Civic Intelligence

Summit Financial Education Inc.

Plan context: Summit Financial Education Inc. 401(K) Plan

EIN 46-2896426 • Tucson, AZ • 9 filings • 1 plans

4800 E. Flower StreetTucson, AZ 85712
Current Snapshot

Latest Year

2022

2022 Participants

25

2022 Assets

$1,394,813

2022 Contributions

$114,311

Historical Graphs

Total Assets Over Time

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

$1,394,813$697,407$0201420182021YearValue
$1,394,813Latest year 2021

Participants Over Time

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

25130201420182021YearValue
25Latest year 2021

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
202210$0$0-
Summit Financial Education Inc. 401(K) Plan-0$0--
2021125$1,394,813$114,311$4,572iApproximate average salary by contribution assumption: employee only about $114,311 at 4% or $76,207 at 6%; with 50% employer match about $76,207 at 4% or $50,805 at 6%; with 100% employer match about $57,155 at 4% or $38,104 at 6%.
Summit Financial Education Inc. 401(K) Plan-25$1,394,813$114,311$4,572iApproximate average salary by contribution assumption: employee only about $114,311 at 4% or $76,207 at 6%; with 50% employer match about $76,207 at 4% or $50,805 at 6%; with 100% employer match about $57,155 at 4% or $38,104 at 6%.
2020117$1,098,643$1,800$106iApproximate average salary by contribution assumption: employee only about $2,647 at 4% or $1,765 at 6%; with 50% employer match about $1,765 at 4% or $1,176 at 6%; with 100% employer match about $1,324 at 4% or $882 at 6%.
Summit Financial Education Inc. 401(K) Plan-17$1,098,643$1,800$106iApproximate average salary by contribution assumption: employee only about $2,647 at 4% or $1,765 at 6%; with 50% employer match about $1,765 at 4% or $1,176 at 6%; with 100% employer match about $1,324 at 4% or $882 at 6%.
2019124$1,072,899$92,301$3,846iApproximate average salary by contribution assumption: employee only about $96,147 at 4% or $64,098 at 6%; with 50% employer match about $64,098 at 4% or $42,732 at 6%; with 100% employer match about $48,073 at 4% or $32,049 at 6%.
Summit Financial Education Inc. 401(K) Plan-24$1,072,899$92,301$3,846iApproximate average salary by contribution assumption: employee only about $96,147 at 4% or $64,098 at 6%; with 50% employer match about $64,098 at 4% or $42,732 at 6%; with 100% employer match about $48,073 at 4% or $32,049 at 6%.
2018115$961,871$68,017$4,534iApproximate average salary by contribution assumption: employee only about $113,362 at 4% or $75,574 at 6%; with 50% employer match about $75,574 at 4% or $50,383 at 6%; with 100% employer match about $56,681 at 4% or $37,787 at 6%.
Summit Financial Education Inc. 401(K) Plan-15$961,871$68,017$4,534iApproximate average salary by contribution assumption: employee only about $113,362 at 4% or $75,574 at 6%; with 50% employer match about $75,574 at 4% or $50,383 at 6%; with 100% employer match about $56,681 at 4% or $37,787 at 6%.
2017111$881,711$71,466$6,497iApproximate average salary by contribution assumption: employee only about $162,423 at 4% or $108,282 at 6%; with 50% employer match about $108,282 at 4% or $72,188 at 6%; with 100% employer match about $81,211 at 4% or $54,141 at 6%.
Summit Financial Education Inc. 401(K) Plan-11$881,711$71,466$6,497iApproximate average salary by contribution assumption: employee only about $162,423 at 4% or $108,282 at 6%; with 50% employer match about $108,282 at 4% or $72,188 at 6%; with 100% employer match about $81,211 at 4% or $54,141 at 6%.
2016111$734,515$55,206$5,019iApproximate average salary by contribution assumption: employee only about $125,468 at 4% or $83,645 at 6%; with 50% employer match about $83,645 at 4% or $55,764 at 6%; with 100% employer match about $62,734 at 4% or $41,823 at 6%.
Summit Financial Education Inc. 401(K) Plan-11$734,515$55,206$5,019iApproximate average salary by contribution assumption: employee only about $125,468 at 4% or $83,645 at 6%; with 50% employer match about $83,645 at 4% or $55,764 at 6%; with 100% employer match about $62,734 at 4% or $41,823 at 6%.
2015111$600,702$59,138$5,376iApproximate average salary by contribution assumption: employee only about $134,405 at 4% or $89,603 at 6%; with 50% employer match about $89,603 at 4% or $59,735 at 6%; with 100% employer match about $67,202 at 4% or $44,802 at 6%.
Summit Financial Education Inc. 401(K) Plan-11$600,702$59,138$5,376iApproximate average salary by contribution assumption: employee only about $134,405 at 4% or $89,603 at 6%; with 50% employer match about $89,603 at 4% or $59,735 at 6%; with 100% employer match about $67,202 at 4% or $44,802 at 6%.
201418$539,646$219$27iApproximate average salary by contribution assumption: employee only about $684 at 4% or $456 at 6%; with 50% employer match about $456 at 4% or $304 at 6%; with 100% employer match about $342 at 4% or $228 at 6%.
Summit Financial Education Inc. 401(K) Plan-8$539,646$219$27iApproximate average salary by contribution assumption: employee only about $684 at 4% or $456 at 6%; with 50% employer match about $456 at 4% or $304 at 6%; with 100% employer match about $342 at 4% or $228 at 6%.