Summit Companies Holdings LLC
Plan context: Summit Companies Holdings Inc. Employee Stock Ownership Plan
EIN 87-3001353 • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
356
2025 Assets
$753,885,360
2025 Contributions
$11,089,252
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 | 356 | $0 | $0 | - |
| Summit Companies Holdings LLC Health and Welfare Plan | - | 356 | - | - | - |
| 2024 | 2 | 382 | $753,885,360 | $11,089,252 | $29,029iApproximate average salary by contribution assumption: employee only about $725,736 at 4% or $483,824 at 6%; with 50% employer match about $483,824 at 4% or $322,550 at 6%; with 100% employer match about $362,868 at 4% or $241,912 at 6%. |
| Summit Companies Holdings Inc. Employee Stock Ownership Plan | - | 314 | $753,885,360 | $11,089,252 | $35,316iApproximate average salary by contribution assumption: employee only about $882,902 at 4% or $588,601 at 6%; with 50% employer match about $588,601 at 4% or $392,401 at 6%; with 100% employer match about $441,451 at 4% or $294,301 at 6%. |
| Summit Companies Holdings LLC Health and Welfare Plan | - | 382 | - | - | - |
| 2023 | 1 | 288 | $367,604,547 | $10,538,733 | $36,593iApproximate average salary by contribution assumption: employee only about $914,821 at 4% or $609,880 at 6%; with 50% employer match about $609,880 at 4% or $406,587 at 6%; with 100% employer match about $457,410 at 4% or $304,940 at 6%. |
| Summit Companies Holdings Inc. Employee Stock Ownership Plan | - | 288 | $367,604,547 | $10,538,733 | $36,593iApproximate average salary by contribution assumption: employee only about $914,821 at 4% or $609,880 at 6%; with 50% employer match about $609,880 at 4% or $406,587 at 6%; with 100% employer match about $457,410 at 4% or $304,940 at 6%. |
| 2022 | 1 | 240 | $107,054,100 | $8,137,878 | $33,908iApproximate average salary by contribution assumption: employee only about $847,696 at 4% or $565,130 at 6%; with 50% employer match about $565,130 at 4% or $376,754 at 6%; with 100% employer match about $423,848 at 4% or $282,565 at 6%. |
| Summit Companies Holdings Inc. Employee Stock Ownership Plan | - | 240 | $107,054,100 | $8,137,878 | $33,908iApproximate average salary by contribution assumption: employee only about $847,696 at 4% or $565,130 at 6%; with 50% employer match about $565,130 at 4% or $376,754 at 6%; with 100% employer match about $423,848 at 4% or $282,565 at 6%. |