Civic Intelligence

SUMMIT DEVELOPMENT GROUP, LLC

Plan context: SUMMIT DEVELOPMENT GROUP 401(K) PLAN

EIN 46-4073761 • Lake Oswego, OR • 7 filings • 1 plans

2 Centerpointe DrLake Oswego, OR 97035
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$43,163

2025 Contributions

$3,021

Historical Graphs

Total Assets Over Time

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

$113,477$56,739$0201920222025YearValue
$43,163Latest year 2025

Participants Over Time

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

1160201920222025YearValue
4Latest year 2025

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
202514$43,163$0-
SUMMIT DEVELOPMENT GROUP 401(K) PLAN-4$43,163$0-
202415$52,146$0-
SUMMIT DEVELOPMENT GROUP 401(K) PLAN-5$52,146$0-
202315$58,272$3,021$604iApproximate average salary by contribution assumption: employee only about $15,105 at 4% or $10,070 at 6%; with 50% employer match about $10,070 at 4% or $6,713 at 6%; with 100% employer match about $7,553 at 4% or $5,035 at 6%.
SUMMIT DEVELOPMENT GROUP 401(K) PLAN-5$58,272$3,021$604iApproximate average salary by contribution assumption: employee only about $15,105 at 4% or $10,070 at 6%; with 50% employer match about $10,070 at 4% or $6,713 at 6%; with 100% employer match about $7,553 at 4% or $5,035 at 6%.
202215$47,665$15,819$3,164iApproximate average salary by contribution assumption: employee only about $79,095 at 4% or $52,730 at 6%; with 50% employer match about $52,730 at 4% or $35,153 at 6%; with 100% employer match about $39,548 at 4% or $26,365 at 6%.
SUMMIT DEVELOPMENT GROUP 401(K) PLAN-5$47,665$15,819$3,164iApproximate average salary by contribution assumption: employee only about $79,095 at 4% or $52,730 at 6%; with 50% employer match about $52,730 at 4% or $35,153 at 6%; with 100% employer match about $39,548 at 4% or $26,365 at 6%.
202119$113,477$78,042$8,671iApproximate average salary by contribution assumption: employee only about $216,783 at 4% or $144,522 at 6%; with 50% employer match about $144,522 at 4% or $96,348 at 6%; with 100% employer match about $108,392 at 4% or $72,261 at 6%.
SUMMIT DEVELOPMENT GROUP 401(K) PLAN-9$113,477$78,042$8,671iApproximate average salary by contribution assumption: employee only about $216,783 at 4% or $144,522 at 6%; with 50% employer match about $144,522 at 4% or $96,348 at 6%; with 100% employer match about $108,392 at 4% or $72,261 at 6%.
2020111$48,325$32,826$2,984iApproximate average salary by contribution assumption: employee only about $74,605 at 4% or $49,736 at 6%; with 50% employer match about $49,736 at 4% or $33,158 at 6%; with 100% employer match about $37,302 at 4% or $24,868 at 6%.
SUMMIT DEVELOPMENT GROUP 401(K) PLAN-11$48,325$32,826$2,984iApproximate average salary by contribution assumption: employee only about $74,605 at 4% or $49,736 at 6%; with 50% employer match about $49,736 at 4% or $33,158 at 6%; with 100% employer match about $37,302 at 4% or $24,868 at 6%.
2019110$55,648$55,955$5,596iApproximate average salary by contribution assumption: employee only about $139,888 at 4% or $93,258 at 6%; with 50% employer match about $93,258 at 4% or $62,172 at 6%; with 100% employer match about $69,944 at 4% or $46,629 at 6%.
SUMMIT DEVELOPMENT GROUP 401(K) PLAN-10$55,648$55,955$5,596iApproximate average salary by contribution assumption: employee only about $139,888 at 4% or $93,258 at 6%; with 50% employer match about $93,258 at 4% or $62,172 at 6%; with 100% employer match about $69,944 at 4% or $46,629 at 6%.