Surplex Underwriters Inc.
Plan context: Surplex Underwriters Inc. 401(K) Plan
EIN 01-0462566 • Westbrook, ME • 25 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$520,354
2025 Contributions
$15,548
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 | 7 | $520,354 | $15,548 | $2,221iApproximate average salary by contribution assumption: employee only about $55,529 at 4% or $37,019 at 6%; with 50% employer match about $37,019 at 4% or $24,679 at 6%; with 100% employer match about $27,764 at 4% or $18,510 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 7 | $520,354 | $15,548 | $2,221iApproximate average salary by contribution assumption: employee only about $55,529 at 4% or $37,019 at 6%; with 50% employer match about $37,019 at 4% or $24,679 at 6%; with 100% employer match about $27,764 at 4% or $18,510 at 6%. |
| 2024 | 1 | 9 | $622,419 | $15,445 | $1,716iApproximate average salary by contribution assumption: employee only about $42,903 at 4% or $28,602 at 6%; with 50% employer match about $28,602 at 4% or $19,068 at 6%; with 100% employer match about $21,451 at 4% or $14,301 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 9 | $622,419 | $15,445 | $1,716iApproximate average salary by contribution assumption: employee only about $42,903 at 4% or $28,602 at 6%; with 50% employer match about $28,602 at 4% or $19,068 at 6%; with 100% employer match about $21,451 at 4% or $14,301 at 6%. |
| 2023 | 1 | 9 | $548,627 | $14,378 | $1,598iApproximate average salary by contribution assumption: employee only about $39,939 at 4% or $26,626 at 6%; with 50% employer match about $26,626 at 4% or $17,751 at 6%; with 100% employer match about $19,969 at 4% or $13,313 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 9 | $548,627 | $14,378 | $1,598iApproximate average salary by contribution assumption: employee only about $39,939 at 4% or $26,626 at 6%; with 50% employer match about $26,626 at 4% or $17,751 at 6%; with 100% employer match about $19,969 at 4% or $13,313 at 6%. |
| 2022 | 1 | 9 | $584,783 | $12,877 | $1,431iApproximate average salary by contribution assumption: employee only about $35,769 at 4% or $23,846 at 6%; with 50% employer match about $23,846 at 4% or $15,898 at 6%; with 100% employer match about $17,885 at 4% or $11,923 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 9 | $584,783 | $12,877 | $1,431iApproximate average salary by contribution assumption: employee only about $35,769 at 4% or $23,846 at 6%; with 50% employer match about $23,846 at 4% or $15,898 at 6%; with 100% employer match about $17,885 at 4% or $11,923 at 6%. |
| 2021 | 1 | 9 | $754,384 | $10,799 | $1,200iApproximate average salary by contribution assumption: employee only about $29,997 at 4% or $19,998 at 6%; with 50% employer match about $19,998 at 4% or $13,332 at 6%; with 100% employer match about $14,999 at 4% or $9,999 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 9 | $754,384 | $10,799 | $1,200iApproximate average salary by contribution assumption: employee only about $29,997 at 4% or $19,998 at 6%; with 50% employer match about $19,998 at 4% or $13,332 at 6%; with 100% employer match about $14,999 at 4% or $9,999 at 6%. |
| 2020 | 1 | 11 | $808,914 | $17,753 | $1,614iApproximate average salary by contribution assumption: employee only about $40,348 at 4% or $26,898 at 6%; with 50% employer match about $26,898 at 4% or $17,932 at 6%; with 100% employer match about $20,174 at 4% or $13,449 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 11 | $808,914 | $17,753 | $1,614iApproximate average salary by contribution assumption: employee only about $40,348 at 4% or $26,898 at 6%; with 50% employer match about $26,898 at 4% or $17,932 at 6%; with 100% employer match about $20,174 at 4% or $13,449 at 6%. |
| 2019 | 1 | 12 | $734,735 | $18,820 | $1,568iApproximate average salary by contribution assumption: employee only about $39,208 at 4% or $26,139 at 6%; with 50% employer match about $26,139 at 4% or $17,426 at 6%; with 100% employer match about $19,604 at 4% or $13,069 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 12 | $734,735 | $18,820 | $1,568iApproximate average salary by contribution assumption: employee only about $39,208 at 4% or $26,139 at 6%; with 50% employer match about $26,139 at 4% or $17,426 at 6%; with 100% employer match about $19,604 at 4% or $13,069 at 6%. |
| 2018 | 1 | 13 | $617,572 | $32,079 | $2,468iApproximate average salary by contribution assumption: employee only about $61,690 at 4% or $41,127 at 6%; with 50% employer match about $41,127 at 4% or $27,418 at 6%; with 100% employer match about $30,845 at 4% or $20,563 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 13 | $617,572 | $32,079 | $2,468iApproximate average salary by contribution assumption: employee only about $61,690 at 4% or $41,127 at 6%; with 50% employer match about $41,127 at 4% or $27,418 at 6%; with 100% employer match about $30,845 at 4% or $20,563 at 6%. |
| 2017 | 1 | 15 | $729,211 | $31,455 | $2,097iApproximate average salary by contribution assumption: employee only about $52,425 at 4% or $34,950 at 6%; with 50% employer match about $34,950 at 4% or $23,300 at 6%; with 100% employer match about $26,213 at 4% or $17,475 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 15 | $729,211 | $31,455 | $2,097iApproximate average salary by contribution assumption: employee only about $52,425 at 4% or $34,950 at 6%; with 50% employer match about $34,950 at 4% or $23,300 at 6%; with 100% employer match about $26,213 at 4% or $17,475 at 6%. |
| 2016 | 1 | 15 | $603,457 | $26,288 | $1,753iApproximate average salary by contribution assumption: employee only about $43,813 at 4% or $29,209 at 6%; with 50% employer match about $29,209 at 4% or $19,473 at 6%; with 100% employer match about $21,907 at 4% or $14,604 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 15 | $603,457 | $26,288 | $1,753iApproximate average salary by contribution assumption: employee only about $43,813 at 4% or $29,209 at 6%; with 50% employer match about $29,209 at 4% or $19,473 at 6%; with 100% employer match about $21,907 at 4% or $14,604 at 6%. |
| 2015 | 1 | 15 | $551,136 | $27,474 | $1,832iApproximate average salary by contribution assumption: employee only about $45,790 at 4% or $30,527 at 6%; with 50% employer match about $30,527 at 4% or $20,351 at 6%; with 100% employer match about $22,895 at 4% or $15,263 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 15 | $551,136 | $27,474 | $1,832iApproximate average salary by contribution assumption: employee only about $45,790 at 4% or $30,527 at 6%; with 50% employer match about $30,527 at 4% or $20,351 at 6%; with 100% employer match about $22,895 at 4% or $15,263 at 6%. |
| 2014 | 1 | 17 | $771,242 | $31,970 | $1,881iApproximate average salary by contribution assumption: employee only about $47,015 at 4% or $31,343 at 6%; with 50% employer match about $31,343 at 4% or $20,895 at 6%; with 100% employer match about $23,507 at 4% or $15,672 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 17 | $771,242 | $31,970 | $1,881iApproximate average salary by contribution assumption: employee only about $47,015 at 4% or $31,343 at 6%; with 50% employer match about $31,343 at 4% or $20,895 at 6%; with 100% employer match about $23,507 at 4% or $15,672 at 6%. |
| 2013 | 1 | 17 | $702,653 | $34,961 | $2,057iApproximate average salary by contribution assumption: employee only about $51,413 at 4% or $34,275 at 6%; with 50% employer match about $34,275 at 4% or $22,850 at 6%; with 100% employer match about $25,707 at 4% or $17,138 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 17 | $702,653 | $34,961 | $2,057iApproximate average salary by contribution assumption: employee only about $51,413 at 4% or $34,275 at 6%; with 50% employer match about $34,275 at 4% or $22,850 at 6%; with 100% employer match about $25,707 at 4% or $17,138 at 6%. |
| 2012 | 1 | 18 | $620,361 | $33,450 | $1,858iApproximate average salary by contribution assumption: employee only about $46,458 at 4% or $30,972 at 6%; with 50% employer match about $30,972 at 4% or $20,648 at 6%; with 100% employer match about $23,229 at 4% or $15,486 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 18 | $620,361 | $33,450 | $1,858iApproximate average salary by contribution assumption: employee only about $46,458 at 4% or $30,972 at 6%; with 50% employer match about $30,972 at 4% or $20,648 at 6%; with 100% employer match about $23,229 at 4% or $15,486 at 6%. |
| 2011 | 1 | 18 | $509,917 | $35,675 | $1,982iApproximate average salary by contribution assumption: employee only about $49,549 at 4% or $33,032 at 6%; with 50% employer match about $33,032 at 4% or $22,022 at 6%; with 100% employer match about $24,774 at 4% or $16,516 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 18 | $509,917 | $35,675 | $1,982iApproximate average salary by contribution assumption: employee only about $49,549 at 4% or $33,032 at 6%; with 50% employer match about $33,032 at 4% or $22,022 at 6%; with 100% employer match about $24,774 at 4% or $16,516 at 6%. |
| 2010 | 1 | 19 | $520,337 | $46,351 | $2,440iApproximate average salary by contribution assumption: employee only about $60,988 at 4% or $40,659 at 6%; with 50% employer match about $40,659 at 4% or $27,106 at 6%; with 100% employer match about $30,494 at 4% or $20,329 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 19 | $520,337 | $46,351 | $2,440iApproximate average salary by contribution assumption: employee only about $60,988 at 4% or $40,659 at 6%; with 50% employer match about $40,659 at 4% or $27,106 at 6%; with 100% employer match about $30,494 at 4% or $20,329 at 6%. |
| 2009 | 1 | 19 | $411,919 | $48,996 | $2,579iApproximate average salary by contribution assumption: employee only about $64,468 at 4% or $42,979 at 6%; with 50% employer match about $42,979 at 4% or $28,653 at 6%; with 100% employer match about $32,234 at 4% or $21,489 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 19 | $411,919 | $48,996 | $2,579iApproximate average salary by contribution assumption: employee only about $64,468 at 4% or $42,979 at 6%; with 50% employer match about $42,979 at 4% or $28,653 at 6%; with 100% employer match about $32,234 at 4% or $21,489 at 6%. |
| 2008 | 1 | 27 | $291,749 | $68,389 | $2,533iApproximate average salary by contribution assumption: employee only about $63,323 at 4% or $42,215 at 6%; with 50% employer match about $42,215 at 4% or $28,144 at 6%; with 100% employer match about $31,662 at 4% or $21,108 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 27 | $291,749 | $68,389 | $2,533iApproximate average salary by contribution assumption: employee only about $63,323 at 4% or $42,215 at 6%; with 50% employer match about $42,215 at 4% or $28,144 at 6%; with 100% employer match about $31,662 at 4% or $21,108 at 6%. |
| 2007 | 1 | 32 | $499,753 | $78,119 | $2,441iApproximate average salary by contribution assumption: employee only about $61,030 at 4% or $40,687 at 6%; with 50% employer match about $40,687 at 4% or $27,125 at 6%; with 100% employer match about $30,515 at 4% or $20,343 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 32 | $499,753 | $78,119 | $2,441iApproximate average salary by contribution assumption: employee only about $61,030 at 4% or $40,687 at 6%; with 50% employer match about $40,687 at 4% or $27,125 at 6%; with 100% employer match about $30,515 at 4% or $20,343 at 6%. |
| 2006 | 1 | 32 | $417,681 | $74,097 | $2,316iApproximate average salary by contribution assumption: employee only about $57,888 at 4% or $38,592 at 6%; with 50% employer match about $38,592 at 4% or $25,728 at 6%; with 100% employer match about $28,944 at 4% or $19,296 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 32 | $417,681 | $74,097 | $2,316iApproximate average salary by contribution assumption: employee only about $57,888 at 4% or $38,592 at 6%; with 50% employer match about $38,592 at 4% or $25,728 at 6%; with 100% employer match about $28,944 at 4% or $19,296 at 6%. |
| 2005 | 1 | 31 | $344,038 | $64,042 | $2,066iApproximate average salary by contribution assumption: employee only about $51,647 at 4% or $34,431 at 6%; with 50% employer match about $34,431 at 4% or $22,954 at 6%; with 100% employer match about $25,823 at 4% or $17,216 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 31 | $344,038 | $64,042 | $2,066iApproximate average salary by contribution assumption: employee only about $51,647 at 4% or $34,431 at 6%; with 50% employer match about $34,431 at 4% or $22,954 at 6%; with 100% employer match about $25,823 at 4% or $17,216 at 6%. |
| 2004 | 1 | 32 | $261,785 | $52,131 | $1,629iApproximate average salary by contribution assumption: employee only about $40,727 at 4% or $27,152 at 6%; with 50% employer match about $27,152 at 4% or $18,101 at 6%; with 100% employer match about $20,364 at 4% or $13,576 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 32 | $261,785 | $52,131 | $1,629iApproximate average salary by contribution assumption: employee only about $40,727 at 4% or $27,152 at 6%; with 50% employer match about $27,152 at 4% or $18,101 at 6%; with 100% employer match about $20,364 at 4% or $13,576 at 6%. |
| 2003 | 1 | 33 | $199,928 | $61,970 | $1,878iApproximate average salary by contribution assumption: employee only about $46,947 at 4% or $31,298 at 6%; with 50% employer match about $31,298 at 4% or $20,865 at 6%; with 100% employer match about $23,473 at 4% or $15,649 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 33 | $199,928 | $61,970 | $1,878iApproximate average salary by contribution assumption: employee only about $46,947 at 4% or $31,298 at 6%; with 50% employer match about $31,298 at 4% or $20,865 at 6%; with 100% employer match about $23,473 at 4% or $15,649 at 6%. |
| 2002 | 1 | 32 | $107,215 | $69,405 | $2,169iApproximate average salary by contribution assumption: employee only about $54,223 at 4% or $36,148 at 6%; with 50% employer match about $36,148 at 4% or $24,099 at 6%; with 100% employer match about $27,111 at 4% or $18,074 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 32 | $107,215 | $69,405 | $2,169iApproximate average salary by contribution assumption: employee only about $54,223 at 4% or $36,148 at 6%; with 50% employer match about $36,148 at 4% or $24,099 at 6%; with 100% employer match about $27,111 at 4% or $18,074 at 6%. |
| 2001 | 1 | 27 | $50,420 | $49,951 | $1,850iApproximate average salary by contribution assumption: employee only about $46,251 at 4% or $30,834 at 6%; with 50% employer match about $30,834 at 4% or $20,556 at 6%; with 100% employer match about $23,125 at 4% or $15,417 at 6%. |
| Surplex Underwriters Inc. 401(K) Plan | - | 27 | $50,420 | $49,951 | $1,850iApproximate average salary by contribution assumption: employee only about $46,251 at 4% or $30,834 at 6%; with 50% employer match about $30,834 at 4% or $20,556 at 6%; with 100% employer match about $23,125 at 4% or $15,417 at 6%. |