Civic Intelligence

Summit Consulting LLC

Plan context: Summit CM 401(K) Plan

EIN 80-0954047 • San Francisco, CA • 11 filings • 2 plans

22 Battery StreetSuite 700San Francisco, CA 94111
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$1,562,848

2025 Contributions

$527,902

Historical Graphs

Total Assets Over Time

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

$1,562,848$781,424$0201520202025YearValue
$1,562,848Latest year 2025

Participants Over Time

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

1680201520202025YearValue
16Latest year 2025

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
2025116$1,562,848$527,902$32,994iApproximate average salary by contribution assumption: employee only about $824,847 at 4% or $549,898 at 6%; with 50% employer match about $549,898 at 4% or $366,599 at 6%; with 100% employer match about $412,423 at 4% or $274,949 at 6%.
Summit CM 401(K) Plan-16$1,562,848$527,902$32,994iApproximate average salary by contribution assumption: employee only about $824,847 at 4% or $549,898 at 6%; with 50% employer match about $549,898 at 4% or $366,599 at 6%; with 100% employer match about $412,423 at 4% or $274,949 at 6%.
2024115$1,004,933$264,815$17,654iApproximate average salary by contribution assumption: employee only about $441,358 at 4% or $294,239 at 6%; with 50% employer match about $294,239 at 4% or $196,159 at 6%; with 100% employer match about $220,679 at 4% or $147,119 at 6%.
Summit CM 401(K) Plan-15$1,004,933$264,815$17,654iApproximate average salary by contribution assumption: employee only about $441,358 at 4% or $294,239 at 6%; with 50% employer match about $294,239 at 4% or $196,159 at 6%; with 100% employer match about $220,679 at 4% or $147,119 at 6%.
2023114$641,240$246,636$17,617iApproximate average salary by contribution assumption: employee only about $440,421 at 4% or $293,614 at 6%; with 50% employer match about $293,614 at 4% or $195,743 at 6%; with 100% employer match about $220,211 at 4% or $146,807 at 6%.
Summit CM 401(K) Plan-14$641,240$246,636$17,617iApproximate average salary by contribution assumption: employee only about $440,421 at 4% or $293,614 at 6%; with 50% employer match about $293,614 at 4% or $195,743 at 6%; with 100% employer match about $220,211 at 4% or $146,807 at 6%.
2022112$328,735$152,796$12,733iApproximate average salary by contribution assumption: employee only about $318,325 at 4% or $212,217 at 6%; with 50% employer match about $212,217 at 4% or $141,478 at 6%; with 100% employer match about $159,163 at 4% or $106,108 at 6%.
Summit CM 401(K) Plan-12$328,735$152,796$12,733iApproximate average salary by contribution assumption: employee only about $318,325 at 4% or $212,217 at 6%; with 50% employer match about $212,217 at 4% or $141,478 at 6%; with 100% employer match about $159,163 at 4% or $106,108 at 6%.
2021110$266,654$93,701$9,370iApproximate average salary by contribution assumption: employee only about $234,253 at 4% or $156,168 at 6%; with 50% employer match about $156,168 at 4% or $104,112 at 6%; with 100% employer match about $117,126 at 4% or $78,084 at 6%.
Summit CM 401(K) Plan-10$266,654$93,701$9,370iApproximate average salary by contribution assumption: employee only about $234,253 at 4% or $156,168 at 6%; with 50% employer match about $156,168 at 4% or $104,112 at 6%; with 100% employer match about $117,126 at 4% or $78,084 at 6%.
202019$160,565$65,762$7,307iApproximate average salary by contribution assumption: employee only about $182,672 at 4% or $121,781 at 6%; with 50% employer match about $121,781 at 4% or $81,188 at 6%; with 100% employer match about $91,336 at 4% or $60,891 at 6%.
Summit CM 401(K) Plan-9$160,565$65,762$7,307iApproximate average salary by contribution assumption: employee only about $182,672 at 4% or $121,781 at 6%; with 50% employer match about $121,781 at 4% or $81,188 at 6%; with 100% employer match about $91,336 at 4% or $60,891 at 6%.
201917$71,087$49,859$7,123iApproximate average salary by contribution assumption: employee only about $178,068 at 4% or $118,712 at 6%; with 50% employer match about $118,712 at 4% or $79,141 at 6%; with 100% employer match about $89,034 at 4% or $59,356 at 6%.
Summit CM 401(K) Plan-7$71,087$49,859$7,123iApproximate average salary by contribution assumption: employee only about $178,068 at 4% or $118,712 at 6%; with 50% employer match about $118,712 at 4% or $79,141 at 6%; with 100% employer match about $89,034 at 4% or $59,356 at 6%.
201814$118,998$23,412$5,853iApproximate average salary by contribution assumption: employee only about $146,325 at 4% or $97,550 at 6%; with 50% employer match about $97,550 at 4% or $65,033 at 6%; with 100% employer match about $73,163 at 4% or $48,775 at 6%.
Summit CM 401(K) Plan-4$118,998$23,412$5,853iApproximate average salary by contribution assumption: employee only about $146,325 at 4% or $97,550 at 6%; with 50% employer match about $97,550 at 4% or $65,033 at 6%; with 100% employer match about $73,163 at 4% or $48,775 at 6%.
201714$105,775$30,003$7,501iApproximate average salary by contribution assumption: employee only about $187,519 at 4% or $125,013 at 6%; with 50% employer match about $125,013 at 4% or $83,342 at 6%; with 100% employer match about $93,759 at 4% or $62,506 at 6%.
Summit CM 401(K) Plan-4$105,775$30,003$7,501iApproximate average salary by contribution assumption: employee only about $187,519 at 4% or $125,013 at 6%; with 50% employer match about $125,013 at 4% or $83,342 at 6%; with 100% employer match about $93,759 at 4% or $62,506 at 6%.
201613$63,459$41,799$13,933iApproximate average salary by contribution assumption: employee only about $348,325 at 4% or $232,217 at 6%; with 50% employer match about $232,217 at 4% or $154,811 at 6%; with 100% employer match about $174,163 at 4% or $116,108 at 6%.
Summit CM 401(K) Plan-3$63,459$41,799$13,933iApproximate average salary by contribution assumption: employee only about $348,325 at 4% or $232,217 at 6%; with 50% employer match about $232,217 at 4% or $154,811 at 6%; with 100% employer match about $174,163 at 4% or $116,108 at 6%.
201512$18,640$18,437$9,219iApproximate average salary by contribution assumption: employee only about $230,463 at 4% or $153,642 at 6%; with 50% employer match about $153,642 at 4% or $102,428 at 6%; with 100% employer match about $115,231 at 4% or $76,821 at 6%.
Summit CM 401(K) Plan-2$18,640$18,437$9,219iApproximate average salary by contribution assumption: employee only about $230,463 at 4% or $153,642 at 6%; with 50% employer match about $153,642 at 4% or $102,428 at 6%; with 100% employer match about $115,231 at 4% or $76,821 at 6%.