Civic Intelligence

Surrey Six Holdings LLC

Plan context: Surrey Six Holdings LLC 401K Plan

EIN 13-4113428 • San Miguel, CA • 12 filings • 2 plans

1741 W 10th StreetSan Miguel, CA 93451
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$81,825

2025 Contributions

$17,100

Historical Graphs

Total Assets Over Time

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

$159,901$79,951$0200620202025YearValue
$81,825Latest year 2025

Participants Over Time

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

25130200620202025YearValue
8Latest 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
202518$81,825$17,100$2,138iApproximate average salary by contribution assumption: employee only about $53,438 at 4% or $35,625 at 6%; with 50% employer match about $35,625 at 4% or $23,750 at 6%; with 100% employer match about $26,719 at 4% or $17,813 at 6%.
Surrey Six Holdings LLC 401K Plan-8$81,825$17,100$2,138iApproximate average salary by contribution assumption: employee only about $53,438 at 4% or $35,625 at 6%; with 50% employer match about $35,625 at 4% or $23,750 at 6%; with 100% employer match about $26,719 at 4% or $17,813 at 6%.
2024111$100,568$16,980$1,544iApproximate average salary by contribution assumption: employee only about $38,591 at 4% or $25,727 at 6%; with 50% employer match about $25,727 at 4% or $17,152 at 6%; with 100% employer match about $19,295 at 4% or $12,864 at 6%.
Surrey Six Holdings LLC 401K Plan-11$100,568$16,980$1,544iApproximate average salary by contribution assumption: employee only about $38,591 at 4% or $25,727 at 6%; with 50% employer match about $25,727 at 4% or $17,152 at 6%; with 100% employer match about $19,295 at 4% or $12,864 at 6%.
2023111$95,196$15,520$1,411iApproximate average salary by contribution assumption: employee only about $35,273 at 4% or $23,515 at 6%; with 50% employer match about $23,515 at 4% or $15,677 at 6%; with 100% employer match about $17,636 at 4% or $11,758 at 6%.
Surrey Six Holdings LLC 401K Plan-11$95,196$15,520$1,411iApproximate average salary by contribution assumption: employee only about $35,273 at 4% or $23,515 at 6%; with 50% employer match about $23,515 at 4% or $15,677 at 6%; with 100% employer match about $17,636 at 4% or $11,758 at 6%.
2022111$66,140$15,765$1,433iApproximate average salary by contribution assumption: employee only about $35,830 at 4% or $23,886 at 6%; with 50% employer match about $23,886 at 4% or $15,924 at 6%; with 100% employer match about $17,915 at 4% or $11,943 at 6%.
Surrey Six Holdings LLC 401K Plan-11$66,140$15,765$1,433iApproximate average salary by contribution assumption: employee only about $35,830 at 4% or $23,886 at 6%; with 50% employer match about $23,886 at 4% or $15,924 at 6%; with 100% employer match about $17,915 at 4% or $11,943 at 6%.
2021112$76,318$25,515$2,126iApproximate average salary by contribution assumption: employee only about $53,156 at 4% or $35,438 at 6%; with 50% employer match about $35,438 at 4% or $23,625 at 6%; with 100% employer match about $26,578 at 4% or $17,719 at 6%.
Surrey Six Holdings LLC 401K Plan-12$76,318$25,515$2,126iApproximate average salary by contribution assumption: employee only about $53,156 at 4% or $35,438 at 6%; with 50% employer match about $35,438 at 4% or $23,625 at 6%; with 100% employer match about $26,578 at 4% or $17,719 at 6%.
2020113$44,044$38,661$2,974iApproximate average salary by contribution assumption: employee only about $74,348 at 4% or $49,565 at 6%; with 50% employer match about $49,565 at 4% or $33,044 at 6%; with 100% employer match about $37,174 at 4% or $24,783 at 6%.
Surrey Six Holdings LLC 401K Plan-13$44,044$38,661$2,974iApproximate average salary by contribution assumption: employee only about $74,348 at 4% or $49,565 at 6%; with 50% employer match about $49,565 at 4% or $33,044 at 6%; with 100% employer match about $37,174 at 4% or $24,783 at 6%.
201110$0$2,000-
Surrey Six Holdings LLC 401K Plan-0$0$2,000-
2010114$159,901$17,740$1,267iApproximate average salary by contribution assumption: employee only about $31,679 at 4% or $21,119 at 6%; with 50% employer match about $21,119 at 4% or $14,079 at 6%; with 100% employer match about $15,839 at 4% or $10,560 at 6%.
Surrey Six Holdings LLC 401K Plan-14$159,901$17,740$1,267iApproximate average salary by contribution assumption: employee only about $31,679 at 4% or $21,119 at 6%; with 50% employer match about $21,119 at 4% or $14,079 at 6%; with 100% employer match about $15,839 at 4% or $10,560 at 6%.
2009115$138,490$31,929$2,129iApproximate average salary by contribution assumption: employee only about $53,215 at 4% or $35,477 at 6%; with 50% employer match about $35,477 at 4% or $23,651 at 6%; with 100% employer match about $26,608 at 4% or $17,738 at 6%.
Surrey Six Holdings LLC 401K Plan-15$138,490$31,929$2,129iApproximate average salary by contribution assumption: employee only about $53,215 at 4% or $35,477 at 6%; with 50% employer match about $35,477 at 4% or $23,651 at 6%; with 100% employer match about $26,608 at 4% or $17,738 at 6%.
2008118$101,365$50,976$2,832iApproximate average salary by contribution assumption: employee only about $70,800 at 4% or $47,200 at 6%; with 50% employer match about $47,200 at 4% or $31,467 at 6%; with 100% employer match about $35,400 at 4% or $23,600 at 6%.
Surrey Six Holdings LLC 401K Plan-18$101,365$50,976$2,832iApproximate average salary by contribution assumption: employee only about $70,800 at 4% or $47,200 at 6%; with 50% employer match about $47,200 at 4% or $31,467 at 6%; with 100% employer match about $35,400 at 4% or $23,600 at 6%.
2007123$89,002$62,493$2,717iApproximate average salary by contribution assumption: employee only about $67,927 at 4% or $45,285 at 6%; with 50% employer match about $45,285 at 4% or $30,190 at 6%; with 100% employer match about $33,964 at 4% or $22,642 at 6%.
Surrey Six Holdings LLC 401K Plan-23$89,002$62,493$2,717iApproximate average salary by contribution assumption: employee only about $67,927 at 4% or $45,285 at 6%; with 50% employer match about $45,285 at 4% or $30,190 at 6%; with 100% employer match about $33,964 at 4% or $22,642 at 6%.
2006125$26,055$25,992$1,040iApproximate average salary by contribution assumption: employee only about $25,992 at 4% or $17,328 at 6%; with 50% employer match about $17,328 at 4% or $11,552 at 6%; with 100% employer match about $12,996 at 4% or $8,664 at 6%.
Surrey Six Holdings LLC 401K Plan-25$26,055$25,992$1,040iApproximate average salary by contribution assumption: employee only about $25,992 at 4% or $17,328 at 6%; with 50% employer match about $17,328 at 4% or $11,552 at 6%; with 100% employer match about $12,996 at 4% or $8,664 at 6%.