The Summit Group of Oregon LLC
Plan context: Sgo 401K Plan
EIN 93-1271813 • Salem, OR • 19 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$78,789
2025 Contributions
$13,645
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $78,789 | $13,645 | $2,729iApproximate average salary by contribution assumption: employee only about $68,225 at 4% or $45,483 at 6%; with 50% employer match about $45,483 at 4% or $30,322 at 6%; with 100% employer match about $34,113 at 4% or $22,742 at 6%. |
| Sgo 401K Plan | - | 5 | $78,789 | $13,645 | $2,729iApproximate average salary by contribution assumption: employee only about $68,225 at 4% or $45,483 at 6%; with 50% employer match about $45,483 at 4% or $30,322 at 6%; with 100% employer match about $34,113 at 4% or $22,742 at 6%. |
| 2024 | 1 | 6 | $78,352 | $10,383 | $1,731iApproximate average salary by contribution assumption: employee only about $43,263 at 4% or $28,842 at 6%; with 50% employer match about $28,842 at 4% or $19,228 at 6%; with 100% employer match about $21,631 at 4% or $14,421 at 6%. |
| Sgo 401K Plan | - | 6 | $78,352 | $10,383 | $1,731iApproximate average salary by contribution assumption: employee only about $43,263 at 4% or $28,842 at 6%; with 50% employer match about $28,842 at 4% or $19,228 at 6%; with 100% employer match about $21,631 at 4% or $14,421 at 6%. |
| 2023 | 1 | 9 | $94,211 | $11,941 | $1,327iApproximate average salary by contribution assumption: employee only about $33,169 at 4% or $22,113 at 6%; with 50% employer match about $22,113 at 4% or $14,742 at 6%; with 100% employer match about $16,585 at 4% or $11,056 at 6%. |
| Sgo 401K Plan | - | 9 | $94,211 | $11,941 | $1,327iApproximate average salary by contribution assumption: employee only about $33,169 at 4% or $22,113 at 6%; with 50% employer match about $22,113 at 4% or $14,742 at 6%; with 100% employer match about $16,585 at 4% or $11,056 at 6%. |
| 2022 | 1 | 10 | $169,094 | $27,704 | $2,770iApproximate average salary by contribution assumption: employee only about $69,260 at 4% or $46,173 at 6%; with 50% employer match about $46,173 at 4% or $30,782 at 6%; with 100% employer match about $34,630 at 4% or $23,087 at 6%. |
| Sgo 401K Plan | - | 10 | $169,094 | $27,704 | $2,770iApproximate average salary by contribution assumption: employee only about $69,260 at 4% or $46,173 at 6%; with 50% employer match about $46,173 at 4% or $30,782 at 6%; with 100% employer match about $34,630 at 4% or $23,087 at 6%. |
| 2021 | 1 | 8 | $165,548 | $17,208 | $2,151iApproximate average salary by contribution assumption: employee only about $53,775 at 4% or $35,850 at 6%; with 50% employer match about $35,850 at 4% or $23,900 at 6%; with 100% employer match about $26,888 at 4% or $17,925 at 6%. |
| Sgo 401K Plan | - | 8 | $165,548 | $17,208 | $2,151iApproximate average salary by contribution assumption: employee only about $53,775 at 4% or $35,850 at 6%; with 50% employer match about $35,850 at 4% or $23,900 at 6%; with 100% employer match about $26,888 at 4% or $17,925 at 6%. |
| 2020 | 1 | 10 | $136,792 | $16,440 | $1,644iApproximate average salary by contribution assumption: employee only about $41,100 at 4% or $27,400 at 6%; with 50% employer match about $27,400 at 4% or $18,267 at 6%; with 100% employer match about $20,550 at 4% or $13,700 at 6%. |
| Sgo 401K Plan | - | 10 | $136,792 | $16,440 | $1,644iApproximate average salary by contribution assumption: employee only about $41,100 at 4% or $27,400 at 6%; with 50% employer match about $27,400 at 4% or $18,267 at 6%; with 100% employer match about $20,550 at 4% or $13,700 at 6%. |
| 2019 | 1 | 10 | $103,582 | $15,553 | $1,555iApproximate average salary by contribution assumption: employee only about $38,883 at 4% or $25,922 at 6%; with 50% employer match about $25,922 at 4% or $17,281 at 6%; with 100% employer match about $19,441 at 4% or $12,961 at 6%. |
| Sgo 401K Plan | - | 10 | $103,582 | $15,553 | $1,555iApproximate average salary by contribution assumption: employee only about $38,883 at 4% or $25,922 at 6%; with 50% employer match about $25,922 at 4% or $17,281 at 6%; with 100% employer match about $19,441 at 4% or $12,961 at 6%. |
| 2018 | 1 | 8 | $75,294 | $8,775 | $1,097iApproximate average salary by contribution assumption: employee only about $27,422 at 4% or $18,281 at 6%; with 50% employer match about $18,281 at 4% or $12,188 at 6%; with 100% employer match about $13,711 at 4% or $9,141 at 6%. |
| Sgo 401K Plan | - | 8 | $75,294 | $8,775 | $1,097iApproximate average salary by contribution assumption: employee only about $27,422 at 4% or $18,281 at 6%; with 50% employer match about $18,281 at 4% or $12,188 at 6%; with 100% employer match about $13,711 at 4% or $9,141 at 6%. |
| 2017 | 1 | 8 | $83,119 | $7,434 | $929iApproximate average salary by contribution assumption: employee only about $23,231 at 4% or $15,488 at 6%; with 50% employer match about $15,488 at 4% or $10,325 at 6%; with 100% employer match about $11,616 at 4% or $7,744 at 6%. |
| Sgo 401K Plan | - | 8 | $83,119 | $7,434 | $929iApproximate average salary by contribution assumption: employee only about $23,231 at 4% or $15,488 at 6%; with 50% employer match about $15,488 at 4% or $10,325 at 6%; with 100% employer match about $11,616 at 4% or $7,744 at 6%. |
| 2016 | 1 | 6 | $66,881 | $6,039 | $1,007iApproximate average salary by contribution assumption: employee only about $25,163 at 4% or $16,775 at 6%; with 50% employer match about $16,775 at 4% or $11,183 at 6%; with 100% employer match about $12,581 at 4% or $8,388 at 6%. |
| Sgo 401K Plan | - | 6 | $66,881 | $6,039 | $1,007iApproximate average salary by contribution assumption: employee only about $25,163 at 4% or $16,775 at 6%; with 50% employer match about $16,775 at 4% or $11,183 at 6%; with 100% employer match about $12,581 at 4% or $8,388 at 6%. |
| 2015 | 1 | 5 | $56,205 | $12,325 | $2,465iApproximate average salary by contribution assumption: employee only about $61,625 at 4% or $41,083 at 6%; with 50% employer match about $41,083 at 4% or $27,389 at 6%; with 100% employer match about $30,813 at 4% or $20,542 at 6%. |
| Sgo 401K Plan | - | 5 | $56,205 | $12,325 | $2,465iApproximate average salary by contribution assumption: employee only about $61,625 at 4% or $41,083 at 6%; with 50% employer match about $41,083 at 4% or $27,389 at 6%; with 100% employer match about $30,813 at 4% or $20,542 at 6%. |
| 2014 | 1 | 6 | $51,097 | $5,457 | $910iApproximate average salary by contribution assumption: employee only about $22,738 at 4% or $15,158 at 6%; with 50% employer match about $15,158 at 4% or $10,106 at 6%; with 100% employer match about $11,369 at 4% or $7,579 at 6%. |
| Sgo 401K Plan | - | 6 | $51,097 | $5,457 | $910iApproximate average salary by contribution assumption: employee only about $22,738 at 4% or $15,158 at 6%; with 50% employer match about $15,158 at 4% or $10,106 at 6%; with 100% employer match about $11,369 at 4% or $7,579 at 6%. |
| 2013 | 1 | 6 | $45,726 | $3,454 | $576iApproximate average salary by contribution assumption: employee only about $14,392 at 4% or $9,594 at 6%; with 50% employer match about $9,594 at 4% or $6,396 at 6%; with 100% employer match about $7,196 at 4% or $4,797 at 6%. |
| Sgo 401K Plan | - | 6 | $45,726 | $3,454 | $576iApproximate average salary by contribution assumption: employee only about $14,392 at 4% or $9,594 at 6%; with 50% employer match about $9,594 at 4% or $6,396 at 6%; with 100% employer match about $7,196 at 4% or $4,797 at 6%. |
| 2012 | 1 | 7 | $54,831 | $4,481 | $640iApproximate average salary by contribution assumption: employee only about $16,004 at 4% or $10,669 at 6%; with 50% employer match about $10,669 at 4% or $7,113 at 6%; with 100% employer match about $8,002 at 4% or $5,335 at 6%. |
| Sgo 401K Plan | - | 7 | $54,831 | $4,481 | $640iApproximate average salary by contribution assumption: employee only about $16,004 at 4% or $10,669 at 6%; with 50% employer match about $10,669 at 4% or $7,113 at 6%; with 100% employer match about $8,002 at 4% or $5,335 at 6%. |
| 2011 | 1 | 6 | $44,961 | $7,975 | $1,329iApproximate average salary by contribution assumption: employee only about $33,229 at 4% or $22,153 at 6%; with 50% employer match about $22,153 at 4% or $14,769 at 6%; with 100% employer match about $16,615 at 4% or $11,076 at 6%. |
| Sgo 401K Plan | - | 6 | $44,961 | $7,975 | $1,329iApproximate average salary by contribution assumption: employee only about $33,229 at 4% or $22,153 at 6%; with 50% employer match about $22,153 at 4% or $14,769 at 6%; with 100% employer match about $16,615 at 4% or $11,076 at 6%. |
| 2010 | 1 | 6 | $37,557 | $8,099 | $1,350iApproximate average salary by contribution assumption: employee only about $33,746 at 4% or $22,497 at 6%; with 50% employer match about $22,497 at 4% or $14,998 at 6%; with 100% employer match about $16,873 at 4% or $11,249 at 6%. |
| Sgo 401K Plan | - | 6 | $37,557 | $8,099 | $1,350iApproximate average salary by contribution assumption: employee only about $33,746 at 4% or $22,497 at 6%; with 50% employer match about $22,497 at 4% or $14,998 at 6%; with 100% employer match about $16,873 at 4% or $11,249 at 6%. |
| 2009 | 1 | 5 | $25,343 | $7,268 | $1,454iApproximate average salary by contribution assumption: employee only about $36,340 at 4% or $24,227 at 6%; with 50% employer match about $24,227 at 4% or $16,151 at 6%; with 100% employer match about $18,170 at 4% or $12,113 at 6%. |
| Sgo 401K Plan | - | 5 | $25,343 | $7,268 | $1,454iApproximate average salary by contribution assumption: employee only about $36,340 at 4% or $24,227 at 6%; with 50% employer match about $24,227 at 4% or $16,151 at 6%; with 100% employer match about $18,170 at 4% or $12,113 at 6%. |
| 2008 | 1 | 5 | $13,286 | $11,301 | $2,260iApproximate average salary by contribution assumption: employee only about $56,505 at 4% or $37,670 at 6%; with 50% employer match about $37,670 at 4% or $25,113 at 6%; with 100% employer match about $28,252 at 4% or $18,835 at 6%. |
| Sgo 401K Plan | - | 5 | $13,286 | $11,301 | $2,260iApproximate average salary by contribution assumption: employee only about $56,505 at 4% or $37,670 at 6%; with 50% employer match about $37,670 at 4% or $25,113 at 6%; with 100% employer match about $28,252 at 4% or $18,835 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Sgo 401K Plan | - | 4 | - | - | - |