Civic Intelligence

Summit Wealth & Retirement Plann

Plan context: Swrp 401(K) Plan

EIN 47-2346871 • San Ramon, CA • 20 filings • 3 plans

2000 Crow Canyon PlaceSuite 410San Ramon, CA 94583
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$5,125,633

2024 Contributions

$623,116

Historical Graphs

Total Assets Over Time

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

$5,125,633$2,562,817$0201520202024YearValue
$5,125,633Latest year 2024

Participants Over Time

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

1790201520202024YearValue
17Latest year 2024

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
2024317$5,125,633$623,116$36,654iApproximate average salary by contribution assumption: employee only about $916,347 at 4% or $610,898 at 6%; with 50% employer match about $610,898 at 4% or $407,265 at 6%; with 100% employer match about $458,174 at 4% or $305,449 at 6%.
Swrp 401(K) Plan-17$3,515,707$341,982$20,117iApproximate average salary by contribution assumption: employee only about $502,915 at 4% or $335,276 at 6%; with 50% employer match about $335,276 at 4% or $223,518 at 6%; with 100% employer match about $251,457 at 4% or $167,638 at 6%.
SUMMIT WEALTH & RETIREMENT PARTNERS CASH BALANCE PLAN-14$1,440,901$247,076$17,648iApproximate average salary by contribution assumption: employee only about $441,207 at 4% or $294,138 at 6%; with 50% employer match about $294,138 at 4% or $196,092 at 6%; with 100% employer match about $220,604 at 4% or $147,069 at 6%.
SUMMIT WEALTH & RETIREMENT PARTNERS PROFIT SHARING PLAN-14$169,025$34,058$2,433iApproximate average salary by contribution assumption: employee only about $60,818 at 4% or $40,545 at 6%; with 50% employer match about $40,545 at 4% or $27,030 at 6%; with 100% employer match about $30,409 at 4% or $20,273 at 6%.
2023315$4,000,266$574,608$38,307iApproximate average salary by contribution assumption: employee only about $957,680 at 4% or $638,453 at 6%; with 50% employer match about $638,453 at 4% or $425,636 at 6%; with 100% employer match about $478,840 at 4% or $319,227 at 6%.
Swrp 401(K) Plan-15$2,819,971$305,742$20,383iApproximate average salary by contribution assumption: employee only about $509,570 at 4% or $339,713 at 6%; with 50% employer match about $339,713 at 4% or $226,476 at 6%; with 100% employer match about $254,785 at 4% or $169,857 at 6%.
SUMMIT WEALTH & RETIREMENT PARTNERS CASH BALANCE PLAN-12$1,058,930$247,076$20,590iApproximate average salary by contribution assumption: employee only about $514,742 at 4% or $343,161 at 6%; with 50% employer match about $343,161 at 4% or $228,774 at 6%; with 100% employer match about $257,371 at 4% or $171,581 at 6%.
SUMMIT WEALTH & RETIREMENT PARTNERS PROFIT SHARING PLAN-12$121,365$21,790$1,816iApproximate average salary by contribution assumption: employee only about $45,396 at 4% or $30,264 at 6%; with 50% employer match about $30,264 at 4% or $20,176 at 6%; with 100% employer match about $22,698 at 4% or $15,132 at 6%.
2022314$3,121,685$566,563$40,469iApproximate average salary by contribution assumption: employee only about $1,011,720 at 4% or $674,480 at 6%; with 50% employer match about $674,480 at 4% or $449,653 at 6%; with 100% employer match about $505,860 at 4% or $337,240 at 6%.
Swrp 401(K) Plan-14$2,310,837$288,470$20,605iApproximate average salary by contribution assumption: employee only about $515,125 at 4% or $343,417 at 6%; with 50% employer match about $343,417 at 4% or $228,944 at 6%; with 100% employer match about $257,563 at 4% or $171,708 at 6%.
SUMMIT WEALTH & RETIREMENT PARTNERS CASH BALANCE PLAN-13$720,576$247,076$19,006iApproximate average salary by contribution assumption: employee only about $475,146 at 4% or $316,764 at 6%; with 50% employer match about $316,764 at 4% or $211,176 at 6%; with 100% employer match about $237,573 at 4% or $158,382 at 6%.
SUMMIT WEALTH & RETIREMENT PARTNERS PROFIT SHARING PLAN-12$90,272$31,017$2,585iApproximate average salary by contribution assumption: employee only about $64,619 at 4% or $43,079 at 6%; with 50% employer match about $43,079 at 4% or $28,719 at 6%; with 100% employer match about $32,309 at 4% or $21,540 at 6%.
2021313$3,021,128$573,835$44,141iApproximate average salary by contribution assumption: employee only about $1,103,529 at 4% or $735,686 at 6%; with 50% employer match about $735,686 at 4% or $490,457 at 6%; with 100% employer match about $551,764 at 4% or $367,843 at 6%.
Swrp 401(K) Plan-13$2,400,124$292,729$22,518iApproximate average salary by contribution assumption: employee only about $562,940 at 4% or $375,294 at 6%; with 50% employer match about $375,294 at 4% or $250,196 at 6%; with 100% employer match about $281,470 at 4% or $187,647 at 6%.
SUMMIT WEALTH & RETIREMENT PARTNERS CASH BALANCE PLAN-11$553,244$247,076$22,461iApproximate average salary by contribution assumption: employee only about $561,536 at 4% or $374,358 at 6%; with 50% employer match about $374,358 at 4% or $249,572 at 6%; with 100% employer match about $280,768 at 4% or $187,179 at 6%.
SUMMIT WEALTH & RETIREMENT PARTNERS PROFIT SHARING PLAN-11$67,760$34,030$3,094iApproximate average salary by contribution assumption: employee only about $77,341 at 4% or $51,561 at 6%; with 50% employer match about $51,561 at 4% or $34,374 at 6%; with 100% employer match about $38,670 at 4% or $25,780 at 6%.
2020312$2,160,962$534,826$44,569iApproximate average salary by contribution assumption: employee only about $1,114,221 at 4% or $742,814 at 6%; with 50% employer match about $742,814 at 4% or $495,209 at 6%; with 100% employer match about $557,110 at 4% or $371,407 at 6%.
Swrp 401(K) Plan-12$1,860,543$255,550$21,296iApproximate average salary by contribution assumption: employee only about $532,396 at 4% or $354,931 at 6%; with 50% employer match about $354,931 at 4% or $236,620 at 6%; with 100% employer match about $266,198 at 4% or $177,465 at 6%.
SUMMIT WEALTH & RETIREMENT PARTNERS CASH BALANCE PLAN-11$268,218$247,075$22,461iApproximate average salary by contribution assumption: employee only about $561,534 at 4% or $374,356 at 6%; with 50% employer match about $374,356 at 4% or $249,571 at 6%; with 100% employer match about $280,767 at 4% or $187,178 at 6%.
SUMMIT WEALTH & RETIREMENT PARTNERS PROFIT SHARING PLAN-11$32,201$32,201$2,927iApproximate average salary by contribution assumption: employee only about $73,184 at 4% or $48,789 at 6%; with 50% employer match about $48,789 at 4% or $32,526 at 6%; with 100% employer match about $36,592 at 4% or $24,395 at 6%.
2019112$1,622,790$236,843$19,737iApproximate average salary by contribution assumption: employee only about $493,423 at 4% or $328,949 at 6%; with 50% employer match about $328,949 at 4% or $219,299 at 6%; with 100% employer match about $246,711 at 4% or $164,474 at 6%.
Swrp 401(K) Plan-12$1,622,790$236,843$19,737iApproximate average salary by contribution assumption: employee only about $493,423 at 4% or $328,949 at 6%; with 50% employer match about $328,949 at 4% or $219,299 at 6%; with 100% employer match about $246,711 at 4% or $164,474 at 6%.
2018112$1,123,914$179,600$14,967iApproximate average salary by contribution assumption: employee only about $374,167 at 4% or $249,444 at 6%; with 50% employer match about $249,444 at 4% or $166,296 at 6%; with 100% employer match about $187,083 at 4% or $124,722 at 6%.
Swrp 401(K) Plan-12$1,123,914$179,600$14,967iApproximate average salary by contribution assumption: employee only about $374,167 at 4% or $249,444 at 6%; with 50% employer match about $249,444 at 4% or $166,296 at 6%; with 100% employer match about $187,083 at 4% or $124,722 at 6%.
2017112$1,093,423$238,969$19,914iApproximate average salary by contribution assumption: employee only about $497,852 at 4% or $331,901 at 6%; with 50% employer match about $331,901 at 4% or $221,268 at 6%; with 100% employer match about $248,926 at 4% or $165,951 at 6%.
Swrp 401(K) Plan-12$1,093,423$238,969$19,914iApproximate average salary by contribution assumption: employee only about $497,852 at 4% or $331,901 at 6%; with 50% employer match about $331,901 at 4% or $221,268 at 6%; with 100% employer match about $248,926 at 4% or $165,951 at 6%.
2016112$721,817$121,054$10,088iApproximate average salary by contribution assumption: employee only about $252,196 at 4% or $168,131 at 6%; with 50% employer match about $168,131 at 4% or $112,087 at 6%; with 100% employer match about $126,098 at 4% or $84,065 at 6%.
Swrp 401(K) Plan-12$721,817$121,054$10,088iApproximate average salary by contribution assumption: employee only about $252,196 at 4% or $168,131 at 6%; with 50% employer match about $168,131 at 4% or $112,087 at 6%; with 100% employer match about $126,098 at 4% or $84,065 at 6%.
2015111$555,087$113,565$10,324iApproximate average salary by contribution assumption: employee only about $258,102 at 4% or $172,068 at 6%; with 50% employer match about $172,068 at 4% or $114,712 at 6%; with 100% employer match about $129,051 at 4% or $86,034 at 6%.
Swrp 401(K) Plan-11$555,087$113,565$10,324iApproximate average salary by contribution assumption: employee only about $258,102 at 4% or $172,068 at 6%; with 50% employer match about $172,068 at 4% or $114,712 at 6%; with 100% employer match about $129,051 at 4% or $86,034 at 6%.