Civic Intelligence

Pennsylvania Surplus Lines Association

Plan context: Pennsylvania Surplus Lines Association Retirement Plan

EIN 23-2209285 • Exton, PA • 26 filings • 1 plans

180 Sheree BoulevardSuite 3100Exton, PA 19341
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$4,170,078

2024 Contributions

$146,464

Historical Graphs

Total Assets Over Time

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

$4,170,078$2,085,039$0199920122024YearValue
$4,170,078Latest year 2024

Participants Over Time

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

1580199920122024YearValue
9Latest 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
202419$4,170,078$146,464$16,274iApproximate average salary by contribution assumption: employee only about $406,844 at 4% or $271,230 at 6%; with 50% employer match about $271,230 at 4% or $180,820 at 6%; with 100% employer match about $203,422 at 4% or $135,615 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-9$4,170,078$146,464$16,274iApproximate average salary by contribution assumption: employee only about $406,844 at 4% or $271,230 at 6%; with 50% employer match about $271,230 at 4% or $180,820 at 6%; with 100% employer match about $203,422 at 4% or $135,615 at 6%.
2023111$3,585,903$140,495$12,772iApproximate average salary by contribution assumption: employee only about $319,307 at 4% or $212,871 at 6%; with 50% employer match about $212,871 at 4% or $141,914 at 6%; with 100% employer match about $159,653 at 4% or $106,436 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-11$3,585,903$140,495$12,772iApproximate average salary by contribution assumption: employee only about $319,307 at 4% or $212,871 at 6%; with 50% employer match about $212,871 at 4% or $141,914 at 6%; with 100% employer match about $159,653 at 4% or $106,436 at 6%.
2022111$3,341,460$135,034$12,276iApproximate average salary by contribution assumption: employee only about $306,895 at 4% or $204,597 at 6%; with 50% employer match about $204,597 at 4% or $136,398 at 6%; with 100% employer match about $153,448 at 4% or $102,298 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-11$3,341,460$135,034$12,276iApproximate average salary by contribution assumption: employee only about $306,895 at 4% or $204,597 at 6%; with 50% employer match about $204,597 at 4% or $136,398 at 6%; with 100% employer match about $153,448 at 4% or $102,298 at 6%.
2021111$3,891,367$372,156$33,832iApproximate average salary by contribution assumption: employee only about $845,809 at 4% or $563,873 at 6%; with 50% employer match about $563,873 at 4% or $375,915 at 6%; with 100% employer match about $422,905 at 4% or $281,936 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-11$3,891,367$372,156$33,832iApproximate average salary by contribution assumption: employee only about $845,809 at 4% or $563,873 at 6%; with 50% employer match about $563,873 at 4% or $375,915 at 6%; with 100% employer match about $422,905 at 4% or $281,936 at 6%.
2020111$2,972,475$159,749$14,523iApproximate average salary by contribution assumption: employee only about $363,066 at 4% or $242,044 at 6%; with 50% employer match about $242,044 at 4% or $161,363 at 6%; with 100% employer match about $181,533 at 4% or $121,022 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-11$2,972,475$159,749$14,523iApproximate average salary by contribution assumption: employee only about $363,066 at 4% or $242,044 at 6%; with 50% employer match about $242,044 at 4% or $161,363 at 6%; with 100% employer match about $181,533 at 4% or $121,022 at 6%.
2019111$2,333,167$298,140$27,104iApproximate average salary by contribution assumption: employee only about $677,591 at 4% or $451,727 at 6%; with 50% employer match about $451,727 at 4% or $301,152 at 6%; with 100% employer match about $338,795 at 4% or $225,864 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-11$2,333,167$298,140$27,104iApproximate average salary by contribution assumption: employee only about $677,591 at 4% or $451,727 at 6%; with 50% employer match about $451,727 at 4% or $301,152 at 6%; with 100% employer match about $338,795 at 4% or $225,864 at 6%.
2018111$2,546,559$148,874$13,534iApproximate average salary by contribution assumption: employee only about $338,350 at 4% or $225,567 at 6%; with 50% employer match about $225,567 at 4% or $150,378 at 6%; with 100% employer match about $169,175 at 4% or $112,783 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-11$2,546,559$148,874$13,534iApproximate average salary by contribution assumption: employee only about $338,350 at 4% or $225,567 at 6%; with 50% employer match about $225,567 at 4% or $150,378 at 6%; with 100% employer match about $169,175 at 4% or $112,783 at 6%.
2017111$2,730,759$182,290$16,572iApproximate average salary by contribution assumption: employee only about $414,295 at 4% or $276,197 at 6%; with 50% employer match about $276,197 at 4% or $184,131 at 6%; with 100% employer match about $207,148 at 4% or $138,098 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-11$2,730,759$182,290$16,572iApproximate average salary by contribution assumption: employee only about $414,295 at 4% or $276,197 at 6%; with 50% employer match about $276,197 at 4% or $184,131 at 6%; with 100% employer match about $207,148 at 4% or $138,098 at 6%.
2016111$2,196,769$146,270$13,297iApproximate average salary by contribution assumption: employee only about $332,432 at 4% or $221,621 at 6%; with 50% employer match about $221,621 at 4% or $147,747 at 6%; with 100% employer match about $166,216 at 4% or $110,811 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-11$2,196,769$146,270$13,297iApproximate average salary by contribution assumption: employee only about $332,432 at 4% or $221,621 at 6%; with 50% employer match about $221,621 at 4% or $147,747 at 6%; with 100% employer match about $166,216 at 4% or $110,811 at 6%.
201519$1,904,184$129,544$14,394iApproximate average salary by contribution assumption: employee only about $359,844 at 4% or $239,896 at 6%; with 50% employer match about $239,896 at 4% or $159,931 at 6%; with 100% employer match about $179,922 at 4% or $119,948 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-9$1,904,184$129,544$14,394iApproximate average salary by contribution assumption: employee only about $359,844 at 4% or $239,896 at 6%; with 50% employer match about $239,896 at 4% or $159,931 at 6%; with 100% employer match about $179,922 at 4% or $119,948 at 6%.
2014110$1,804,781$105,810$10,581iApproximate average salary by contribution assumption: employee only about $264,525 at 4% or $176,350 at 6%; with 50% employer match about $176,350 at 4% or $117,567 at 6%; with 100% employer match about $132,263 at 4% or $88,175 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-10$1,804,781$105,810$10,581iApproximate average salary by contribution assumption: employee only about $264,525 at 4% or $176,350 at 6%; with 50% employer match about $176,350 at 4% or $117,567 at 6%; with 100% employer match about $132,263 at 4% or $88,175 at 6%.
2013111$1,582,094$102,627$9,330iApproximate average salary by contribution assumption: employee only about $233,243 at 4% or $155,495 at 6%; with 50% employer match about $155,495 at 4% or $103,664 at 6%; with 100% employer match about $116,622 at 4% or $77,748 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-11$1,582,094$102,627$9,330iApproximate average salary by contribution assumption: employee only about $233,243 at 4% or $155,495 at 6%; with 50% employer match about $155,495 at 4% or $103,664 at 6%; with 100% employer match about $116,622 at 4% or $77,748 at 6%.
2012110$1,231,346$97,042$9,704iApproximate average salary by contribution assumption: employee only about $242,605 at 4% or $161,737 at 6%; with 50% employer match about $161,737 at 4% or $107,824 at 6%; with 100% employer match about $121,303 at 4% or $80,868 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-10$1,231,346$97,042$9,704iApproximate average salary by contribution assumption: employee only about $242,605 at 4% or $161,737 at 6%; with 50% employer match about $161,737 at 4% or $107,824 at 6%; with 100% employer match about $121,303 at 4% or $80,868 at 6%.
2011110$1,010,805$93,937$9,394iApproximate average salary by contribution assumption: employee only about $234,843 at 4% or $156,562 at 6%; with 50% employer match about $156,562 at 4% or $104,374 at 6%; with 100% employer match about $117,421 at 4% or $78,281 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-10$1,010,805$93,937$9,394iApproximate average salary by contribution assumption: employee only about $234,843 at 4% or $156,562 at 6%; with 50% employer match about $156,562 at 4% or $104,374 at 6%; with 100% employer match about $117,421 at 4% or $78,281 at 6%.
2010110$906,685$91,522$9,152iApproximate average salary by contribution assumption: employee only about $228,805 at 4% or $152,537 at 6%; with 50% employer match about $152,537 at 4% or $101,691 at 6%; with 100% employer match about $114,403 at 4% or $76,268 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-10$906,685$91,522$9,152iApproximate average salary by contribution assumption: employee only about $228,805 at 4% or $152,537 at 6%; with 50% employer match about $152,537 at 4% or $101,691 at 6%; with 100% employer match about $114,403 at 4% or $76,268 at 6%.
2009115$792,249$104,024$6,935iApproximate average salary by contribution assumption: employee only about $173,373 at 4% or $115,582 at 6%; with 50% employer match about $115,582 at 4% or $77,055 at 6%; with 100% employer match about $86,687 at 4% or $57,791 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-15$792,249$104,024$6,935iApproximate average salary by contribution assumption: employee only about $173,373 at 4% or $115,582 at 6%; with 50% employer match about $115,582 at 4% or $77,055 at 6%; with 100% employer match about $86,687 at 4% or $57,791 at 6%.
2008111$545,998$103,184$9,380iApproximate average salary by contribution assumption: employee only about $234,509 at 4% or $156,339 at 6%; with 50% employer match about $156,339 at 4% or $104,226 at 6%; with 100% employer match about $117,255 at 4% or $78,170 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-11$545,998$103,184$9,380iApproximate average salary by contribution assumption: employee only about $234,509 at 4% or $156,339 at 6%; with 50% employer match about $156,339 at 4% or $104,226 at 6%; with 100% employer match about $117,255 at 4% or $78,170 at 6%.
2007112$709,983$97,767$8,147iApproximate average salary by contribution assumption: employee only about $203,681 at 4% or $135,788 at 6%; with 50% employer match about $135,788 at 4% or $90,525 at 6%; with 100% employer match about $101,841 at 4% or $67,894 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-12$709,983$97,767$8,147iApproximate average salary by contribution assumption: employee only about $203,681 at 4% or $135,788 at 6%; with 50% employer match about $135,788 at 4% or $90,525 at 6%; with 100% employer match about $101,841 at 4% or $67,894 at 6%.
2006111$913,215$111,198$10,109iApproximate average salary by contribution assumption: employee only about $252,723 at 4% or $168,482 at 6%; with 50% employer match about $168,482 at 4% or $112,321 at 6%; with 100% employer match about $126,361 at 4% or $84,241 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-11$913,215$111,198$10,109iApproximate average salary by contribution assumption: employee only about $252,723 at 4% or $168,482 at 6%; with 50% employer match about $168,482 at 4% or $112,321 at 6%; with 100% employer match about $126,361 at 4% or $84,241 at 6%.
2005115$724,835$133,817$8,921iApproximate average salary by contribution assumption: employee only about $223,028 at 4% or $148,686 at 6%; with 50% employer match about $148,686 at 4% or $99,124 at 6%; with 100% employer match about $111,514 at 4% or $74,343 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-15$724,835$133,817$8,921iApproximate average salary by contribution assumption: employee only about $223,028 at 4% or $148,686 at 6%; with 50% employer match about $148,686 at 4% or $99,124 at 6%; with 100% employer match about $111,514 at 4% or $74,343 at 6%.
2004114$570,892$94,271$6,734iApproximate average salary by contribution assumption: employee only about $168,341 at 4% or $112,227 at 6%; with 50% employer match about $112,227 at 4% or $74,818 at 6%; with 100% employer match about $84,171 at 4% or $56,114 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-14$570,892$94,271$6,734iApproximate average salary by contribution assumption: employee only about $168,341 at 4% or $112,227 at 6%; with 50% employer match about $112,227 at 4% or $74,818 at 6%; with 100% employer match about $84,171 at 4% or $56,114 at 6%.
2003112$446,787$82,031$6,836iApproximate average salary by contribution assumption: employee only about $170,898 at 4% or $113,932 at 6%; with 50% employer match about $113,932 at 4% or $75,955 at 6%; with 100% employer match about $85,449 at 4% or $56,966 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-12$446,787$82,031$6,836iApproximate average salary by contribution assumption: employee only about $170,898 at 4% or $113,932 at 6%; with 50% employer match about $113,932 at 4% or $75,955 at 6%; with 100% employer match about $85,449 at 4% or $56,966 at 6%.
2002114$305,682$68,430$4,888iApproximate average salary by contribution assumption: employee only about $122,196 at 4% or $81,464 at 6%; with 50% employer match about $81,464 at 4% or $54,310 at 6%; with 100% employer match about $61,098 at 4% or $40,732 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-14$305,682$68,430$4,888iApproximate average salary by contribution assumption: employee only about $122,196 at 4% or $81,464 at 6%; with 50% employer match about $81,464 at 4% or $54,310 at 6%; with 100% employer match about $61,098 at 4% or $40,732 at 6%.
2001115$277,189$50,371$3,358iApproximate average salary by contribution assumption: employee only about $83,952 at 4% or $55,968 at 6%; with 50% employer match about $55,968 at 4% or $37,312 at 6%; with 100% employer match about $41,976 at 4% or $27,984 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-15$277,189$50,371$3,358iApproximate average salary by contribution assumption: employee only about $83,952 at 4% or $55,968 at 6%; with 50% employer match about $55,968 at 4% or $37,312 at 6%; with 100% employer match about $41,976 at 4% or $27,984 at 6%.
2000111$251,210$111,020$10,093iApproximate average salary by contribution assumption: employee only about $252,318 at 4% or $168,212 at 6%; with 50% employer match about $168,212 at 4% or $112,141 at 6%; with 100% employer match about $126,159 at 4% or $84,106 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-11$251,210$111,020$10,093iApproximate average salary by contribution assumption: employee only about $252,318 at 4% or $168,212 at 6%; with 50% employer match about $168,212 at 4% or $112,141 at 6%; with 100% employer match about $126,159 at 4% or $84,106 at 6%.
199916$151,446$36,545$6,091iApproximate average salary by contribution assumption: employee only about $152,271 at 4% or $101,514 at 6%; with 50% employer match about $101,514 at 4% or $67,676 at 6%; with 100% employer match about $76,135 at 4% or $50,757 at 6%.
Pennsylvania Surplus Lines Association Retirement Plan-6$151,446$36,545$6,091iApproximate average salary by contribution assumption: employee only about $152,271 at 4% or $101,514 at 6%; with 50% employer match about $101,514 at 4% or $67,676 at 6%; with 100% employer match about $76,135 at 4% or $50,757 at 6%.