Surplus Solutions LLC
Plan context: SURPLUS SOLUTIONS LLC 401(K) PLAN
EIN 20-4081591 • Woonsocket, RI • 19 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
16
2023 Assets
$3,548,453
2023 Contributions
$859,214
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 |
|---|---|---|---|---|---|
| 2023 | 2 | 16 | $3,548,453 | $859,214 | $53,701iApproximate average salary by contribution assumption: employee only about $1,342,522 at 4% or $895,015 at 6%; with 50% employer match about $895,015 at 4% or $596,676 at 6%; with 100% employer match about $671,261 at 4% or $447,507 at 6%. |
| SURPLUS SOLUTIONS LLC 401(K) PLAN | - | 16 | $3,548,453 | $729,214 | $45,576iApproximate average salary by contribution assumption: employee only about $1,139,397 at 4% or $759,598 at 6%; with 50% employer match about $759,598 at 4% or $506,399 at 6%; with 100% employer match about $569,698 at 4% or $379,799 at 6%. |
| SURPLUS SOLUTIONS LLC CASH BALANCE PLAN | - | 0 | $0 | $130,000 | - |
| 2022 | 2 | 16 | $3,044,512 | $422,452 | $26,403iApproximate average salary by contribution assumption: employee only about $660,081 at 4% or $440,054 at 6%; with 50% employer match about $440,054 at 4% or $293,369 at 6%; with 100% employer match about $330,041 at 4% or $220,027 at 6%. |
| SURPLUS SOLUTIONS LLC 401(K) PLAN | - | 16 | $2,357,101 | $222,452 | $13,903iApproximate average salary by contribution assumption: employee only about $347,581 at 4% or $231,721 at 6%; with 50% employer match about $231,721 at 4% or $154,481 at 6%; with 100% employer match about $173,791 at 4% or $115,860 at 6%. |
| SURPLUS SOLUTIONS LLC CASH BALANCE PLAN | - | 15 | $687,411 | $200,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| 2021 | 3 | 15 | $3,278,690 | $534,123 | $35,608iApproximate average salary by contribution assumption: employee only about $890,205 at 4% or $593,470 at 6%; with 50% employer match about $593,470 at 4% or $395,647 at 6%; with 100% employer match about $445,102 at 4% or $296,735 at 6%. |
| SURPLUS SOLUTIONS LLC 401(K) PLAN | - | 15 | $2,707,361 | $97,134 | $6,476iApproximate average salary by contribution assumption: employee only about $161,890 at 4% or $107,927 at 6%; with 50% employer match about $107,927 at 4% or $71,951 at 6%; with 100% employer match about $80,945 at 4% or $53,963 at 6%. |
| SURPLUS SOLUTIONS LLC CASH BALANCE PLAN | - | 14 | $571,329 | $263,898 | $18,850iApproximate average salary by contribution assumption: employee only about $471,246 at 4% or $314,164 at 6%; with 50% employer match about $314,164 at 4% or $209,443 at 6%; with 100% employer match about $235,623 at 4% or $157,082 at 6%. |
| Surplus Solutions LLC Profit Sharing 401(K) Plan | - | 0 | $0 | $173,091 | - |
| 2020 | 3 | 16 | $2,369,812 | $563,842 | $35,240iApproximate average salary by contribution assumption: employee only about $881,003 at 4% or $587,335 at 6%; with 50% employer match about $587,335 at 4% or $391,557 at 6%; with 100% employer match about $440,502 at 4% or $293,668 at 6%. |
| Surplus Solutions LLC Profit Sharing 401(K) Plan | - | 16 | $2,014,321 | $208,351 | $13,022iApproximate average salary by contribution assumption: employee only about $325,548 at 4% or $217,032 at 6%; with 50% employer match about $217,032 at 4% or $144,688 at 6%; with 100% employer match about $162,774 at 4% or $108,516 at 6%. |
| SURPLUS SOLUTIONS LLC CASH BALANCE PLAN | - | 14 | $304,757 | $304,757 | $21,768iApproximate average salary by contribution assumption: employee only about $544,209 at 4% or $362,806 at 6%; with 50% employer match about $362,806 at 4% or $241,871 at 6%; with 100% employer match about $272,104 at 4% or $181,403 at 6%. |
| SURPLUS SOLUTIONS LLC 401(K) PLAN | - | 14 | $50,734 | $50,734 | $3,624iApproximate average salary by contribution assumption: employee only about $90,596 at 4% or $60,398 at 6%; with 50% employer match about $60,398 at 4% or $40,265 at 6%; with 100% employer match about $45,298 at 4% or $30,199 at 6%. |
| 2019 | 1 | 16 | $1,858,346 | $319,457 | $19,966iApproximate average salary by contribution assumption: employee only about $499,152 at 4% or $332,768 at 6%; with 50% employer match about $332,768 at 4% or $221,845 at 6%; with 100% employer match about $249,576 at 4% or $166,384 at 6%. |
| Surplus Solutions LLC Profit Sharing 401(K) Plan | - | 16 | $1,858,346 | $319,457 | $19,966iApproximate average salary by contribution assumption: employee only about $499,152 at 4% or $332,768 at 6%; with 50% employer match about $332,768 at 4% or $221,845 at 6%; with 100% employer match about $249,576 at 4% or $166,384 at 6%. |
| 2018 | 1 | 15 | $1,274,722 | $294,862 | $19,657iApproximate average salary by contribution assumption: employee only about $491,437 at 4% or $327,624 at 6%; with 50% employer match about $327,624 at 4% or $218,416 at 6%; with 100% employer match about $245,718 at 4% or $163,812 at 6%. |
| Surplus Solutions LLC Profit Sharing 401(K) Plan | - | 15 | $1,274,722 | $294,862 | $19,657iApproximate average salary by contribution assumption: employee only about $491,437 at 4% or $327,624 at 6%; with 50% employer match about $327,624 at 4% or $218,416 at 6%; with 100% employer match about $245,718 at 4% or $163,812 at 6%. |
| 2017 | 1 | 12 | $1,106,784 | $227,800 | $18,983iApproximate average salary by contribution assumption: employee only about $474,583 at 4% or $316,389 at 6%; with 50% employer match about $316,389 at 4% or $210,926 at 6%; with 100% employer match about $237,292 at 4% or $158,194 at 6%. |
| Surplus Solutions LLC Profit Sharing 401(K) Plan | - | 12 | $1,106,784 | $227,800 | $18,983iApproximate average salary by contribution assumption: employee only about $474,583 at 4% or $316,389 at 6%; with 50% employer match about $316,389 at 4% or $210,926 at 6%; with 100% employer match about $237,292 at 4% or $158,194 at 6%. |
| 2016 | 1 | 11 | $796,218 | $218,728 | $19,884iApproximate average salary by contribution assumption: employee only about $497,109 at 4% or $331,406 at 6%; with 50% employer match about $331,406 at 4% or $220,937 at 6%; with 100% employer match about $248,555 at 4% or $165,703 at 6%. |
| Surplus Solutions LLC Profit Sharing 401(K) Plan | - | 11 | $796,218 | $218,728 | $19,884iApproximate average salary by contribution assumption: employee only about $497,109 at 4% or $331,406 at 6%; with 50% employer match about $331,406 at 4% or $220,937 at 6%; with 100% employer match about $248,555 at 4% or $165,703 at 6%. |
| 2015 | 1 | 8 | $546,888 | $192,922 | $24,115iApproximate average salary by contribution assumption: employee only about $602,881 at 4% or $401,921 at 6%; with 50% employer match about $401,921 at 4% or $267,947 at 6%; with 100% employer match about $301,441 at 4% or $200,960 at 6%. |
| Surplus Solutions LLC Profit Sharing 401(K) Plan | - | 8 | $546,888 | $192,922 | $24,115iApproximate average salary by contribution assumption: employee only about $602,881 at 4% or $401,921 at 6%; with 50% employer match about $401,921 at 4% or $267,947 at 6%; with 100% employer match about $301,441 at 4% or $200,960 at 6%. |
| 2014 | 1 | 9 | $372,062 | $172,267 | $19,141iApproximate average salary by contribution assumption: employee only about $478,519 at 4% or $319,013 at 6%; with 50% employer match about $319,013 at 4% or $212,675 at 6%; with 100% employer match about $239,260 at 4% or $159,506 at 6%. |
| Surplus Solutions LLC Profit Sharing 401(K) Plan | - | 9 | $372,062 | $172,267 | $19,141iApproximate average salary by contribution assumption: employee only about $478,519 at 4% or $319,013 at 6%; with 50% employer match about $319,013 at 4% or $212,675 at 6%; with 100% employer match about $239,260 at 4% or $159,506 at 6%. |
| 2013 | 1 | 7 | $193,051 | $112,308 | $16,044iApproximate average salary by contribution assumption: employee only about $401,100 at 4% or $267,400 at 6%; with 50% employer match about $267,400 at 4% or $178,267 at 6%; with 100% employer match about $200,550 at 4% or $133,700 at 6%. |
| Surplus Solutions LLC Profit Sharing 401(K) Plan | - | 7 | $193,051 | $112,308 | $16,044iApproximate average salary by contribution assumption: employee only about $401,100 at 4% or $267,400 at 6%; with 50% employer match about $267,400 at 4% or $178,267 at 6%; with 100% employer match about $200,550 at 4% or $133,700 at 6%. |
| 2012 | 1 | 4 | $63,639 | $35,126 | $8,782iApproximate average salary by contribution assumption: employee only about $219,538 at 4% or $146,358 at 6%; with 50% employer match about $146,358 at 4% or $97,572 at 6%; with 100% employer match about $109,769 at 4% or $73,179 at 6%. |
| Surplus Solutions LLC Profit Sharing 401(K) Plan | - | 4 | $63,639 | $35,126 | $8,782iApproximate average salary by contribution assumption: employee only about $219,538 at 4% or $146,358 at 6%; with 50% employer match about $146,358 at 4% or $97,572 at 6%; with 100% employer match about $109,769 at 4% or $73,179 at 6%. |
| 2011 | 1 | 2 | $26,021 | $26,021 | $13,011iApproximate average salary by contribution assumption: employee only about $325,263 at 4% or $216,842 at 6%; with 50% employer match about $216,842 at 4% or $144,561 at 6%; with 100% employer match about $162,631 at 4% or $108,421 at 6%. |
| Surplus Solutions LLC Profit Sharing 401(K) Plan | - | 2 | $26,021 | $26,021 | $13,011iApproximate average salary by contribution assumption: employee only about $325,263 at 4% or $216,842 at 6%; with 50% employer match about $216,842 at 4% or $144,561 at 6%; with 100% employer match about $162,631 at 4% or $108,421 at 6%. |