Civic Intelligence

Surroundings Inc.

Plan context: Surroundings 401(K) Plan

EIN 02-0650167 • Naples, FL • 14 filings • 1 plans

3504 West View DriveNaples, FL 34104
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$1,487,386

2024 Contributions

$113,504

Historical Graphs

Total Assets Over Time

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

$1,487,386$743,693$0201220182024YearValue
$1,487,386Latest year 2024

Participants Over Time

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

1680201220182024YearValue
12Latest year 2024

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
2024112$1,487,386$113,504$9,459iApproximate average salary by contribution assumption: employee only about $236,467 at 4% or $157,644 at 6%; with 50% employer match about $157,644 at 4% or $105,096 at 6%; with 100% employer match about $118,233 at 4% or $78,822 at 6%.
Surroundings 401(K) Plan-12$1,487,386$113,504$9,459iApproximate average salary by contribution assumption: employee only about $236,467 at 4% or $157,644 at 6%; with 50% employer match about $157,644 at 4% or $105,096 at 6%; with 100% employer match about $118,233 at 4% or $78,822 at 6%.
2023112$1,240,497$93,942$7,829iApproximate average salary by contribution assumption: employee only about $195,713 at 4% or $130,475 at 6%; with 50% employer match about $130,475 at 4% or $86,983 at 6%; with 100% employer match about $97,856 at 4% or $65,238 at 6%.
Surroundings 401(K) Plan-12$1,240,497$93,942$7,829iApproximate average salary by contribution assumption: employee only about $195,713 at 4% or $130,475 at 6%; with 50% employer match about $130,475 at 4% or $86,983 at 6%; with 100% employer match about $97,856 at 4% or $65,238 at 6%.
2022113$1,143,572$100,196$7,707iApproximate average salary by contribution assumption: employee only about $192,685 at 4% or $128,456 at 6%; with 50% employer match about $128,456 at 4% or $85,638 at 6%; with 100% employer match about $96,342 at 4% or $64,228 at 6%.
Surroundings 401(K) Plan-13$1,143,572$100,196$7,707iApproximate average salary by contribution assumption: employee only about $192,685 at 4% or $128,456 at 6%; with 50% employer match about $128,456 at 4% or $85,638 at 6%; with 100% employer match about $96,342 at 4% or $64,228 at 6%.
2021116$1,310,636$100,118$6,257iApproximate average salary by contribution assumption: employee only about $156,434 at 4% or $104,290 at 6%; with 50% employer match about $104,290 at 4% or $69,526 at 6%; with 100% employer match about $78,217 at 4% or $52,145 at 6%.
Surroundings 401(K) Plan-16$1,310,636$100,118$6,257iApproximate average salary by contribution assumption: employee only about $156,434 at 4% or $104,290 at 6%; with 50% employer match about $104,290 at 4% or $69,526 at 6%; with 100% employer match about $78,217 at 4% or $52,145 at 6%.
2020116$1,081,963$100,169$6,261iApproximate average salary by contribution assumption: employee only about $156,514 at 4% or $104,343 at 6%; with 50% employer match about $104,343 at 4% or $69,562 at 6%; with 100% employer match about $78,257 at 4% or $52,171 at 6%.
Surroundings 401(K) Plan-16$1,081,963$100,169$6,261iApproximate average salary by contribution assumption: employee only about $156,514 at 4% or $104,343 at 6%; with 50% employer match about $104,343 at 4% or $69,562 at 6%; with 100% employer match about $78,257 at 4% or $52,171 at 6%.
2019115$856,439$100,509$6,701iApproximate average salary by contribution assumption: employee only about $167,515 at 4% or $111,677 at 6%; with 50% employer match about $111,677 at 4% or $74,451 at 6%; with 100% employer match about $83,758 at 4% or $55,838 at 6%.
Surroundings 401(K) Plan-15$856,439$100,509$6,701iApproximate average salary by contribution assumption: employee only about $167,515 at 4% or $111,677 at 6%; with 50% employer match about $111,677 at 4% or $74,451 at 6%; with 100% employer match about $83,758 at 4% or $55,838 at 6%.
2018114$636,728$95,132$6,795iApproximate average salary by contribution assumption: employee only about $169,879 at 4% or $113,252 at 6%; with 50% employer match about $113,252 at 4% or $75,502 at 6%; with 100% employer match about $84,939 at 4% or $56,626 at 6%.
Surroundings 401(K) Plan-14$636,728$95,132$6,795iApproximate average salary by contribution assumption: employee only about $169,879 at 4% or $113,252 at 6%; with 50% employer match about $113,252 at 4% or $75,502 at 6%; with 100% employer match about $84,939 at 4% or $56,626 at 6%.
2017113$584,719$91,694$7,053iApproximate average salary by contribution assumption: employee only about $176,335 at 4% or $117,556 at 6%; with 50% employer match about $117,556 at 4% or $78,371 at 6%; with 100% employer match about $88,167 at 4% or $58,778 at 6%.
Surroundings 401(K) Plan-13$584,719$91,694$7,053iApproximate average salary by contribution assumption: employee only about $176,335 at 4% or $117,556 at 6%; with 50% employer match about $117,556 at 4% or $78,371 at 6%; with 100% employer match about $88,167 at 4% or $58,778 at 6%.
2016112$413,106$81,970$6,831iApproximate average salary by contribution assumption: employee only about $170,771 at 4% or $113,847 at 6%; with 50% employer match about $113,847 at 4% or $75,898 at 6%; with 100% employer match about $85,385 at 4% or $56,924 at 6%.
Surroundings 401(K) Plan-12$413,106$81,970$6,831iApproximate average salary by contribution assumption: employee only about $170,771 at 4% or $113,847 at 6%; with 50% employer match about $113,847 at 4% or $75,898 at 6%; with 100% employer match about $85,385 at 4% or $56,924 at 6%.
2015113$316,027$77,528$5,964iApproximate average salary by contribution assumption: employee only about $149,092 at 4% or $99,395 at 6%; with 50% employer match about $99,395 at 4% or $66,263 at 6%; with 100% employer match about $74,546 at 4% or $49,697 at 6%.
Surroundings 401(K) Plan-13$316,027$77,528$5,964iApproximate average salary by contribution assumption: employee only about $149,092 at 4% or $99,395 at 6%; with 50% employer match about $99,395 at 4% or $66,263 at 6%; with 100% employer match about $74,546 at 4% or $49,697 at 6%.
2014113$254,532$71,601$5,508iApproximate average salary by contribution assumption: employee only about $137,694 at 4% or $91,796 at 6%; with 50% employer match about $91,796 at 4% or $61,197 at 6%; with 100% employer match about $68,847 at 4% or $45,898 at 6%.
Surroundings 401(K) Plan-13$254,532$71,601$5,508iApproximate average salary by contribution assumption: employee only about $137,694 at 4% or $91,796 at 6%; with 50% employer match about $91,796 at 4% or $61,197 at 6%; with 100% employer match about $68,847 at 4% or $45,898 at 6%.
2013111$171,662$73,176$6,652iApproximate average salary by contribution assumption: employee only about $166,309 at 4% or $110,873 at 6%; with 50% employer match about $110,873 at 4% or $73,915 at 6%; with 100% employer match about $83,155 at 4% or $55,436 at 6%.
Surroundings 401(K) Plan-11$171,662$73,176$6,652iApproximate average salary by contribution assumption: employee only about $166,309 at 4% or $110,873 at 6%; with 50% employer match about $110,873 at 4% or $73,915 at 6%; with 100% employer match about $83,155 at 4% or $55,436 at 6%.
201219$72,400$99,385$11,043iApproximate average salary by contribution assumption: employee only about $276,069 at 4% or $184,046 at 6%; with 50% employer match about $184,046 at 4% or $122,698 at 6%; with 100% employer match about $138,035 at 4% or $92,023 at 6%.
Surroundings 401(K) Plan-9$72,400$99,385$11,043iApproximate average salary by contribution assumption: employee only about $276,069 at 4% or $184,046 at 6%; with 50% employer match about $184,046 at 4% or $122,698 at 6%; with 100% employer match about $138,035 at 4% or $92,023 at 6%.
201110$0$0-
Surroundings 401(K) Plan-0$0--