249 | $8,125iApproximate average salary by contribution assumption: employee only about $203,113 at 4% or $135,408 at 6%; with 50% employer match about $135,408 at 4% or $90,272 at 6%; with 100% employer match about $101,556 at 4% or $67,704 at 6%. |
| 2011 | 1 | 0 | $0 | $0 | - |
| SUMMIT FINANCIAL MANAGEMENT 401K PLAN | - | 0 | $0 | - | - |