Civic Intelligence

Summit Wealth Management

Plan context: Summit Wealth Management 401(K) Plan & Trust

EIN 47-2925444 • Greenwood Village, CO • 11 filings • 1 plans

5420 South Quebec StreetSuite 105Greenwood Village, CO 80111
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$3,315,572

2025 Contributions

$358,746

Historical Graphs

Total Assets Over Time

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

$3,315,572$1,657,786$0201520202025YearValue
$3,315,572Latest year 2025

Participants Over Time

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

1580201520202025YearValue
14Latest 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
2025114$3,315,572$358,746$25,625iApproximate average salary by contribution assumption: employee only about $640,618 at 4% or $427,079 at 6%; with 50% employer match about $427,079 at 4% or $284,719 at 6%; with 100% employer match about $320,309 at 4% or $213,539 at 6%.
Summit Wealth Management 401(K) Plan & Trust-14$3,315,572$358,746$25,625iApproximate average salary by contribution assumption: employee only about $640,618 at 4% or $427,079 at 6%; with 50% employer match about $427,079 at 4% or $284,719 at 6%; with 100% employer match about $320,309 at 4% or $213,539 at 6%.
2024110$2,510,896$335,500$33,550iApproximate average salary by contribution assumption: employee only about $838,750 at 4% or $559,167 at 6%; with 50% employer match about $559,167 at 4% or $372,778 at 6%; with 100% employer match about $419,375 at 4% or $279,583 at 6%.
Summit Wealth Management 401(K) Plan & Trust-10$2,510,896$335,500$33,550iApproximate average salary by contribution assumption: employee only about $838,750 at 4% or $559,167 at 6%; with 50% employer match about $559,167 at 4% or $372,778 at 6%; with 100% employer match about $419,375 at 4% or $279,583 at 6%.
2023112$1,921,007$267,651$22,304iApproximate average salary by contribution assumption: employee only about $557,606 at 4% or $371,738 at 6%; with 50% employer match about $371,738 at 4% or $247,825 at 6%; with 100% employer match about $278,803 at 4% or $185,869 at 6%.
Summit Wealth Management 401(K) Plan & Trust-12$1,921,007$267,651$22,304iApproximate average salary by contribution assumption: employee only about $557,606 at 4% or $371,738 at 6%; with 50% employer match about $371,738 at 4% or $247,825 at 6%; with 100% employer match about $278,803 at 4% or $185,869 at 6%.
2022115$1,471,398$228,673$15,245iApproximate average salary by contribution assumption: employee only about $381,122 at 4% or $254,081 at 6%; with 50% employer match about $254,081 at 4% or $169,387 at 6%; with 100% employer match about $190,561 at 4% or $127,041 at 6%.
Summit Wealth Management 401(K) Plan & Trust-15$1,471,398$228,673$15,245iApproximate average salary by contribution assumption: employee only about $381,122 at 4% or $254,081 at 6%; with 50% employer match about $254,081 at 4% or $169,387 at 6%; with 100% employer match about $190,561 at 4% or $127,041 at 6%.
2021113$1,629,958$187,434$14,418iApproximate average salary by contribution assumption: employee only about $360,450 at 4% or $240,300 at 6%; with 50% employer match about $240,300 at 4% or $160,200 at 6%; with 100% employer match about $180,225 at 4% or $120,150 at 6%.
Summit Wealth Management 401(K) Plan & Trust-13$1,629,958$187,434$14,418iApproximate average salary by contribution assumption: employee only about $360,450 at 4% or $240,300 at 6%; with 50% employer match about $240,300 at 4% or $160,200 at 6%; with 100% employer match about $180,225 at 4% or $120,150 at 6%.
2020111$1,232,990$180,713$16,428iApproximate average salary by contribution assumption: employee only about $410,711 at 4% or $273,808 at 6%; with 50% employer match about $273,808 at 4% or $182,538 at 6%; with 100% employer match about $205,356 at 4% or $136,904 at 6%.
Summit Wealth Management 401(K) Plan & Trust-11$1,232,990$180,713$16,428iApproximate average salary by contribution assumption: employee only about $410,711 at 4% or $273,808 at 6%; with 50% employer match about $273,808 at 4% or $182,538 at 6%; with 100% employer match about $205,356 at 4% or $136,904 at 6%.
2019111$900,548$176,070$16,006iApproximate average salary by contribution assumption: employee only about $400,159 at 4% or $266,773 at 6%; with 50% employer match about $266,773 at 4% or $177,848 at 6%; with 100% employer match about $200,080 at 4% or $133,386 at 6%.
Summit Wealth Management 401(K) Plan & Trust-11$900,548$176,070$16,006iApproximate average salary by contribution assumption: employee only about $400,159 at 4% or $266,773 at 6%; with 50% employer match about $266,773 at 4% or $177,848 at 6%; with 100% employer match about $200,080 at 4% or $133,386 at 6%.
201817$590,423$167,378$23,911iApproximate average salary by contribution assumption: employee only about $597,779 at 4% or $398,519 at 6%; with 50% employer match about $398,519 at 4% or $265,679 at 6%; with 100% employer match about $298,889 at 4% or $199,260 at 6%.
Summit Wealth Management 401(K) Plan & Trust-7$590,423$167,378$23,911iApproximate average salary by contribution assumption: employee only about $597,779 at 4% or $398,519 at 6%; with 50% employer match about $398,519 at 4% or $265,679 at 6%; with 100% employer match about $298,889 at 4% or $199,260 at 6%.
201717$484,804$168,204$24,029iApproximate average salary by contribution assumption: employee only about $600,729 at 4% or $400,486 at 6%; with 50% employer match about $400,486 at 4% or $266,990 at 6%; with 100% employer match about $300,364 at 4% or $200,243 at 6%.
Summit Wealth Management 401(K) Plan & Trust-7$484,804$168,204$24,029iApproximate average salary by contribution assumption: employee only about $600,729 at 4% or $400,486 at 6%; with 50% employer match about $400,486 at 4% or $266,990 at 6%; with 100% employer match about $300,364 at 4% or $200,243 at 6%.
201617$265,194$101,506$14,501iApproximate average salary by contribution assumption: employee only about $362,521 at 4% or $241,681 at 6%; with 50% employer match about $241,681 at 4% or $161,121 at 6%; with 100% employer match about $181,261 at 4% or $120,840 at 6%.
Summit Wealth Management 401(K) Plan & Trust-7$265,194$101,506$14,501iApproximate average salary by contribution assumption: employee only about $362,521 at 4% or $241,681 at 6%; with 50% employer match about $241,681 at 4% or $161,121 at 6%; with 100% employer match about $181,261 at 4% or $120,840 at 6%.
201518$155,569$86,847$10,856iApproximate average salary by contribution assumption: employee only about $271,397 at 4% or $180,931 at 6%; with 50% employer match about $180,931 at 4% or $120,621 at 6%; with 100% employer match about $135,698 at 4% or $90,466 at 6%.
Summit Wealth Management 401(K) Plan & Trust-8$155,569$86,847$10,856iApproximate average salary by contribution assumption: employee only about $271,397 at 4% or $180,931 at 6%; with 50% employer match about $180,931 at 4% or $120,621 at 6%; with 100% employer match about $135,698 at 4% or $90,466 at 6%.