Civic Intelligence

Summit Planning Inc.

Plan context: Summit Planning Inc. Profit Sharing Plan

EIN 83-0315080 • 9 filings • 6 plans

Current Snapshot

Latest Year

2003

2003 Participants

1

2003 Assets

$357,269

2003 Contributions

$35,000

Historical Graphs

Total Assets Over Time

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

$357,269$178,635$0199920012002YearValue
$357,269Latest year 2002

Participants Over Time

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

110199920012002YearValue
1Latest year 2002

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
200310$0$0-
Summit Planning Inc. Profit Sharing Plan-0---
200221$357,269$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Summit Planning Inc. Profit Sharing Plan-1$357,269$20,156$20,156iApproximate average salary by contribution assumption: employee only about $503,900 at 4% or $335,933 at 6%; with 50% employer match about $335,933 at 4% or $223,956 at 6%; with 100% employer match about $251,950 at 4% or $167,967 at 6%.
Summit Planning Inc. Money Purchase Plan-0-$14,844-
200121$276,701$18,750$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
Summit Planning Inc. Money Purchase Plan-1$276,701$18,750$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
Summit Planning Inc. Profit Sharing Plan-1---
200021$297,984$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Summit Planning Inc. Money Purchase Plan-1$227,707$18,750$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
Summit Planning Inc. Profit Sharing Plan-1$70,277$11,250$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
199921$262,516$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Summit Planning Inc. Money Purchase Plan-1$203,198$18,750$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
Summit Planning Inc. Profit Sharing Plan-1$59,318$11,250$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.