Civic Intelligence

Summrell, S.C.H. & H - Ps

Plan context: Summrell, S.C.H. & H - Ps Profit Sharing Plan

EIN 56-1591167 • New Bern, NC • 29 filings • 13 plans

416 Pollock StNew Bern, NC 28560
Current Snapshot

Latest Year

2024

2024 Participants

31

2024 Assets

$4,980,411

2024 Contributions

$365,445

Historical Graphs

Total Assets Over Time

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

$5,608,926$2,804,463$0199920142024YearValue
$4,980,411Latest year 2024

Participants Over Time

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

34170199920122024YearValue
31Latest 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
2024131$4,980,411$365,445$11,789iApproximate average salary by contribution assumption: employee only about $294,714 at 4% or $196,476 at 6%; with 50% employer match about $196,476 at 4% or $130,984 at 6%; with 100% employer match about $147,357 at 4% or $98,238 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-31$4,980,411$365,445$11,789iApproximate average salary by contribution assumption: employee only about $294,714 at 4% or $196,476 at 6%; with 50% employer match about $196,476 at 4% or $130,984 at 6%; with 100% employer match about $147,357 at 4% or $98,238 at 6%.
2023134$4,189,628$300,471$8,837iApproximate average salary by contribution assumption: employee only about $220,935 at 4% or $147,290 at 6%; with 50% employer match about $147,290 at 4% or $98,193 at 6%; with 100% employer match about $110,467 at 4% or $73,645 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-34$4,189,628$300,471$8,837iApproximate average salary by contribution assumption: employee only about $220,935 at 4% or $147,290 at 6%; with 50% employer match about $147,290 at 4% or $98,193 at 6%; with 100% employer match about $110,467 at 4% or $73,645 at 6%.
2022123$3,688,245$271,490$11,804iApproximate average salary by contribution assumption: employee only about $295,098 at 4% or $196,732 at 6%; with 50% employer match about $196,732 at 4% or $131,155 at 6%; with 100% employer match about $147,549 at 4% or $98,366 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-23$3,688,245$271,490$11,804iApproximate average salary by contribution assumption: employee only about $295,098 at 4% or $196,732 at 6%; with 50% employer match about $196,732 at 4% or $131,155 at 6%; with 100% employer match about $147,549 at 4% or $98,366 at 6%.
2021132$4,023,900$245,782$7,681iApproximate average salary by contribution assumption: employee only about $192,017 at 4% or $128,011 at 6%; with 50% employer match about $128,011 at 4% or $85,341 at 6%; with 100% employer match about $96,009 at 4% or $64,006 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-32$4,023,900$245,782$7,681iApproximate average salary by contribution assumption: employee only about $192,017 at 4% or $128,011 at 6%; with 50% employer match about $128,011 at 4% or $85,341 at 6%; with 100% employer match about $96,009 at 4% or $64,006 at 6%.
2020123$3,551,794$381,381$16,582iApproximate average salary by contribution assumption: employee only about $414,545 at 4% or $276,363 at 6%; with 50% employer match about $276,363 at 4% or $184,242 at 6%; with 100% employer match about $207,272 at 4% or $138,182 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-23$3,551,794$381,381$16,582iApproximate average salary by contribution assumption: employee only about $414,545 at 4% or $276,363 at 6%; with 50% employer match about $276,363 at 4% or $184,242 at 6%; with 100% employer match about $207,272 at 4% or $138,182 at 6%.
2019127$5,608,926$336,340$12,457iApproximate average salary by contribution assumption: employee only about $311,426 at 4% or $207,617 at 6%; with 50% employer match about $207,617 at 4% or $138,412 at 6%; with 100% employer match about $155,713 at 4% or $103,809 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-27$5,608,926$336,340$12,457iApproximate average salary by contribution assumption: employee only about $311,426 at 4% or $207,617 at 6%; with 50% employer match about $207,617 at 4% or $138,412 at 6%; with 100% employer match about $155,713 at 4% or $103,809 at 6%.
2018127$4,446,387$472,621$17,504iApproximate average salary by contribution assumption: employee only about $437,612 at 4% or $291,741 at 6%; with 50% employer match about $291,741 at 4% or $194,494 at 6%; with 100% employer match about $218,806 at 4% or $145,871 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-27$4,446,387$472,621$17,504iApproximate average salary by contribution assumption: employee only about $437,612 at 4% or $291,741 at 6%; with 50% employer match about $291,741 at 4% or $194,494 at 6%; with 100% employer match about $218,806 at 4% or $145,871 at 6%.
2017121$4,890,859$265,735$12,654iApproximate average salary by contribution assumption: employee only about $316,351 at 4% or $210,901 at 6%; with 50% employer match about $210,901 at 4% or $140,601 at 6%; with 100% employer match about $158,176 at 4% or $105,450 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-21$4,890,859$265,735$12,654iApproximate average salary by contribution assumption: employee only about $316,351 at 4% or $210,901 at 6%; with 50% employer match about $210,901 at 4% or $140,601 at 6%; with 100% employer match about $158,176 at 4% or $105,450 at 6%.
2016121$4,251,682$266,352$12,683iApproximate average salary by contribution assumption: employee only about $317,086 at 4% or $211,390 at 6%; with 50% employer match about $211,390 at 4% or $140,927 at 6%; with 100% employer match about $158,543 at 4% or $105,695 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-21$4,251,682$266,352$12,683iApproximate average salary by contribution assumption: employee only about $317,086 at 4% or $211,390 at 6%; with 50% employer match about $211,390 at 4% or $140,927 at 6%; with 100% employer match about $158,543 at 4% or $105,695 at 6%.
2015120$3,990,110$258,888$12,944iApproximate average salary by contribution assumption: employee only about $323,610 at 4% or $215,740 at 6%; with 50% employer match about $215,740 at 4% or $143,827 at 6%; with 100% employer match about $161,805 at 4% or $107,870 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-20$3,990,110$258,888$12,944iApproximate average salary by contribution assumption: employee only about $323,610 at 4% or $215,740 at 6%; with 50% employer match about $215,740 at 4% or $143,827 at 6%; with 100% employer match about $161,805 at 4% or $107,870 at 6%.
2014118$3,805,427$149,700$8,317iApproximate average salary by contribution assumption: employee only about $207,917 at 4% or $138,611 at 6%; with 50% employer match about $138,611 at 4% or $92,407 at 6%; with 100% employer match about $103,958 at 4% or $69,306 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-18$3,805,427$149,700$8,317iApproximate average salary by contribution assumption: employee only about $207,917 at 4% or $138,611 at 6%; with 50% employer match about $138,611 at 4% or $92,407 at 6%; with 100% employer match about $103,958 at 4% or $69,306 at 6%.
2013118$3,491,614$248,384$13,799iApproximate average salary by contribution assumption: employee only about $344,978 at 4% or $229,985 at 6%; with 50% employer match about $229,985 at 4% or $153,323 at 6%; with 100% employer match about $172,489 at 4% or $114,993 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-18$3,491,614$248,384$13,799iApproximate average salary by contribution assumption: employee only about $344,978 at 4% or $229,985 at 6%; with 50% employer match about $229,985 at 4% or $153,323 at 6%; with 100% employer match about $172,489 at 4% or $114,993 at 6%.
2012121$2,725,400$237,884$11,328iApproximate average salary by contribution assumption: employee only about $283,195 at 4% or $188,797 at 6%; with 50% employer match about $188,797 at 4% or $125,865 at 6%; with 100% employer match about $141,598 at 4% or $94,398 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-21$2,725,400$237,884$11,328iApproximate average salary by contribution assumption: employee only about $283,195 at 4% or $188,797 at 6%; with 50% employer match about $188,797 at 4% or $125,865 at 6%; with 100% employer match about $141,598 at 4% or $94,398 at 6%.
2011119$2,196,260$229,910$12,101iApproximate average salary by contribution assumption: employee only about $302,513 at 4% or $201,675 at 6%; with 50% employer match about $201,675 at 4% or $134,450 at 6%; with 100% employer match about $151,257 at 4% or $100,838 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-19$2,196,260$229,910$12,101iApproximate average salary by contribution assumption: employee only about $302,513 at 4% or $201,675 at 6%; with 50% employer match about $201,675 at 4% or $134,450 at 6%; with 100% employer match about $151,257 at 4% or $100,838 at 6%.
2010119$2,065,364$229,893$12,100iApproximate average salary by contribution assumption: employee only about $302,491 at 4% or $201,661 at 6%; with 50% employer match about $201,661 at 4% or $134,440 at 6%; with 100% employer match about $151,245 at 4% or $100,830 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-19$2,065,364$229,893$12,100iApproximate average salary by contribution assumption: employee only about $302,491 at 4% or $201,661 at 6%; with 50% employer match about $201,661 at 4% or $134,440 at 6%; with 100% employer match about $151,245 at 4% or $100,830 at 6%.
2009118$1,797,713$230,052$12,781iApproximate average salary by contribution assumption: employee only about $319,517 at 4% or $213,011 at 6%; with 50% employer match about $213,011 at 4% or $142,007 at 6%; with 100% employer match about $159,758 at 4% or $106,506 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-18$1,797,713$230,052$12,781iApproximate average salary by contribution assumption: employee only about $319,517 at 4% or $213,011 at 6%; with 50% employer match about $213,011 at 4% or $142,007 at 6%; with 100% employer match about $159,758 at 4% or $106,506 at 6%.
2008117$1,249,136$227,903$13,406iApproximate average salary by contribution assumption: employee only about $335,151 at 4% or $223,434 at 6%; with 50% employer match about $223,434 at 4% or $148,956 at 6%; with 100% employer match about $167,576 at 4% or $111,717 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-17$1,249,136$227,903$13,406iApproximate average salary by contribution assumption: employee only about $335,151 at 4% or $223,434 at 6%; with 50% employer match about $223,434 at 4% or $148,956 at 6%; with 100% employer match about $167,576 at 4% or $111,717 at 6%.
2007116$0$0-
Summrell, S.C.H. & H - Ps Profit Sharing Plan-16---
2006116$1,905,901$222,297$13,894iApproximate average salary by contribution assumption: employee only about $347,339 at 4% or $231,559 at 6%; with 50% employer match about $231,559 at 4% or $154,373 at 6%; with 100% employer match about $173,670 at 4% or $115,780 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-16$1,905,901$222,297$13,894iApproximate average salary by contribution assumption: employee only about $347,339 at 4% or $231,559 at 6%; with 50% employer match about $231,559 at 4% or $154,373 at 6%; with 100% employer match about $173,670 at 4% or $115,780 at 6%.
2005116$1,573,901$196,700$12,294iApproximate average salary by contribution assumption: employee only about $307,344 at 4% or $204,896 at 6%; with 50% employer match about $204,896 at 4% or $136,597 at 6%; with 100% employer match about $153,672 at 4% or $102,448 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-16$1,573,901$196,700$12,294iApproximate average salary by contribution assumption: employee only about $307,344 at 4% or $204,896 at 6%; with 50% employer match about $204,896 at 4% or $136,597 at 6%; with 100% employer match about $153,672 at 4% or $102,448 at 6%.
2004118$1,347,633$174,142$9,675iApproximate average salary by contribution assumption: employee only about $241,864 at 4% or $161,243 at 6%; with 50% employer match about $161,243 at 4% or $107,495 at 6%; with 100% employer match about $120,932 at 4% or $80,621 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-18$1,347,633$174,142$9,675iApproximate average salary by contribution assumption: employee only about $241,864 at 4% or $161,243 at 6%; with 50% employer match about $161,243 at 4% or $107,495 at 6%; with 100% employer match about $120,932 at 4% or $80,621 at 6%.
2003117$0$0-
Summrell, S.C.H. & H - Ps Profit Sharing Plan-17---
2002215$1,212,182$210,629$14,042iApproximate average salary by contribution assumption: employee only about $351,048 at 4% or $234,032 at 6%; with 50% employer match about $234,032 at 4% or $156,021 at 6%; with 100% employer match about $175,524 at 4% or $117,016 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-15$1,212,182$164,872$10,991iApproximate average salary by contribution assumption: employee only about $274,787 at 4% or $183,191 at 6%; with 50% employer match about $183,191 at 4% or $122,127 at 6%; with 100% employer match about $137,393 at 4% or $91,596 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-0-$45,757-
2001215$0$0-
Summrell, S.C.H. & H - Ps Profit Sharing Plan-15---
SUMRELL SUGG CARMICHAEL HICKS HART MONEY PURCHASE PLAN-15---
2000215$0$0-
SUMRELL SUGG CARMICHAEL HICKS HART MONEY PURCHASE PLAN-14---
Summrell, S.C.H. & H - Ps Profit Sharing Plan-15---
1999112$934,568$65,058$5,422iApproximate average salary by contribution assumption: employee only about $135,538 at 4% or $90,358 at 6%; with 50% employer match about $90,358 at 4% or $60,239 at 6%; with 100% employer match about $67,769 at 4% or $45,179 at 6%.
Summrell, S.C.H. & H - Ps Profit Sharing Plan-12$934,568$65,058$5,422iApproximate average salary by contribution assumption: employee only about $135,538 at 4% or $90,358 at 6%; with 50% employer match about $90,358 at 4% or $60,239 at 6%; with 100% employer match about $67,769 at 4% or $45,179 at 6%.