SUMMIT MORTGAGE, INC.
Plan context: MOUNTAIN PEAK MORTGAGE 401(K) PLAN
EIN 83-0698861 • Johns Creek, GA • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$199,070
2025 Contributions
$34,990
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 | 2 | $199,070 | $34,990 | $17,495iApproximate average salary by contribution assumption: employee only about $437,375 at 4% or $291,583 at 6%; with 50% employer match about $291,583 at 4% or $194,389 at 6%; with 100% employer match about $218,688 at 4% or $145,792 at 6%. |
| MOUNTAIN PEAK MORTGAGE 401(K) PLAN | - | 2 | $199,070 | $34,990 | $17,495iApproximate average salary by contribution assumption: employee only about $437,375 at 4% or $291,583 at 6%; with 50% employer match about $291,583 at 4% or $194,389 at 6%; with 100% employer match about $218,688 at 4% or $145,792 at 6%. |
| 2024 | 1 | 2 | $137,447 | $33,502 | $16,751iApproximate average salary by contribution assumption: employee only about $418,775 at 4% or $279,183 at 6%; with 50% employer match about $279,183 at 4% or $186,122 at 6%; with 100% employer match about $209,388 at 4% or $139,592 at 6%. |
| MOUNTAIN PEAK MORTGAGE 401(K) PLAN | - | 2 | $137,447 | $33,502 | $16,751iApproximate average salary by contribution assumption: employee only about $418,775 at 4% or $279,183 at 6%; with 50% employer match about $279,183 at 4% or $186,122 at 6%; with 100% employer match about $209,388 at 4% or $139,592 at 6%. |
| 2023 | 1 | 2 | $88,867 | $24,382 | $12,191iApproximate average salary by contribution assumption: employee only about $304,775 at 4% or $203,183 at 6%; with 50% employer match about $203,183 at 4% or $135,456 at 6%; with 100% employer match about $152,388 at 4% or $101,592 at 6%. |
| MOUNTAIN PEAK MORTGAGE 401(K) PLAN | - | 2 | $88,867 | $24,382 | $12,191iApproximate average salary by contribution assumption: employee only about $304,775 at 4% or $203,183 at 6%; with 50% employer match about $203,183 at 4% or $135,456 at 6%; with 100% employer match about $152,388 at 4% or $101,592 at 6%. |
| 2022 | 1 | 2 | $51,660 | $27,482 | $13,741iApproximate average salary by contribution assumption: employee only about $343,525 at 4% or $229,017 at 6%; with 50% employer match about $229,017 at 4% or $152,678 at 6%; with 100% employer match about $171,763 at 4% or $114,508 at 6%. |
| MOUNTAIN PEAK MORTGAGE 401(K) PLAN | - | 2 | $51,660 | $27,482 | $13,741iApproximate average salary by contribution assumption: employee only about $343,525 at 4% or $229,017 at 6%; with 50% employer match about $229,017 at 4% or $152,678 at 6%; with 100% employer match about $171,763 at 4% or $114,508 at 6%. |
| 2021 | 1 | 2 | $31,853 | $30,219 | $15,110iApproximate average salary by contribution assumption: employee only about $377,738 at 4% or $251,825 at 6%; with 50% employer match about $251,825 at 4% or $167,883 at 6%; with 100% employer match about $188,869 at 4% or $125,913 at 6%. |
| SUMMIT MORTGAGE 401(K) PLAN | - | 2 | $31,853 | $30,219 | $15,110iApproximate average salary by contribution assumption: employee only about $377,738 at 4% or $251,825 at 6%; with 50% employer match about $251,825 at 4% or $167,883 at 6%; with 100% employer match about $188,869 at 4% or $125,913 at 6%. |