Surgent and Associates
Plan context: Surgent and Associates 401K Plan
EIN 23-2981707 • 6 filings • 2 plans
Current Snapshot
Latest Year
2004
2004 Participants
33
2004 Assets
$702,674
2004 Contributions
$181,306
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 33 | $702,674 | $181,306 | $5,494iApproximate average salary by contribution assumption: employee only about $137,353 at 4% or $91,569 at 6%; with 50% employer match about $91,569 at 4% or $61,046 at 6%; with 100% employer match about $68,677 at 4% or $45,784 at 6%. |
| Surgent and Associates 401K Plan | - | 33 | $702,674 | $181,306 | $5,494iApproximate average salary by contribution assumption: employee only about $137,353 at 4% or $91,569 at 6%; with 50% employer match about $91,569 at 4% or $61,046 at 6%; with 100% employer match about $68,677 at 4% or $45,784 at 6%. |
| 2003 | 1 | 28 | $471,414 | $121,026 | $4,322iApproximate average salary by contribution assumption: employee only about $108,059 at 4% or $72,039 at 6%; with 50% employer match about $72,039 at 4% or $48,026 at 6%; with 100% employer match about $54,029 at 4% or $36,020 at 6%. |
| Surgent and Associates 401K Plan | - | 28 | $471,414 | $121,026 | $4,322iApproximate average salary by contribution assumption: employee only about $108,059 at 4% or $72,039 at 6%; with 50% employer match about $72,039 at 4% or $48,026 at 6%; with 100% employer match about $54,029 at 4% or $36,020 at 6%. |
| 2002 | 1 | 25 | $298,173 | $116,475 | $4,659iApproximate average salary by contribution assumption: employee only about $116,475 at 4% or $77,650 at 6%; with 50% employer match about $77,650 at 4% or $51,767 at 6%; with 100% employer match about $58,238 at 4% or $38,825 at 6%. |
| Surgent and Associates 401K Plan | - | 25 | $298,173 | $116,475 | $4,659iApproximate average salary by contribution assumption: employee only about $116,475 at 4% or $77,650 at 6%; with 50% employer match about $77,650 at 4% or $51,767 at 6%; with 100% employer match about $58,238 at 4% or $38,825 at 6%. |
| 2001 | 1 | 26 | $0 | $0 | - |
| Surgent and Associates 401K Plan | - | 26 | - | - | - |
| 2000 | 1 | 20 | $0 | $0 | - |
| Surgent and Associates 401K Plan | - | 20 | - | - | - |
| 1999 | 1 | 18 | $93,770 | $63,169 | $3,509iApproximate average salary by contribution assumption: employee only about $87,735 at 4% or $58,490 at 6%; with 50% employer match about $58,490 at 4% or $38,993 at 6%; with 100% employer match about $43,867 at 4% or $29,245 at 6%. |
| Surgent and Associates 401K Plan | - | 18 | $93,770 | $63,169 | $3,509iApproximate average salary by contribution assumption: employee only about $87,735 at 4% or $58,490 at 6%; with 50% employer match about $58,490 at 4% or $38,993 at 6%; with 100% employer match about $43,867 at 4% or $29,245 at 6%. |