Surevest Insurance Group LLC
Plan context: Surevest Insurance Group LLC 401(K) Plan
EIN 20-1651632 • Raleigh, NC • 9 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
15
2025 Assets
$256,055
2025 Contributions
$79,946
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 | 15 | $256,055 | $79,946 | $5,330iApproximate average salary by contribution assumption: employee only about $133,243 at 4% or $88,829 at 6%; with 50% employer match about $88,829 at 4% or $59,219 at 6%; with 100% employer match about $66,622 at 4% or $44,414 at 6%. |
| Surevest Insurance Group LLC 401(K) Plan | - | 15 | $256,055 | $79,946 | $5,330iApproximate average salary by contribution assumption: employee only about $133,243 at 4% or $88,829 at 6%; with 50% employer match about $88,829 at 4% or $59,219 at 6%; with 100% employer match about $66,622 at 4% or $44,414 at 6%. |
| 2024 | 1 | 9 | $156,088 | $62,035 | $6,893iApproximate average salary by contribution assumption: employee only about $172,319 at 4% or $114,880 at 6%; with 50% employer match about $114,880 at 4% or $76,586 at 6%; with 100% employer match about $86,160 at 4% or $57,440 at 6%. |
| Surevest Insurance Group LLC 401(K) Plan | - | 9 | $156,088 | $62,035 | $6,893iApproximate average salary by contribution assumption: employee only about $172,319 at 4% or $114,880 at 6%; with 50% employer match about $114,880 at 4% or $76,586 at 6%; with 100% employer match about $86,160 at 4% or $57,440 at 6%. |
| 2023 | 1 | 8 | $95,528 | $31,802 | $3,975iApproximate average salary by contribution assumption: employee only about $99,381 at 4% or $66,254 at 6%; with 50% employer match about $66,254 at 4% or $44,169 at 6%; with 100% employer match about $49,691 at 4% or $33,127 at 6%. |
| Surevest Insurance Group LLC 401(K) Plan | - | 8 | $95,528 | $31,802 | $3,975iApproximate average salary by contribution assumption: employee only about $99,381 at 4% or $66,254 at 6%; with 50% employer match about $66,254 at 4% or $44,169 at 6%; with 100% employer match about $49,691 at 4% or $33,127 at 6%. |
| 2022 | 1 | 7 | $53,852 | $23,485 | $3,355iApproximate average salary by contribution assumption: employee only about $83,875 at 4% or $55,917 at 6%; with 50% employer match about $55,917 at 4% or $37,278 at 6%; with 100% employer match about $41,938 at 4% or $27,958 at 6%. |
| Surevest Insurance Group LLC 401(K) Plan | - | 7 | $53,852 | $23,485 | $3,355iApproximate average salary by contribution assumption: employee only about $83,875 at 4% or $55,917 at 6%; with 50% employer match about $55,917 at 4% or $37,278 at 6%; with 100% employer match about $41,938 at 4% or $27,958 at 6%. |
| 2021 | 1 | 7 | $38,632 | $21,271 | $3,039iApproximate average salary by contribution assumption: employee only about $75,968 at 4% or $50,645 at 6%; with 50% employer match about $50,645 at 4% or $33,763 at 6%; with 100% employer match about $37,984 at 4% or $25,323 at 6%. |
| Surevest Insurance Group LLC 401(K) Plan | - | 7 | $38,632 | $21,271 | $3,039iApproximate average salary by contribution assumption: employee only about $75,968 at 4% or $50,645 at 6%; with 50% employer match about $50,645 at 4% or $33,763 at 6%; with 100% employer match about $37,984 at 4% or $25,323 at 6%. |
| 2020 | 1 | 5 | $16,268 | $14,659 | $2,932iApproximate average salary by contribution assumption: employee only about $73,295 at 4% or $48,863 at 6%; with 50% employer match about $48,863 at 4% or $32,576 at 6%; with 100% employer match about $36,648 at 4% or $24,432 at 6%. |
| Surevest Insurance Group LLC 401(K) Plan | - | 5 | $16,268 | $14,659 | $2,932iApproximate average salary by contribution assumption: employee only about $73,295 at 4% or $48,863 at 6%; with 50% employer match about $48,863 at 4% or $32,576 at 6%; with 100% employer match about $36,648 at 4% or $24,432 at 6%. |
| 2011 | 1 | 0 | $0 | $0 | - |
| Surevest Insurance Group LLC 401(K) Plan | - | 0 | $0 | $0 | - |
| 2010 | 1 | 1 | $907 | $0 | - |
| Surevest Insurance Group LLC 401(K) Plan | - | 1 | $907 | $0 | - |
| 2009 | 1 | 1 | $983 | $392 | $392iApproximate average salary by contribution assumption: employee only about $9,800 at 4% or $6,533 at 6%; with 50% employer match about $6,533 at 4% or $4,356 at 6%; with 100% employer match about $4,900 at 4% or $3,267 at 6%. |
| Surevest Insurance Group LLC 401(K) Plan | - | 1 | $983 | $392 | $392iApproximate average salary by contribution assumption: employee only about $9,800 at 4% or $6,533 at 6%; with 50% employer match about $6,533 at 4% or $4,356 at 6%; with 100% employer match about $4,900 at 4% or $3,267 at 6%. |