Pennsylvania Surplus Lines Association
Plan context: Pennsylvania Surplus Lines Association Retirement Plan
EIN 23-2209285 • Exton, PA • 26 filings • 1 plans
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
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 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 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%. |
| 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%. |
| 2007 | 1 | 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%. |
| 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%. |
| 2006 | 1 | 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%. |
| 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%. |
| 2005 | 1 | 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%. |
| 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%. |
| 2004 | 1 | 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%. |
| 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%. |
| 2003 | 1 | 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%. |
| 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%. |
| 2002 | 1 | 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%. |
| 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%. |
| 2001 | 1 | 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%. |
| 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%. |
| 2000 | 1 | 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%. |
| 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%. |
| 1999 | 1 | 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%. |
| 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%. |