Civic Intelligence

R. Steven Norton, MD Inc PC

Plan context: Northwest Surgical Group PC. Employee Profit Sharing Plan

EIN 86-0575860 • Lahaina, HI • 33 filings • 9 plans

59 Awaiku StreetLahaina, HI 96761
Current Snapshot

Latest Year

2017

2017 Participants

4

2017 Assets

$2,430,050

2017 Contributions

$2,434

Historical Graphs

Total Assets Over Time

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

$2,430,050$1,215,025$0199920102016YearValue
$2,430,050Latest year 2016

Participants Over Time

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

740199920082016YearValue
4Latest year 2016

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
201720$0$2,434-
Northwest Surgical Group PC. Employee Pension Plan-0$0$0-
Northwest Surgical Group PC. Employee Profit Sharing Plan-0$0$2,434-
201624$2,430,050$188,847$47,212iApproximate average salary by contribution assumption: employee only about $1,180,294 at 4% or $786,863 at 6%; with 50% employer match about $786,863 at 4% or $524,575 at 6%; with 100% employer match about $590,147 at 4% or $393,431 at 6%.
Northwest Surgical Group PC. Employee Pension Plan-4$2,354,463$180,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Northwest Surgical Group PC. Employee Profit Sharing Plan-4$75,587$8,847$2,212iApproximate average salary by contribution assumption: employee only about $55,294 at 4% or $36,863 at 6%; with 50% employer match about $36,863 at 4% or $24,575 at 6%; with 100% employer match about $27,647 at 4% or $18,431 at 6%.
201525$2,067,395$313,830$62,766iApproximate average salary by contribution assumption: employee only about $1,569,150 at 4% or $1,046,100 at 6%; with 50% employer match about $1,046,100 at 4% or $697,400 at 6%; with 100% employer match about $784,575 at 4% or $523,050 at 6%.
Northwest Surgical Group PC. Employee Pension Plan-4$2,004,309$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Northwest Surgical Group PC. Employee Profit Sharing Plan-5$63,086$13,830$2,766iApproximate average salary by contribution assumption: employee only about $69,150 at 4% or $46,100 at 6%; with 50% employer match about $46,100 at 4% or $30,733 at 6%; with 100% employer match about $34,575 at 4% or $23,050 at 6%.
201425$1,955,148$254,456$50,891iApproximate average salary by contribution assumption: employee only about $1,272,280 at 4% or $848,187 at 6%; with 50% employer match about $848,187 at 4% or $565,458 at 6%; with 100% employer match about $636,140 at 4% or $424,093 at 6%.
Northwest Surgical Group PC. Employee Pension Plan-5$1,894,219$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Northwest Surgical Group PC. Employee Profit Sharing Plan-5$60,929$4,456$891iApproximate average salary by contribution assumption: employee only about $22,280 at 4% or $14,853 at 6%; with 50% employer match about $14,853 at 4% or $9,902 at 6%; with 100% employer match about $11,140 at 4% or $7,427 at 6%.
201325$1,749,242$310,000$62,000iApproximate average salary by contribution assumption: employee only about $1,550,000 at 4% or $1,033,333 at 6%; with 50% employer match about $1,033,333 at 4% or $688,889 at 6%; with 100% employer match about $775,000 at 4% or $516,667 at 6%.
Northwest Surgical Group PC. Employee Pension Plan-5$1,694,214$295,069$59,014iApproximate average salary by contribution assumption: employee only about $1,475,345 at 4% or $983,563 at 6%; with 50% employer match about $983,563 at 4% or $655,709 at 6%; with 100% employer match about $737,673 at 4% or $491,782 at 6%.
Northwest Surgical Group PC. Employee Profit Sharing Plan-5$55,028$14,931$2,986iApproximate average salary by contribution assumption: employee only about $74,655 at 4% or $49,770 at 6%; with 50% employer match about $49,770 at 4% or $33,180 at 6%; with 100% employer match about $37,328 at 4% or $24,885 at 6%.
201225$1,160,969$380,000$76,000iApproximate average salary by contribution assumption: employee only about $1,900,000 at 4% or $1,266,667 at 6%; with 50% employer match about $1,266,667 at 4% or $844,444 at 6%; with 100% employer match about $950,000 at 4% or $633,333 at 6%.
Northwest Surgical Group PC. Employee Pension Plan-5$1,124,216$367,813$73,563iApproximate average salary by contribution assumption: employee only about $1,839,065 at 4% or $1,226,043 at 6%; with 50% employer match about $1,226,043 at 4% or $817,362 at 6%; with 100% employer match about $919,533 at 4% or $613,022 at 6%.
Northwest Surgical Group PC. Employee Profit Sharing Plan-4$36,753$12,187$3,047iApproximate average salary by contribution assumption: employee only about $76,169 at 4% or $50,779 at 6%; with 50% employer match about $50,779 at 4% or $33,853 at 6%; with 100% employer match about $38,084 at 4% or $25,390 at 6%.
201125$726,509$285,187$57,037iApproximate average salary by contribution assumption: employee only about $1,425,935 at 4% or $950,623 at 6%; with 50% employer match about $950,623 at 4% or $633,749 at 6%; with 100% employer match about $712,968 at 4% or $475,312 at 6%.
Northwest Surgical Group PC. Employee Pension Plan-5$703,080$275,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
Northwest Surgical Group PC. Employee Profit Sharing Plan-4$23,429$10,187$2,547iApproximate average salary by contribution assumption: employee only about $63,669 at 4% or $42,446 at 6%; with 50% employer match about $42,446 at 4% or $28,297 at 6%; with 100% employer match about $31,834 at 4% or $21,223 at 6%.
201033$451,183$264,806$88,269iApproximate average salary by contribution assumption: employee only about $2,206,717 at 4% or $1,471,144 at 6%; with 50% employer match about $1,471,144 at 4% or $980,763 at 6%; with 100% employer match about $1,103,358 at 4% or $735,572 at 6%.
Northwest Surgical Group PC. Employee Pension Plan-3$437,490$258,642$86,214iApproximate average salary by contribution assumption: employee only about $2,155,350 at 4% or $1,436,900 at 6%; with 50% employer match about $1,436,900 at 4% or $957,933 at 6%; with 100% employer match about $1,077,675 at 4% or $718,450 at 6%.
Northwest Surgical Group PC. Employee Profit Sharing Plan-3$13,693$6,164$2,055iApproximate average salary by contribution assumption: employee only about $51,367 at 4% or $34,244 at 6%; with 50% employer match about $34,244 at 4% or $22,830 at 6%; with 100% employer match about $25,683 at 4% or $17,122 at 6%.
NORTHWEST SURGICAL GROUP, P.C. DEFINED BENEFIT PL-0$0$0-
200937$1,105,905$168,292$24,042iApproximate average salary by contribution assumption: employee only about $601,043 at 4% or $400,695 at 6%; with 50% employer match about $400,695 at 4% or $267,130 at 6%; with 100% employer match about $300,521 at 4% or $200,348 at 6%.
NORTHWEST SURGICAL GROUP, P.C. DEFINED BENEFIT PLAN-7$937,613$0-
Northwest Surgical Group PC. Employee Pension Plan-5$160,748$160,748$32,150iApproximate average salary by contribution assumption: employee only about $803,740 at 4% or $535,827 at 6%; with 50% employer match about $535,827 at 4% or $357,218 at 6%; with 100% employer match about $401,870 at 4% or $267,913 at 6%.
Northwest Surgical Group PC. Employee Profit Sharing Plan-5$7,544$7,544$1,509iApproximate average salary by contribution assumption: employee only about $37,720 at 4% or $25,147 at 6%; with 50% employer match about $25,147 at 4% or $16,764 at 6%; with 100% employer match about $18,860 at 4% or $12,573 at 6%.
200817$0$0-
NORTHWEST SURGICAL GROUP, P.C. DEFINED BENEFIT PLAN-7---
200715$0$0-
NORTHWEST SURGICAL GROUP, P.C. DEFINED BENEFIT PLAN-5---
200625$858,404$275,049$55,010iApproximate average salary by contribution assumption: employee only about $1,375,245 at 4% or $916,830 at 6%; with 50% employer match about $916,830 at 4% or $611,220 at 6%; with 100% employer match about $687,623 at 4% or $458,415 at 6%.
NORTHWEST SURGICAL GROUP, P.C. DEFINED BENEFIT PLAN-5$858,404$275,049$55,010iApproximate average salary by contribution assumption: employee only about $1,375,245 at 4% or $916,830 at 6%; with 50% employer match about $916,830 at 4% or $611,220 at 6%; with 100% employer match about $687,623 at 4% or $458,415 at 6%.
R. Steven Norton, MD Inc PC Defined Contribution Plan-0---
200525$2,223,993$252,094$50,419iApproximate average salary by contribution assumption: employee only about $1,260,470 at 4% or $840,313 at 6%; with 50% employer match about $840,313 at 4% or $560,209 at 6%; with 100% employer match about $630,235 at 4% or $420,157 at 6%.
R. Steven Norton, MD Inc PC Defined Contribution Plan-4$1,596,872--
NORTHWEST SURGICAL GROUP, P.C. DEFINED BENEFIT PLAN-5$627,121$252,094$50,419iApproximate average salary by contribution assumption: employee only about $1,260,470 at 4% or $840,313 at 6%; with 50% employer match about $840,313 at 4% or $560,209 at 6%; with 100% employer match about $630,235 at 4% or $420,157 at 6%.
200425$1,697,392$255,375$51,075iApproximate average salary by contribution assumption: employee only about $1,276,875 at 4% or $851,250 at 6%; with 50% employer match about $851,250 at 4% or $567,500 at 6%; with 100% employer match about $638,438 at 4% or $425,625 at 6%.
R. Steven Norton, MD Inc PC Defined Contribution Plan-5$1,442,017--
NORTHWEST SURGICAL GROUP, P.C. DEFINED BENEFIT PLA-5$255,375$255,375$51,075iApproximate average salary by contribution assumption: employee only about $1,276,875 at 4% or $851,250 at 6%; with 50% employer match about $851,250 at 4% or $567,500 at 6%; with 100% employer match about $638,438 at 4% or $425,625 at 6%.
200315$1,281,074$90,397$18,079iApproximate average salary by contribution assumption: employee only about $451,985 at 4% or $301,323 at 6%; with 50% employer match about $301,323 at 4% or $200,882 at 6%; with 100% employer match about $225,993 at 4% or $150,662 at 6%.
R. Steven Norton, MD Inc PC Defined Contribution Plan-5$1,281,074$90,397$18,079iApproximate average salary by contribution assumption: employee only about $451,985 at 4% or $301,323 at 6%; with 50% employer match about $301,323 at 4% or $200,882 at 6%; with 100% employer match about $225,993 at 4% or $150,662 at 6%.
200215$0$0-
R. Steven Norton, MD Inc PC Defined Contribution Plan-5---
200112$0$0-
R. Steven Norton, MD Inc PC Defined Contribution Plan-2---
200012$0$0-
R. Steven Norton, MD Inc PC Defined Contribution Plan-2---
199912$990,460$18,118$9,059iApproximate average salary by contribution assumption: employee only about $226,475 at 4% or $150,983 at 6%; with 50% employer match about $150,983 at 4% or $100,656 at 6%; with 100% employer match about $113,238 at 4% or $75,492 at 6%.
R. Steven Norton, MD Inc PC Defined Contribution Plan-2$990,460$18,118$9,059iApproximate average salary by contribution assumption: employee only about $226,475 at 4% or $150,983 at 6%; with 50% employer match about $150,983 at 4% or $100,656 at 6%; with 100% employer match about $113,238 at 4% or $75,492 at 6%.