Civic Intelligence

Summerlin Financial Advisors Inc.

Plan context: Summerlin Financial Advisors Inc. Restated Profit Sharing Plan

EIN 59-2080067 • Gainesville, FL • 10 filings • 2 plans

4110 NW 37th Place, Suite AGainesville, FL 32606
Current Snapshot

Latest Year

2009

2009 Participants

1

2009 Assets

$372,502

2009 Contributions

$23,000

Historical Graphs

Total Assets Over Time

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

$577,477$288,739$0200020052008YearValue
$372,502Latest year 2008

Participants Over Time

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

420200020042007YearValue
1Latest year 2007

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
200910$0$0-
Summerlin Financial Advisors Inc. Restated Profit Sharing Plan-0---
200810$372,502$0-
Summerlin Financial Advisors Inc. Restated Profit Sharing Plan-0$372,502--
200711$0$0-
Summerlin Financial Advisors Inc. Restated Profit Sharing Plan-1---
200613$577,477$23,000$7,667iApproximate average salary by contribution assumption: employee only about $191,667 at 4% or $127,778 at 6%; with 50% employer match about $127,778 at 4% or $85,185 at 6%; with 100% employer match about $95,833 at 4% or $63,889 at 6%.
Summerlin Financial Advisors Inc. Restated Profit Sharing Plan-3$577,477$23,000$7,667iApproximate average salary by contribution assumption: employee only about $191,667 at 4% or $127,778 at 6%; with 50% employer match about $127,778 at 4% or $85,185 at 6%; with 100% employer match about $95,833 at 4% or $63,889 at 6%.
200513$492,502$8,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
Summerlin Financial Advisors Inc. Restated Profit Sharing Plan-3$492,502$8,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
200413$459,060$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Summerlin Financial Advisors Inc. Restated Profit Sharing Plan-3$459,060$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200314$381,069$27,500$6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%.
Summerlin Financial Advisors Inc. Restated Profit Sharing Plan-4$381,069$27,500$6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%.
200213$0$0-
Summerlin Financial Advisors Inc. Restated Profit Sharing Plan-3---
200113$0$0-
Summerlin Financial Advisors Inc. Restated Profit Sharing Plan-3---
200013$261,929$9,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Summerlin Financial Advisors Inc. Restated Profit Sharing Plan-3$261,929$9,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.