Summit Group Holdings LLC
Plan context: Summit Group Holdings LLC 401(K) Plan
EIN 85-4329268 • Logan, UT • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$223,668
2025 Contributions
$16,000
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 | 0 | $0 | $0 | - |
| Summit Group Holdings LLC 401(K) Plan | - | 0 | $0 | $0 | - |
| 2024 | 1 | 3 | $223,668 | $16,000 | $5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%. |
| Summit Group Holdings LLC 401(K) Plan | - | 3 | $223,668 | $16,000 | $5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%. |
| 2023 | 1 | 2 | $188,896 | $31,827 | $15,914iApproximate average salary by contribution assumption: employee only about $397,838 at 4% or $265,225 at 6%; with 50% employer match about $265,225 at 4% or $176,817 at 6%; with 100% employer match about $198,919 at 4% or $132,613 at 6%. |
| Summit Group Holdings LLC 401(K) Plan | - | 2 | $188,896 | $31,827 | $15,914iApproximate average salary by contribution assumption: employee only about $397,838 at 4% or $265,225 at 6%; with 50% employer match about $265,225 at 4% or $176,817 at 6%; with 100% employer match about $198,919 at 4% or $132,613 at 6%. |
| 2022 | 1 | 3 | $149,767 | $184,534 | $61,511iApproximate average salary by contribution assumption: employee only about $1,537,783 at 4% or $1,025,189 at 6%; with 50% employer match about $1,025,189 at 4% or $683,459 at 6%; with 100% employer match about $768,892 at 4% or $512,594 at 6%. |
| Summit Group Holdings LLC 401(K) Plan | - | 3 | $149,767 | $184,534 | $61,511iApproximate average salary by contribution assumption: employee only about $1,537,783 at 4% or $1,025,189 at 6%; with 50% employer match about $1,025,189 at 4% or $683,459 at 6%; with 100% employer match about $768,892 at 4% or $512,594 at 6%. |
| 2021 | 1 | 4 | $351,385 | $93,769 | $23,442iApproximate average salary by contribution assumption: employee only about $586,056 at 4% or $390,704 at 6%; with 50% employer match about $390,704 at 4% or $260,469 at 6%; with 100% employer match about $293,028 at 4% or $195,352 at 6%. |
| Summit Group Holdings LLC 401(K) Plan | - | 4 | $351,385 | $93,769 | $23,442iApproximate average salary by contribution assumption: employee only about $586,056 at 4% or $390,704 at 6%; with 50% employer match about $390,704 at 4% or $260,469 at 6%; with 100% employer match about $293,028 at 4% or $195,352 at 6%. |