Civic Intelligence

SUMMIT FINANCIAL ADVISORS LLC

Plan context: SUMMIT FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 94-3301536 • San Mateo, CA • 3 filings • 1 plans

1700 S El Camino Real Ste 385San Mateo, CA 94402-3073
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$646,883

2025 Contributions

$223,716

Historical Graphs

Total Assets Over Time

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

$646,883$323,442$0202320242025YearValue
$646,883Latest year 2025

Participants Over Time

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

1260202320242025YearValue
12Latest 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
2025112$646,883$223,716$18,643iApproximate average salary by contribution assumption: employee only about $466,075 at 4% or $310,717 at 6%; with 50% employer match about $310,717 at 4% or $207,144 at 6%; with 100% employer match about $233,038 at 4% or $155,358 at 6%.
SUMMIT FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST-12$646,883$223,716$18,643iApproximate average salary by contribution assumption: employee only about $466,075 at 4% or $310,717 at 6%; with 50% employer match about $310,717 at 4% or $207,144 at 6%; with 100% employer match about $233,038 at 4% or $155,358 at 6%.
202417$331,669$206,456$29,494iApproximate average salary by contribution assumption: employee only about $737,343 at 4% or $491,562 at 6%; with 50% employer match about $491,562 at 4% or $327,708 at 6%; with 100% employer match about $368,671 at 4% or $245,781 at 6%.
SUMMIT FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST-7$331,669$206,456$29,494iApproximate average salary by contribution assumption: employee only about $737,343 at 4% or $491,562 at 6%; with 50% employer match about $491,562 at 4% or $327,708 at 6%; with 100% employer match about $368,671 at 4% or $245,781 at 6%.
202314$108,698$101,017$25,254iApproximate average salary by contribution assumption: employee only about $631,356 at 4% or $420,904 at 6%; with 50% employer match about $420,904 at 4% or $280,603 at 6%; with 100% employer match about $315,678 at 4% or $210,452 at 6%.
SUMMIT FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST-4$108,698$101,017$25,254iApproximate average salary by contribution assumption: employee only about $631,356 at 4% or $420,904 at 6%; with 50% employer match about $420,904 at 4% or $280,603 at 6%; with 100% employer match about $315,678 at 4% or $210,452 at 6%.