Civic Intelligence

Summit Mortgage

Plan context: Summit Mortgage 401K Profit Sharing Plan

EIN 76-0260402 • 8 filings • 1 plans

Current Snapshot

Latest Year

2007

2007 Participants

60

2007 Assets

$1,528,788

2007 Contributions

$204,875

Historical Graphs

Total Assets Over Time

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

$1,538,502$769,251$0199920032005YearValue
$1,528,788Latest year 2005

Participants Over Time

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

108540199920022005YearValue
60Latest year 2005

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
200710$0$0-
Summit Mortgage 401K Profit Sharing Plan-0---
2005160$1,528,788$204,875$3,415iApproximate average salary by contribution assumption: employee only about $85,365 at 4% or $56,910 at 6%; with 50% employer match about $56,910 at 4% or $37,940 at 6%; with 100% employer match about $42,682 at 4% or $28,455 at 6%.
Summit Mortgage 401K Profit Sharing Plan-60$1,528,788$204,875$3,415iApproximate average salary by contribution assumption: employee only about $85,365 at 4% or $56,910 at 6%; with 50% employer match about $56,910 at 4% or $37,940 at 6%; with 100% employer match about $42,682 at 4% or $28,455 at 6%.
20041101$1,538,502$204,865$2,028iApproximate average salary by contribution assumption: employee only about $50,709 at 4% or $33,806 at 6%; with 50% employer match about $33,806 at 4% or $22,537 at 6%; with 100% employer match about $25,355 at 4% or $16,903 at 6%.
Summit Mortgage 401K Profit Sharing Plan-101$1,538,502$204,865$2,028iApproximate average salary by contribution assumption: employee only about $50,709 at 4% or $33,806 at 6%; with 50% employer match about $33,806 at 4% or $22,537 at 6%; with 100% employer match about $25,355 at 4% or $16,903 at 6%.
2003188$1,433,439$230,981$2,625iApproximate average salary by contribution assumption: employee only about $65,620 at 4% or $43,746 at 6%; with 50% employer match about $43,746 at 4% or $29,164 at 6%; with 100% employer match about $32,810 at 4% or $21,873 at 6%.
Summit Mortgage 401K Profit Sharing Plan-88$1,433,439$230,981$2,625iApproximate average salary by contribution assumption: employee only about $65,620 at 4% or $43,746 at 6%; with 50% employer match about $43,746 at 4% or $29,164 at 6%; with 100% employer match about $32,810 at 4% or $21,873 at 6%.
2002188$991,091$258,974$2,943iApproximate average salary by contribution assumption: employee only about $73,572 at 4% or $49,048 at 6%; with 50% employer match about $49,048 at 4% or $32,699 at 6%; with 100% employer match about $36,786 at 4% or $24,524 at 6%.
Summit Mortgage 401K Profit Sharing Plan-88$991,091$258,974$2,943iApproximate average salary by contribution assumption: employee only about $73,572 at 4% or $49,048 at 6%; with 50% employer match about $49,048 at 4% or $32,699 at 6%; with 100% employer match about $36,786 at 4% or $24,524 at 6%.
20011108$1,135,899$321,644$2,978iApproximate average salary by contribution assumption: employee only about $74,455 at 4% or $49,636 at 6%; with 50% employer match about $49,636 at 4% or $33,091 at 6%; with 100% employer match about $37,227 at 4% or $24,818 at 6%.
Summit Mortgage 401K Profit Sharing Plan-108$1,135,899$321,644$2,978iApproximate average salary by contribution assumption: employee only about $74,455 at 4% or $49,636 at 6%; with 50% employer match about $49,636 at 4% or $33,091 at 6%; with 100% employer match about $37,227 at 4% or $24,818 at 6%.
2000179$0$0-
Summit Mortgage 401K Profit Sharing Plan-79---
1999160$944,865$244,799$4,080iApproximate average salary by contribution assumption: employee only about $102,000 at 4% or $68,000 at 6%; with 50% employer match about $68,000 at 4% or $45,333 at 6%; with 100% employer match about $51,000 at 4% or $34,000 at 6%.
Summit Mortgage 401K Profit Sharing Plan-60$944,865$244,799$4,080iApproximate average salary by contribution assumption: employee only about $102,000 at 4% or $68,000 at 6%; with 50% employer match about $68,000 at 4% or $45,333 at 6%; with 100% employer match about $51,000 at 4% or $34,000 at 6%.