Summers, Mcnea and Company PC
Plan context: Summers, Mcnea and Company PC 401K Ps Plan
EIN 81-0386935 • Billings, MT • 27 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
18
2025 Assets
$4,992,385
2025 Contributions
$319,604
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 18 | $4,992,385 | $319,604 | $17,756iApproximate average salary by contribution assumption: employee only about $443,894 at 4% or $295,930 at 6%; with 50% employer match about $295,930 at 4% or $197,286 at 6%; with 100% employer match about $221,947 at 4% or $147,965 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 18 | $4,992,385 | $319,604 | $17,756iApproximate average salary by contribution assumption: employee only about $443,894 at 4% or $295,930 at 6%; with 50% employer match about $295,930 at 4% or $197,286 at 6%; with 100% employer match about $221,947 at 4% or $147,965 at 6%. |
| 2024 | 1 | 18 | $3,881,289 | $294,850 | $16,381iApproximate average salary by contribution assumption: employee only about $409,514 at 4% or $273,009 at 6%; with 50% employer match about $273,009 at 4% or $182,006 at 6%; with 100% employer match about $204,757 at 4% or $136,505 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 18 | $3,881,289 | $294,850 | $16,381iApproximate average salary by contribution assumption: employee only about $409,514 at 4% or $273,009 at 6%; with 50% employer match about $273,009 at 4% or $182,006 at 6%; with 100% employer match about $204,757 at 4% or $136,505 at 6%. |
| 2023 | 1 | 18 | $3,084,751 | $246,806 | $13,711iApproximate average salary by contribution assumption: employee only about $342,786 at 4% or $228,524 at 6%; with 50% employer match about $228,524 at 4% or $152,349 at 6%; with 100% employer match about $171,393 at 4% or $114,262 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 18 | $3,084,751 | $246,806 | $13,711iApproximate average salary by contribution assumption: employee only about $342,786 at 4% or $228,524 at 6%; with 50% employer match about $228,524 at 4% or $152,349 at 6%; with 100% employer match about $171,393 at 4% or $114,262 at 6%. |
| 2022 | 1 | 17 | $2,322,143 | $218,330 | $12,843iApproximate average salary by contribution assumption: employee only about $321,074 at 4% or $214,049 at 6%; with 50% employer match about $214,049 at 4% or $142,699 at 6%; with 100% employer match about $160,537 at 4% or $107,025 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 17 | $2,322,143 | $218,330 | $12,843iApproximate average salary by contribution assumption: employee only about $321,074 at 4% or $214,049 at 6%; with 50% employer match about $214,049 at 4% or $142,699 at 6%; with 100% employer match about $160,537 at 4% or $107,025 at 6%. |
| 2021 | 1 | 18 | $2,763,641 | $400,822 | $22,268iApproximate average salary by contribution assumption: employee only about $556,697 at 4% or $371,131 at 6%; with 50% employer match about $371,131 at 4% or $247,421 at 6%; with 100% employer match about $278,349 at 4% or $185,566 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 18 | $2,763,641 | $400,822 | $22,268iApproximate average salary by contribution assumption: employee only about $556,697 at 4% or $371,131 at 6%; with 50% employer match about $371,131 at 4% or $247,421 at 6%; with 100% employer match about $278,349 at 4% or $185,566 at 6%. |
| 2020 | 1 | 21 | $3,661,002 | $145,308 | $6,919iApproximate average salary by contribution assumption: employee only about $172,986 at 4% or $115,324 at 6%; with 50% employer match about $115,324 at 4% or $76,883 at 6%; with 100% employer match about $86,493 at 4% or $57,662 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 21 | $3,661,002 | $145,308 | $6,919iApproximate average salary by contribution assumption: employee only about $172,986 at 4% or $115,324 at 6%; with 50% employer match about $115,324 at 4% or $76,883 at 6%; with 100% employer match about $86,493 at 4% or $57,662 at 6%. |
| 2019 | 1 | 22 | $3,919,647 | $148,158 | $6,734iApproximate average salary by contribution assumption: employee only about $168,361 at 4% or $112,241 at 6%; with 50% employer match about $112,241 at 4% or $74,827 at 6%; with 100% employer match about $84,181 at 4% or $56,120 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 22 | $3,919,647 | $148,158 | $6,734iApproximate average salary by contribution assumption: employee only about $168,361 at 4% or $112,241 at 6%; with 50% employer match about $112,241 at 4% or $74,827 at 6%; with 100% employer match about $84,181 at 4% or $56,120 at 6%. |
| 2018 | 1 | 22 | $3,063,340 | $139,965 | $6,362iApproximate average salary by contribution assumption: employee only about $159,051 at 4% or $106,034 at 6%; with 50% employer match about $106,034 at 4% or $70,689 at 6%; with 100% employer match about $79,526 at 4% or $53,017 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 22 | $3,063,340 | $139,965 | $6,362iApproximate average salary by contribution assumption: employee only about $159,051 at 4% or $106,034 at 6%; with 50% employer match about $106,034 at 4% or $70,689 at 6%; with 100% employer match about $79,526 at 4% or $53,017 at 6%. |
| 2017 | 1 | 21 | $3,178,154 | $166,521 | $7,930iApproximate average salary by contribution assumption: employee only about $198,239 at 4% or $132,160 at 6%; with 50% employer match about $132,160 at 4% or $88,106 at 6%; with 100% employer match about $99,120 at 4% or $66,080 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 21 | $3,178,154 | $166,521 | $7,930iApproximate average salary by contribution assumption: employee only about $198,239 at 4% or $132,160 at 6%; with 50% employer match about $132,160 at 4% or $88,106 at 6%; with 100% employer match about $99,120 at 4% or $66,080 at 6%. |
| 2016 | 1 | 22 | $3,358,057 | $185,088 | $8,413iApproximate average salary by contribution assumption: employee only about $210,327 at 4% or $140,218 at 6%; with 50% employer match about $140,218 at 4% or $93,479 at 6%; with 100% employer match about $105,164 at 4% or $70,109 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 22 | $3,358,057 | $185,088 | $8,413iApproximate average salary by contribution assumption: employee only about $210,327 at 4% or $140,218 at 6%; with 50% employer match about $140,218 at 4% or $93,479 at 6%; with 100% employer match about $105,164 at 4% or $70,109 at 6%. |
| 2015 | 1 | 22 | $2,962,029 | $190,541 | $8,661iApproximate average salary by contribution assumption: employee only about $216,524 at 4% or $144,349 at 6%; with 50% employer match about $144,349 at 4% or $96,233 at 6%; with 100% employer match about $108,262 at 4% or $72,175 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 22 | $2,962,029 | $190,541 | $8,661iApproximate average salary by contribution assumption: employee only about $216,524 at 4% or $144,349 at 6%; with 50% employer match about $144,349 at 4% or $96,233 at 6%; with 100% employer match about $108,262 at 4% or $72,175 at 6%. |
| 2014 | 1 | 19 | $3,372,739 | $163,939 | $8,628iApproximate average salary by contribution assumption: employee only about $215,709 at 4% or $143,806 at 6%; with 50% employer match about $143,806 at 4% or $95,871 at 6%; with 100% employer match about $107,855 at 4% or $71,903 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 19 | $3,372,739 | $163,939 | $8,628iApproximate average salary by contribution assumption: employee only about $215,709 at 4% or $143,806 at 6%; with 50% employer match about $143,806 at 4% or $95,871 at 6%; with 100% employer match about $107,855 at 4% or $71,903 at 6%. |
| 2013 | 1 | 20 | $3,248,019 | $162,004 | $8,100iApproximate average salary by contribution assumption: employee only about $202,505 at 4% or $135,003 at 6%; with 50% employer match about $135,003 at 4% or $90,002 at 6%; with 100% employer match about $101,253 at 4% or $67,502 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 20 | $3,248,019 | $162,004 | $8,100iApproximate average salary by contribution assumption: employee only about $202,505 at 4% or $135,003 at 6%; with 50% employer match about $135,003 at 4% or $90,002 at 6%; with 100% employer match about $101,253 at 4% or $67,502 at 6%. |
| 2012 | 1 | 18 | $2,679,559 | $208,034 | $11,557iApproximate average salary by contribution assumption: employee only about $288,936 at 4% or $192,624 at 6%; with 50% employer match about $192,624 at 4% or $128,416 at 6%; with 100% employer match about $144,468 at 4% or $96,312 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 18 | $2,679,559 | $208,034 | $11,557iApproximate average salary by contribution assumption: employee only about $288,936 at 4% or $192,624 at 6%; with 50% employer match about $192,624 at 4% or $128,416 at 6%; with 100% employer match about $144,468 at 4% or $96,312 at 6%. |
| 2011 | 1 | 19 | $2,131,221 | $167,365 | $8,809iApproximate average salary by contribution assumption: employee only about $220,217 at 4% or $146,811 at 6%; with 50% employer match about $146,811 at 4% or $97,874 at 6%; with 100% employer match about $110,109 at 4% or $73,406 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 19 | $2,131,221 | $167,365 | $8,809iApproximate average salary by contribution assumption: employee only about $220,217 at 4% or $146,811 at 6%; with 50% employer match about $146,811 at 4% or $97,874 at 6%; with 100% employer match about $110,109 at 4% or $73,406 at 6%. |
| 2010 | 1 | 19 | $2,245,616 | $156,706 | $8,248iApproximate average salary by contribution assumption: employee only about $206,192 at 4% or $137,461 at 6%; with 50% employer match about $137,461 at 4% or $91,641 at 6%; with 100% employer match about $103,096 at 4% or $68,731 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 19 | $2,245,616 | $156,706 | $8,248iApproximate average salary by contribution assumption: employee only about $206,192 at 4% or $137,461 at 6%; with 50% employer match about $137,461 at 4% or $91,641 at 6%; with 100% employer match about $103,096 at 4% or $68,731 at 6%. |
| 2009 | 1 | 19 | $2,084,196 | $168,630 | $8,875iApproximate average salary by contribution assumption: employee only about $221,882 at 4% or $147,921 at 6%; with 50% employer match about $147,921 at 4% or $98,614 at 6%; with 100% employer match about $110,941 at 4% or $73,961 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 19 | $2,084,196 | $168,630 | $8,875iApproximate average salary by contribution assumption: employee only about $221,882 at 4% or $147,921 at 6%; with 50% employer match about $147,921 at 4% or $98,614 at 6%; with 100% employer match about $110,941 at 4% or $73,961 at 6%. |
| 2008 | 1 | 21 | $1,577,222 | $159,783 | $7,609iApproximate average salary by contribution assumption: employee only about $190,218 at 4% or $126,812 at 6%; with 50% employer match about $126,812 at 4% or $84,541 at 6%; with 100% employer match about $95,109 at 4% or $63,406 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 21 | $1,577,222 | $159,783 | $7,609iApproximate average salary by contribution assumption: employee only about $190,218 at 4% or $126,812 at 6%; with 50% employer match about $126,812 at 4% or $84,541 at 6%; with 100% employer match about $95,109 at 4% or $63,406 at 6%. |
| 2007 | 1 | 21 | $2,362,730 | $142,487 | $6,785iApproximate average salary by contribution assumption: employee only about $169,627 at 4% or $113,085 at 6%; with 50% employer match about $113,085 at 4% or $75,390 at 6%; with 100% employer match about $84,814 at 4% or $56,542 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 21 | $2,362,730 | $142,487 | $6,785iApproximate average salary by contribution assumption: employee only about $169,627 at 4% or $113,085 at 6%; with 50% employer match about $113,085 at 4% or $75,390 at 6%; with 100% employer match about $84,814 at 4% or $56,542 at 6%. |
| 2006 | 1 | 20 | $1,977,066 | $126,641 | $6,332iApproximate average salary by contribution assumption: employee only about $158,301 at 4% or $105,534 at 6%; with 50% employer match about $105,534 at 4% or $70,356 at 6%; with 100% employer match about $79,151 at 4% or $52,767 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 20 | $1,977,066 | $126,641 | $6,332iApproximate average salary by contribution assumption: employee only about $158,301 at 4% or $105,534 at 6%; with 50% employer match about $105,534 at 4% or $70,356 at 6%; with 100% employer match about $79,151 at 4% or $52,767 at 6%. |
| 2005 | 1 | 19 | $1,584,239 | $111,880 | $5,888iApproximate average salary by contribution assumption: employee only about $147,211 at 4% or $98,140 at 6%; with 50% employer match about $98,140 at 4% or $65,427 at 6%; with 100% employer match about $73,605 at 4% or $49,070 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 19 | $1,584,239 | $111,880 | $5,888iApproximate average salary by contribution assumption: employee only about $147,211 at 4% or $98,140 at 6%; with 50% employer match about $98,140 at 4% or $65,427 at 6%; with 100% employer match about $73,605 at 4% or $49,070 at 6%. |
| 2004 | 1 | 18 | $1,291,738 | $97,506 | $5,417iApproximate average salary by contribution assumption: employee only about $135,425 at 4% or $90,283 at 6%; with 50% employer match about $90,283 at 4% or $60,189 at 6%; with 100% employer match about $67,713 at 4% or $45,142 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 18 | $1,291,738 | $97,506 | $5,417iApproximate average salary by contribution assumption: employee only about $135,425 at 4% or $90,283 at 6%; with 50% employer match about $90,283 at 4% or $60,189 at 6%; with 100% employer match about $67,713 at 4% or $45,142 at 6%. |
| 2003 | 1 | 18 | $0 | $0 | - |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 18 | - | - | - |
| 2002 | 1 | 16 | $756,658 | $80,171 | $5,011iApproximate average salary by contribution assumption: employee only about $125,267 at 4% or $83,511 at 6%; with 50% employer match about $83,511 at 4% or $55,674 at 6%; with 100% employer match about $62,634 at 4% or $41,756 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 16 | $756,658 | $80,171 | $5,011iApproximate average salary by contribution assumption: employee only about $125,267 at 4% or $83,511 at 6%; with 50% employer match about $83,511 at 4% or $55,674 at 6%; with 100% employer match about $62,634 at 4% or $41,756 at 6%. |
| 2001 | 1 | 14 | $0 | $0 | - |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 14 | - | - | - |
| 2000 | 1 | 13 | $824,783 | $72,210 | $5,555iApproximate average salary by contribution assumption: employee only about $138,865 at 4% or $92,577 at 6%; with 50% employer match about $92,577 at 4% or $61,718 at 6%; with 100% employer match about $69,433 at 4% or $46,288 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 13 | $824,783 | $72,210 | $5,555iApproximate average salary by contribution assumption: employee only about $138,865 at 4% or $92,577 at 6%; with 50% employer match about $92,577 at 4% or $61,718 at 6%; with 100% employer match about $69,433 at 4% or $46,288 at 6%. |
| 1999 | 1 | 11 | $805,899 | $60,914 | $5,538iApproximate average salary by contribution assumption: employee only about $138,441 at 4% or $92,294 at 6%; with 50% employer match about $92,294 at 4% or $61,529 at 6%; with 100% employer match about $69,220 at 4% or $46,147 at 6%. |
| Summers, Mcnea and Company PC 401K Ps Plan | - | 11 | $805,899 | $60,914 | $5,538iApproximate average salary by contribution assumption: employee only about $138,441 at 4% or $92,294 at 6%; with 50% employer match about $92,294 at 4% or $61,529 at 6%; with 100% employer match about $69,220 at 4% or $46,147 at 6%. |