Summit Oral & Maxillofacial Surgery P.A.
Plan context: SUMMIT ORAL SURGERY CASH BALANCE PLAN
EIN 20-2002079 • Summit, NJ • 29 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$2,423,335
2024 Contributions
$276,957
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 | 7 | $2,423,335 | $276,957 | $39,565iApproximate average salary by contribution assumption: employee only about $989,132 at 4% or $659,421 at 6%; with 50% employer match about $659,421 at 4% or $439,614 at 6%; with 100% employer match about $494,566 at 4% or $329,711 at 6%. |
| SUMMIT ORAL SURGERY CASH BALANCE PLAN | - | 7 | $1,400,716 | $228,000 | $32,571iApproximate average salary by contribution assumption: employee only about $814,286 at 4% or $542,857 at 6%; with 50% employer match about $542,857 at 4% or $361,905 at 6%; with 100% employer match about $407,143 at 4% or $271,429 at 6%. |
| Summit Oral Surgery Profit Sharing 401(K) Plan | - | 6 | $1,022,619 | $48,957 | $8,160iApproximate average salary by contribution assumption: employee only about $203,988 at 4% or $135,992 at 6%; with 50% employer match about $135,992 at 4% or $90,661 at 6%; with 100% employer match about $101,994 at 4% or $67,996 at 6%. |
| 2023 | 2 | 7 | $1,901,762 | $133,430 | $19,061iApproximate average salary by contribution assumption: employee only about $476,536 at 4% or $317,690 at 6%; with 50% employer match about $317,690 at 4% or $211,794 at 6%; with 100% employer match about $238,268 at 4% or $158,845 at 6%. |
| SUMMIT ORAL SURGERY CASH BALANCE PLAN | - | 7 | $1,049,128 | $85,199 | $12,171iApproximate average salary by contribution assumption: employee only about $304,282 at 4% or $202,855 at 6%; with 50% employer match about $202,855 at 4% or $135,237 at 6%; with 100% employer match about $152,141 at 4% or $101,427 at 6%. |
| Summit Oral Surgery Profit Sharing 401(K) Plan | - | 7 | $852,634 | $48,231 | $6,890iApproximate average salary by contribution assumption: employee only about $172,254 at 4% or $114,836 at 6%; with 50% employer match about $114,836 at 4% or $76,557 at 6%; with 100% employer match about $86,127 at 4% or $57,418 at 6%. |
| 2022 | 2 | 8 | $1,617,619 | $305,553 | $38,194iApproximate average salary by contribution assumption: employee only about $954,853 at 4% or $636,569 at 6%; with 50% employer match about $636,569 at 4% or $424,379 at 6%; with 100% employer match about $477,427 at 4% or $318,284 at 6%. |
| SUMMIT ORAL SURGERY CASH BALANCE PLAN | - | 8 | $893,565 | $250,825 | $31,353iApproximate average salary by contribution assumption: employee only about $783,828 at 4% or $522,552 at 6%; with 50% employer match about $522,552 at 4% or $348,368 at 6%; with 100% employer match about $391,914 at 4% or $261,276 at 6%. |
| Summit Oral Surgery Profit Sharing 401(K) Plan | - | 8 | $724,054 | $54,728 | $6,841iApproximate average salary by contribution assumption: employee only about $171,025 at 4% or $114,017 at 6%; with 50% employer match about $114,017 at 4% or $76,011 at 6%; with 100% employer match about $85,513 at 4% or $57,008 at 6%. |
| 2021 | 2 | 7 | $1,542,557 | $59,069 | $8,438iApproximate average salary by contribution assumption: employee only about $210,961 at 4% or $140,640 at 6%; with 50% employer match about $140,640 at 4% or $93,760 at 6%; with 100% employer match about $105,480 at 4% or $70,320 at 6%. |
| Summit Oral Surgery Profit Sharing 401(K) Plan | - | 6 | $822,976 | $59,069 | $9,845iApproximate average salary by contribution assumption: employee only about $246,121 at 4% or $164,081 at 6%; with 50% employer match about $164,081 at 4% or $109,387 at 6%; with 100% employer match about $123,060 at 4% or $82,040 at 6%. |
| SUMMIT ORAL SURGERY CASH BALANCE PLAN | - | 7 | $719,581 | $0 | - |
| 2020 | 2 | 8 | $4,296,312 | $267,769 | $33,471iApproximate average salary by contribution assumption: employee only about $836,778 at 4% or $557,852 at 6%; with 50% employer match about $557,852 at 4% or $371,901 at 6%; with 100% employer match about $418,389 at 4% or $278,926 at 6%. |
| Summit Oral Surgery Profit Sharing 401(K) Plan | - | 8 | $2,537,474 | $90,769 | $11,346iApproximate average salary by contribution assumption: employee only about $283,653 at 4% or $189,102 at 6%; with 50% employer match about $189,102 at 4% or $126,068 at 6%; with 100% employer match about $141,827 at 4% or $94,551 at 6%. |
| SUMMIT ORAL SURGERY CASH BALANCE PLAN | - | 8 | $1,758,838 | $177,000 | $22,125iApproximate average salary by contribution assumption: employee only about $553,125 at 4% or $368,750 at 6%; with 50% employer match about $368,750 at 4% or $245,833 at 6%; with 100% employer match about $276,563 at 4% or $184,375 at 6%. |
| 2019 | 2 | 6 | $3,534,916 | $475,575 | $79,263iApproximate average salary by contribution assumption: employee only about $1,981,563 at 4% or $1,321,042 at 6%; with 50% employer match about $1,321,042 at 4% or $880,694 at 6%; with 100% employer match about $990,781 at 4% or $660,521 at 6%. |
| Summit Oral Surgery Profit Sharing 401(K) Plan | - | 6 | $2,132,463 | $88,297 | $14,716iApproximate average salary by contribution assumption: employee only about $367,904 at 4% or $245,269 at 6%; with 50% employer match about $245,269 at 4% or $163,513 at 6%; with 100% employer match about $183,952 at 4% or $122,635 at 6%. |
| SUMMIT ORAL SURGERY CASH BALANCE PLAN | - | 6 | $1,402,453 | $387,278 | $64,546iApproximate average salary by contribution assumption: employee only about $1,613,658 at 4% or $1,075,772 at 6%; with 50% employer match about $1,075,772 at 4% or $717,181 at 6%; with 100% employer match about $806,829 at 4% or $537,886 at 6%. |
| 2018 | 2 | 9 | $3,437,706 | $565,085 | $62,787iApproximate average salary by contribution assumption: employee only about $1,569,681 at 4% or $1,046,454 at 6%; with 50% employer match about $1,046,454 at 4% or $697,636 at 6%; with 100% employer match about $784,840 at 4% or $523,227 at 6%. |
| Summit Oral Surgery Profit Sharing 401(K) Plan | - | 9 | $2,553,601 | $93,657 | $10,406iApproximate average salary by contribution assumption: employee only about $260,158 at 4% or $173,439 at 6%; with 50% employer match about $173,439 at 4% or $115,626 at 6%; with 100% employer match about $130,079 at 4% or $86,719 at 6%. |
| SUMMIT ORAL SURGERY CASH BALANCE PLAN | - | 6 | $884,105 | $471,428 | $78,571iApproximate average salary by contribution assumption: employee only about $1,964,283 at 4% or $1,309,522 at 6%; with 50% employer match about $1,309,522 at 4% or $873,015 at 6%; with 100% employer match about $982,142 at 4% or $654,761 at 6%. |
| 2017 | 2 | 8 | $3,128,961 | $310,826 | $38,853iApproximate average salary by contribution assumption: employee only about $971,331 at 4% or $647,554 at 6%; with 50% employer match about $647,554 at 4% or $431,703 at 6%; with 100% employer match about $485,666 at 4% or $323,777 at 6%. |
| Summit Oral Surgery Profit Sharing 401(K) Plan | - | 8 | $2,667,121 | $92,421 | $11,553iApproximate average salary by contribution assumption: employee only about $288,816 at 4% or $192,544 at 6%; with 50% employer match about $192,544 at 4% or $128,363 at 6%; with 100% employer match about $144,408 at 4% or $96,272 at 6%. |
| SUMMIT ORAL SURGERY CASH BALANCE PLAN | - | 7 | $461,840 | $218,405 | $31,201iApproximate average salary by contribution assumption: employee only about $780,018 at 4% or $520,012 at 6%; with 50% employer match about $520,012 at 4% or $346,675 at 6%; with 100% employer match about $390,009 at 4% or $260,006 at 6%. |
| 2016 | 2 | 6 | $2,411,505 | $330,934 | $55,156iApproximate average salary by contribution assumption: employee only about $1,378,892 at 4% or $919,261 at 6%; with 50% employer match about $919,261 at 4% or $612,841 at 6%; with 100% employer match about $689,446 at 4% or $459,631 at 6%. |
| Summit Oral Surgery Profit Sharing 401(K) Plan | - | 6 | $2,185,140 | $104,569 | $17,428iApproximate average salary by contribution assumption: employee only about $435,704 at 4% or $290,469 at 6%; with 50% employer match about $290,469 at 4% or $193,646 at 6%; with 100% employer match about $217,852 at 4% or $145,235 at 6%. |
| SUMMIT ORAL SURGERY CASH BALANCE PLAN | - | 6 | $226,365 | $226,365 | $37,728iApproximate average salary by contribution assumption: employee only about $943,188 at 4% or $628,792 at 6%; with 50% employer match about $628,792 at 4% or $419,194 at 6%; with 100% employer match about $471,594 at 4% or $314,396 at 6%. |
| 2015 | 1 | 7 | $2,241,522 | $136,727 | $19,532iApproximate average salary by contribution assumption: employee only about $488,311 at 4% or $325,540 at 6%; with 50% employer match about $325,540 at 4% or $217,027 at 6%; with 100% employer match about $244,155 at 4% or $162,770 at 6%. |
| Summit Oral Surgery Profit Sharing 401(K) Plan | - | 7 | $2,241,522 | $136,727 | $19,532iApproximate average salary by contribution assumption: employee only about $488,311 at 4% or $325,540 at 6%; with 50% employer match about $325,540 at 4% or $217,027 at 6%; with 100% employer match about $244,155 at 4% or $162,770 at 6%. |
| 2014 | 1 | 7 | $2,245,241 | $147,023 | $21,003iApproximate average salary by contribution assumption: employee only about $525,082 at 4% or $350,055 at 6%; with 50% employer match about $350,055 at 4% or $233,370 at 6%; with 100% employer match about $262,541 at 4% or $175,027 at 6%. |
| Summit Oral Surgery Profit Sharing 401(K) Plan | - | 7 | $2,245,241 | $147,023 | $21,003iApproximate average salary by contribution assumption: employee only about $525,082 at 4% or $350,055 at 6%; with 50% employer match about $350,055 at 4% or $233,370 at 6%; with 100% employer match about $262,541 at 4% or $175,027 at 6%. |
| 2013 | 1 | 10 | $1,978,861 | $142,912 | $14,291iApproximate average salary by contribution assumption: employee only about $357,280 at 4% or $238,187 at 6%; with 50% employer match about $238,187 at 4% or $158,791 at 6%; with 100% employer match about $178,640 at 4% or $119,093 at 6%. |
| Summit Oral Surgery Profit Sharing 401(K) Plan | - | 10 | $1,978,861 | $142,912 | $14,291iApproximate average salary by contribution assumption: employee only about $357,280 at 4% or $238,187 at 6%; with 50% employer match about $238,187 at 4% or $158,791 at 6%; with 100% employer match about $178,640 at 4% or $119,093 at 6%. |
| 2012 | 1 | 7 | $1,512,244 | $80,796 | $11,542iApproximate average salary by contribution assumption: employee only about $288,557 at 4% or $192,371 at 6%; with 50% employer match about $192,371 at 4% or $128,248 at 6%; with 100% employer match about $144,279 at 4% or $96,186 at 6%. |
| Summit Oral Surgery Profit Sharing 401(K) Plan | - | 7 | $1,512,244 | $80,796 | $11,542iApproximate average salary by contribution assumption: employee only about $288,557 at 4% or $192,371 at 6%; with 50% employer match about $192,371 at 4% or $128,248 at 6%; with 100% employer match about $144,279 at 4% or $96,186 at 6%. |
| 2011 | 1 | 5 | $1,253,395 | $78,533 | $15,707iApproximate average salary by contribution assumption: employee only about $392,665 at 4% or $261,777 at 6%; with 50% employer match about $261,777 at 4% or $174,518 at 6%; with 100% employer match about $196,333 at 4% or $130,888 at 6%. |
| Summit Oral Surgery Profit Sharing 401(K) Plan | - | 5 | $1,253,395 | $78,533 | $15,707iApproximate average salary by contribution assumption: employee only about $392,665 at 4% or $261,777 at 6%; with 50% employer match about $261,777 at 4% or $174,518 at 6%; with 100% employer match about $196,333 at 4% or $130,888 at 6%. |
| 2010 | 1 | 5 | $1,281,901 | $73,161 | $14,632iApproximate average salary by contribution assumption: employee only about $365,805 at 4% or $243,870 at 6%; with 50% employer match about $243,870 at 4% or $162,580 at 6%; with 100% employer match about $182,903 at 4% or $121,935 at 6%. |
| Summit Oral Surgery Profit Sharing 401(K) Plan | - | 5 | $1,281,901 | $73,161 | $14,632iApproximate average salary by contribution assumption: employee only about $365,805 at 4% or $243,870 at 6%; with 50% employer match about $243,870 at 4% or $162,580 at 6%; with 100% employer match about $182,903 at 4% or $121,935 at 6%. |
| 2009 | 1 | 7 | $1,112,324 | $73,461 | $10,494iApproximate average salary by contribution assumption: employee only about $262,361 at 4% or $174,907 at 6%; with 50% employer match about $174,907 at 4% or $116,605 at 6%; with 100% employer match about $131,180 at 4% or $87,454 at 6%. |
| Summit Oral Surgery Profit Sharing 401(K) Plan | - | 7 | $1,112,324 | $73,461 | $10,494iApproximate average salary by contribution assumption: employee only about $262,361 at 4% or $174,907 at 6%; with 50% employer match about $174,907 at 4% or $116,605 at 6%; with 100% employer match about $131,180 at 4% or $87,454 at 6%. |
| 2008 | 1 | 7 | $820,647 | $75,247 | $10,750iApproximate average salary by contribution assumption: employee only about $268,739 at 4% or $179,160 at 6%; with 50% employer match about $179,160 at 4% or $119,440 at 6%; with 100% employer match about $134,370 at 4% or $89,580 at 6%. |
| Summit Oral Surgery Profit Sharing 401(K) Plan | - | 7 | $820,647 | $75,247 | $10,750iApproximate average salary by contribution assumption: employee only about $268,739 at 4% or $179,160 at 6%; with 50% employer match about $179,160 at 4% or $119,440 at 6%; with 100% employer match about $134,370 at 4% or $89,580 at 6%. |
| 2007 | 1 | 8 | $1,160,674 | $71,977 | $8,997iApproximate average salary by contribution assumption: employee only about $224,928 at 4% or $149,952 at 6%; with 50% employer match about $149,952 at 4% or $99,968 at 6%; with 100% employer match about $112,464 at 4% or $74,976 at 6%. |
| Summit Oral Surgery Profit Sharing 401(K) Plan | - | 8 | $1,160,674 | $71,977 | $8,997iApproximate average salary by contribution assumption: employee only about $224,928 at 4% or $149,952 at 6%; with 50% employer match about $149,952 at 4% or $99,968 at 6%; with 100% employer match about $112,464 at 4% or $74,976 at 6%. |
| 2006 | 1 | 8 | $1,053,517 | $69,186 | $8,648iApproximate average salary by contribution assumption: employee only about $216,206 at 4% or $144,138 at 6%; with 50% employer match about $144,138 at 4% or $96,092 at 6%; with 100% employer match about $108,103 at 4% or $72,069 at 6%. |
| Summit Oral Surgery Profit Sharing 401(K) Plan | - | 8 | $1,053,517 | $69,186 | $8,648iApproximate average salary by contribution assumption: employee only about $216,206 at 4% or $144,138 at 6%; with 50% employer match about $144,138 at 4% or $96,092 at 6%; with 100% employer match about $108,103 at 4% or $72,069 at 6%. |
| 2005 | 1 | 6 | $874,564 | $55,951 | $9,325iApproximate average salary by contribution assumption: employee only about $233,129 at 4% or $155,419 at 6%; with 50% employer match about $155,419 at 4% or $103,613 at 6%; with 100% employer match about $116,565 at 4% or $77,710 at 6%. |
| Summit Oral Surgery Profit Sharing 401(K) Plan | - | 6 | $874,564 | $55,951 | $9,325iApproximate average salary by contribution assumption: employee only about $233,129 at 4% or $155,419 at 6%; with 50% employer match about $155,419 at 4% or $103,613 at 6%; with 100% employer match about $116,565 at 4% or $77,710 at 6%. |