Civic Intelligence

Summit Capital Partners

Plan context: SUMMIT CAPITAL PARTNERS - RETAIL 401(K) PROFIT SHARING PLAN & TRUST

EIN 83-2825490 • Houston, TX • 7 filings • 3 plans

5555 San FelipeSuite 1135Houston, TX 77056
Current Snapshot

Latest Year

2024

2024 Participants

144

2024 Assets

$1,708,519

2024 Contributions

$2,668

Historical Graphs

Total Assets Over Time

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

$1,708,519$854,260$020192020YearValue
$1,708,519Latest year 2020

Participants Over Time

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

2901450201920222024YearValue
144Latest year 2024

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
20241144$0$0-
Summit Capital Partners Welfare Benefits Plan-144---
20231290$0$0-
Summit Capital Partners Welfare Benefits Plan-290---
20221211$0$0-
Summit Capital Partners Welfare Benefits Plan-211---
20212179$0$2,668$15iApproximate average salary by contribution assumption: employee only about $373 at 4% or $248 at 6%; with 50% employer match about $248 at 4% or $166 at 6%; with 100% employer match about $186 at 4% or $124 at 6%.
Summit Capital Partners Welfare Benefits Plan-179---
SUMMIT CAPITAL PARTNERS - RETAIL 401(K) PROFIT SHARING PLAN & TRUST-0-$2,668-
20201154$1,708,519$138,836$902iApproximate average salary by contribution assumption: employee only about $22,538 at 4% or $15,026 at 6%; with 50% employer match about $15,026 at 4% or $10,017 at 6%; with 100% employer match about $11,269 at 4% or $7,513 at 6%.
SUMMIT CAPITAL PARTNERS-RETAIL 401(K) PROFIT SHARING PLAN & TRUST-154$1,708,519$138,836$902iApproximate average salary by contribution assumption: employee only about $22,538 at 4% or $15,026 at 6%; with 50% employer match about $15,026 at 4% or $10,017 at 6%; with 100% employer match about $11,269 at 4% or $7,513 at 6%.
20191147$1,471,945$237,093$1,613iApproximate average salary by contribution assumption: employee only about $40,322 at 4% or $26,881 at 6%; with 50% employer match about $26,881 at 4% or $17,921 at 6%; with 100% employer match about $20,161 at 4% or $13,441 at 6%.
SUMMIT CAPITAL PARTNERS-RETAIL 401(K) PROFIT SHARING PLAN & TRUST-147$1,471,945$237,093$1,613iApproximate average salary by contribution assumption: employee only about $40,322 at 4% or $26,881 at 6%; with 50% employer match about $26,881 at 4% or $17,921 at 6%; with 100% employer match about $20,161 at 4% or $13,441 at 6%.
Summit Capital Partners | EIN 83-2825490 | 2024 Form 5500 Company Profile