Civic Intelligence

Summit Orthopaedics LLP

Plan context: Summit Orthopaedics LLP 401(K) Profit Sharing Plan and Trust

EIN 20-4989419 • Lake Oswego, OR • 37 filings • 8 plans

4103 Mercantile DriveLake Oswego, OR 97035
Current Snapshot

Latest Year

2024

2024 Participants

55

2024 Assets

$12,132,566

2024 Contributions

$968,103

Historical Graphs

Total Assets Over Time

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

$12,132,566$6,066,283$0200620162024YearValue
$12,132,566Latest year 2024

Participants Over Time

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

55280200620152024YearValue
55Latest year 2024

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
2024255$12,132,566$968,103$17,602iApproximate average salary by contribution assumption: employee only about $440,047 at 4% or $293,365 at 6%; with 50% employer match about $293,365 at 4% or $195,576 at 6%; with 100% employer match about $220,023 at 4% or $146,682 at 6%.
Summit Orthopaedics LLP 401(K) Profit Sharing Plan and Trust-55$6,358,096$593,103$10,784iApproximate average salary by contribution assumption: employee only about $269,592 at 4% or $179,728 at 6%; with 50% employer match about $179,728 at 4% or $119,819 at 6%; with 100% employer match about $134,796 at 4% or $89,864 at 6%.
SUMMIT ORTHOPAEDICS LLP CASH BALANCE PENSION PLAN-46$5,774,470$375,000$8,152iApproximate average salary by contribution assumption: employee only about $203,804 at 4% or $135,870 at 6%; with 50% employer match about $135,870 at 4% or $90,580 at 6%; with 100% employer match about $101,902 at 4% or $67,935 at 6%.
2023251$10,432,441$971,264$19,044iApproximate average salary by contribution assumption: employee only about $476,110 at 4% or $317,407 at 6%; with 50% employer match about $317,407 at 4% or $211,604 at 6%; with 100% employer match about $238,055 at 4% or $158,703 at 6%.
Summit Orthopaedics LLP 401(K) Profit Sharing Plan and Trust-51$5,274,979$426,586$8,364iApproximate average salary by contribution assumption: employee only about $209,111 at 4% or $139,407 at 6%; with 50% employer match about $139,407 at 4% or $92,938 at 6%; with 100% employer match about $104,555 at 4% or $69,704 at 6%.
SUMMIT ORTHOPAEDICS LLP CASH BALANCE PENSION PLAN-37$5,157,462$544,678$14,721iApproximate average salary by contribution assumption: employee only about $368,026 at 4% or $245,350 at 6%; with 50% employer match about $245,350 at 4% or $163,567 at 6%; with 100% employer match about $184,013 at 4% or $122,675 at 6%.
2022242$8,529,402$810,691$19,302iApproximate average salary by contribution assumption: employee only about $482,554 at 4% or $321,703 at 6%; with 50% employer match about $321,703 at 4% or $214,469 at 6%; with 100% employer match about $241,277 at 4% or $160,851 at 6%.
SUMMIT ORTHOPAEDICS LLP CASH BALANCE PENSION PLAN-31$4,321,265$420,360$13,560iApproximate average salary by contribution assumption: employee only about $339,000 at 4% or $226,000 at 6%; with 50% employer match about $226,000 at 4% or $150,667 at 6%; with 100% employer match about $169,500 at 4% or $113,000 at 6%.
Summit Orthopaedics LLP 401(K) Profit Sharing Plan and Trust-42$4,208,137$390,331$9,294iApproximate average salary by contribution assumption: employee only about $232,340 at 4% or $154,893 at 6%; with 50% employer match about $154,893 at 4% or $103,262 at 6%; with 100% employer match about $116,170 at 4% or $77,447 at 6%.
2021239$8,838,466$705,206$18,082iApproximate average salary by contribution assumption: employee only about $452,055 at 4% or $301,370 at 6%; with 50% employer match about $301,370 at 4% or $200,913 at 6%; with 100% employer match about $226,028 at 4% or $150,685 at 6%.
Summit Orthopaedics LLP 401(K) Profit Sharing Plan and Trust-39$4,456,923$296,163$7,594iApproximate average salary by contribution assumption: employee only about $189,848 at 4% or $126,565 at 6%; with 50% employer match about $126,565 at 4% or $84,377 at 6%; with 100% employer match about $94,924 at 4% or $63,283 at 6%.
SUMMIT ORTHOPAEDICS LLP CASH BALANCE PENSION PLAN-31$4,381,543$409,043$13,195iApproximate average salary by contribution assumption: employee only about $329,873 at 4% or $219,916 at 6%; with 50% employer match about $219,916 at 4% or $146,610 at 6%; with 100% employer match about $164,937 at 4% or $109,958 at 6%.
2020234$9,881,357$680,696$20,020iApproximate average salary by contribution assumption: employee only about $500,512 at 4% or $333,675 at 6%; with 50% employer match about $333,675 at 4% or $222,450 at 6%; with 100% employer match about $250,256 at 4% or $166,837 at 6%.
Summit Orthopaedics LLP 401(K) Profit Sharing Plan and Trust-34$5,237,274$248,163$7,299iApproximate average salary by contribution assumption: employee only about $182,473 at 4% or $121,649 at 6%; with 50% employer match about $121,649 at 4% or $81,099 at 6%; with 100% employer match about $91,236 at 4% or $60,824 at 6%.
SUMMIT ORTHOPAEDICS LLP CASH BALANCE PENSION PLAN-29$4,644,083$432,533$14,915iApproximate average salary by contribution assumption: employee only about $372,873 at 4% or $248,582 at 6%; with 50% employer match about $248,582 at 4% or $165,721 at 6%; with 100% employer match about $186,437 at 4% or $124,291 at 6%.
2019232$11,479,421$765,575$23,924iApproximate average salary by contribution assumption: employee only about $598,105 at 4% or $398,737 at 6%; with 50% employer match about $398,737 at 4% or $265,825 at 6%; with 100% employer match about $299,053 at 4% or $199,368 at 6%.
SUMMIT ORTHOPAEDICS LLP CASH BALANCE PENSION PLAN-28$6,000,777$488,015$17,429iApproximate average salary by contribution assumption: employee only about $435,728 at 4% or $290,485 at 6%; with 50% employer match about $290,485 at 4% or $193,657 at 6%; with 100% employer match about $217,864 at 4% or $145,243 at 6%.
Summit Orthopaedics LLP 401(K) Profit Sharing Plan and Trust-32$5,478,644$277,560$8,674iApproximate average salary by contribution assumption: employee only about $216,844 at 4% or $144,563 at 6%; with 50% employer match about $144,563 at 4% or $96,375 at 6%; with 100% employer match about $108,422 at 4% or $72,281 at 6%.
2018233$10,273,599$726,442$22,013iApproximate average salary by contribution assumption: employee only about $550,335 at 4% or $366,890 at 6%; with 50% employer match about $366,890 at 4% or $244,593 at 6%; with 100% employer match about $275,167 at 4% or $183,445 at 6%.
Summit Orthopaedics LLP 401(K) Profit Sharing Plan and Trust-33$5,229,270$289,354$8,768iApproximate average salary by contribution assumption: employee only about $219,208 at 4% or $146,138 at 6%; with 50% employer match about $146,138 at 4% or $97,426 at 6%; with 100% employer match about $109,604 at 4% or $73,069 at 6%.
SUMMIT ORTHOPAEDICS LLP CASH BALANCE PENSION PLAN-26$5,044,329$437,088$16,811iApproximate average salary by contribution assumption: employee only about $420,277 at 4% or $280,185 at 6%; with 50% employer match about $280,185 at 4% or $186,790 at 6%; with 100% employer match about $210,138 at 4% or $140,092 at 6%.
2017227$10,425,405$798,095$29,559iApproximate average salary by contribution assumption: employee only about $738,977 at 4% or $492,651 at 6%; with 50% employer match about $492,651 at 4% or $328,434 at 6%; with 100% employer match about $369,488 at 4% or $246,326 at 6%.
Summit Orthopaedics LLP 401(K) Profit Sharing Plan and Trust-27$5,618,054$296,729$10,990iApproximate average salary by contribution assumption: employee only about $274,749 at 4% or $183,166 at 6%; with 50% employer match about $183,166 at 4% or $122,111 at 6%; with 100% employer match about $137,375 at 4% or $91,583 at 6%.
SUMMIT ORTHOPAEDICS LLP CASH BALANCE PENSION PLAN-22$4,807,351$501,366$22,789iApproximate average salary by contribution assumption: employee only about $569,734 at 4% or $379,823 at 6%; with 50% employer match about $379,823 at 4% or $253,215 at 6%; with 100% employer match about $284,867 at 4% or $189,911 at 6%.
2016226$8,854,179$822,275$31,626iApproximate average salary by contribution assumption: employee only about $790,649 at 4% or $527,099 at 6%; with 50% employer match about $527,099 at 4% or $351,400 at 6%; with 100% employer match about $395,325 at 4% or $263,550 at 6%.
Summit Orthopaedics LLP 401(K) Profit Sharing Plan and Trust-26$4,823,563$326,961$12,575iApproximate average salary by contribution assumption: employee only about $314,386 at 4% or $209,590 at 6%; with 50% employer match about $209,590 at 4% or $139,727 at 6%; with 100% employer match about $157,193 at 4% or $104,795 at 6%.
SUMMIT ORTHOPAEDICS LLP CASH BALANCE PENSION PLAN-22$4,030,616$495,314$22,514iApproximate average salary by contribution assumption: employee only about $562,857 at 4% or $375,238 at 6%; with 50% employer match about $375,238 at 4% or $250,159 at 6%; with 100% employer match about $281,428 at 4% or $187,619 at 6%.
2015225$7,587,656$799,920$31,997iApproximate average salary by contribution assumption: employee only about $799,920 at 4% or $533,280 at 6%; with 50% employer match about $533,280 at 4% or $355,520 at 6%; with 100% employer match about $399,960 at 4% or $266,640 at 6%.
Summit Orthopaedics LLP 401(K) Profit Sharing Plan and Trust-25$4,189,705$304,363$12,175iApproximate average salary by contribution assumption: employee only about $304,363 at 4% or $202,909 at 6%; with 50% employer match about $202,909 at 4% or $135,272 at 6%; with 100% employer match about $152,182 at 4% or $101,454 at 6%.
SUMMIT ORTHOPAEDICS LLP CASH BALANCE PENSION PLAN-20$3,397,951$495,557$24,778iApproximate average salary by contribution assumption: employee only about $619,446 at 4% or $412,964 at 6%; with 50% employer match about $412,964 at 4% or $275,309 at 6%; with 100% employer match about $309,723 at 4% or $206,482 at 6%.
2014222$6,949,058$705,618$32,074iApproximate average salary by contribution assumption: employee only about $801,839 at 4% or $534,559 at 6%; with 50% employer match about $534,559 at 4% or $356,373 at 6%; with 100% employer match about $400,919 at 4% or $267,280 at 6%.
Summit Orthopaedics LLP 401(K) Profit Sharing Plan and Trust-21$4,015,004$265,939$12,664iApproximate average salary by contribution assumption: employee only about $316,594 at 4% or $211,063 at 6%; with 50% employer match about $211,063 at 4% or $140,708 at 6%; with 100% employer match about $158,297 at 4% or $105,531 at 6%.
SUMMIT ORTHOPAEDICS LLP CASH BALANCE PENSION PLAN-22$2,934,054$439,679$19,985iApproximate average salary by contribution assumption: employee only about $499,635 at 4% or $333,090 at 6%; with 50% employer match about $333,090 at 4% or $222,060 at 6%; with 100% employer match about $249,818 at 4% or $166,545 at 6%.
2013224$6,071,902$687,018$28,626iApproximate average salary by contribution assumption: employee only about $715,644 at 4% or $477,096 at 6%; with 50% employer match about $477,096 at 4% or $318,064 at 6%; with 100% employer match about $357,822 at 4% or $238,548 at 6%.
Summit Orthopaedics LLP 401(K) Profit Sharing Plan and Trust-24$3,638,211$252,066$10,503iApproximate average salary by contribution assumption: employee only about $262,569 at 4% or $175,046 at 6%; with 50% employer match about $175,046 at 4% or $116,697 at 6%; with 100% employer match about $131,284 at 4% or $87,523 at 6%.
SUMMIT ORTHOPAEDICS LLP CASH BALANCE PENSION PLAN-21$2,433,691$434,952$20,712iApproximate average salary by contribution assumption: employee only about $517,800 at 4% or $345,200 at 6%; with 50% employer match about $345,200 at 4% or $230,133 at 6%; with 100% employer match about $258,900 at 4% or $172,600 at 6%.
2012223$4,775,210$731,935$31,823iApproximate average salary by contribution assumption: employee only about $795,582 at 4% or $530,388 at 6%; with 50% employer match about $530,388 at 4% or $353,592 at 6%; with 100% employer match about $397,791 at 4% or $265,194 at 6%.
Summit Orthopaedics LLP 401(K) Profit Sharing Plan and Trust-23$2,864,158$304,346$13,232iApproximate average salary by contribution assumption: employee only about $330,811 at 4% or $220,541 at 6%; with 50% employer match about $220,541 at 4% or $147,027 at 6%; with 100% employer match about $165,405 at 4% or $110,270 at 6%.
SUMMIT ORTHOPAEDICS LLP CASH BALANCE PENSION PLAN-22$1,911,052$427,589$19,436iApproximate average salary by contribution assumption: employee only about $485,897 at 4% or $323,931 at 6%; with 50% employer match about $323,931 at 4% or $215,954 at 6%; with 100% employer match about $242,948 at 4% or $161,966 at 6%.
2011226$3,786,117$688,055$26,464iApproximate average salary by contribution assumption: employee only about $661,591 at 4% or $441,061 at 6%; with 50% employer match about $441,061 at 4% or $294,041 at 6%; with 100% employer match about $330,796 at 4% or $220,530 at 6%.
Summit Orthopaedics LLP 401(K) Profit Sharing Plan and Trust-26$2,394,662$252,114$9,697iApproximate average salary by contribution assumption: employee only about $242,417 at 4% or $161,612 at 6%; with 50% employer match about $161,612 at 4% or $107,741 at 6%; with 100% employer match about $121,209 at 4% or $80,806 at 6%.
SUMMIT ORTHOPAEDICS LLP CASH BALANCE PENSION PLAN-24$1,391,455$435,941$18,164iApproximate average salary by contribution assumption: employee only about $454,105 at 4% or $302,737 at 6%; with 50% employer match about $302,737 at 4% or $201,825 at 6%; with 100% employer match about $227,053 at 4% or $151,368 at 6%.
2010224$3,184,232$832,489$34,687iApproximate average salary by contribution assumption: employee only about $867,176 at 4% or $578,117 at 6%; with 50% employer match about $578,117 at 4% or $385,412 at 6%; with 100% employer match about $433,588 at 4% or $289,059 at 6%.
Summit Orthopaedics LLP 401(K) Profit Sharing Plan and Trust-24$2,234,993$351,571$14,649iApproximate average salary by contribution assumption: employee only about $366,220 at 4% or $244,147 at 6%; with 50% employer match about $244,147 at 4% or $162,764 at 6%; with 100% employer match about $183,110 at 4% or $122,073 at 6%.
SUMMIT ORTHOPAEDICS LLP CASH BALANCE PENSION PLAN-19$949,239$480,918$25,311iApproximate average salary by contribution assumption: employee only about $632,787 at 4% or $421,858 at 6%; with 50% employer match about $421,858 at 4% or $281,239 at 6%; with 100% employer match about $316,393 at 4% or $210,929 at 6%.
2009223$2,239,723$846,126$36,788iApproximate average salary by contribution assumption: employee only about $919,702 at 4% or $613,135 at 6%; with 50% employer match about $613,135 at 4% or $408,757 at 6%; with 100% employer match about $459,851 at 4% or $306,567 at 6%.
Summit Orthopaedics LLP 401(K) Profit Sharing Plan and Trust-23$1,792,235$398,638$17,332iApproximate average salary by contribution assumption: employee only about $433,302 at 4% or $288,868 at 6%; with 50% employer match about $288,868 at 4% or $192,579 at 6%; with 100% employer match about $216,651 at 4% or $144,434 at 6%.
SUMMIT ORTHOPAEDICS LLP CASH BALANCE PENSION PLAN-17$447,488$447,488$26,323iApproximate average salary by contribution assumption: employee only about $658,071 at 4% or $438,714 at 6%; with 50% employer match about $438,714 at 4% or $292,476 at 6%; with 100% employer match about $329,035 at 4% or $219,357 at 6%.
2008118$0$0-
Summit Orthopaedics LLP 401(K) Profit Sharing Plan and Trust-18---
2007213$0$0-
SUMMIT ORTHOPAEDICS LLP 401K PROFIT SHARING PLAN & TRUST-13---
Summit Orthopaedics LLP 401(K) Profit Sharing Plan and Trust-13---
2006210$2,393,983$298,297$29,830iApproximate average salary by contribution assumption: employee only about $745,743 at 4% or $497,162 at 6%; with 50% employer match about $497,162 at 4% or $331,441 at 6%; with 100% employer match about $372,871 at 4% or $248,581 at 6%.
SUMMIT ORTHOPAEDICS, LLP 401K EMPLOYEE SAVINGS PLAN-10$2,393,983$242,767$24,277iApproximate average salary by contribution assumption: employee only about $606,918 at 4% or $404,612 at 6%; with 50% employer match about $404,612 at 4% or $269,741 at 6%; with 100% employer match about $303,459 at 4% or $202,306 at 6%.
Summit Orthopaedics LLP 401(K) Profit Sharing Plan and Trust-0-$55,530-