Civic Intelligence

Summit Financial Inc.

Plan context: Summit Financial Inc. 401(K) Plan and Trust

EIN 80-0359602 • Lynnwood, WA • 3 filings • 1 plans

3400 188th Street SW Suite 210Lynnwood, WA 98037
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$27,726

2015 Contributions

$9,530

Historical Graphs

Total Assets Over Time

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

$27,726$13,863$020132014YearValue
$27,726Latest year 2014

Participants Over Time

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

21020132014YearValue
2Latest year 2014

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
201510$0$0-
Summit Financial Inc. 401(K) Plan and Trust-0$0--
201412$27,726$9,530$4,765iApproximate average salary by contribution assumption: employee only about $119,125 at 4% or $79,417 at 6%; with 50% employer match about $79,417 at 4% or $52,944 at 6%; with 100% employer match about $59,563 at 4% or $39,708 at 6%.
Summit Financial Inc. 401(K) Plan and Trust-2$27,726$9,530$4,765iApproximate average salary by contribution assumption: employee only about $119,125 at 4% or $79,417 at 6%; with 50% employer match about $79,417 at 4% or $52,944 at 6%; with 100% employer match about $59,563 at 4% or $39,708 at 6%.
201312$17,418$16,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Summit Financial Inc. 401(K) Plan and Trust-2$17,418$16,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.