Civic Intelligence

SUMMIT MORTGAGE CORP.

Plan context: Summit Mortgage Corp 401(K) Profit Sharing Plan and Trust

EIN 93-1231049 • Portland, OR • 22 filings • 6 plans

4700 S. Macadam AvenuePortland, OR 97239
Current Snapshot

Latest Year

2025

2025 Participants

40

2025 Assets

$8,388,148

2025 Contributions

$412,155

Historical Graphs

Total Assets Over Time

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

$8,388,148$4,194,074$0199920172025YearValue
$8,388,148Latest year 2025

Participants Over Time

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

61310199920162025YearValue
40Latest year 2025

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
2025140$8,388,148$412,155$10,304iApproximate average salary by contribution assumption: employee only about $257,597 at 4% or $171,731 at 6%; with 50% employer match about $171,731 at 4% or $114,488 at 6%; with 100% employer match about $128,798 at 4% or $85,866 at 6%.
Summit Mortgage Corp 401(K) Profit Sharing Plan and Trust-40$8,388,148$412,155$10,304iApproximate average salary by contribution assumption: employee only about $257,597 at 4% or $171,731 at 6%; with 50% employer match about $171,731 at 4% or $114,488 at 6%; with 100% employer match about $128,798 at 4% or $85,866 at 6%.
2024143$7,973,202$379,115$8,817iApproximate average salary by contribution assumption: employee only about $220,416 at 4% or $146,944 at 6%; with 50% employer match about $146,944 at 4% or $97,963 at 6%; with 100% employer match about $110,208 at 4% or $73,472 at 6%.
Summit Mortgage Corp 401(K) Profit Sharing Plan and Trust-43$7,973,202$379,115$8,817iApproximate average salary by contribution assumption: employee only about $220,416 at 4% or $146,944 at 6%; with 50% employer match about $146,944 at 4% or $97,963 at 6%; with 100% employer match about $110,208 at 4% or $73,472 at 6%.
2023146$6,898,569$356,668$7,754iApproximate average salary by contribution assumption: employee only about $193,841 at 4% or $129,228 at 6%; with 50% employer match about $129,228 at 4% or $86,152 at 6%; with 100% employer match about $96,921 at 4% or $64,614 at 6%.
Summit Mortgage Corp 401(K) Profit Sharing Plan and Trust-46$6,898,569$356,668$7,754iApproximate average salary by contribution assumption: employee only about $193,841 at 4% or $129,228 at 6%; with 50% employer match about $129,228 at 4% or $86,152 at 6%; with 100% employer match about $96,921 at 4% or $64,614 at 6%.
2022146$5,467,567$533,290$11,593iApproximate average salary by contribution assumption: employee only about $289,832 at 4% or $193,221 at 6%; with 50% employer match about $193,221 at 4% or $128,814 at 6%; with 100% employer match about $144,916 at 4% or $96,611 at 6%.
Summit Mortgage Corp 401(K) Profit Sharing Plan and Trust-46$5,467,567$533,290$11,593iApproximate average salary by contribution assumption: employee only about $289,832 at 4% or $193,221 at 6%; with 50% employer match about $193,221 at 4% or $128,814 at 6%; with 100% employer match about $144,916 at 4% or $96,611 at 6%.
2021159$6,613,499$789,546$13,382iApproximate average salary by contribution assumption: employee only about $334,553 at 4% or $223,036 at 6%; with 50% employer match about $223,036 at 4% or $148,690 at 6%; with 100% employer match about $167,277 at 4% or $111,518 at 6%.
Summit Mortgage Corp 401(K) Profit Sharing Plan and Trust-59$6,613,499$789,546$13,382iApproximate average salary by contribution assumption: employee only about $334,553 at 4% or $223,036 at 6%; with 50% employer match about $223,036 at 4% or $148,690 at 6%; with 100% employer match about $167,277 at 4% or $111,518 at 6%.
2020161$5,258,568$770,461$12,631iApproximate average salary by contribution assumption: employee only about $315,763 at 4% or $210,508 at 6%; with 50% employer match about $210,508 at 4% or $140,339 at 6%; with 100% employer match about $157,881 at 4% or $105,254 at 6%.
Summit Mortgage Corp 401(K) Profit Sharing Plan and Trust-61$5,258,568$770,461$12,631iApproximate average salary by contribution assumption: employee only about $315,763 at 4% or $210,508 at 6%; with 50% employer match about $210,508 at 4% or $140,339 at 6%; with 100% employer match about $157,881 at 4% or $105,254 at 6%.
2019158$4,015,073$581,572$10,027iApproximate average salary by contribution assumption: employee only about $250,678 at 4% or $167,118 at 6%; with 50% employer match about $167,118 at 4% or $111,412 at 6%; with 100% employer match about $125,339 at 4% or $83,559 at 6%.
Summit Mortgage Corp 401(K) Profit Sharing Plan and Trust-58$4,015,073$581,572$10,027iApproximate average salary by contribution assumption: employee only about $250,678 at 4% or $167,118 at 6%; with 50% employer match about $167,118 at 4% or $111,412 at 6%; with 100% employer match about $125,339 at 4% or $83,559 at 6%.
2018160$2,891,414$565,584$9,426iApproximate average salary by contribution assumption: employee only about $235,660 at 4% or $157,107 at 6%; with 50% employer match about $157,107 at 4% or $104,738 at 6%; with 100% employer match about $117,830 at 4% or $78,553 at 6%.
Summit Mortgage Corp 401(K) Profit Sharing Plan and Trust-60$2,891,414$565,584$9,426iApproximate average salary by contribution assumption: employee only about $235,660 at 4% or $157,107 at 6%; with 50% employer match about $157,107 at 4% or $104,738 at 6%; with 100% employer match about $117,830 at 4% or $78,553 at 6%.
2017160$2,626,068$376,132$6,269iApproximate average salary by contribution assumption: employee only about $156,722 at 4% or $104,481 at 6%; with 50% employer match about $104,481 at 4% or $69,654 at 6%; with 100% employer match about $78,361 at 4% or $52,241 at 6%.
Summit Mortgage Corp 401(K) Profit Sharing Plan and Trust-60$2,626,068$376,132$6,269iApproximate average salary by contribution assumption: employee only about $156,722 at 4% or $104,481 at 6%; with 50% employer match about $104,481 at 4% or $69,654 at 6%; with 100% employer match about $78,361 at 4% or $52,241 at 6%.
2016150$1,942,172$383,970$7,679iApproximate average salary by contribution assumption: employee only about $191,985 at 4% or $127,990 at 6%; with 50% employer match about $127,990 at 4% or $85,327 at 6%; with 100% employer match about $95,993 at 4% or $63,995 at 6%.
Summit Mortgage Corp 401(K) Profit Sharing Plan and Trust-50$1,942,172$383,970$7,679iApproximate average salary by contribution assumption: employee only about $191,985 at 4% or $127,990 at 6%; with 50% employer match about $127,990 at 4% or $85,327 at 6%; with 100% employer match about $95,993 at 4% or $63,995 at 6%.
2015159$1,617,858$341,776$5,793iApproximate average salary by contribution assumption: employee only about $144,820 at 4% or $96,547 at 6%; with 50% employer match about $96,547 at 4% or $64,365 at 6%; with 100% employer match about $72,410 at 4% or $48,273 at 6%.
Summit Mortgage Corp 401(K) Profit Sharing Plan and Trust-59$1,617,858$341,776$5,793iApproximate average salary by contribution assumption: employee only about $144,820 at 4% or $96,547 at 6%; with 50% employer match about $96,547 at 4% or $64,365 at 6%; with 100% employer match about $72,410 at 4% or $48,273 at 6%.
2014130$1,314,538$203,097$6,770iApproximate average salary by contribution assumption: employee only about $169,248 at 4% or $112,832 at 6%; with 50% employer match about $112,832 at 4% or $75,221 at 6%; with 100% employer match about $84,624 at 4% or $56,416 at 6%.
Summit Mortgage Corp 401(K) Profit Sharing Plan and Trust-30$1,314,538$203,097$6,770iApproximate average salary by contribution assumption: employee only about $169,248 at 4% or $112,832 at 6%; with 50% employer match about $112,832 at 4% or $75,221 at 6%; with 100% employer match about $84,624 at 4% or $56,416 at 6%.
2013125$1,145,377$255,113$10,205iApproximate average salary by contribution assumption: employee only about $255,113 at 4% or $170,075 at 6%; with 50% employer match about $170,075 at 4% or $113,384 at 6%; with 100% employer match about $127,557 at 4% or $85,038 at 6%.
Summit Mortgage Corp 401(K) Profit Sharing Plan and Trust-25$1,145,377$255,113$10,205iApproximate average salary by contribution assumption: employee only about $255,113 at 4% or $170,075 at 6%; with 50% employer match about $170,075 at 4% or $113,384 at 6%; with 100% employer match about $127,557 at 4% or $85,038 at 6%.
2012122$779,216$209,770$9,535iApproximate average salary by contribution assumption: employee only about $238,375 at 4% or $158,917 at 6%; with 50% employer match about $158,917 at 4% or $105,944 at 6%; with 100% employer match about $119,188 at 4% or $79,458 at 6%.
Summit Mortgage Corp 401(K) Profit Sharing Plan and Trust-22$779,216$209,770$9,535iApproximate average salary by contribution assumption: employee only about $238,375 at 4% or $158,917 at 6%; with 50% employer match about $158,917 at 4% or $105,944 at 6%; with 100% employer match about $119,188 at 4% or $79,458 at 6%.
2011123$546,967$112,127$4,875iApproximate average salary by contribution assumption: employee only about $121,877 at 4% or $81,251 at 6%; with 50% employer match about $81,251 at 4% or $54,168 at 6%; with 100% employer match about $60,939 at 4% or $40,626 at 6%.
Summit Mortgage Corp 401(K) Profit Sharing Plan and Trust-23$546,967$112,127$4,875iApproximate average salary by contribution assumption: employee only about $121,877 at 4% or $81,251 at 6%; with 50% employer match about $81,251 at 4% or $54,168 at 6%; with 100% employer match about $60,939 at 4% or $40,626 at 6%.
2010119$443,457$423,751$22,303iApproximate average salary by contribution assumption: employee only about $557,567 at 4% or $371,711 at 6%; with 50% employer match about $371,711 at 4% or $247,808 at 6%; with 100% employer match about $278,784 at 4% or $185,856 at 6%.
Summit Mortgage Corp 401(K) Profit Sharing Plan and Trust-19$443,457$423,751$22,303iApproximate average salary by contribution assumption: employee only about $557,567 at 4% or $371,711 at 6%; with 50% employer match about $371,711 at 4% or $247,808 at 6%; with 100% employer match about $278,784 at 4% or $185,856 at 6%.
200310$0$108,256-
Summit Mortgage Corporation 401K Plan and Trust-0-$108,256-
2002212$199,602$80,973$6,748iApproximate average salary by contribution assumption: employee only about $168,694 at 4% or $112,463 at 6%; with 50% employer match about $112,463 at 4% or $74,975 at 6%; with 100% employer match about $84,347 at 4% or $56,231 at 6%.
Summit Mortgage Corporation 401K Plan and Trust-12$199,602$80,973$6,748iApproximate average salary by contribution assumption: employee only about $168,694 at 4% or $112,463 at 6%; with 50% employer match about $112,463 at 4% or $74,975 at 6%; with 100% employer match about $84,347 at 4% or $56,231 at 6%.
Summit Mortgage Corporation 401K Plan and Trust-9---
200118$0$0-
Summit Mortgage Corporation 401K Plan and Trust-8---
200018$0$0-
Summit Mortgage Corporation 401K Plan and Trust-8---
1999110$118,532$30,118$3,012iApproximate average salary by contribution assumption: employee only about $75,295 at 4% or $50,197 at 6%; with 50% employer match about $50,197 at 4% or $33,464 at 6%; with 100% employer match about $37,648 at 4% or $25,098 at 6%.
Summit Mortgage Corporation 401K Plan and Trust-10$118,532$30,118$3,012iApproximate average salary by contribution assumption: employee only about $75,295 at 4% or $50,197 at 6%; with 50% employer match about $50,197 at 4% or $33,464 at 6%; with 100% employer match about $37,648 at 4% or $25,098 at 6%.