Civic Intelligence

SUMMIT PENSION CONSULTANTS, LTD.

Plan context: SUMMIT PENSION CONSULTANTS, LTD. 401(K) PLAN

EIN 86-0937294 • Mesa, AZ • 12 filings • 1 plans

2733 N Power RoadSuite 102 Pmb 602Mesa, AZ 85215
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,106,453

2025 Contributions

$13,500

Historical Graphs

Total Assets Over Time

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

$1,143,343$571,672$0201420202025YearValue
$1,106,453Latest year 2025

Participants Over Time

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

320201420202025YearValue
2Latest 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
202512$1,106,453$13,500$6,750iApproximate average salary by contribution assumption: employee only about $168,750 at 4% or $112,500 at 6%; with 50% employer match about $112,500 at 4% or $75,000 at 6%; with 100% employer match about $84,375 at 4% or $56,250 at 6%.
SUMMIT PENSION CONSULTANTS, LTD. 401(K) PLAN-2$1,106,453$13,500$6,750iApproximate average salary by contribution assumption: employee only about $168,750 at 4% or $112,500 at 6%; with 50% employer match about $112,500 at 4% or $75,000 at 6%; with 100% employer match about $84,375 at 4% or $56,250 at 6%.
202412$1,143,343$30,500$15,250iApproximate average salary by contribution assumption: employee only about $381,250 at 4% or $254,167 at 6%; with 50% employer match about $254,167 at 4% or $169,444 at 6%; with 100% employer match about $190,625 at 4% or $127,083 at 6%.
SUMMIT PENSION CONSULTANTS, LTD. 401(K) PLAN-2$1,143,343$30,500$15,250iApproximate average salary by contribution assumption: employee only about $381,250 at 4% or $254,167 at 6%; with 50% employer match about $254,167 at 4% or $169,444 at 6%; with 100% employer match about $190,625 at 4% or $127,083 at 6%.
202312$973,492$73,609$36,805iApproximate average salary by contribution assumption: employee only about $920,113 at 4% or $613,408 at 6%; with 50% employer match about $613,408 at 4% or $408,939 at 6%; with 100% employer match about $460,056 at 4% or $306,704 at 6%.
SUMMIT PENSION CONSULTANTS, LTD. 401(K) PLAN-2$973,492$73,609$36,805iApproximate average salary by contribution assumption: employee only about $920,113 at 4% or $613,408 at 6%; with 50% employer match about $613,408 at 4% or $408,939 at 6%; with 100% employer match about $460,056 at 4% or $306,704 at 6%.
202212$759,880$52,500$26,250iApproximate average salary by contribution assumption: employee only about $656,250 at 4% or $437,500 at 6%; with 50% employer match about $437,500 at 4% or $291,667 at 6%; with 100% employer match about $328,125 at 4% or $218,750 at 6%.
SUMMIT PENSION CONSULTANTS, LTD. 401(K) PLAN-2$759,880$52,500$26,250iApproximate average salary by contribution assumption: employee only about $656,250 at 4% or $437,500 at 6%; with 50% employer match about $437,500 at 4% or $291,667 at 6%; with 100% employer match about $328,125 at 4% or $218,750 at 6%.
202112$755,702$59,622$29,811iApproximate average salary by contribution assumption: employee only about $745,275 at 4% or $496,850 at 6%; with 50% employer match about $496,850 at 4% or $331,233 at 6%; with 100% employer match about $372,638 at 4% or $248,425 at 6%.
SUMMIT PENSION CONSULTANTS, LTD. 401(K) PLAN-2$755,702$59,622$29,811iApproximate average salary by contribution assumption: employee only about $745,275 at 4% or $496,850 at 6%; with 50% employer match about $496,850 at 4% or $331,233 at 6%; with 100% employer match about $372,638 at 4% or $248,425 at 6%.
202012$632,579$46,727$23,364iApproximate average salary by contribution assumption: employee only about $584,088 at 4% or $389,392 at 6%; with 50% employer match about $389,392 at 4% or $259,594 at 6%; with 100% employer match about $292,044 at 4% or $194,696 at 6%.
SUMMIT PENSION CONSULTANTS, LTD. 401(K) PLAN-2$632,579$46,727$23,364iApproximate average salary by contribution assumption: employee only about $584,088 at 4% or $389,392 at 6%; with 50% employer match about $389,392 at 4% or $259,594 at 6%; with 100% employer match about $292,044 at 4% or $194,696 at 6%.
201912$545,451$54,786$27,393iApproximate average salary by contribution assumption: employee only about $684,825 at 4% or $456,550 at 6%; with 50% employer match about $456,550 at 4% or $304,367 at 6%; with 100% employer match about $342,413 at 4% or $228,275 at 6%.
SUMMIT PENSION CONSULTANTS, LTD. 401(K) PLAN-2$545,451$54,786$27,393iApproximate average salary by contribution assumption: employee only about $684,825 at 4% or $456,550 at 6%; with 50% employer match about $456,550 at 4% or $304,367 at 6%; with 100% employer match about $342,413 at 4% or $228,275 at 6%.
201812$404,293$63,949$31,975iApproximate average salary by contribution assumption: employee only about $799,363 at 4% or $532,908 at 6%; with 50% employer match about $532,908 at 4% or $355,272 at 6%; with 100% employer match about $399,681 at 4% or $266,454 at 6%.
SUMMIT PENSION CONSULTANTS, LTD. 401(K) PLAN-2$404,293$63,949$31,975iApproximate average salary by contribution assumption: employee only about $799,363 at 4% or $532,908 at 6%; with 50% employer match about $532,908 at 4% or $355,272 at 6%; with 100% employer match about $399,681 at 4% or $266,454 at 6%.
201712$354,477$294,127$147,064iApproximate average salary by contribution assumption: employee only about $3,676,588 at 4% or $2,451,058 at 6%; with 50% employer match about $2,451,058 at 4% or $1,634,039 at 6%; with 100% employer match about $1,838,294 at 4% or $1,225,529 at 6%.
SUMMIT PENSION CONSULTANTS, LTD. 401(K) PLAN-2$354,477$294,127$147,064iApproximate average salary by contribution assumption: employee only about $3,676,588 at 4% or $2,451,058 at 6%; with 50% employer match about $2,451,058 at 4% or $1,634,039 at 6%; with 100% employer match about $1,838,294 at 4% or $1,225,529 at 6%.
201613$75,132$18,010$6,003iApproximate average salary by contribution assumption: employee only about $150,083 at 4% or $100,056 at 6%; with 50% employer match about $100,056 at 4% or $66,704 at 6%; with 100% employer match about $75,042 at 4% or $50,028 at 6%.
SUMMIT PENSION CONSULTANTS, LTD. 401(K) PLAN-3$75,132$18,010$6,003iApproximate average salary by contribution assumption: employee only about $150,083 at 4% or $100,056 at 6%; with 50% employer match about $100,056 at 4% or $66,704 at 6%; with 100% employer match about $75,042 at 4% or $50,028 at 6%.
201513$52,297$21,678$7,226iApproximate average salary by contribution assumption: employee only about $180,650 at 4% or $120,433 at 6%; with 50% employer match about $120,433 at 4% or $80,289 at 6%; with 100% employer match about $90,325 at 4% or $60,217 at 6%.
SUMMIT PENSION CONSULTANTS, LTD. 401(K) PLAN-3$52,297$21,678$7,226iApproximate average salary by contribution assumption: employee only about $180,650 at 4% or $120,433 at 6%; with 50% employer match about $120,433 at 4% or $80,289 at 6%; with 100% employer match about $90,325 at 4% or $60,217 at 6%.
201413$30,400$30,313$10,104iApproximate average salary by contribution assumption: employee only about $252,608 at 4% or $168,406 at 6%; with 50% employer match about $168,406 at 4% or $112,270 at 6%; with 100% employer match about $126,304 at 4% or $84,203 at 6%.
SUMMIT PENSION CONSULTANTS, LTD. 401(K) PLAN-3$30,400$30,313$10,104iApproximate average salary by contribution assumption: employee only about $252,608 at 4% or $168,406 at 6%; with 50% employer match about $168,406 at 4% or $112,270 at 6%; with 100% employer match about $126,304 at 4% or $84,203 at 6%.