Civic Intelligence

South Summit Capital Management LLC

Plan context: South Summit Capital Management LLC 401(K) Plan

EIN 81-3997462 • Charlotte, NC • 9 filings • 2 plans

4201 Congress Street, Suite 470Charlotte, NC 28209
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$894,919

2025 Contributions

$312,685

Historical Graphs

Total Assets Over Time

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

$894,919$447,460$0201720212025YearValue
$894,919Latest year 2025

Participants Over Time

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

950201720212025YearValue
9Latest 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
202519$894,919$312,685$34,743iApproximate average salary by contribution assumption: employee only about $868,569 at 4% or $579,046 at 6%; with 50% employer match about $579,046 at 4% or $386,031 at 6%; with 100% employer match about $434,285 at 4% or $289,523 at 6%.
South Summit Capital Management LLC 401(K) Plan-9$894,919$312,685$34,743iApproximate average salary by contribution assumption: employee only about $868,569 at 4% or $579,046 at 6%; with 50% employer match about $579,046 at 4% or $386,031 at 6%; with 100% employer match about $434,285 at 4% or $289,523 at 6%.
202418$475,858$304,544$38,068iApproximate average salary by contribution assumption: employee only about $951,700 at 4% or $634,467 at 6%; with 50% employer match about $634,467 at 4% or $422,978 at 6%; with 100% employer match about $475,850 at 4% or $317,233 at 6%.
South Summit Capital Management LLC 401(K) Plan-8$475,858$304,544$38,068iApproximate average salary by contribution assumption: employee only about $951,700 at 4% or $634,467 at 6%; with 50% employer match about $634,467 at 4% or $422,978 at 6%; with 100% employer match about $475,850 at 4% or $317,233 at 6%.
202315$149,507$70,790$14,158iApproximate average salary by contribution assumption: employee only about $353,950 at 4% or $235,967 at 6%; with 50% employer match about $235,967 at 4% or $157,311 at 6%; with 100% employer match about $176,975 at 4% or $117,983 at 6%.
South Summit Capital Management LLC 401(K) Plan-5$149,507$70,790$14,158iApproximate average salary by contribution assumption: employee only about $353,950 at 4% or $235,967 at 6%; with 50% employer match about $235,967 at 4% or $157,311 at 6%; with 100% employer match about $176,975 at 4% or $117,983 at 6%.
202214$143,038$61,114$15,279iApproximate average salary by contribution assumption: employee only about $381,963 at 4% or $254,642 at 6%; with 50% employer match about $254,642 at 4% or $169,761 at 6%; with 100% employer match about $190,981 at 4% or $127,321 at 6%.
South Summit Capital Management LLC 401(K) Plan-4$143,038$61,114$15,279iApproximate average salary by contribution assumption: employee only about $381,963 at 4% or $254,642 at 6%; with 50% employer match about $254,642 at 4% or $169,761 at 6%; with 100% employer match about $190,981 at 4% or $127,321 at 6%.
202113$110,125$36,446$12,149iApproximate average salary by contribution assumption: employee only about $303,717 at 4% or $202,478 at 6%; with 50% employer match about $202,478 at 4% or $134,985 at 6%; with 100% employer match about $151,858 at 4% or $101,239 at 6%.
South Summit Capital Management LLC 401(K) Plan-3$110,125$36,446$12,149iApproximate average salary by contribution assumption: employee only about $303,717 at 4% or $202,478 at 6%; with 50% employer match about $202,478 at 4% or $134,985 at 6%; with 100% employer match about $151,858 at 4% or $101,239 at 6%.
202012$63,034$24,167$12,084iApproximate average salary by contribution assumption: employee only about $302,088 at 4% or $201,392 at 6%; with 50% employer match about $201,392 at 4% or $134,261 at 6%; with 100% employer match about $151,044 at 4% or $100,696 at 6%.
South Summit Capital Management LLC 401(K) Plan-2$63,034$24,167$12,084iApproximate average salary by contribution assumption: employee only about $302,088 at 4% or $201,392 at 6%; with 50% employer match about $201,392 at 4% or $134,261 at 6%; with 100% employer match about $151,044 at 4% or $100,696 at 6%.
201912$28,543$16,560$8,280iApproximate average salary by contribution assumption: employee only about $207,000 at 4% or $138,000 at 6%; with 50% employer match about $138,000 at 4% or $92,000 at 6%; with 100% employer match about $103,500 at 4% or $69,000 at 6%.
South Summit Capital Management LLC 401(K) Plan-2$28,543$16,560$8,280iApproximate average salary by contribution assumption: employee only about $207,000 at 4% or $138,000 at 6%; with 50% employer match about $138,000 at 4% or $92,000 at 6%; with 100% employer match about $103,500 at 4% or $69,000 at 6%.
201811$8,830$5,456$5,456iApproximate average salary by contribution assumption: employee only about $136,400 at 4% or $90,933 at 6%; with 50% employer match about $90,933 at 4% or $60,622 at 6%; with 100% employer match about $68,200 at 4% or $45,467 at 6%.
South Summit Capital Management LLC 401(K) Plan-1$8,830$5,456$5,456iApproximate average salary by contribution assumption: employee only about $136,400 at 4% or $90,933 at 6%; with 50% employer match about $90,933 at 4% or $60,622 at 6%; with 100% employer match about $68,200 at 4% or $45,467 at 6%.
201711$4,405$4,174$4,174iApproximate average salary by contribution assumption: employee only about $104,350 at 4% or $69,567 at 6%; with 50% employer match about $69,567 at 4% or $46,378 at 6%; with 100% employer match about $52,175 at 4% or $34,783 at 6%.
South Summit Capital Management LLC 401(K) Plan-1$4,405$4,174$4,174iApproximate average salary by contribution assumption: employee only about $104,350 at 4% or $69,567 at 6%; with 50% employer match about $69,567 at 4% or $46,378 at 6%; with 100% employer match about $52,175 at 4% or $34,783 at 6%.