Civic Intelligence

Summit Trail Advisors LLC

Plan context: Summit Trail Advisors 401(K) Retirment Plan

EIN 47-4455913 • 9 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

115

2024 Assets

$16,223,400

2024 Contributions

$2,863,823

Historical Graphs

Total Assets Over Time

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

$16,223,400$8,111,700$0201620202024YearValue
$16,223,400Latest year 2024

Participants Over Time

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

115580201620202024YearValue
115Latest 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
20241115$16,223,400$2,863,823$24,903iApproximate average salary by contribution assumption: employee only about $622,570 at 4% or $415,047 at 6%; with 50% employer match about $415,047 at 4% or $276,698 at 6%; with 100% employer match about $311,285 at 4% or $207,523 at 6%.
Summit Trail Advisors 401(K) Retirment Plan-115$16,223,400$2,863,823$24,903iApproximate average salary by contribution assumption: employee only about $622,570 at 4% or $415,047 at 6%; with 50% employer match about $415,047 at 4% or $276,698 at 6%; with 100% employer match about $311,285 at 4% or $207,523 at 6%.
20231100$11,953,120$2,263,342$22,633iApproximate average salary by contribution assumption: employee only about $565,836 at 4% or $377,224 at 6%; with 50% employer match about $377,224 at 4% or $251,482 at 6%; with 100% employer match about $282,918 at 4% or $188,612 at 6%.
Summit Trail Advisors 401(K) Retirment Plan-100$11,953,120$2,263,342$22,633iApproximate average salary by contribution assumption: employee only about $565,836 at 4% or $377,224 at 6%; with 50% employer match about $377,224 at 4% or $251,482 at 6%; with 100% employer match about $282,918 at 4% or $188,612 at 6%.
2022188$8,508,190$2,256,917$25,647iApproximate average salary by contribution assumption: employee only about $641,170 at 4% or $427,446 at 6%; with 50% employer match about $427,446 at 4% or $284,964 at 6%; with 100% employer match about $320,585 at 4% or $213,723 at 6%.
Summit Trail Advisors 401(K) Retirment Plan-88$8,508,190$2,256,917$25,647iApproximate average salary by contribution assumption: employee only about $641,170 at 4% or $427,446 at 6%; with 50% employer match about $427,446 at 4% or $284,964 at 6%; with 100% employer match about $320,585 at 4% or $213,723 at 6%.
2021175$8,338,205$1,333,939$17,786iApproximate average salary by contribution assumption: employee only about $444,646 at 4% or $296,431 at 6%; with 50% employer match about $296,431 at 4% or $197,621 at 6%; with 100% employer match about $222,323 at 4% or $148,215 at 6%.
Summit Trail Advisors 401(K) Retirment Plan-75$8,338,205$1,333,939$17,786iApproximate average salary by contribution assumption: employee only about $444,646 at 4% or $296,431 at 6%; with 50% employer match about $296,431 at 4% or $197,621 at 6%; with 100% employer match about $222,323 at 4% or $148,215 at 6%.
2020158$5,951,416$1,015,445$17,508iApproximate average salary by contribution assumption: employee only about $437,692 at 4% or $291,795 at 6%; with 50% employer match about $291,795 at 4% or $194,530 at 6%; with 100% employer match about $218,846 at 4% or $145,897 at 6%.
Summit Trail Advisors 401(K) Retirment Plan-58$5,951,416$1,015,445$17,508iApproximate average salary by contribution assumption: employee only about $437,692 at 4% or $291,795 at 6%; with 50% employer match about $291,795 at 4% or $194,530 at 6%; with 100% employer match about $218,846 at 4% or $145,897 at 6%.
2019157$4,063,513$1,315,135$23,073iApproximate average salary by contribution assumption: employee only about $576,814 at 4% or $384,542 at 6%; with 50% employer match about $384,542 at 4% or $256,362 at 6%; with 100% employer match about $288,407 at 4% or $192,271 at 6%.
Summit Trail Advisors 401(K) Retirment Plan-57$4,063,513$1,315,135$23,073iApproximate average salary by contribution assumption: employee only about $576,814 at 4% or $384,542 at 6%; with 50% employer match about $384,542 at 4% or $256,362 at 6%; with 100% employer match about $288,407 at 4% or $192,271 at 6%.
2018142$2,204,247$671,530$15,989iApproximate average salary by contribution assumption: employee only about $399,720 at 4% or $266,480 at 6%; with 50% employer match about $266,480 at 4% or $177,653 at 6%; with 100% employer match about $199,860 at 4% or $133,240 at 6%.
Summit Trail Advisors 401(K) Retirment Plan-42$2,204,247$671,530$15,989iApproximate average salary by contribution assumption: employee only about $399,720 at 4% or $266,480 at 6%; with 50% employer match about $266,480 at 4% or $177,653 at 6%; with 100% employer match about $199,860 at 4% or $133,240 at 6%.
2017141$1,720,494$979,643$23,894iApproximate average salary by contribution assumption: employee only about $597,343 at 4% or $398,229 at 6%; with 50% employer match about $398,229 at 4% or $265,486 at 6%; with 100% employer match about $298,672 at 4% or $199,114 at 6%.
Summit Trail Advisors 401(K) Retirment Plan-41$1,720,494$979,643$23,894iApproximate average salary by contribution assumption: employee only about $597,343 at 4% or $398,229 at 6%; with 50% employer match about $398,229 at 4% or $265,486 at 6%; with 100% employer match about $298,672 at 4% or $199,114 at 6%.
2016137$568,808$536,460$14,499iApproximate average salary by contribution assumption: employee only about $362,473 at 4% or $241,649 at 6%; with 50% employer match about $241,649 at 4% or $161,099 at 6%; with 100% employer match about $181,236 at 4% or $120,824 at 6%.
Summit Trail Advisors 401(K) Retirment Plan-37$568,808$536,460$14,499iApproximate average salary by contribution assumption: employee only about $362,473 at 4% or $241,649 at 6%; with 50% employer match about $241,649 at 4% or $161,099 at 6%; with 100% employer match about $181,236 at 4% or $120,824 at 6%.