Summit Oral & Maxillofacial Surgery PC.
Plan context: Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust
EIN 38-2801920 • Warren, MI • 37 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
114
2025 Assets
$17,397,526
2025 Contributions
$1,212,417
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 |
|---|---|---|---|---|---|
| 2025 | 2 | 114 | $17,397,526 | $1,212,417 | $10,635iApproximate average salary by contribution assumption: employee only about $265,881 at 4% or $177,254 at 6%; with 50% employer match about $177,254 at 4% or $118,169 at 6%; with 100% employer match about $132,940 at 4% or $88,627 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 114 | $13,709,938 | $842,808 | $7,393iApproximate average salary by contribution assumption: employee only about $184,826 at 4% or $123,218 at 6%; with 50% employer match about $123,218 at 4% or $82,145 at 6%; with 100% employer match about $92,413 at 4% or $61,609 at 6%. |
| Summit Oral & Maxillofacial Surgery PC. Cash Balance Plan | - | 82 | $3,687,588 | $369,609 | $4,507iApproximate average salary by contribution assumption: employee only about $112,686 at 4% or $75,124 at 6%; with 50% employer match about $75,124 at 4% or $50,083 at 6%; with 100% employer match about $56,343 at 4% or $37,562 at 6%. |
| 2024 | 2 | 108 | $14,275,180 | $1,177,563 | $10,903iApproximate average salary by contribution assumption: employee only about $272,584 at 4% or $181,723 at 6%; with 50% employer match about $181,723 at 4% or $121,148 at 6%; with 100% employer match about $136,292 at 4% or $90,861 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 108 | $11,330,516 | $808,198 | $7,483iApproximate average salary by contribution assumption: employee only about $187,083 at 4% or $124,722 at 6%; with 50% employer match about $124,722 at 4% or $83,148 at 6%; with 100% employer match about $93,541 at 4% or $62,361 at 6%. |
| Summit Oral & Maxillofacial Surgery PC. Cash Balance Plan | - | 78 | $2,944,664 | $369,365 | $4,735iApproximate average salary by contribution assumption: employee only about $118,386 at 4% or $78,924 at 6%; with 50% employer match about $78,924 at 4% or $52,616 at 6%; with 100% employer match about $59,193 at 4% or $39,462 at 6%. |
| 2023 | 2 | 100 | $14,958,882 | $1,643,655 | $16,437iApproximate average salary by contribution assumption: employee only about $410,914 at 4% or $273,943 at 6%; with 50% employer match about $273,943 at 4% or $182,628 at 6%; with 100% employer match about $205,457 at 4% or $136,971 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 100 | $11,962,778 | $909,387 | $9,094iApproximate average salary by contribution assumption: employee only about $227,347 at 4% or $151,565 at 6%; with 50% employer match about $151,565 at 4% or $101,043 at 6%; with 100% employer match about $113,673 at 4% or $75,782 at 6%. |
| Summit Oral & Maxillofacial Surgery PC. Cash Balance Plan | - | 75 | $2,996,104 | $734,268 | $9,790iApproximate average salary by contribution assumption: employee only about $244,756 at 4% or $163,171 at 6%; with 50% employer match about $163,171 at 4% or $108,780 at 6%; with 100% employer match about $122,378 at 4% or $81,585 at 6%. |
| 2022 | 2 | 92 | $11,654,778 | $1,039,380 | $11,298iApproximate average salary by contribution assumption: employee only about $282,440 at 4% or $188,293 at 6%; with 50% employer match about $188,293 at 4% or $125,529 at 6%; with 100% employer match about $141,220 at 4% or $94,147 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 92 | $9,598,991 | $680,556 | $7,397iApproximate average salary by contribution assumption: employee only about $184,934 at 4% or $123,289 at 6%; with 50% employer match about $123,289 at 4% or $82,193 at 6%; with 100% employer match about $92,467 at 4% or $61,645 at 6%. |
| Summit Oral & Maxillofacial Surgery PC. Cash Balance Plan | - | 65 | $2,055,787 | $358,824 | $5,520iApproximate average salary by contribution assumption: employee only about $138,009 at 4% or $92,006 at 6%; with 50% employer match about $92,006 at 4% or $61,337 at 6%; with 100% employer match about $69,005 at 4% or $46,003 at 6%. |
| 2021 | 2 | 81 | $13,020,595 | $878,221 | $10,842iApproximate average salary by contribution assumption: employee only about $271,056 at 4% or $180,704 at 6%; with 50% employer match about $180,704 at 4% or $120,469 at 6%; with 100% employer match about $135,528 at 4% or $90,352 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 81 | $10,959,409 | $614,821 | $7,590iApproximate average salary by contribution assumption: employee only about $189,760 at 4% or $126,506 at 6%; with 50% employer match about $126,506 at 4% or $84,338 at 6%; with 100% employer match about $94,880 at 4% or $63,253 at 6%. |
| Summit Oral & Maxillofacial Surgery PC. Cash Balance Plan | - | 62 | $2,061,186 | $263,400 | $4,248iApproximate average salary by contribution assumption: employee only about $106,210 at 4% or $70,806 at 6%; with 50% employer match about $70,806 at 4% or $47,204 at 6%; with 100% employer match about $53,105 at 4% or $35,403 at 6%. |
| 2020 | 2 | 70 | $10,755,926 | $841,596 | $12,023iApproximate average salary by contribution assumption: employee only about $300,570 at 4% or $200,380 at 6%; with 50% employer match about $200,380 at 4% or $133,587 at 6%; with 100% employer match about $150,285 at 4% or $100,190 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 70 | $9,153,188 | $558,137 | $7,973iApproximate average salary by contribution assumption: employee only about $199,335 at 4% or $132,890 at 6%; with 50% employer match about $132,890 at 4% or $88,593 at 6%; with 100% employer match about $99,667 at 4% or $66,445 at 6%. |
| Summit Oral & Maxillofacial Surgery PC. Cash Balance Plan | - | 60 | $1,602,738 | $283,459 | $4,724iApproximate average salary by contribution assumption: employee only about $118,108 at 4% or $78,739 at 6%; with 50% employer match about $78,739 at 4% or $52,492 at 6%; with 100% employer match about $59,054 at 4% or $39,369 at 6%. |
| 2019 | 2 | 68 | $8,918,435 | $1,060,467 | $15,595iApproximate average salary by contribution assumption: employee only about $389,878 at 4% or $259,918 at 6%; with 50% employer match about $259,918 at 4% or $173,279 at 6%; with 100% employer match about $194,939 at 4% or $129,959 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 68 | $7,763,624 | $774,918 | $11,396iApproximate average salary by contribution assumption: employee only about $284,896 at 4% or $189,931 at 6%; with 50% employer match about $189,931 at 4% or $126,621 at 6%; with 100% employer match about $142,448 at 4% or $94,965 at 6%. |
| Summit Oral & Maxillofacial Surgery PC. Cash Balance Plan | - | 56 | $1,154,811 | $285,549 | $5,099iApproximate average salary by contribution assumption: employee only about $127,477 at 4% or $84,985 at 6%; with 50% employer match about $84,985 at 4% or $56,657 at 6%; with 100% employer match about $63,739 at 4% or $42,492 at 6%. |
| 2018 | 2 | 55 | $6,574,894 | $702,341 | $12,770iApproximate average salary by contribution assumption: employee only about $319,246 at 4% or $212,831 at 6%; with 50% employer match about $212,831 at 4% or $141,887 at 6%; with 100% employer match about $159,623 at 4% or $106,415 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 55 | $5,854,788 | $422,540 | $7,683iApproximate average salary by contribution assumption: employee only about $192,064 at 4% or $128,042 at 6%; with 50% employer match about $128,042 at 4% or $85,362 at 6%; with 100% employer match about $96,032 at 4% or $64,021 at 6%. |
| Summit Oral & Maxillofacial Surgery PC. Cash Balance Plan | - | 44 | $720,106 | $279,801 | $6,359iApproximate average salary by contribution assumption: employee only about $158,978 at 4% or $105,985 at 6%; with 50% employer match about $105,985 at 4% or $70,657 at 6%; with 100% employer match about $79,489 at 4% or $52,993 at 6%. |
| 2017 | 2 | 55 | $6,645,647 | $641,835 | $11,670iApproximate average salary by contribution assumption: employee only about $291,743 at 4% or $194,495 at 6%; with 50% employer match about $194,495 at 4% or $129,664 at 6%; with 100% employer match about $145,872 at 4% or $97,248 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 55 | $6,095,569 | $426,636 | $7,757iApproximate average salary by contribution assumption: employee only about $193,925 at 4% or $129,284 at 6%; with 50% employer match about $129,284 at 4% or $86,189 at 6%; with 100% employer match about $96,963 at 4% or $64,642 at 6%. |
| Summit Oral & Maxillofacial Surgery PC. Cash Balance Plan | - | 43 | $550,078 | $215,199 | $5,005iApproximate average salary by contribution assumption: employee only about $125,116 at 4% or $83,410 at 6%; with 50% employer match about $83,410 at 4% or $55,607 at 6%; with 100% employer match about $62,558 at 4% or $41,705 at 6%. |
| 2016 | 2 | 61 | $6,074,191 | $749,802 | $12,292iApproximate average salary by contribution assumption: employee only about $307,296 at 4% or $204,864 at 6%; with 50% employer match about $204,864 at 4% or $136,576 at 6%; with 100% employer match about $153,648 at 4% or $102,432 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 61 | $5,792,711 | $468,125 | $7,674iApproximate average salary by contribution assumption: employee only about $191,855 at 4% or $127,903 at 6%; with 50% employer match about $127,903 at 4% or $85,269 at 6%; with 100% employer match about $95,927 at 4% or $63,952 at 6%. |
| Summit Oral & Maxillofacial Surgery PC. Cash Balance Plan | - | 51 | $281,480 | $281,677 | $5,523iApproximate average salary by contribution assumption: employee only about $138,077 at 4% or $92,051 at 6%; with 50% employer match about $92,051 at 4% or $61,368 at 6%; with 100% employer match about $69,038 at 4% or $46,026 at 6%. |
| 2015 | 1 | 58 | $5,075,544 | $425,191 | $7,331iApproximate average salary by contribution assumption: employee only about $183,272 at 4% or $122,181 at 6%; with 50% employer match about $122,181 at 4% or $81,454 at 6%; with 100% employer match about $91,636 at 4% or $61,091 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 58 | $5,075,544 | $425,191 | $7,331iApproximate average salary by contribution assumption: employee only about $183,272 at 4% or $122,181 at 6%; with 50% employer match about $122,181 at 4% or $81,454 at 6%; with 100% employer match about $91,636 at 4% or $61,091 at 6%. |
| 2014 | 1 | 52 | $4,739,877 | $401,014 | $7,712iApproximate average salary by contribution assumption: employee only about $192,795 at 4% or $128,530 at 6%; with 50% employer match about $128,530 at 4% or $85,687 at 6%; with 100% employer match about $96,398 at 4% or $64,265 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 52 | $4,739,877 | $401,014 | $7,712iApproximate average salary by contribution assumption: employee only about $192,795 at 4% or $128,530 at 6%; with 50% employer match about $128,530 at 4% or $85,687 at 6%; with 100% employer match about $96,398 at 4% or $64,265 at 6%. |
| 2013 | 1 | 52 | $4,254,725 | $392,889 | $7,556iApproximate average salary by contribution assumption: employee only about $188,889 at 4% or $125,926 at 6%; with 50% employer match about $125,926 at 4% or $83,951 at 6%; with 100% employer match about $94,444 at 4% or $62,963 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 52 | $4,254,725 | $392,889 | $7,556iApproximate average salary by contribution assumption: employee only about $188,889 at 4% or $125,926 at 6%; with 50% employer match about $125,926 at 4% or $83,951 at 6%; with 100% employer match about $94,444 at 4% or $62,963 at 6%. |
| 2012 | 1 | 51 | $3,339,544 | $363,973 | $7,137iApproximate average salary by contribution assumption: employee only about $178,418 at 4% or $118,945 at 6%; with 50% employer match about $118,945 at 4% or $79,297 at 6%; with 100% employer match about $89,209 at 4% or $59,473 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 51 | $3,339,544 | $363,973 | $7,137iApproximate average salary by contribution assumption: employee only about $178,418 at 4% or $118,945 at 6%; with 50% employer match about $118,945 at 4% or $79,297 at 6%; with 100% employer match about $89,209 at 4% or $59,473 at 6%. |
| 2011 | 1 | 42 | $2,681,942 | $298,101 | $7,098iApproximate average salary by contribution assumption: employee only about $177,441 at 4% or $118,294 at 6%; with 50% employer match about $118,294 at 4% or $78,863 at 6%; with 100% employer match about $88,721 at 4% or $59,147 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 42 | $2,681,942 | $298,101 | $7,098iApproximate average salary by contribution assumption: employee only about $177,441 at 4% or $118,294 at 6%; with 50% employer match about $118,294 at 4% or $78,863 at 6%; with 100% employer match about $88,721 at 4% or $59,147 at 6%. |
| 2010 | 1 | 40 | $2,572,316 | $277,664 | $6,942iApproximate average salary by contribution assumption: employee only about $173,540 at 4% or $115,693 at 6%; with 50% employer match about $115,693 at 4% or $77,129 at 6%; with 100% employer match about $86,770 at 4% or $57,847 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 40 | $2,572,316 | $277,664 | $6,942iApproximate average salary by contribution assumption: employee only about $173,540 at 4% or $115,693 at 6%; with 50% employer match about $115,693 at 4% or $77,129 at 6%; with 100% employer match about $86,770 at 4% or $57,847 at 6%. |
| 2009 | 1 | 44 | $2,133,669 | $304,854 | $6,929iApproximate average salary by contribution assumption: employee only about $173,213 at 4% or $115,475 at 6%; with 50% employer match about $115,475 at 4% or $76,983 at 6%; with 100% employer match about $86,606 at 4% or $57,738 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 44 | $2,133,669 | $304,854 | $6,929iApproximate average salary by contribution assumption: employee only about $173,213 at 4% or $115,475 at 6%; with 50% employer match about $115,475 at 4% or $76,983 at 6%; with 100% employer match about $86,606 at 4% or $57,738 at 6%. |
| 2008 | 1 | 33 | $1,516,031 | $325,549 | $9,865iApproximate average salary by contribution assumption: employee only about $246,628 at 4% or $164,419 at 6%; with 50% employer match about $164,419 at 4% or $109,612 at 6%; with 100% employer match about $123,314 at 4% or $82,209 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 33 | $1,516,031 | $325,549 | $9,865iApproximate average salary by contribution assumption: employee only about $246,628 at 4% or $164,419 at 6%; with 50% employer match about $164,419 at 4% or $109,612 at 6%; with 100% employer match about $123,314 at 4% or $82,209 at 6%. |
| 2007 | 1 | 33 | $2,050,650 | $318,418 | $9,649iApproximate average salary by contribution assumption: employee only about $241,226 at 4% or $160,817 at 6%; with 50% employer match about $160,817 at 4% or $107,211 at 6%; with 100% employer match about $120,613 at 4% or $80,409 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 33 | $2,050,650 | $318,418 | $9,649iApproximate average salary by contribution assumption: employee only about $241,226 at 4% or $160,817 at 6%; with 50% employer match about $160,817 at 4% or $107,211 at 6%; with 100% employer match about $120,613 at 4% or $80,409 at 6%. |
| 2006 | 1 | 29 | $1,957,554 | $272,512 | $9,397iApproximate average salary by contribution assumption: employee only about $234,924 at 4% or $156,616 at 6%; with 50% employer match about $156,616 at 4% or $104,411 at 6%; with 100% employer match about $117,462 at 4% or $78,308 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 29 | $1,957,554 | $272,512 | $9,397iApproximate average salary by contribution assumption: employee only about $234,924 at 4% or $156,616 at 6%; with 50% employer match about $156,616 at 4% or $104,411 at 6%; with 100% employer match about $117,462 at 4% or $78,308 at 6%. |
| 2005 | 1 | 37 | $1,525,603 | $245,834 | $6,644iApproximate average salary by contribution assumption: employee only about $166,104 at 4% or $110,736 at 6%; with 50% employer match about $110,736 at 4% or $73,824 at 6%; with 100% employer match about $83,052 at 4% or $55,368 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 37 | $1,525,603 | $245,834 | $6,644iApproximate average salary by contribution assumption: employee only about $166,104 at 4% or $110,736 at 6%; with 50% employer match about $110,736 at 4% or $73,824 at 6%; with 100% employer match about $83,052 at 4% or $55,368 at 6%. |
| 2004 | 1 | 31 | $1,300,055 | $256,496 | $8,274iApproximate average salary by contribution assumption: employee only about $206,852 at 4% or $137,901 at 6%; with 50% employer match about $137,901 at 4% or $91,934 at 6%; with 100% employer match about $103,426 at 4% or $68,951 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 31 | $1,300,055 | $256,496 | $8,274iApproximate average salary by contribution assumption: employee only about $206,852 at 4% or $137,901 at 6%; with 50% employer match about $137,901 at 4% or $91,934 at 6%; with 100% employer match about $103,426 at 4% or $68,951 at 6%. |
| 2003 | 1 | 26 | $989,468 | $225,375 | $8,668iApproximate average salary by contribution assumption: employee only about $216,707 at 4% or $144,471 at 6%; with 50% employer match about $144,471 at 4% or $96,314 at 6%; with 100% employer match about $108,353 at 4% or $72,236 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 26 | $989,468 | $225,375 | $8,668iApproximate average salary by contribution assumption: employee only about $216,707 at 4% or $144,471 at 6%; with 50% employer match about $144,471 at 4% or $96,314 at 6%; with 100% employer match about $108,353 at 4% or $72,236 at 6%. |
| 2002 | 1 | 23 | $613,471 | $165,674 | $7,203iApproximate average salary by contribution assumption: employee only about $180,080 at 4% or $120,054 at 6%; with 50% employer match about $120,054 at 4% or $80,036 at 6%; with 100% employer match about $90,040 at 4% or $60,027 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 23 | $613,471 | $165,674 | $7,203iApproximate average salary by contribution assumption: employee only about $180,080 at 4% or $120,054 at 6%; with 50% employer match about $120,054 at 4% or $80,036 at 6%; with 100% employer match about $90,040 at 4% or $60,027 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 0 | - | - | - |
| 2000 | 1 | 24 | $4,290,589 | $186,877 | $7,787iApproximate average salary by contribution assumption: employee only about $194,664 at 4% or $129,776 at 6%; with 50% employer match about $129,776 at 4% or $86,517 at 6%; with 100% employer match about $97,332 at 4% or $64,888 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 24 | $4,290,589 | $186,877 | $7,787iApproximate average salary by contribution assumption: employee only about $194,664 at 4% or $129,776 at 6%; with 50% employer match about $129,776 at 4% or $86,517 at 6%; with 100% employer match about $97,332 at 4% or $64,888 at 6%. |
| 1999 | 1 | 18 | $4,664,512 | $148,050 | $8,225iApproximate average salary by contribution assumption: employee only about $205,625 at 4% or $137,083 at 6%; with 50% employer match about $137,083 at 4% or $91,389 at 6%; with 100% employer match about $102,813 at 4% or $68,542 at 6%. |
| Kossak, Lehman, Thomas & Associates PC Profit Sharing Plan & Trust | - | 18 | $4,664,512 | $148,050 | $8,225iApproximate average salary by contribution assumption: employee only about $205,625 at 4% or $137,083 at 6%; with 50% employer match about $137,083 at 4% or $91,389 at 6%; with 100% employer match about $102,813 at 4% or $68,542 at 6%. |