Civic Intelligence

Summit Benefit & Actuarial Services Inc.

Plan context: Summit Benefit & Actuarial Services Inc. Profit Sharing Plan

EIN 93-1098102 • Eugene, OR • 36 filings • 4 plans

374 W. 12th AveEugene, OR 97401
Current Snapshot

Latest Year

2022

2022 Participants

11

2022 Assets

$555,204

2022 Contributions

$48,666

Historical Graphs

Total Assets Over Time

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

$3,163,560$1,581,780$0199920132021YearValue
$555,204Latest year 2021

Participants Over Time

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

28140199920102021YearValue
11Latest year 2021

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
202210$0$0-
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-0$0$0-
2021111$555,204$48,666$4,424iApproximate average salary by contribution assumption: employee only about $110,605 at 4% or $73,736 at 6%; with 50% employer match about $73,736 at 4% or $49,158 at 6%; with 100% employer match about $55,302 at 4% or $36,868 at 6%.
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-11$555,204$48,666$4,424iApproximate average salary by contribution assumption: employee only about $110,605 at 4% or $73,736 at 6%; with 50% employer match about $73,736 at 4% or $49,158 at 6%; with 100% employer match about $55,302 at 4% or $36,868 at 6%.
2020127$1,281,256$81,018$3,001iApproximate average salary by contribution assumption: employee only about $75,017 at 4% or $50,011 at 6%; with 50% employer match about $50,011 at 4% or $33,341 at 6%; with 100% employer match about $37,508 at 4% or $25,006 at 6%.
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-27$1,281,256$81,018$3,001iApproximate average salary by contribution assumption: employee only about $75,017 at 4% or $50,011 at 6%; with 50% employer match about $50,011 at 4% or $33,341 at 6%; with 100% employer match about $37,508 at 4% or $25,006 at 6%.
2019126$1,678,799$85,532$3,290iApproximate average salary by contribution assumption: employee only about $82,242 at 4% or $54,828 at 6%; with 50% employer match about $54,828 at 4% or $36,552 at 6%; with 100% employer match about $41,121 at 4% or $27,414 at 6%.
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-26$1,678,799$85,532$3,290iApproximate average salary by contribution assumption: employee only about $82,242 at 4% or $54,828 at 6%; with 50% employer match about $54,828 at 4% or $36,552 at 6%; with 100% employer match about $41,121 at 4% or $27,414 at 6%.
2018122$2,757,229$104,607$4,755iApproximate average salary by contribution assumption: employee only about $118,872 at 4% or $79,248 at 6%; with 50% employer match about $79,248 at 4% or $52,832 at 6%; with 100% employer match about $59,436 at 4% or $39,624 at 6%.
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-22$2,757,229$104,607$4,755iApproximate average salary by contribution assumption: employee only about $118,872 at 4% or $79,248 at 6%; with 50% employer match about $79,248 at 4% or $52,832 at 6%; with 100% employer match about $59,436 at 4% or $39,624 at 6%.
2017121$2,778,186$136,920$6,520iApproximate average salary by contribution assumption: employee only about $163,000 at 4% or $108,667 at 6%; with 50% employer match about $108,667 at 4% or $72,444 at 6%; with 100% employer match about $81,500 at 4% or $54,333 at 6%.
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-21$2,778,186$136,920$6,520iApproximate average salary by contribution assumption: employee only about $163,000 at 4% or $108,667 at 6%; with 50% employer match about $108,667 at 4% or $72,444 at 6%; with 100% employer match about $81,500 at 4% or $54,333 at 6%.
2016122$2,460,661$93,838$4,265iApproximate average salary by contribution assumption: employee only about $106,634 at 4% or $71,089 at 6%; with 50% employer match about $71,089 at 4% or $47,393 at 6%; with 100% employer match about $53,317 at 4% or $35,545 at 6%.
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-22$2,460,661$93,838$4,265iApproximate average salary by contribution assumption: employee only about $106,634 at 4% or $71,089 at 6%; with 50% employer match about $71,089 at 4% or $47,393 at 6%; with 100% employer match about $53,317 at 4% or $35,545 at 6%.
2015120$2,302,700$123,976$6,199iApproximate average salary by contribution assumption: employee only about $154,970 at 4% or $103,313 at 6%; with 50% employer match about $103,313 at 4% or $68,876 at 6%; with 100% employer match about $77,485 at 4% or $51,657 at 6%.
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-20$2,302,700$123,976$6,199iApproximate average salary by contribution assumption: employee only about $154,970 at 4% or $103,313 at 6%; with 50% employer match about $103,313 at 4% or $68,876 at 6%; with 100% employer match about $77,485 at 4% or $51,657 at 6%.
2014222$2,519,689$449,277$20,422iApproximate average salary by contribution assumption: employee only about $510,542 at 4% or $340,361 at 6%; with 50% employer match about $340,361 at 4% or $226,908 at 6%; with 100% employer match about $255,271 at 4% or $170,181 at 6%.
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-22$2,519,689$449,277$20,422iApproximate average salary by contribution assumption: employee only about $510,542 at 4% or $340,361 at 6%; with 50% employer match about $340,361 at 4% or $226,908 at 6%; with 100% employer match about $255,271 at 4% or $170,181 at 6%.
SUMMIT BENEFIT & ACTUARIAL SERVICES, INC. CASH BALANCE PLAN-0$0$0-
2013225$2,638,586$161,594$6,464iApproximate average salary by contribution assumption: employee only about $161,594 at 4% or $107,729 at 6%; with 50% employer match about $107,729 at 4% or $71,820 at 6%; with 100% employer match about $80,797 at 4% or $53,865 at 6%.
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-24$2,186,311$160,394$6,683iApproximate average salary by contribution assumption: employee only about $167,077 at 4% or $111,385 at 6%; with 50% employer match about $111,385 at 4% or $74,256 at 6%; with 100% employer match about $83,539 at 4% or $55,692 at 6%.
SUMMIT BENEFIT & ACTUARIAL SERVICES, INC. CASH BALANCE PLAN-25$452,275$1,200$48iApproximate average salary by contribution assumption: employee only about $1,200 at 4% or $800 at 6%; with 50% employer match about $800 at 4% or $533 at 6%; with 100% employer match about $600 at 4% or $400 at 6%.
2012228$3,163,560$628,115$22,433iApproximate average salary by contribution assumption: employee only about $560,817 at 4% or $373,878 at 6%; with 50% employer match about $373,878 at 4% or $249,252 at 6%; with 100% employer match about $280,408 at 4% or $186,939 at 6%.
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-26$2,769,714$626,115$24,081iApproximate average salary by contribution assumption: employee only about $602,034 at 4% or $401,356 at 6%; with 50% employer match about $401,356 at 4% or $267,571 at 6%; with 100% employer match about $301,017 at 4% or $200,678 at 6%.
SUMMIT BENEFIT & ACTUARIAL SERVICES, INC. CASH BALANCE PLAN-28$393,846$2,000$71iApproximate average salary by contribution assumption: employee only about $1,786 at 4% or $1,190 at 6%; with 50% employer match about $1,190 at 4% or $794 at 6%; with 100% employer match about $893 at 4% or $595 at 6%.
2011226$2,359,826$159,705$6,143iApproximate average salary by contribution assumption: employee only about $153,563 at 4% or $102,375 at 6%; with 50% employer match about $102,375 at 4% or $68,250 at 6%; with 100% employer match about $76,781 at 4% or $51,188 at 6%.
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-25$2,006,772$159,705$6,388iApproximate average salary by contribution assumption: employee only about $159,705 at 4% or $106,470 at 6%; with 50% employer match about $106,470 at 4% or $70,980 at 6%; with 100% employer match about $79,853 at 4% or $53,235 at 6%.
SUMMIT BENEFIT & ACTUARIAL SERVICES, INC. CASH BALANCE PLAN-26$353,054$0-
2010228$2,572,642$111,853$3,995iApproximate average salary by contribution assumption: employee only about $99,869 at 4% or $66,579 at 6%; with 50% employer match about $66,579 at 4% or $44,386 at 6%; with 100% employer match about $49,934 at 4% or $33,290 at 6%.
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-25$2,229,397$62,891$2,516iApproximate average salary by contribution assumption: employee only about $62,891 at 4% or $41,927 at 6%; with 50% employer match about $41,927 at 4% or $27,952 at 6%; with 100% employer match about $31,445 at 4% or $20,964 at 6%.
SUMMIT BENEFIT & ACTUARIAL SERVICES, INC. CASH BALANCE PLAN-28$343,245$48,962$1,749iApproximate average salary by contribution assumption: employee only about $43,716 at 4% or $29,144 at 6%; with 50% employer match about $29,144 at 4% or $19,429 at 6%; with 100% employer match about $21,858 at 4% or $14,572 at 6%.
2009227$2,240,923$139,024$5,149iApproximate average salary by contribution assumption: employee only about $128,726 at 4% or $85,817 at 6%; with 50% employer match about $85,817 at 4% or $57,212 at 6%; with 100% employer match about $64,363 at 4% or $42,909 at 6%.
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-26$1,977,271$109,868$4,226iApproximate average salary by contribution assumption: employee only about $105,642 at 4% or $70,428 at 6%; with 50% employer match about $70,428 at 4% or $46,952 at 6%; with 100% employer match about $52,821 at 4% or $35,214 at 6%.
SUMMIT BENEFIT & ACTUARIAL SERVICES, INC. CASH BALANCE PLAN-27$263,652$29,156$1,080iApproximate average salary by contribution assumption: employee only about $26,996 at 4% or $17,998 at 6%; with 50% employer match about $17,998 at 4% or $11,998 at 6%; with 100% employer match about $13,498 at 4% or $8,999 at 6%.
2008225$0$0-
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-24---
SUMMIT BENEFIT & ACTUARIAL SERVICES, INC. CASH BALANCE PLAN-25---
2007218$0$0-
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-17---
SUMMIT BENEFIT & ACTUARIAL SERVICES, INC. CASH BALANCE PLAN-18---
2006217$1,941,838$291,406$17,142iApproximate average salary by contribution assumption: employee only about $428,538 at 4% or $285,692 at 6%; with 50% employer match about $285,692 at 4% or $190,461 at 6%; with 100% employer match about $214,269 at 4% or $142,846 at 6%.
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-17$1,832,838$182,406$10,730iApproximate average salary by contribution assumption: employee only about $268,244 at 4% or $178,829 at 6%; with 50% employer match about $178,829 at 4% or $119,220 at 6%; with 100% employer match about $134,122 at 4% or $89,415 at 6%.
SUMMIT BENEFIT & ACTUARIAL SERVICES, INC. CASH BALANCE PLAN-15$109,000$109,000$7,267iApproximate average salary by contribution assumption: employee only about $181,667 at 4% or $121,111 at 6%; with 50% employer match about $121,111 at 4% or $80,741 at 6%; with 100% employer match about $90,833 at 4% or $60,556 at 6%.
2005119$1,473,645$241,105$12,690iApproximate average salary by contribution assumption: employee only about $317,243 at 4% or $211,496 at 6%; with 50% employer match about $211,496 at 4% or $140,997 at 6%; with 100% employer match about $158,622 at 4% or $105,748 at 6%.
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-19$1,473,645$241,105$12,690iApproximate average salary by contribution assumption: employee only about $317,243 at 4% or $211,496 at 6%; with 50% employer match about $211,496 at 4% or $140,997 at 6%; with 100% employer match about $158,622 at 4% or $105,748 at 6%.
2004119$0$0-
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-19---
2003118$0$0-
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-18---
2002111$525,567$196,487$17,862iApproximate average salary by contribution assumption: employee only about $446,561 at 4% or $297,708 at 6%; with 50% employer match about $297,708 at 4% or $198,472 at 6%; with 100% employer match about $223,281 at 4% or $148,854 at 6%.
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-11$525,567$196,487$17,862iApproximate average salary by contribution assumption: employee only about $446,561 at 4% or $297,708 at 6%; with 50% employer match about $297,708 at 4% or $198,472 at 6%; with 100% employer match about $223,281 at 4% or $148,854 at 6%.
200129$0$0-
Summit Benefit & Actuarial Services Inc. Money Purchase Plan-0---
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-9---
200027$603,018$113,641$16,234iApproximate average salary by contribution assumption: employee only about $405,861 at 4% or $270,574 at 6%; with 50% employer match about $270,574 at 4% or $180,383 at 6%; with 100% employer match about $202,930 at 4% or $135,287 at 6%.
Summit Benefit & Actuarial Services Inc. Money Purchase Plan-7$432,856$26,901$3,843iApproximate average salary by contribution assumption: employee only about $96,075 at 4% or $64,050 at 6%; with 50% employer match about $64,050 at 4% or $42,700 at 6%; with 100% employer match about $48,038 at 4% or $32,025 at 6%.
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-7$170,162$86,740$12,391iApproximate average salary by contribution assumption: employee only about $309,786 at 4% or $206,524 at 6%; with 50% employer match about $206,524 at 4% or $137,683 at 6%; with 100% employer match about $154,893 at 4% or $103,262 at 6%.
199928$516,403$60,688$7,586iApproximate average salary by contribution assumption: employee only about $189,650 at 4% or $126,433 at 6%; with 50% employer match about $126,433 at 4% or $84,289 at 6%; with 100% employer match about $94,825 at 4% or $63,217 at 6%.
Summit Benefit & Actuarial Services Inc. Money Purchase Plan-7$425,310$22,517$3,217iApproximate average salary by contribution assumption: employee only about $80,418 at 4% or $53,612 at 6%; with 50% employer match about $53,612 at 4% or $35,741 at 6%; with 100% employer match about $40,209 at 4% or $26,806 at 6%.
Summit Benefit & Actuarial Services Inc. Profit Sharing Plan-8$91,093$38,171$4,771iApproximate average salary by contribution assumption: employee only about $119,284 at 4% or $79,523 at 6%; with 50% employer match about $79,523 at 4% or $53,015 at 6%; with 100% employer match about $59,642 at 4% or $39,761 at 6%.
Summit Benefit & Actuarial Services Inc. | EIN 93-1098102 | 2022 Form 5500 Company Profile