Civic Intelligence

Surovec Associates Inc.

Plan context: Surovec Associates Retirement Plan

EIN 31-1377195 • Centerville, OH • 26 filings • 1 plans

98 Westerly DriveCenterville, OH 45458
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,214,866

2024 Contributions

$5,212

Historical Graphs

Total Assets Over Time

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

$1,294,813$647,407$0199920122024YearValue
$1,214,866Latest year 2024

Participants Over Time

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

630199920122024YearValue
5Latest 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
202415$1,214,866$5,212$1,042iApproximate average salary by contribution assumption: employee only about $26,060 at 4% or $17,373 at 6%; with 50% employer match about $17,373 at 4% or $11,582 at 6%; with 100% employer match about $13,030 at 4% or $8,687 at 6%.
Surovec Associates Retirement Plan-5$1,214,866$5,212$1,042iApproximate average salary by contribution assumption: employee only about $26,060 at 4% or $17,373 at 6%; with 50% employer match about $17,373 at 4% or $11,582 at 6%; with 100% employer match about $13,030 at 4% or $8,687 at 6%.
202315$1,294,813$18,981$3,796iApproximate average salary by contribution assumption: employee only about $94,905 at 4% or $63,270 at 6%; with 50% employer match about $63,270 at 4% or $42,180 at 6%; with 100% employer match about $47,453 at 4% or $31,635 at 6%.
Surovec Associates Retirement Plan-5$1,294,813$18,981$3,796iApproximate average salary by contribution assumption: employee only about $94,905 at 4% or $63,270 at 6%; with 50% employer match about $63,270 at 4% or $42,180 at 6%; with 100% employer match about $47,453 at 4% or $31,635 at 6%.
202215$1,225,767$106,782$21,356iApproximate average salary by contribution assumption: employee only about $533,910 at 4% or $355,940 at 6%; with 50% employer match about $355,940 at 4% or $237,293 at 6%; with 100% employer match about $266,955 at 4% or $177,970 at 6%.
Surovec Associates Retirement Plan-5$1,225,767$106,782$21,356iApproximate average salary by contribution assumption: employee only about $533,910 at 4% or $355,940 at 6%; with 50% employer match about $355,940 at 4% or $237,293 at 6%; with 100% employer match about $266,955 at 4% or $177,970 at 6%.
202114$1,103,882$144,856$36,214iApproximate average salary by contribution assumption: employee only about $905,350 at 4% or $603,567 at 6%; with 50% employer match about $603,567 at 4% or $402,378 at 6%; with 100% employer match about $452,675 at 4% or $301,783 at 6%.
Surovec Associates Retirement Plan-4$1,103,882$144,856$36,214iApproximate average salary by contribution assumption: employee only about $905,350 at 4% or $603,567 at 6%; with 50% employer match about $603,567 at 4% or $402,378 at 6%; with 100% employer match about $452,675 at 4% or $301,783 at 6%.
202014$948,897$116,336$29,084iApproximate average salary by contribution assumption: employee only about $727,100 at 4% or $484,733 at 6%; with 50% employer match about $484,733 at 4% or $323,156 at 6%; with 100% employer match about $363,550 at 4% or $242,367 at 6%.
Surovec Associates Retirement Plan-4$948,897$116,336$29,084iApproximate average salary by contribution assumption: employee only about $727,100 at 4% or $484,733 at 6%; with 50% employer match about $484,733 at 4% or $323,156 at 6%; with 100% employer match about $363,550 at 4% or $242,367 at 6%.
201914$781,819$102,369$25,592iApproximate average salary by contribution assumption: employee only about $639,806 at 4% or $426,538 at 6%; with 50% employer match about $426,538 at 4% or $284,358 at 6%; with 100% employer match about $319,903 at 4% or $213,269 at 6%.
Surovec Associates Retirement Plan-4$781,819$102,369$25,592iApproximate average salary by contribution assumption: employee only about $639,806 at 4% or $426,538 at 6%; with 50% employer match about $426,538 at 4% or $284,358 at 6%; with 100% employer match about $319,903 at 4% or $213,269 at 6%.
201813$648,376$70,322$23,441iApproximate average salary by contribution assumption: employee only about $586,017 at 4% or $390,678 at 6%; with 50% employer match about $390,678 at 4% or $260,452 at 6%; with 100% employer match about $293,008 at 4% or $195,339 at 6%.
Surovec Associates Retirement Plan-3$648,376$70,322$23,441iApproximate average salary by contribution assumption: employee only about $586,017 at 4% or $390,678 at 6%; with 50% employer match about $390,678 at 4% or $260,452 at 6%; with 100% employer match about $293,008 at 4% or $195,339 at 6%.
201713$574,444$34,745$11,582iApproximate average salary by contribution assumption: employee only about $289,542 at 4% or $193,028 at 6%; with 50% employer match about $193,028 at 4% or $128,685 at 6%; with 100% employer match about $144,771 at 4% or $96,514 at 6%.
Surovec Associates Retirement Plan-3$574,444$34,745$11,582iApproximate average salary by contribution assumption: employee only about $289,542 at 4% or $193,028 at 6%; with 50% employer match about $193,028 at 4% or $128,685 at 6%; with 100% employer match about $144,771 at 4% or $96,514 at 6%.
201616$694,192$18,563$3,094iApproximate average salary by contribution assumption: employee only about $77,346 at 4% or $51,564 at 6%; with 50% employer match about $51,564 at 4% or $34,376 at 6%; with 100% employer match about $38,673 at 4% or $25,782 at 6%.
Surovec Associates Retirement Plan-6$694,192$18,563$3,094iApproximate average salary by contribution assumption: employee only about $77,346 at 4% or $51,564 at 6%; with 50% employer match about $51,564 at 4% or $34,376 at 6%; with 100% employer match about $38,673 at 4% or $25,782 at 6%.
201516$723,289$46,750$7,792iApproximate average salary by contribution assumption: employee only about $194,792 at 4% or $129,861 at 6%; with 50% employer match about $129,861 at 4% or $86,574 at 6%; with 100% employer match about $97,396 at 4% or $64,931 at 6%.
Surovec Associates Retirement Plan-6$723,289$46,750$7,792iApproximate average salary by contribution assumption: employee only about $194,792 at 4% or $129,861 at 6%; with 50% employer match about $129,861 at 4% or $86,574 at 6%; with 100% employer match about $97,396 at 4% or $64,931 at 6%.
201415$696,518$47,250$9,450iApproximate average salary by contribution assumption: employee only about $236,250 at 4% or $157,500 at 6%; with 50% employer match about $157,500 at 4% or $105,000 at 6%; with 100% employer match about $118,125 at 4% or $78,750 at 6%.
Surovec Associates Retirement Plan-5$696,518$47,250$9,450iApproximate average salary by contribution assumption: employee only about $236,250 at 4% or $157,500 at 6%; with 50% employer match about $157,500 at 4% or $105,000 at 6%; with 100% employer match about $118,125 at 4% or $78,750 at 6%.
201314$681,694$47,800$11,950iApproximate average salary by contribution assumption: employee only about $298,750 at 4% or $199,167 at 6%; with 50% employer match about $199,167 at 4% or $132,778 at 6%; with 100% employer match about $149,375 at 4% or $99,583 at 6%.
Surovec Associates Retirement Plan-4$681,694$47,800$11,950iApproximate average salary by contribution assumption: employee only about $298,750 at 4% or $199,167 at 6%; with 50% employer match about $199,167 at 4% or $132,778 at 6%; with 100% employer match about $149,375 at 4% or $99,583 at 6%.
201214$857,191$105,597$26,399iApproximate average salary by contribution assumption: employee only about $659,981 at 4% or $439,988 at 6%; with 50% employer match about $439,988 at 4% or $293,325 at 6%; with 100% employer match about $329,991 at 4% or $219,994 at 6%.
Surovec Associates Retirement Plan-4$857,191$105,597$26,399iApproximate average salary by contribution assumption: employee only about $659,981 at 4% or $439,988 at 6%; with 50% employer match about $439,988 at 4% or $293,325 at 6%; with 100% employer match about $329,991 at 4% or $219,994 at 6%.
201114$725,390$122,068$30,517iApproximate average salary by contribution assumption: employee only about $762,925 at 4% or $508,617 at 6%; with 50% employer match about $508,617 at 4% or $339,078 at 6%; with 100% employer match about $381,463 at 4% or $254,308 at 6%.
Surovec Associates Retirement Plan-4$725,390$122,068$30,517iApproximate average salary by contribution assumption: employee only about $762,925 at 4% or $508,617 at 6%; with 50% employer match about $508,617 at 4% or $339,078 at 6%; with 100% employer match about $381,463 at 4% or $254,308 at 6%.
201014$665,803$89,945$22,486iApproximate average salary by contribution assumption: employee only about $562,156 at 4% or $374,771 at 6%; with 50% employer match about $374,771 at 4% or $249,847 at 6%; with 100% employer match about $281,078 at 4% or $187,385 at 6%.
Surovec Associates Retirement Plan-4$665,803$89,945$22,486iApproximate average salary by contribution assumption: employee only about $562,156 at 4% or $374,771 at 6%; with 50% employer match about $374,771 at 4% or $249,847 at 6%; with 100% employer match about $281,078 at 4% or $187,385 at 6%.
200913$552,932$54,407$18,136iApproximate average salary by contribution assumption: employee only about $453,392 at 4% or $302,261 at 6%; with 50% employer match about $302,261 at 4% or $201,507 at 6%; with 100% employer match about $226,696 at 4% or $151,131 at 6%.
Surovec Associates Retirement Plan-3$552,932$54,407$18,136iApproximate average salary by contribution assumption: employee only about $453,392 at 4% or $302,261 at 6%; with 50% employer match about $302,261 at 4% or $201,507 at 6%; with 100% employer match about $226,696 at 4% or $151,131 at 6%.
200813$0$15,101$5,034iApproximate average salary by contribution assumption: employee only about $125,842 at 4% or $83,894 at 6%; with 50% employer match about $83,894 at 4% or $55,930 at 6%; with 100% employer match about $62,921 at 4% or $41,947 at 6%.
Surovec Associates Retirement Plan-3-$15,101$5,034iApproximate average salary by contribution assumption: employee only about $125,842 at 4% or $83,894 at 6%; with 50% employer match about $83,894 at 4% or $55,930 at 6%; with 100% employer match about $62,921 at 4% or $41,947 at 6%.
200713$568,231$62,465$20,822iApproximate average salary by contribution assumption: employee only about $520,542 at 4% or $347,028 at 6%; with 50% employer match about $347,028 at 4% or $231,352 at 6%; with 100% employer match about $260,271 at 4% or $173,514 at 6%.
Surovec Associates Retirement Plan-3$568,231$62,465$20,822iApproximate average salary by contribution assumption: employee only about $520,542 at 4% or $347,028 at 6%; with 50% employer match about $347,028 at 4% or $231,352 at 6%; with 100% employer match about $260,271 at 4% or $173,514 at 6%.
200613$483,903$54,855$18,285iApproximate average salary by contribution assumption: employee only about $457,125 at 4% or $304,750 at 6%; with 50% employer match about $304,750 at 4% or $203,167 at 6%; with 100% employer match about $228,563 at 4% or $152,375 at 6%.
Surovec Associates Retirement Plan-3$483,903$54,855$18,285iApproximate average salary by contribution assumption: employee only about $457,125 at 4% or $304,750 at 6%; with 50% employer match about $304,750 at 4% or $203,167 at 6%; with 100% employer match about $228,563 at 4% or $152,375 at 6%.
200513$382,395$65,826$21,942iApproximate average salary by contribution assumption: employee only about $548,550 at 4% or $365,700 at 6%; with 50% employer match about $365,700 at 4% or $243,800 at 6%; with 100% employer match about $274,275 at 4% or $182,850 at 6%.
Surovec Associates Retirement Plan-3$382,395$65,826$21,942iApproximate average salary by contribution assumption: employee only about $548,550 at 4% or $365,700 at 6%; with 50% employer match about $365,700 at 4% or $243,800 at 6%; with 100% employer match about $274,275 at 4% or $182,850 at 6%.
200413$301,849$52,318$17,439iApproximate average salary by contribution assumption: employee only about $435,983 at 4% or $290,656 at 6%; with 50% employer match about $290,656 at 4% or $193,770 at 6%; with 100% employer match about $217,992 at 4% or $145,328 at 6%.
Surovec Associates Retirement Plan-3$301,849$52,318$17,439iApproximate average salary by contribution assumption: employee only about $435,983 at 4% or $290,656 at 6%; with 50% employer match about $290,656 at 4% or $193,770 at 6%; with 100% employer match about $217,992 at 4% or $145,328 at 6%.
200312$231,018$33,054$16,527iApproximate average salary by contribution assumption: employee only about $413,175 at 4% or $275,450 at 6%; with 50% employer match about $275,450 at 4% or $183,633 at 6%; with 100% employer match about $206,588 at 4% or $137,725 at 6%.
Surovec Associates Retirement Plan-2$231,018$33,054$16,527iApproximate average salary by contribution assumption: employee only about $413,175 at 4% or $275,450 at 6%; with 50% employer match about $275,450 at 4% or $183,633 at 6%; with 100% employer match about $206,588 at 4% or $137,725 at 6%.
200212$184,350$31,299$15,650iApproximate average salary by contribution assumption: employee only about $391,238 at 4% or $260,825 at 6%; with 50% employer match about $260,825 at 4% or $173,883 at 6%; with 100% employer match about $195,619 at 4% or $130,413 at 6%.
Surovec Associates Retirement Plan-2$184,350$31,299$15,650iApproximate average salary by contribution assumption: employee only about $391,238 at 4% or $260,825 at 6%; with 50% employer match about $260,825 at 4% or $173,883 at 6%; with 100% employer match about $195,619 at 4% or $130,413 at 6%.
200112$185,374$18,649$9,325iApproximate average salary by contribution assumption: employee only about $233,113 at 4% or $155,408 at 6%; with 50% employer match about $155,408 at 4% or $103,606 at 6%; with 100% employer match about $116,556 at 4% or $77,704 at 6%.
Surovec Associates Retirement Plan-2$185,374$18,649$9,325iApproximate average salary by contribution assumption: employee only about $233,113 at 4% or $155,408 at 6%; with 50% employer match about $155,408 at 4% or $103,606 at 6%; with 100% employer match about $116,556 at 4% or $77,704 at 6%.
200012$158,985$19,306$9,653iApproximate average salary by contribution assumption: employee only about $241,325 at 4% or $160,883 at 6%; with 50% employer match about $160,883 at 4% or $107,256 at 6%; with 100% employer match about $120,663 at 4% or $80,442 at 6%.
Surovec Associates Retirement Plan-2$158,985$19,306$9,653iApproximate average salary by contribution assumption: employee only about $241,325 at 4% or $160,883 at 6%; with 50% employer match about $160,883 at 4% or $107,256 at 6%; with 100% employer match about $120,663 at 4% or $80,442 at 6%.
199912$139,460$89,091$44,546iApproximate average salary by contribution assumption: employee only about $1,113,638 at 4% or $742,425 at 6%; with 50% employer match about $742,425 at 4% or $494,950 at 6%; with 100% employer match about $556,819 at 4% or $371,213 at 6%.
Surovec Associates Retirement Plan-2$139,460$89,091$44,546iApproximate average salary by contribution assumption: employee only about $1,113,638 at 4% or $742,425 at 6%; with 50% employer match about $742,425 at 4% or $494,950 at 6%; with 100% employer match about $556,819 at 4% or $371,213 at 6%.