Surico & Associates
Plan context: Surico & Associates Profit Sharing Plan
EIN 13-3075426 • Fort Myers, FL • 30 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$5,030,095
2024 Contributions
$1,225
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $5,030,095 | $0 | - |
| Surico & Associates Profit Sharing Plan | - | 3 | $5,030,095 | - | - |
| 2023 | 1 | 3 | $4,336,992 | $0 | - |
| Surico & Associates Profit Sharing Plan | - | 3 | $4,336,992 | - | - |
| 2022 | 1 | 4 | $3,842,363 | $0 | - |
| Surico & Associates Profit Sharing Plan | - | 4 | $3,842,363 | $0 | - |
| 2021 | 1 | 4 | $4,225,655 | $0 | - |
| Surico & Associates Profit Sharing Plan | - | 4 | $4,225,655 | - | - |
| 2020 | 1 | 4 | $3,730,977 | $0 | - |
| Surico & Associates Profit Sharing Plan | - | 4 | $3,730,977 | - | - |
| 2019 | 1 | 4 | $3,509,273 | $0 | - |
| Surico & Associates Profit Sharing Plan | - | 4 | $3,509,273 | - | - |
| 2018 | 1 | 4 | $3,049,216 | $0 | - |
| Surico & Associates Profit Sharing Plan | - | 4 | $3,049,216 | - | - |
| 2017 | 1 | 4 | $3,191,512 | $0 | - |
| Surico & Associates Profit Sharing Plan | - | 4 | $3,191,512 | - | - |
| 2016 | 1 | 5 | $2,966,565 | $0 | - |
| Surico & Associates Profit Sharing Plan | - | 5 | $2,966,565 | - | - |
| 2015 | 1 | 5 | $2,742,647 | $0 | - |
| Surico & Associates Profit Sharing Plan | - | 5 | $2,742,647 | - | - |
| 2014 | 1 | 5 | $2,874,980 | $0 | - |
| Surico & Associates Profit Sharing Plan | - | 5 | $2,874,980 | - | - |
| 2013 | 1 | 5 | $2,747,463 | $0 | - |
| Surico & Associates Profit Sharing Plan | - | 5 | $2,747,463 | - | - |
| 2012 | 1 | 5 | $2,624,850 | $0 | - |
| Surico & Associates Profit Sharing Plan | - | 5 | $2,624,850 | - | - |
| 2011 | 1 | 5 | $2,522,731 | $0 | - |
| Surico & Associates Profit Sharing Plan | - | 5 | $2,522,731 | - | - |
| 2010 | 1 | 5 | $2,543,301 | $1,225 | $245iApproximate average salary by contribution assumption: employee only about $6,125 at 4% or $4,083 at 6%; with 50% employer match about $4,083 at 4% or $2,722 at 6%; with 100% employer match about $3,063 at 4% or $2,042 at 6%. |
| Surico & Associates Profit Sharing Plan | - | 5 | $2,543,301 | $1,225 | $245iApproximate average salary by contribution assumption: employee only about $6,125 at 4% or $4,083 at 6%; with 50% employer match about $4,083 at 4% or $2,722 at 6%; with 100% employer match about $3,063 at 4% or $2,042 at 6%. |
| 2009 | 1 | 5 | $2,366,509 | $1,225 | $245iApproximate average salary by contribution assumption: employee only about $6,125 at 4% or $4,083 at 6%; with 50% employer match about $4,083 at 4% or $2,722 at 6%; with 100% employer match about $3,063 at 4% or $2,042 at 6%. |
| Surico & Associates Profit Sharing Plan | - | 5 | $2,366,509 | $1,225 | $245iApproximate average salary by contribution assumption: employee only about $6,125 at 4% or $4,083 at 6%; with 50% employer match about $4,083 at 4% or $2,722 at 6%; with 100% employer match about $3,063 at 4% or $2,042 at 6%. |
| 2008 | 1 | 3 | $1,876,256 | $1,225 | $408iApproximate average salary by contribution assumption: employee only about $10,208 at 4% or $6,806 at 6%; with 50% employer match about $6,806 at 4% or $4,537 at 6%; with 100% employer match about $5,104 at 4% or $3,403 at 6%. |
| Surico & Associates Profit Sharing Plan | - | 3 | $1,876,256 | $1,225 | $408iApproximate average salary by contribution assumption: employee only about $10,208 at 4% or $6,806 at 6%; with 50% employer match about $6,806 at 4% or $4,537 at 6%; with 100% employer match about $5,104 at 4% or $3,403 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Surico & Associates Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 3 | $2,123,994 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Surico & Associates Profit Sharing Plan | - | 3 | $2,123,994 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2005 | 1 | 3 | $1,910,134 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Surico & Associates Profit Sharing Plan | - | 3 | $1,910,134 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2004 | 1 | 4 | $1,775,716 | $96,533 | $24,133iApproximate average salary by contribution assumption: employee only about $603,331 at 4% or $402,221 at 6%; with 50% employer match about $402,221 at 4% or $268,147 at 6%; with 100% employer match about $301,666 at 4% or $201,110 at 6%. |
| Surico & Associates Profit Sharing Plan | - | 4 | $1,775,716 | $96,533 | $24,133iApproximate average salary by contribution assumption: employee only about $603,331 at 4% or $402,221 at 6%; with 50% employer match about $402,221 at 4% or $268,147 at 6%; with 100% employer match about $301,666 at 4% or $201,110 at 6%. |
| 2003 | 1 | 4 | $1,594,517 | $100,076 | $25,019iApproximate average salary by contribution assumption: employee only about $625,475 at 4% or $416,983 at 6%; with 50% employer match about $416,983 at 4% or $277,989 at 6%; with 100% employer match about $312,738 at 4% or $208,492 at 6%. |
| Surico & Associates Profit Sharing Plan | - | 4 | $1,594,517 | $100,076 | $25,019iApproximate average salary by contribution assumption: employee only about $625,475 at 4% or $416,983 at 6%; with 50% employer match about $416,983 at 4% or $277,989 at 6%; with 100% employer match about $312,738 at 4% or $208,492 at 6%. |
| 2002 | 2 | 4 | $1,354,842 | $89,766 | $22,442iApproximate average salary by contribution assumption: employee only about $561,038 at 4% or $374,025 at 6%; with 50% employer match about $374,025 at 4% or $249,350 at 6%; with 100% employer match about $280,519 at 4% or $187,013 at 6%. |
| Surico & Associates Profit Sharing Plan | - | 4 | $1,354,842 | $89,766 | $22,442iApproximate average salary by contribution assumption: employee only about $561,038 at 4% or $374,025 at 6%; with 50% employer match about $374,025 at 4% or $249,350 at 6%; with 100% employer match about $280,519 at 4% or $187,013 at 6%. |
| Surico & Associates Money Purchase Pension Trust | - | 0 | - | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| Surico & Associates Money Purchase Pension Trust | - | 4 | - | - | - |
| Surico & Associates Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 2 | 4 | $1,738,174 | $77,115 | $19,279iApproximate average salary by contribution assumption: employee only about $481,969 at 4% or $321,313 at 6%; with 50% employer match about $321,313 at 4% or $214,208 at 6%; with 100% employer match about $240,984 at 4% or $160,656 at 6%. |
| Surico & Associates Profit Sharing Plan | - | 4 | $1,115,832 | $41,450 | $10,363iApproximate average salary by contribution assumption: employee only about $259,063 at 4% or $172,708 at 6%; with 50% employer match about $172,708 at 4% or $115,139 at 6%; with 100% employer match about $129,531 at 4% or $86,354 at 6%. |
| Surico & Associates Money Purchase Pension Trust | - | 4 | $622,342 | $35,665 | $8,916iApproximate average salary by contribution assumption: employee only about $222,906 at 4% or $148,604 at 6%; with 50% employer match about $148,604 at 4% or $99,069 at 6%; with 100% employer match about $111,453 at 4% or $74,302 at 6%. |
| 1999 | 2 | 4 | $1,596,416 | $76,809 | $19,202iApproximate average salary by contribution assumption: employee only about $480,056 at 4% or $320,038 at 6%; with 50% employer match about $320,038 at 4% or $213,358 at 6%; with 100% employer match about $240,028 at 4% or $160,019 at 6%. |
| Surico & Associates Profit Sharing Plan | - | 4 | $1,021,473 | $43,221 | $10,805iApproximate average salary by contribution assumption: employee only about $270,131 at 4% or $180,088 at 6%; with 50% employer match about $180,088 at 4% or $120,058 at 6%; with 100% employer match about $135,066 at 4% or $90,044 at 6%. |
| Surico & Associates Money Purchase Pension Trust | - | 4 | $574,943 | $33,588 | $8,397iApproximate average salary by contribution assumption: employee only about $209,925 at 4% or $139,950 at 6%; with 50% employer match about $139,950 at 4% or $93,300 at 6%; with 100% employer match about $104,963 at 4% or $69,975 at 6%. |