Civic Intelligence

Sussman Shank LLP

Plan context: Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan

EIN 93-0461608 • Portland, OR • 30 filings • 6 plans

1000 S.w. BroadwaySuite 1400Portland, OR 97205-3089
Current Snapshot

Latest Year

2024

2024 Participants

91

2024 Assets

$51,618,450

2024 Contributions

$2,028,958

Historical Graphs

Total Assets Over Time

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

$51,618,450$25,809,225$0199920142024YearValue
$51,618,450Latest year 2024

Participants Over Time

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

99500199920122024YearValue
91Latest 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
2024191$51,618,450$2,028,958$22,296iApproximate average salary by contribution assumption: employee only about $557,406 at 4% or $371,604 at 6%; with 50% employer match about $371,604 at 4% or $247,736 at 6%; with 100% employer match about $278,703 at 4% or $185,802 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-91$51,618,450$2,028,958$22,296iApproximate average salary by contribution assumption: employee only about $557,406 at 4% or $371,604 at 6%; with 50% employer match about $371,604 at 4% or $247,736 at 6%; with 100% employer match about $278,703 at 4% or $185,802 at 6%.
2023190$45,032,441$1,829,223$20,325iApproximate average salary by contribution assumption: employee only about $508,118 at 4% or $338,745 at 6%; with 50% employer match about $338,745 at 4% or $225,830 at 6%; with 100% employer match about $254,059 at 4% or $169,373 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-90$45,032,441$1,829,223$20,325iApproximate average salary by contribution assumption: employee only about $508,118 at 4% or $338,745 at 6%; with 50% employer match about $338,745 at 4% or $225,830 at 6%; with 100% employer match about $254,059 at 4% or $169,373 at 6%.
2022192$40,063,880$1,661,228$18,057iApproximate average salary by contribution assumption: employee only about $451,421 at 4% or $300,947 at 6%; with 50% employer match about $300,947 at 4% or $200,631 at 6%; with 100% employer match about $225,710 at 4% or $150,474 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-92$40,063,880$1,661,228$18,057iApproximate average salary by contribution assumption: employee only about $451,421 at 4% or $300,947 at 6%; with 50% employer match about $300,947 at 4% or $200,631 at 6%; with 100% employer match about $225,710 at 4% or $150,474 at 6%.
2021187$46,688,406$934,829$10,745iApproximate average salary by contribution assumption: employee only about $268,629 at 4% or $179,086 at 6%; with 50% employer match about $179,086 at 4% or $119,391 at 6%; with 100% employer match about $134,315 at 4% or $89,543 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-87$46,688,406$934,829$10,745iApproximate average salary by contribution assumption: employee only about $268,629 at 4% or $179,086 at 6%; with 50% employer match about $179,086 at 4% or $119,391 at 6%; with 100% employer match about $134,315 at 4% or $89,543 at 6%.
2020193$41,380,851$1,003,641$10,792iApproximate average salary by contribution assumption: employee only about $269,796 at 4% or $179,864 at 6%; with 50% employer match about $179,864 at 4% or $119,909 at 6%; with 100% employer match about $134,898 at 4% or $89,932 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-93$41,380,851$1,003,641$10,792iApproximate average salary by contribution assumption: employee only about $269,796 at 4% or $179,864 at 6%; with 50% employer match about $179,864 at 4% or $119,909 at 6%; with 100% employer match about $134,898 at 4% or $89,932 at 6%.
2019193$36,541,715$1,703,984$18,322iApproximate average salary by contribution assumption: employee only about $458,060 at 4% or $305,373 at 6%; with 50% employer match about $305,373 at 4% or $203,582 at 6%; with 100% employer match about $229,030 at 4% or $152,687 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-93$36,541,715$1,703,984$18,322iApproximate average salary by contribution assumption: employee only about $458,060 at 4% or $305,373 at 6%; with 50% employer match about $305,373 at 4% or $203,582 at 6%; with 100% employer match about $229,030 at 4% or $152,687 at 6%.
2018199$35,255,620$1,621,261$16,376iApproximate average salary by contribution assumption: employee only about $409,409 at 4% or $272,940 at 6%; with 50% employer match about $272,940 at 4% or $181,960 at 6%; with 100% employer match about $204,705 at 4% or $136,470 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-99$35,255,620$1,621,261$16,376iApproximate average salary by contribution assumption: employee only about $409,409 at 4% or $272,940 at 6%; with 50% employer match about $272,940 at 4% or $181,960 at 6%; with 100% employer match about $204,705 at 4% or $136,470 at 6%.
2017194$34,543,571$1,877,578$19,974iApproximate average salary by contribution assumption: employee only about $499,356 at 4% or $332,904 at 6%; with 50% employer match about $332,904 at 4% or $221,936 at 6%; with 100% employer match about $249,678 at 4% or $166,452 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-94$34,543,571$1,877,578$19,974iApproximate average salary by contribution assumption: employee only about $499,356 at 4% or $332,904 at 6%; with 50% employer match about $332,904 at 4% or $221,936 at 6%; with 100% employer match about $249,678 at 4% or $166,452 at 6%.
2016183$34,230,972$1,462,333$17,618iApproximate average salary by contribution assumption: employee only about $440,462 at 4% or $293,641 at 6%; with 50% employer match about $293,641 at 4% or $195,761 at 6%; with 100% employer match about $220,231 at 4% or $146,821 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-83$34,230,972$1,462,333$17,618iApproximate average salary by contribution assumption: employee only about $440,462 at 4% or $293,641 at 6%; with 50% employer match about $293,641 at 4% or $195,761 at 6%; with 100% employer match about $220,231 at 4% or $146,821 at 6%.
2015179$29,096,043$1,675,275$21,206iApproximate average salary by contribution assumption: employee only about $530,150 at 4% or $353,434 at 6%; with 50% employer match about $353,434 at 4% or $235,622 at 6%; with 100% employer match about $265,075 at 4% or $176,717 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-79$29,096,043$1,675,275$21,206iApproximate average salary by contribution assumption: employee only about $530,150 at 4% or $353,434 at 6%; with 50% employer match about $353,434 at 4% or $235,622 at 6%; with 100% employer match about $265,075 at 4% or $176,717 at 6%.
2014180$26,067,064$1,623,058$20,288iApproximate average salary by contribution assumption: employee only about $507,206 at 4% or $338,137 at 6%; with 50% employer match about $338,137 at 4% or $225,425 at 6%; with 100% employer match about $253,603 at 4% or $169,069 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-80$26,067,064$1,623,058$20,288iApproximate average salary by contribution assumption: employee only about $507,206 at 4% or $338,137 at 6%; with 50% employer match about $338,137 at 4% or $225,425 at 6%; with 100% employer match about $253,603 at 4% or $169,069 at 6%.
2013183$26,071,720$1,682,649$20,273iApproximate average salary by contribution assumption: employee only about $506,822 at 4% or $337,881 at 6%; with 50% employer match about $337,881 at 4% or $225,254 at 6%; with 100% employer match about $253,411 at 4% or $168,941 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-83$26,071,720$1,682,649$20,273iApproximate average salary by contribution assumption: employee only about $506,822 at 4% or $337,881 at 6%; with 50% employer match about $337,881 at 4% or $225,254 at 6%; with 100% employer match about $253,411 at 4% or $168,941 at 6%.
2012180$22,483,067$1,459,551$18,244iApproximate average salary by contribution assumption: employee only about $456,110 at 4% or $304,073 at 6%; with 50% employer match about $304,073 at 4% or $202,715 at 6%; with 100% employer match about $228,055 at 4% or $152,037 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-80$22,483,067$1,459,551$18,244iApproximate average salary by contribution assumption: employee only about $456,110 at 4% or $304,073 at 6%; with 50% employer match about $304,073 at 4% or $202,715 at 6%; with 100% employer match about $228,055 at 4% or $152,037 at 6%.
2011180$19,493,573$1,450,124$18,127iApproximate average salary by contribution assumption: employee only about $453,164 at 4% or $302,109 at 6%; with 50% employer match about $302,109 at 4% or $201,406 at 6%; with 100% employer match about $226,582 at 4% or $151,055 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-80$19,493,573$1,450,124$18,127iApproximate average salary by contribution assumption: employee only about $453,164 at 4% or $302,109 at 6%; with 50% employer match about $302,109 at 4% or $201,406 at 6%; with 100% employer match about $226,582 at 4% or $151,055 at 6%.
2010181$17,026,303$1,472,499$18,179iApproximate average salary by contribution assumption: employee only about $454,475 at 4% or $302,983 at 6%; with 50% employer match about $302,983 at 4% or $201,989 at 6%; with 100% employer match about $227,238 at 4% or $151,492 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-81$17,026,303$1,472,499$18,179iApproximate average salary by contribution assumption: employee only about $454,475 at 4% or $302,983 at 6%; with 50% employer match about $302,983 at 4% or $201,989 at 6%; with 100% employer match about $227,238 at 4% or $151,492 at 6%.
2009235$16,074,957$1,405,731$40,164iApproximate average salary by contribution assumption: employee only about $1,004,094 at 4% or $669,396 at 6%; with 50% employer match about $669,396 at 4% or $446,264 at 6%; with 100% employer match about $502,047 at 4% or $334,698 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-35$16,074,957$1,405,731$40,164iApproximate average salary by contribution assumption: employee only about $1,004,094 at 4% or $669,396 at 6%; with 50% employer match about $669,396 at 4% or $446,264 at 6%; with 100% employer match about $502,047 at 4% or $334,698 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-----
2007159$0$0-
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-59---
2006160$14,620,899$1,094,932$18,249iApproximate average salary by contribution assumption: employee only about $456,222 at 4% or $304,148 at 6%; with 50% employer match about $304,148 at 4% or $202,765 at 6%; with 100% employer match about $228,111 at 4% or $152,074 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-60$14,620,899$1,094,932$18,249iApproximate average salary by contribution assumption: employee only about $456,222 at 4% or $304,148 at 6%; with 50% employer match about $304,148 at 4% or $202,765 at 6%; with 100% employer match about $228,111 at 4% or $152,074 at 6%.
2005167$12,064,969$1,131,886$16,894iApproximate average salary by contribution assumption: employee only about $422,346 at 4% or $281,564 at 6%; with 50% employer match about $281,564 at 4% or $187,709 at 6%; with 100% employer match about $211,173 at 4% or $140,782 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-67$12,064,969$1,131,886$16,894iApproximate average salary by contribution assumption: employee only about $422,346 at 4% or $281,564 at 6%; with 50% employer match about $281,564 at 4% or $187,709 at 6%; with 100% employer match about $211,173 at 4% or $140,782 at 6%.
2004155$11,606,844$997,825$18,142iApproximate average salary by contribution assumption: employee only about $453,557 at 4% or $302,371 at 6%; with 50% employer match about $302,371 at 4% or $201,581 at 6%; with 100% employer match about $226,778 at 4% or $151,186 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-55$11,606,844$997,825$18,142iApproximate average salary by contribution assumption: employee only about $453,557 at 4% or $302,371 at 6%; with 50% employer match about $302,371 at 4% or $201,581 at 6%; with 100% employer match about $226,778 at 4% or $151,186 at 6%.
2003156$9,162,416$832,330$14,863iApproximate average salary by contribution assumption: employee only about $371,576 at 4% or $247,717 at 6%; with 50% employer match about $247,717 at 4% or $165,145 at 6%; with 100% employer match about $185,788 at 4% or $123,859 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-56$9,162,416$832,330$14,863iApproximate average salary by contribution assumption: employee only about $371,576 at 4% or $247,717 at 6%; with 50% employer match about $247,717 at 4% or $165,145 at 6%; with 100% employer match about $185,788 at 4% or $123,859 at 6%.
2002254$0$0-
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-54---
Sussman Shank Wapnick Caplan & Stiles LLP Money Purchase Pension Plan-0---
2001249$0$0-
Sussman Shank Wapnick Caplan & Stiles LLP Money Purchase Pension Plan-46---
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-49---
2000248$0$0-
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-48---
Sussman Shank Wapnick Caplan & Stiles LLP Money Purchase Pension Plan-36---
1999256$7,188,628$320,891$5,730iApproximate average salary by contribution assumption: employee only about $143,255 at 4% or $95,503 at 6%; with 50% employer match about $95,503 at 4% or $63,669 at 6%; with 100% employer match about $71,627 at 4% or $47,752 at 6%.
Sussman Shank LLP Profit Sharing and 401(K) Retirement Plan-56$6,961,106$296,143$5,288iApproximate average salary by contribution assumption: employee only about $132,207 at 4% or $88,138 at 6%; with 50% employer match about $88,138 at 4% or $58,759 at 6%; with 100% employer match about $66,103 at 4% or $44,069 at 6%.
Sussman Shank Wapnick Caplan & Stiles LLP Money Purchase Pension Plan-37$227,522$24,748$669iApproximate average salary by contribution assumption: employee only about $16,722 at 4% or $11,148 at 6%; with 50% employer match about $11,148 at 4% or $7,432 at 6%; with 100% employer match about $8,361 at 4% or $5,574 at 6%.