Civic Intelligence

Brett M. Sullivan, DMD, MD LLC

Plan context: Brett M. Sullivan, DMD, MD LLC 401(K) Profit Sharing Plan

EIN 46-5630579 • Clackamas, OR • 15 filings • 2 plans

11211 SE Sunnyside RoadClackamas, OR 97015
Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$2,172,372

2024 Contributions

$326,119

Historical Graphs

Total Assets Over Time

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

$2,172,372$1,086,186$0201520202024YearValue
$2,172,372Latest year 2024

Participants Over Time

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

27140201520202024YearValue
27Latest 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
2024227$2,172,372$326,119$12,078iApproximate average salary by contribution assumption: employee only about $301,962 at 4% or $201,308 at 6%; with 50% employer match about $201,308 at 4% or $134,205 at 6%; with 100% employer match about $150,981 at 4% or $100,654 at 6%.
Brett M. Sullivan, DMD, MD LLC 401(K) Profit Sharing Plan-27$1,470,301$134,119$4,967iApproximate average salary by contribution assumption: employee only about $124,184 at 4% or $82,790 at 6%; with 50% employer match about $82,790 at 4% or $55,193 at 6%; with 100% employer match about $62,092 at 4% or $41,395 at 6%.
BRETT M. SULLIVAN, DMD, MD, LLC CASH BALANCE PLAN-22$702,071$192,000$8,727iApproximate average salary by contribution assumption: employee only about $218,182 at 4% or $145,455 at 6%; with 50% employer match about $145,455 at 4% or $96,970 at 6%; with 100% employer match about $109,091 at 4% or $72,727 at 6%.
2023221$1,671,814$267,350$12,731iApproximate average salary by contribution assumption: employee only about $318,274 at 4% or $212,183 at 6%; with 50% employer match about $212,183 at 4% or $141,455 at 6%; with 100% employer match about $159,137 at 4% or $106,091 at 6%.
Brett M. Sullivan, DMD, MD LLC 401(K) Profit Sharing Plan-21$1,210,359$151,350$7,207iApproximate average salary by contribution assumption: employee only about $180,179 at 4% or $120,119 at 6%; with 50% employer match about $120,119 at 4% or $80,079 at 6%; with 100% employer match about $90,089 at 4% or $60,060 at 6%.
BRETT M. SULLIVAN, DMD, MD, LLC CASH BALANCE PLAN-20$461,455$116,000$5,800iApproximate average salary by contribution assumption: employee only about $145,000 at 4% or $96,667 at 6%; with 50% employer match about $96,667 at 4% or $64,444 at 6%; with 100% employer match about $72,500 at 4% or $48,333 at 6%.
2022221$1,240,216$270,720$12,891iApproximate average salary by contribution assumption: employee only about $322,286 at 4% or $214,857 at 6%; with 50% employer match about $214,857 at 4% or $143,238 at 6%; with 100% employer match about $161,143 at 4% or $107,429 at 6%.
Brett M. Sullivan, DMD, MD LLC 401(K) Profit Sharing Plan-21$931,972$157,702$7,510iApproximate average salary by contribution assumption: employee only about $187,740 at 4% or $125,160 at 6%; with 50% employer match about $125,160 at 4% or $83,440 at 6%; with 100% employer match about $93,870 at 4% or $62,580 at 6%.
BRETT M. SULLIVAN, DMD, MD, LLC CASH BALANCE PLAN-19$308,244$113,018$5,948iApproximate average salary by contribution assumption: employee only about $148,708 at 4% or $99,139 at 6%; with 50% employer match about $99,139 at 4% or $66,092 at 6%; with 100% employer match about $74,354 at 4% or $49,569 at 6%.
2021216$1,185,859$288,500$18,031iApproximate average salary by contribution assumption: employee only about $450,781 at 4% or $300,521 at 6%; with 50% employer match about $300,521 at 4% or $200,347 at 6%; with 100% employer match about $225,391 at 4% or $150,260 at 6%.
Brett M. Sullivan, DMD, MD LLC 401(K) Profit Sharing Plan-16$962,369$176,668$11,042iApproximate average salary by contribution assumption: employee only about $276,044 at 4% or $184,029 at 6%; with 50% employer match about $184,029 at 4% or $122,686 at 6%; with 100% employer match about $138,022 at 4% or $92,015 at 6%.
BRETT M. SULLIVAN, DMD, MD, LLC CASH BALANCE PLAN-14$223,490$111,832$7,988iApproximate average salary by contribution assumption: employee only about $199,700 at 4% or $133,133 at 6%; with 50% employer match about $133,133 at 4% or $88,756 at 6%; with 100% employer match about $99,850 at 4% or $66,567 at 6%.
2020211$766,136$254,461$23,133iApproximate average salary by contribution assumption: employee only about $578,320 at 4% or $385,547 at 6%; with 50% employer match about $385,547 at 4% or $257,031 at 6%; with 100% employer match about $289,160 at 4% or $192,773 at 6%.
Brett M. Sullivan, DMD, MD LLC 401(K) Profit Sharing Plan-10$656,784$145,109$14,511iApproximate average salary by contribution assumption: employee only about $362,773 at 4% or $241,848 at 6%; with 50% employer match about $241,848 at 4% or $161,232 at 6%; with 100% employer match about $181,386 at 4% or $120,924 at 6%.
BRETT M. SULLIVAN, DMD, MD, LLC CASH BALANCE PLAN-11$109,352$109,352$9,941iApproximate average salary by contribution assumption: employee only about $248,527 at 4% or $165,685 at 6%; with 50% employer match about $165,685 at 4% or $110,457 at 6%; with 100% employer match about $124,264 at 4% or $82,842 at 6%.
2019111$417,858$68,807$6,255iApproximate average salary by contribution assumption: employee only about $156,380 at 4% or $104,253 at 6%; with 50% employer match about $104,253 at 4% or $69,502 at 6%; with 100% employer match about $78,190 at 4% or $52,127 at 6%.
Brett M. Sullivan, DMD, MD LLC 401(K) Profit Sharing Plan-11$417,858$68,807$6,255iApproximate average salary by contribution assumption: employee only about $156,380 at 4% or $104,253 at 6%; with 50% employer match about $104,253 at 4% or $69,502 at 6%; with 100% employer match about $78,190 at 4% or $52,127 at 6%.
201818$268,083$68,959$8,620iApproximate average salary by contribution assumption: employee only about $215,497 at 4% or $143,665 at 6%; with 50% employer match about $143,665 at 4% or $95,776 at 6%; with 100% employer match about $107,748 at 4% or $71,832 at 6%.
Brett M. Sullivan, DMD, MD LLC 401(K) Profit Sharing Plan-8$268,083$68,959$8,620iApproximate average salary by contribution assumption: employee only about $215,497 at 4% or $143,665 at 6%; with 50% employer match about $143,665 at 4% or $95,776 at 6%; with 100% employer match about $107,748 at 4% or $71,832 at 6%.
201714$226,060$48,494$12,124iApproximate average salary by contribution assumption: employee only about $303,088 at 4% or $202,058 at 6%; with 50% employer match about $202,058 at 4% or $134,706 at 6%; with 100% employer match about $151,544 at 4% or $101,029 at 6%.
Brett M. Sullivan, DMD, MD LLC 401(K) Profit Sharing Plan-4$226,060$48,494$12,124iApproximate average salary by contribution assumption: employee only about $303,088 at 4% or $202,058 at 6%; with 50% employer match about $202,058 at 4% or $134,706 at 6%; with 100% employer match about $151,544 at 4% or $101,029 at 6%.
201613$153,062$104,246$34,749iApproximate average salary by contribution assumption: employee only about $868,717 at 4% or $579,144 at 6%; with 50% employer match about $579,144 at 4% or $386,096 at 6%; with 100% employer match about $434,358 at 4% or $289,572 at 6%.
Brett M. Sullivan, DMD, MD LLC 401(K) Profit Sharing Plan-3$153,062$104,246$34,749iApproximate average salary by contribution assumption: employee only about $868,717 at 4% or $579,144 at 6%; with 50% employer match about $579,144 at 4% or $386,096 at 6%; with 100% employer match about $434,358 at 4% or $289,572 at 6%.
201512$43,897$44,131$22,066iApproximate average salary by contribution assumption: employee only about $551,638 at 4% or $367,758 at 6%; with 50% employer match about $367,758 at 4% or $245,172 at 6%; with 100% employer match about $275,819 at 4% or $183,879 at 6%.
Brett M. Sullivan, DMD, MD LLC 401(K) Profit Sharing Plan-2$43,897$44,131$22,066iApproximate average salary by contribution assumption: employee only about $551,638 at 4% or $367,758 at 6%; with 50% employer match about $367,758 at 4% or $245,172 at 6%; with 100% employer match about $275,819 at 4% or $183,879 at 6%.