SUMMIT APPLIED RESEARCH, INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025: MONEY PURCHASE 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-04-20 | 3 |
| Total number of particpants at end of year | 2025-04-20 | 3 |
| Number of Participants With Account Balances | 2025-04-20 | 3 |
| 2024: MONEY PURCHASE 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-05-03 | 3 |
| Total number of particpants at end of year | 2024-05-03 | 3 |
| 2022: MONEY PURCHASE 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-05-04 | 3 |
| Total number of particpants at end of year | 2022-05-04 | 3 |
| Number of Participants With Account Balances | 2022-05-04 | 3 |
| 2016: MONEY PURCHASE 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Total participants | 2016-01-01 | 3 |
| Number of participants with account balances | 2016-01-01 | 3 |
| 2015: MONEY PURCHASE 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 3 |
| Total participants | 2015-01-01 | 3 |
| Number of participants with account balances | 2015-01-01 | 3 |
| 2014: MONEY PURCHASE 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Total participants | 2014-01-01 | 3 |
| 2013: MONEY PURCHASE 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Total participants | 2013-01-01 | 3 |
| 2012: MONEY PURCHASE 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Total participants | 2012-01-01 | 3 |
| 2011: MONEY PURCHASE 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Total participants | 2011-01-01 | 3 |
| 2009: MONEY PURCHASE 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2025 : MONEY PURCHASE 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-04-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-20 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-20 | 9477 |
| Net assets as of the end of the plan year | 2025-04-20 | 532503 |
| Total assets as of the beginning of the plan year | 2025-04-20 | 414950 |
| Participant contributions to plan in this plan year | 2025-04-20 | 0 |
| Other contributions to plan in this plan year | 2025-04-20 | 0 |
| Other income to plan in this plan year | 2025-04-20 | 114280 |
| Plan net income in this plan year | 2025-04-20 | 117553 |
| Net assets as of the end of the plan year | 2025-04-20 | 532503 |
| Net assets as of the beginning of the plan year | 2025-04-20 | 414950 |
| Employer contributions to plan in this plan year | 2025-04-20 | 12750 |
| 2024 : MONEY PURCHASE 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-03 | 8763 |
| Net assets as of the end of the plan year | 2024-05-03 | 414950 |
| Total assets as of the beginning of the plan year | 2024-05-03 | 333698 |
| Other income to plan in this plan year | 2024-05-03 | 77765 |
| Plan net income in this plan year | 2024-05-03 | 81252 |
| Net assets as of the end of the plan year | 2024-05-03 | 414950 |
| Net assets as of the beginning of the plan year | 2024-05-03 | 333698 |
| Employer contributions to plan in this plan year | 2024-05-03 | 12250 |
| 2022 : MONEY PURCHASE 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-04 | 9179 |
| Net assets as of the end of the plan year | 2022-05-04 | 381276 |
| Total assets as of the beginning of the plan year | 2022-05-04 | 343726 |
| Other income to plan in this plan year | 2022-05-04 | 34104 |
| Plan net income in this plan year | 2022-05-04 | 37550 |
| Net assets as of the end of the plan year | 2022-05-04 | 381276 |
| Net assets as of the beginning of the plan year | 2022-05-04 | 343726 |
| Employer contributions to plan in this plan year | 2022-05-04 | 12625 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-04 | 2 |
| 2016 : MONEY PURCHASE 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $29,643 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $5,877 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $5,877 |
| Total plan assets at end of year | 2016-12-31 | $222,352 |
| Total plan assets at beginning of year | 2016-12-31 | $198,586 |
| Other income received | 2016-12-31 | $9,393 |
| Net income (gross income less expenses) | 2016-12-31 | $23,766 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $222,352 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $198,586 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $20,250 |
| 2015 : MONEY PURCHASE 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $22,310 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $5,215 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $5,215 |
| Total plan assets at end of year | 2015-12-31 | $198,586 |
| Total plan assets at beginning of year | 2015-12-31 | $181,491 |
| Other income received | 2015-12-31 | $-7,690 |
| Net income (gross income less expenses) | 2015-12-31 | $17,095 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $198,586 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $181,491 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $30,000 |
| 2014 : MONEY PURCHASE 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $25,376 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $4,589 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $4,589 |
| Total plan assets at end of year | 2014-12-31 | $181,491 |
| Total plan assets at beginning of year | 2014-12-31 | $160,704 |
| Other income received | 2014-12-31 | $-3,624 |
| Net income (gross income less expenses) | 2014-12-31 | $20,787 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $181,491 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $160,704 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $29,000 |
| 2013 : MONEY PURCHASE 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $3,864 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $4,552 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $4,552 |
| Total plan assets at end of year | 2013-12-31 | $160,704 |
| Total plan assets at beginning of year | 2013-12-31 | $161,392 |
| Other income received | 2013-12-31 | $-22,636 |
| Net income (gross income less expenses) | 2013-12-31 | $-688 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $160,704 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $161,392 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $26,500 |
| 2012 : MONEY PURCHASE 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $22,497 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,272 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $2,272 |
| Total plan assets at end of year | 2012-12-31 | $161,692 |
| Total plan assets at beginning of year | 2012-12-31 | $138,569 |
| Other income received | 2012-12-31 | $247 |
| Net income (gross income less expenses) | 2012-12-31 | $20,225 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $161,692 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $138,569 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $22,250 |
| 2011 : MONEY PURCHASE 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $22,328 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,914 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,914 |
| Total plan assets at end of year | 2011-12-31 | $138,569 |
| Total plan assets at beginning of year | 2011-12-31 | $121,535 |
| Other income received | 2011-12-31 | $303 |
| Net income (gross income less expenses) | 2011-12-31 | $20,414 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $138,569 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $121,535 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $22,025 |
| 2010 : MONEY PURCHASE 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $23,812 |
| Total plan assets at end of year | 2010-12-31 | $121,535 |
| Total plan assets at beginning of year | 2010-12-31 | $97,723 |
| Other income received | 2010-12-31 | $17,243 |
| Net income (gross income less expenses) | 2010-12-31 | $23,812 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $121,535 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $97,723 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $6,569 |
| 2016: MONEY PURCHASE 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MONEY PURCHASE 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MONEY PURCHASE 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MONEY PURCHASE 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MONEY PURCHASE 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MONEY PURCHASE 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MONEY PURCHASE 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
