Summit Group LLC
Plan context: Summit Group LLC 401(K) Plan
EIN 80-0589384 • Silver Spring, MD • 29 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
100
2024 Assets
$18,957,593
2024 Contributions
$2,367,052
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 | 2 | 100 | $18,957,593 | $2,367,052 | $23,671iApproximate average salary by contribution assumption: employee only about $591,763 at 4% or $394,509 at 6%; with 50% employer match about $394,509 at 4% or $263,006 at 6%; with 100% employer match about $295,882 at 4% or $197,254 at 6%. |
| Summit Group LLC 401(K) Plan | - | 100 | $18,945,390 | $1,009,212 | $10,092iApproximate average salary by contribution assumption: employee only about $252,303 at 4% or $168,202 at 6%; with 50% employer match about $168,202 at 4% or $112,135 at 6%; with 100% employer match about $126,152 at 4% or $84,101 at 6%. |
| Summit Employee Benefit Plan Trust | - | 64 | $12,203 | $1,357,840 | $21,216iApproximate average salary by contribution assumption: employee only about $530,406 at 4% or $353,604 at 6%; with 50% employer match about $353,604 at 4% or $235,736 at 6%; with 100% employer match about $265,203 at 4% or $176,802 at 6%. |
| 2023 | 2 | 117 | $16,759,925 | $2,599,700 | $22,220iApproximate average salary by contribution assumption: employee only about $555,491 at 4% or $370,328 at 6%; with 50% employer match about $370,328 at 4% or $246,885 at 6%; with 100% employer match about $277,746 at 4% or $185,164 at 6%. |
| Summit Group LLC 401(K) Plan | - | 117 | $16,644,330 | $1,275,415 | $10,901iApproximate average salary by contribution assumption: employee only about $272,525 at 4% or $181,683 at 6%; with 50% employer match about $181,683 at 4% or $121,122 at 6%; with 100% employer match about $136,262 at 4% or $90,842 at 6%. |
| Summit Employee Benefit Plan Trust | - | 75 | $115,595 | $1,324,285 | $17,657iApproximate average salary by contribution assumption: employee only about $441,428 at 4% or $294,286 at 6%; with 50% employer match about $294,286 at 4% or $196,190 at 6%; with 100% employer match about $220,714 at 4% or $147,143 at 6%. |
| 2022 | 2 | 124 | $15,326,805 | $858,858 | $6,926iApproximate average salary by contribution assumption: employee only about $173,157 at 4% or $115,438 at 6%; with 50% employer match about $115,438 at 4% or $76,959 at 6%; with 100% employer match about $86,578 at 4% or $57,719 at 6%. |
| Summit Group LLC 401(K) Plan | - | 124 | $15,326,805 | $858,858 | $6,926iApproximate average salary by contribution assumption: employee only about $173,157 at 4% or $115,438 at 6%; with 50% employer match about $115,438 at 4% or $76,959 at 6%; with 100% employer match about $86,578 at 4% or $57,719 at 6%. |
| Summit Group Welfare Plan | - | 93 | - | - | - |
| 2021 | 2 | 103 | $18,979,056 | $612,211 | $5,944iApproximate average salary by contribution assumption: employee only about $148,595 at 4% or $99,063 at 6%; with 50% employer match about $99,063 at 4% or $66,042 at 6%; with 100% employer match about $74,297 at 4% or $49,532 at 6%. |
| Summit Group LLC 401(K) Plan | - | 103 | $18,979,056 | $612,211 | $5,944iApproximate average salary by contribution assumption: employee only about $148,595 at 4% or $99,063 at 6%; with 50% employer match about $99,063 at 4% or $66,042 at 6%; with 100% employer match about $74,297 at 4% or $49,532 at 6%. |
| Summit Group Welfare Plan | - | 91 | - | - | - |
| 2020 | 2 | 93 | $19,072,684 | $783,303 | $8,423iApproximate average salary by contribution assumption: employee only about $210,565 at 4% or $140,377 at 6%; with 50% employer match about $140,377 at 4% or $93,585 at 6%; with 100% employer match about $105,283 at 4% or $70,188 at 6%. |
| Summit Group LLC 401(K) Plan | - | 93 | $19,072,684 | $783,303 | $8,423iApproximate average salary by contribution assumption: employee only about $210,565 at 4% or $140,377 at 6%; with 50% employer match about $140,377 at 4% or $93,585 at 6%; with 100% employer match about $105,283 at 4% or $70,188 at 6%. |
| Summit Group Welfare Plan | - | 91 | - | - | - |
| 2019 | 2 | 147 | $18,738,782 | $1,193,758 | $8,121iApproximate average salary by contribution assumption: employee only about $203,020 at 4% or $135,347 at 6%; with 50% employer match about $135,347 at 4% or $90,231 at 6%; with 100% employer match about $101,510 at 4% or $67,673 at 6%. |
| Summit Group LLC 401(K) Plan | - | 147 | $18,738,782 | $1,193,758 | $8,121iApproximate average salary by contribution assumption: employee only about $203,020 at 4% or $135,347 at 6%; with 50% employer match about $135,347 at 4% or $90,231 at 6%; with 100% employer match about $101,510 at 4% or $67,673 at 6%. |
| Summit Group Welfare Plan | - | 144 | - | - | - |
| 2018 | 2 | 144 | $15,953,644 | $1,174,963 | $8,159iApproximate average salary by contribution assumption: employee only about $203,987 at 4% or $135,991 at 6%; with 50% employer match about $135,991 at 4% or $90,661 at 6%; with 100% employer match about $101,993 at 4% or $67,996 at 6%. |
| Summit Group LLC 401(K) Plan | - | 142 | $15,953,644 | $1,174,963 | $8,274iApproximate average salary by contribution assumption: employee only about $206,860 at 4% or $137,906 at 6%; with 50% employer match about $137,906 at 4% or $91,938 at 6%; with 100% employer match about $103,430 at 4% or $68,953 at 6%. |
| Summit Group Welfare Plan | - | 144 | - | - | - |
| 2017 | 2 | 151 | $16,848,304 | $1,325,215 | $8,776iApproximate average salary by contribution assumption: employee only about $219,406 at 4% or $146,271 at 6%; with 50% employer match about $146,271 at 4% or $97,514 at 6%; with 100% employer match about $109,703 at 4% or $73,135 at 6%. |
| Summit Group LLC 401(K) Plan | - | 151 | $16,848,304 | $1,325,215 | $8,776iApproximate average salary by contribution assumption: employee only about $219,406 at 4% or $146,271 at 6%; with 50% employer match about $146,271 at 4% or $97,514 at 6%; with 100% employer match about $109,703 at 4% or $73,135 at 6%. |
| Summit Group Welfare Plan | - | 144 | - | - | - |
| 2016 | 2 | 157 | $13,886,512 | $1,332,403 | $8,487iApproximate average salary by contribution assumption: employee only about $212,166 at 4% or $141,444 at 6%; with 50% employer match about $141,444 at 4% or $94,296 at 6%; with 100% employer match about $106,083 at 4% or $70,722 at 6%. |
| Summit Group LLC 401(K) Plan | - | 157 | $13,886,512 | $1,332,403 | $8,487iApproximate average salary by contribution assumption: employee only about $212,166 at 4% or $141,444 at 6%; with 50% employer match about $141,444 at 4% or $94,296 at 6%; with 100% employer match about $106,083 at 4% or $70,722 at 6%. |
| Summit Group Welfare Plan | - | 144 | - | - | - |
| 2015 | 2 | 179 | $12,659,486 | $1,213,787 | $6,781iApproximate average salary by contribution assumption: employee only about $169,523 at 4% or $113,016 at 6%; with 50% employer match about $113,016 at 4% or $75,344 at 6%; with 100% employer match about $84,762 at 4% or $56,508 at 6%. |
| Summit Group LLC 401(K) Plan | - | 179 | $12,659,486 | $1,213,787 | $6,781iApproximate average salary by contribution assumption: employee only about $169,523 at 4% or $113,016 at 6%; with 50% employer match about $113,016 at 4% or $75,344 at 6%; with 100% employer match about $84,762 at 4% or $56,508 at 6%. |
| Summit Group Welfare Plan | - | 133 | - | - | - |
| 2014 | 2 | 174 | $12,074,132 | $996,907 | $5,729iApproximate average salary by contribution assumption: employee only about $143,234 at 4% or $95,489 at 6%; with 50% employer match about $95,489 at 4% or $63,659 at 6%; with 100% employer match about $71,617 at 4% or $47,745 at 6%. |
| Summit Group LLC 401(K) Plan | - | 174 | $12,074,132 | $996,907 | $5,729iApproximate average salary by contribution assumption: employee only about $143,234 at 4% or $95,489 at 6%; with 50% employer match about $95,489 at 4% or $63,659 at 6%; with 100% employer match about $71,617 at 4% or $47,745 at 6%. |
| Summit Group Welfare Plan | - | 145 | - | - | - |
| 2013 | 2 | 195 | $11,765,294 | $1,272,590 | $6,526iApproximate average salary by contribution assumption: employee only about $163,153 at 4% or $108,768 at 6%; with 50% employer match about $108,768 at 4% or $72,512 at 6%; with 100% employer match about $81,576 at 4% or $54,384 at 6%. |
| Summit Group LLC 401(K) Plan | - | 154 | $11,765,294 | $1,272,590 | $8,264iApproximate average salary by contribution assumption: employee only about $206,589 at 4% or $137,726 at 6%; with 50% employer match about $137,726 at 4% or $91,817 at 6%; with 100% employer match about $103,295 at 4% or $68,863 at 6%. |
| Summit Group Welfare Plan | - | 195 | - | - | - |
| 2012 | 2 | 195 | $9,661,524 | $1,038,164 | $5,324iApproximate average salary by contribution assumption: employee only about $133,098 at 4% or $88,732 at 6%; with 50% employer match about $88,732 at 4% or $59,155 at 6%; with 100% employer match about $66,549 at 4% or $44,366 at 6%. |
| Summit Group LLC 401(K) Plan | - | 195 | $9,661,524 | $1,038,164 | $5,324iApproximate average salary by contribution assumption: employee only about $133,098 at 4% or $88,732 at 6%; with 50% employer match about $88,732 at 4% or $59,155 at 6%; with 100% employer match about $66,549 at 4% or $44,366 at 6%. |
| Summit Group Welfare Plan | - | 146 | - | - | - |
| 2011 | 2 | 211 | $8,078,998 | $836,796 | $3,966iApproximate average salary by contribution assumption: employee only about $99,146 at 4% or $66,098 at 6%; with 50% employer match about $66,098 at 4% or $44,065 at 6%; with 100% employer match about $49,573 at 4% or $33,049 at 6%. |
| Summit Group LLC 401(K) Plan | - | 211 | $8,078,998 | $836,796 | $3,966iApproximate average salary by contribution assumption: employee only about $99,146 at 4% or $66,098 at 6%; with 50% employer match about $66,098 at 4% or $44,065 at 6%; with 100% employer match about $49,573 at 4% or $33,049 at 6%. |
| Summit Group Welfare Plan | - | 163 | - | - | - |
| 2010 | 1 | 143 | $0 | $0 | - |
| Summit Group Welfare Plan | - | 143 | - | - | - |