Suriano-Williams Financial Services
Plan context: Suriano-Williams Profit Sharing Plan
EIN 93-1143783 • Lake Oswego, OR • 8 filings • 1 plans
Current Snapshot
Latest Year
2009
2009 Participants
3
2009 Assets
$614,800
2009 Contributions
$61,813
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $0 | - |
| Suriano-Williams Profit Sharing Plan | - | - | - | - | - |
| 2005 | 1 | 3 | $614,800 | $61,813 | $20,604iApproximate average salary by contribution assumption: employee only about $515,108 at 4% or $343,406 at 6%; with 50% employer match about $343,406 at 4% or $228,937 at 6%; with 100% employer match about $257,554 at 4% or $171,703 at 6%. |
| Suriano-Williams Profit Sharing Plan | - | 3 | $614,800 | $61,813 | $20,604iApproximate average salary by contribution assumption: employee only about $515,108 at 4% or $343,406 at 6%; with 50% employer match about $343,406 at 4% or $228,937 at 6%; with 100% employer match about $257,554 at 4% or $171,703 at 6%. |
| 2004 | 1 | 4 | $583,536 | $94,420 | $23,605iApproximate average salary by contribution assumption: employee only about $590,125 at 4% or $393,417 at 6%; with 50% employer match about $393,417 at 4% or $262,278 at 6%; with 100% employer match about $295,063 at 4% or $196,708 at 6%. |
| Suriano-Williams Profit Sharing Plan | - | 4 | $583,536 | $94,420 | $23,605iApproximate average salary by contribution assumption: employee only about $590,125 at 4% or $393,417 at 6%; with 50% employer match about $393,417 at 4% or $262,278 at 6%; with 100% employer match about $295,063 at 4% or $196,708 at 6%. |
| 2003 | 1 | 4 | $0 | $0 | - |
| Suriano-Williams Profit Sharing Plan | - | 4 | - | - | - |
| 2002 | 1 | 4 | $0 | $0 | - |
| Suriano-Williams Profit Sharing Plan | - | 4 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Suriano-Williams Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Suriano-Williams Profit Sharing Plan | - | 3 | - | - | - |
| 1999 | 1 | 3 | $139,295 | $54,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| Suriano-Williams Profit Sharing Plan | - | 3 | $139,295 | $54,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |