The Summit School Incorporated
Plan context: Summit School Defined Contribution Retirement Plan
EIN 56-0547519 • Winston Salem, NC • 68 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
158
2024 Assets
$30,152,011
2024 Contributions
$621,388
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 158 | $0 | $0 | - |
| Summit School Inc. Welfare Benefit Plan | - | 158 | - | - | - |
| 2023 | 1 | 152 | $0 | $0 | - |
| Summit School Inc. Welfare Benefit Plan | - | 152 | - | - | - |
| 2022 | 2 | 147 | $0 | $621,388 | $4,227iApproximate average salary by contribution assumption: employee only about $105,678 at 4% or $70,452 at 6%; with 50% employer match about $70,452 at 4% or $46,968 at 6%; with 100% employer match about $52,839 at 4% or $35,226 at 6%. |
| Summit School Inc. Welfare Benefit Plan | - | 147 | - | - | - |
| Summit School Defined Contribution Retirement Plan | - | 0 | - | $621,388 | - |
| 2021 | 2 | 245 | $30,152,011 | $955,843 | $3,901iApproximate average salary by contribution assumption: employee only about $97,535 at 4% or $65,023 at 6%; with 50% employer match about $65,023 at 4% or $43,349 at 6%; with 100% employer match about $48,768 at 4% or $32,512 at 6%. |
| Summit School Defined Contribution Retirement Plan | - | 245 | $30,152,011 | $955,843 | $3,901iApproximate average salary by contribution assumption: employee only about $97,535 at 4% or $65,023 at 6%; with 50% employer match about $65,023 at 4% or $43,349 at 6%; with 100% employer match about $48,768 at 4% or $32,512 at 6%. |
| Summit School Inc. Welfare Benefit Plan | - | 150 | - | - | - |
| 2020 | 2 | 246 | $38,236,074 | $936,721 | $3,808iApproximate average salary by contribution assumption: employee only about $95,195 at 4% or $63,463 at 6%; with 50% employer match about $63,463 at 4% or $42,309 at 6%; with 100% employer match about $47,598 at 4% or $31,732 at 6%. |
| Summit School Defined Contribution Retirement Plan | - | 246 | $38,236,074 | $936,721 | $3,808iApproximate average salary by contribution assumption: employee only about $95,195 at 4% or $63,463 at 6%; with 50% employer match about $63,463 at 4% or $42,309 at 6%; with 100% employer match about $47,598 at 4% or $31,732 at 6%. |
| Summit School Inc. Welfare Benefit Plan | - | 144 | - | - | - |
| 2019 | 3 | 237 | $32,728,820 | $942,999 | $3,979iApproximate average salary by contribution assumption: employee only about $99,472 at 4% or $66,315 at 6%; with 50% employer match about $66,315 at 4% or $44,210 at 6%; with 100% employer match about $49,736 at 4% or $33,157 at 6%. |
| Summit School Defined Contribution Retirement Plan | - | 237 | $32,728,820 | $630,567 | $2,661iApproximate average salary by contribution assumption: employee only about $66,516 at 4% or $44,344 at 6%; with 50% employer match about $44,344 at 4% or $29,562 at 6%; with 100% employer match about $33,258 at 4% or $22,172 at 6%. |
| Summit School Inc. Welfare Benefit Plan | - | 147 | - | - | - |
| Summit School Tax-Deferred Annuity Plan | - | 0 | - | $312,432 | - |
| 2018 | 3 | 236 | $31,915,952 | $1,113,515 | $4,718iApproximate average salary by contribution assumption: employee only about $117,957 at 4% or $78,638 at 6%; with 50% employer match about $78,638 at 4% or $52,425 at 6%; with 100% employer match about $58,979 at 4% or $39,319 at 6%. |
| Summit School Defined Contribution Retirement Plan | - | 236 | $23,665,737 | $650,748 | $2,757iApproximate average salary by contribution assumption: employee only about $68,935 at 4% or $45,957 at 6%; with 50% employer match about $45,957 at 4% or $30,638 at 6%; with 100% employer match about $34,468 at 4% or $22,978 at 6%. |
| Summit School Tax-Deferred Annuity Plan | - | 155 | $8,250,215 | $462,767 | $2,986iApproximate average salary by contribution assumption: employee only about $74,640 at 4% or $49,760 at 6%; with 50% employer match about $49,760 at 4% or $33,173 at 6%; with 100% employer match about $37,320 at 4% or $24,880 at 6%. |
| Summit School Inc. Welfare Benefit Plan | - | 163 | - | - | - |
| 2017 | 3 | 241 | $30,718,268 | $911,985 | $3,784iApproximate average salary by contribution assumption: employee only about $94,604 at 4% or $63,070 at 6%; with 50% employer match about $63,070 at 4% or $42,046 at 6%; with 100% employer match about $47,302 at 4% or $31,535 at 6%. |
| Summit School Defined Contribution Retirement Plan | - | 241 | $23,074,955 | $590,399 | $2,450iApproximate average salary by contribution assumption: employee only about $61,245 at 4% or $40,830 at 6%; with 50% employer match about $40,830 at 4% or $27,220 at 6%; with 100% employer match about $30,622 at 4% or $20,415 at 6%. |
| Summit School Tax-Deferred Annuity Plan | - | 160 | $7,643,313 | $321,586 | $2,010iApproximate average salary by contribution assumption: employee only about $50,248 at 4% or $33,499 at 6%; with 50% employer match about $33,499 at 4% or $22,332 at 6%; with 100% employer match about $25,124 at 4% or $16,749 at 6%. |
| Summit School Inc. Welfare Benefit Plan | - | 146 | - | - | - |
| 2016 | 3 | 247 | $29,068,088 | $1,312,077 | $5,312iApproximate average salary by contribution assumption: employee only about $132,801 at 4% or $88,534 at 6%; with 50% employer match about $88,534 at 4% or $59,023 at 6%; with 100% employer match about $66,401 at 4% or $44,267 at 6%. |
| Summit School Defined Contribution Retirement Plan | - | 247 | $21,927,363 | $669,045 | $2,709iApproximate average salary by contribution assumption: employee only about $67,717 at 4% or $45,145 at 6%; with 50% employer match about $45,145 at 4% or $30,096 at 6%; with 100% employer match about $33,859 at 4% or $22,572 at 6%. |
| Summit School Tax-Deferred Annuity Plan | - | 148 | $7,140,725 | $643,032 | $4,345iApproximate average salary by contribution assumption: employee only about $108,620 at 4% or $72,414 at 6%; with 50% employer match about $72,414 at 4% or $48,276 at 6%; with 100% employer match about $54,310 at 4% or $36,207 at 6%. |
| Summit School Inc. Welfare Benefit Plan | - | 94 | - | - | - |
| 2015 | 3 | 247 | $26,285,453 | $938,954 | $3,801iApproximate average salary by contribution assumption: employee only about $95,036 at 4% or $63,357 at 6%; with 50% employer match about $63,357 at 4% or $42,238 at 6%; with 100% employer match about $47,518 at 4% or $31,679 at 6%. |
| Summit School Defined Contribution Retirement Plan | - | 247 | $19,981,457 | $643,745 | $2,606iApproximate average salary by contribution assumption: employee only about $65,156 at 4% or $43,438 at 6%; with 50% employer match about $43,438 at 4% or $28,958 at 6%; with 100% employer match about $32,578 at 4% or $21,719 at 6%. |
| Summit School Tax-Deferred Annuity Plan | - | 142 | $6,303,996 | $295,209 | $2,079iApproximate average salary by contribution assumption: employee only about $51,973 at 4% or $34,649 at 6%; with 50% employer match about $34,649 at 4% or $23,099 at 6%; with 100% employer match about $25,987 at 4% or $17,324 at 6%. |
| Summit School Inc. Welfare Benefit Plan | - | 132 | - | - | - |
| 2014 | 3 | 238 | $29,400,071 | $846,787 | $3,558iApproximate average salary by contribution assumption: employee only about $88,948 at 4% or $59,299 at 6%; with 50% employer match about $59,299 at 4% or $39,533 at 6%; with 100% employer match about $44,474 at 4% or $29,649 at 6%. |
| Summit School Defined Contribution Retirement Plan | - | 238 | $22,059,985 | $520,511 | $2,187iApproximate average salary by contribution assumption: employee only about $54,676 at 4% or $36,450 at 6%; with 50% employer match about $36,450 at 4% or $24,300 at 6%; with 100% employer match about $27,338 at 4% or $18,225 at 6%. |
| Summit School Tax-Deferred Annuity Plan | - | 136 | $7,340,086 | $326,276 | $2,399iApproximate average salary by contribution assumption: employee only about $59,977 at 4% or $39,985 at 6%; with 50% employer match about $39,985 at 4% or $26,657 at 6%; with 100% employer match about $29,989 at 4% or $19,992 at 6%. |
| Summit School Inc. Welfare Benefit Plan | - | 147 | - | - | - |
| 2013 | 3 | 247 | $29,351,305 | $729,043 | $2,952iApproximate average salary by contribution assumption: employee only about $73,790 at 4% or $49,193 at 6%; with 50% employer match about $49,193 at 4% or $32,795 at 6%; with 100% employer match about $36,895 at 4% or $24,597 at 6%. |
| Summit School Defined Contribution Retirement Plan | - | 247 | $22,351,109 | $312,316 | $1,264iApproximate average salary by contribution assumption: employee only about $31,611 at 4% or $21,074 at 6%; with 50% employer match about $21,074 at 4% or $14,049 at 6%; with 100% employer match about $15,805 at 4% or $10,537 at 6%. |
| Summit School Tax-Deferred Annuity Plan | - | 154 | $7,000,196 | $416,727 | $2,706iApproximate average salary by contribution assumption: employee only about $67,650 at 4% or $45,100 at 6%; with 50% employer match about $45,100 at 4% or $30,067 at 6%; with 100% employer match about $33,825 at 4% or $22,550 at 6%. |
| Summit School Inc. Welfare Benefit Plan | - | 151 | - | - | - |
| 2012 | 3 | 239 | $26,880,996 | $561,254 | $2,348iApproximate average salary by contribution assumption: employee only about $58,709 at 4% or $39,139 at 6%; with 50% employer match about $39,139 at 4% or $26,093 at 6%; with 100% employer match about $29,354 at 4% or $19,570 at 6%. |
| Summit School Defined Contribution Retirement Plan | - | 239 | $20,838,996 | $175,346 | $734iApproximate average salary by contribution assumption: employee only about $18,342 at 4% or $12,228 at 6%; with 50% employer match about $12,228 at 4% or $8,152 at 6%; with 100% employer match about $9,171 at 4% or $6,114 at 6%. |
| Summit School Tax-Deferred Annuity Plan | - | 160 | $6,042,000 | $385,908 | $2,412iApproximate average salary by contribution assumption: employee only about $60,298 at 4% or $40,199 at 6%; with 50% employer match about $40,199 at 4% or $26,799 at 6%; with 100% employer match about $30,149 at 4% or $20,099 at 6%. |
| Summit School Inc. Welfare Benefit Plan | - | 124 | - | - | - |
| 2011 | 3 | 244 | $25,313,666 | $760,526 | $3,117iApproximate average salary by contribution assumption: employee only about $77,923 at 4% or $51,948 at 6%; with 50% employer match about $51,948 at 4% or $34,632 at 6%; with 100% employer match about $38,961 at 4% or $25,974 at 6%. |
| Summit School Defined Contribution Retirement Plan | - | 244 | $19,938,580 | $378,523 | $1,551iApproximate average salary by contribution assumption: employee only about $38,783 at 4% or $25,855 at 6%; with 50% employer match about $25,855 at 4% or $17,237 at 6%; with 100% employer match about $19,392 at 4% or $12,928 at 6%. |
| Summit School Tax-Deferred Annuity Plan | - | 157 | $5,375,086 | $382,003 | $2,433iApproximate average salary by contribution assumption: employee only about $60,829 at 4% or $40,552 at 6%; with 50% employer match about $40,552 at 4% or $27,035 at 6%; with 100% employer match about $30,414 at 4% or $20,276 at 6%. |
| Summit School Inc. Welfare Benefit Plan | - | 129 | - | - | - |
| 2010 | 3 | 239 | $25,933,829 | $1,271,412 | $5,320iApproximate average salary by contribution assumption: employee only about $132,993 at 4% or $88,662 at 6%; with 50% employer match about $88,662 at 4% or $59,108 at 6%; with 100% employer match about $66,496 at 4% or $44,331 at 6%. |
| Summit School Defined Contribution Retirement Plan | - | 239 | $20,288,047 | - | - |
| Summit School Tax-Deferred Annuity Plan | - | 156 | $5,645,782 | $428,355 | $2,746iApproximate average salary by contribution assumption: employee only about $68,647 at 4% or $45,764 at 6%; with 50% employer match about $45,764 at 4% or $30,510 at 6%; with 100% employer match about $34,323 at 4% or $22,882 at 6%. |
| Summit School Inc. Welfare Benefit Plan | - | 129 | - | $843,057 | $6,535iApproximate average salary by contribution assumption: employee only about $163,383 at 4% or $108,922 at 6%; with 50% employer match about $108,922 at 4% or $72,615 at 6%; with 100% employer match about $81,692 at 4% or $54,461 at 6%. |
| 2009 | 3 | 227 | $40,991,280 | $1,607,932 | $7,083iApproximate average salary by contribution assumption: employee only about $177,085 at 4% or $118,057 at 6%; with 50% employer match about $118,057 at 4% or $78,704 at 6%; with 100% employer match about $88,543 at 4% or $59,028 at 6%. |
| Summit School Defined Contribution Retirement Plan | - | 227 | $36,117,176 | $4,860 | $21iApproximate average salary by contribution assumption: employee only about $535 at 4% or $357 at 6%; with 50% employer match about $357 at 4% or $238 at 6%; with 100% employer match about $268 at 4% or $178 at 6%. |
| Summit School Tax-Deferred Annuity Plan | - | 159 | $4,874,104 | $623,781 | $3,923iApproximate average salary by contribution assumption: employee only about $98,079 at 4% or $65,386 at 6%; with 50% employer match about $65,386 at 4% or $43,591 at 6%; with 100% employer match about $49,039 at 4% or $32,693 at 6%. |
| Summit School Inc. Welfare Benefit Plan | - | 133 | - | $979,291 | $7,363iApproximate average salary by contribution assumption: employee only about $184,077 at 4% or $122,718 at 6%; with 50% employer match about $122,718 at 4% or $81,812 at 6%; with 100% employer match about $92,039 at 4% or $61,359 at 6%. |
| 2008 | 3 | 114 | $0 | $811,413 | $7,118iApproximate average salary by contribution assumption: employee only about $177,941 at 4% or $118,628 at 6%; with 50% employer match about $118,628 at 4% or $79,085 at 6%; with 100% employer match about $88,971 at 4% or $59,314 at 6%. |
| Summit School Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| Summit School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Summit School Inc. Welfare Benefit Plan | - | 114 | - | $811,413 | $7,118iApproximate average salary by contribution assumption: employee only about $177,941 at 4% or $118,628 at 6%; with 50% employer match about $118,628 at 4% or $79,085 at 6%; with 100% employer match about $88,971 at 4% or $59,314 at 6%. |
| 2007 | 3 | 125 | $0 | $839,815 | $6,719iApproximate average salary by contribution assumption: employee only about $167,963 at 4% or $111,975 at 6%; with 50% employer match about $111,975 at 4% or $74,650 at 6%; with 100% employer match about $83,982 at 4% or $55,988 at 6%. |
| Summit School Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| Summit School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Summit School Inc. Welfare Benefit Plan | - | 125 | - | $839,815 | $6,719iApproximate average salary by contribution assumption: employee only about $167,963 at 4% or $111,975 at 6%; with 50% employer match about $111,975 at 4% or $74,650 at 6%; with 100% employer match about $83,982 at 4% or $55,988 at 6%. |
| 2006 | 3 | 123 | $0 | $786,027 | $6,390iApproximate average salary by contribution assumption: employee only about $159,762 at 4% or $106,508 at 6%; with 50% employer match about $106,508 at 4% or $71,005 at 6%; with 100% employer match about $79,881 at 4% or $53,254 at 6%. |
| Summit School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Summit School Inc. Welfare Benefit Plan | - | 123 | - | $786,027 | $6,390iApproximate average salary by contribution assumption: employee only about $159,762 at 4% or $106,508 at 6%; with 50% employer match about $106,508 at 4% or $71,005 at 6%; with 100% employer match about $79,881 at 4% or $53,254 at 6%. |
| Summit School Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| 2005 | 3 | 107 | $0 | $627,080 | $5,861iApproximate average salary by contribution assumption: employee only about $146,514 at 4% or $97,676 at 6%; with 50% employer match about $97,676 at 4% or $65,117 at 6%; with 100% employer match about $73,257 at 4% or $48,838 at 6%. |
| Summit School Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| Summit School Inc. Welfare Benefit Plan | - | 107 | - | $627,080 | $5,861iApproximate average salary by contribution assumption: employee only about $146,514 at 4% or $97,676 at 6%; with 50% employer match about $97,676 at 4% or $65,117 at 6%; with 100% employer match about $73,257 at 4% or $48,838 at 6%. |
| Summit School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2004 | 3 | 110 | $0 | $596,571 | $5,423iApproximate average salary by contribution assumption: employee only about $135,584 at 4% or $90,390 at 6%; with 50% employer match about $90,390 at 4% or $60,260 at 6%; with 100% employer match about $67,792 at 4% or $45,195 at 6%. |
| Summit School Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| Summit School Inc. Welfare Benefit Plan | - | 110 | - | $596,571 | $5,423iApproximate average salary by contribution assumption: employee only about $135,584 at 4% or $90,390 at 6%; with 50% employer match about $90,390 at 4% or $60,260 at 6%; with 100% employer match about $67,792 at 4% or $45,195 at 6%. |
| Summit School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2003 | 3 | 103 | $0 | $637,721 | $6,191iApproximate average salary by contribution assumption: employee only about $154,787 at 4% or $103,191 at 6%; with 50% employer match about $103,191 at 4% or $68,794 at 6%; with 100% employer match about $77,393 at 4% or $51,596 at 6%. |
| Summit School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Summit School Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| Summit School Inc. Welfare Benefit Plan | - | 103 | - | $637,721 | $6,191iApproximate average salary by contribution assumption: employee only about $154,787 at 4% or $103,191 at 6%; with 50% employer match about $103,191 at 4% or $68,794 at 6%; with 100% employer match about $77,393 at 4% or $51,596 at 6%. |
| 2002 | 3 | 108 | $0 | $598,387 | $5,541iApproximate average salary by contribution assumption: employee only about $138,516 at 4% or $92,344 at 6%; with 50% employer match about $92,344 at 4% or $61,562 at 6%; with 100% employer match about $69,258 at 4% or $46,172 at 6%. |
| Summit School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Summit School Inc. Welfare Benefit Plan | - | 108 | - | $598,387 | $5,541iApproximate average salary by contribution assumption: employee only about $138,516 at 4% or $92,344 at 6%; with 50% employer match about $92,344 at 4% or $61,562 at 6%; with 100% employer match about $69,258 at 4% or $46,172 at 6%. |
| Summit School Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| 2001 | 3 | 107 | $0 | $0 | - |
| Summit School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Summit School Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| Summit School Inc. Welfare Benefit Plan | - | 107 | - | - | - |
| 2000 | 3 | 113 | $0 | $0 | - |
| Summit School Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| Summit School Inc. Welfare Benefit Plan | - | 113 | - | - | - |
| Summit School Defined Contribution Retirement Plan | - | 0 | - | - | - |