Fidelity bond in place
Not reported
Filing2 Centerpointe DrLake Oswego, OR 97035
SUMMIT DEVELOPMENT GROUP 401(K) PLAN
SUMMIT DEVELOPMENT GROUP, LLC • EIN 46-4073761 • Lake Oswego, OR • Plan year 2024
Filing Insights
Participants
Flat5 → 5
0 • 0.00%
Assets
No comparison- → $52,146
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
ContextNo event flags were generated for this filing.
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
Counterparties
This Form 5500-SF filing only has summary rows in the source dataset, so there are no separate schedule rows to display.
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $43,163 | $0 | - |
| SUMMIT DEVELOPMENT GROUP 401(K) PLAN | - | 4 | $43,163 | $0 | - |
| 2024 | 1 | 5 | $52,146 | $0 | - |
| SUMMIT DEVELOPMENT GROUP 401(K) PLAN | Current | 5 | $52,146 | $0 | - |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
Schedule Details
This Form 5500-SF filing only has summary rows in the source dataset, so there are no separate schedule rows to display.
Filing received by DOL Apr 12, 2025