Burke & Herbert Financial Services Corp.
Plan context: Summit Financial Group Inc. Defined Contribution Plan
EIN 92-0289417 • 2 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
472
2024 Assets
$46,068,302
2024 Contributions
$6,800,589
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 472 | $46,068,302 | $6,800,589 | $14,408iApproximate average salary by contribution assumption: employee only about $360,201 at 4% or $240,134 at 6%; with 50% employer match about $240,134 at 4% or $160,089 at 6%; with 100% employer match about $180,100 at 4% or $120,067 at 6%. |
| Summit Financial Group Inc. Defined Contribution Plan | - | 472 | $46,068,302 | $6,800,589 | $14,408iApproximate average salary by contribution assumption: employee only about $360,201 at 4% or $240,134 at 6%; with 50% employer match about $240,134 at 4% or $160,089 at 6%; with 100% employer match about $180,100 at 4% or $120,067 at 6%. |
| Burke & Herbert Financial Services Corp. Employee Benefits Plan | - | 0 | - | - | - |