Summit Energy Group LLC
Plan context: Summit Energy Group 401(K) Plan
EIN 47-4040017 • Belgrade, MT • 6 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
83
2025 Assets
$3,603,214
2025 Contributions
$1,240,016
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 83 | $3,603,214 | $1,240,016 | $14,940iApproximate average salary by contribution assumption: employee only about $373,499 at 4% or $248,999 at 6%; with 50% employer match about $248,999 at 4% or $165,999 at 6%; with 100% employer match about $186,749 at 4% or $124,500 at 6%. |
| Summit Energy Group 401(K) Plan | - | 83 | $3,603,214 | $1,240,016 | $14,940iApproximate average salary by contribution assumption: employee only about $373,499 at 4% or $248,999 at 6%; with 50% employer match about $248,999 at 4% or $165,999 at 6%; with 100% employer match about $186,749 at 4% or $124,500 at 6%. |
| 2024 | 2 | 162 | $2,000,454 | $1,356,657 | $8,374iApproximate average salary by contribution assumption: employee only about $209,361 at 4% or $139,574 at 6%; with 50% employer match about $139,574 at 4% or $93,049 at 6%; with 100% employer match about $104,680 at 4% or $69,787 at 6%. |
| Summit Energy Group 401(K) Plan | - | 66 | $2,000,454 | $1,356,657 | $20,555iApproximate average salary by contribution assumption: employee only about $513,885 at 4% or $342,590 at 6%; with 50% employer match about $342,590 at 4% or $228,393 at 6%; with 100% employer match about $256,943 at 4% or $171,295 at 6%. |
| Summit Energy Group LLC Employee Benefits Plan | - | 162 | - | - | - |
| 2023 | 2 | 140 | $606,725 | $412,133 | $2,944iApproximate average salary by contribution assumption: employee only about $73,595 at 4% or $49,063 at 6%; with 50% employer match about $49,063 at 4% or $32,709 at 6%; with 100% employer match about $36,798 at 4% or $24,532 at 6%. |
| Summit Energy Group 401(K) Plan | - | 39 | $606,725 | $412,133 | $10,568iApproximate average salary by contribution assumption: employee only about $264,188 at 4% or $176,125 at 6%; with 50% employer match about $176,125 at 4% or $117,417 at 6%; with 100% employer match about $132,094 at 4% or $88,063 at 6%. |
| Summit Energy Group LLC Employee Benefits Plan | - | 140 | - | - | - |
| 2022 | 1 | 18 | $226,789 | $249,199 | $13,844iApproximate average salary by contribution assumption: employee only about $346,110 at 4% or $230,740 at 6%; with 50% employer match about $230,740 at 4% or $153,827 at 6%; with 100% employer match about $173,055 at 4% or $115,370 at 6%. |
| Summit Energy Group 401(K) Plan | - | 18 | $226,789 | $249,199 | $13,844iApproximate average salary by contribution assumption: employee only about $346,110 at 4% or $230,740 at 6%; with 50% employer match about $230,740 at 4% or $153,827 at 6%; with 100% employer match about $173,055 at 4% or $115,370 at 6%. |