Civic Intelligence

Mike Surprenant & Associates

Plan context: Mike Surprenant & Associates Profit Sharing Plan

EIN 33-0938693 • San Diego, CA • 24 filings • 3 plans

9975 Business Park AvenueSuite ASan Diego, CA 92131
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,985,555

2024 Contributions

$153,056

Historical Graphs

Total Assets Over Time

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

$2,985,555$1,492,778$0200120132024YearValue
$2,985,555Latest year 2024

Participants Over Time

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

1260200120132024YearValue
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$2,985,555$153,056$17,006iApproximate average salary by contribution assumption: employee only about $425,156 at 4% or $283,437 at 6%; with 50% employer match about $283,437 at 4% or $188,958 at 6%; with 100% employer match about $212,578 at 4% or $141,719 at 6%.
Mike Surprenant & Associates Profit Sharing Plan-9$2,985,555$153,056$17,006iApproximate average salary by contribution assumption: employee only about $425,156 at 4% or $283,437 at 6%; with 50% employer match about $283,437 at 4% or $188,958 at 6%; with 100% employer match about $212,578 at 4% or $141,719 at 6%.
202318$2,556,701$180,334$22,542iApproximate average salary by contribution assumption: employee only about $563,544 at 4% or $375,696 at 6%; with 50% employer match about $375,696 at 4% or $250,464 at 6%; with 100% employer match about $281,772 at 4% or $187,848 at 6%.
Mike Surprenant & Associates Profit Sharing Plan-8$2,556,701$180,334$22,542iApproximate average salary by contribution assumption: employee only about $563,544 at 4% or $375,696 at 6%; with 50% employer match about $375,696 at 4% or $250,464 at 6%; with 100% employer match about $281,772 at 4% or $187,848 at 6%.
202219$2,077,800$141,242$15,694iApproximate average salary by contribution assumption: employee only about $392,339 at 4% or $261,559 at 6%; with 50% employer match about $261,559 at 4% or $174,373 at 6%; with 100% employer match about $196,169 at 4% or $130,780 at 6%.
Mike Surprenant & Associates Profit Sharing Plan-9$2,077,800$141,242$15,694iApproximate average salary by contribution assumption: employee only about $392,339 at 4% or $261,559 at 6%; with 50% employer match about $261,559 at 4% or $174,373 at 6%; with 100% employer match about $196,169 at 4% or $130,780 at 6%.
202119$2,281,319$132,686$14,743iApproximate average salary by contribution assumption: employee only about $368,572 at 4% or $245,715 at 6%; with 50% employer match about $245,715 at 4% or $163,810 at 6%; with 100% employer match about $184,286 at 4% or $122,857 at 6%.
Mike Surprenant & Associates Profit Sharing Plan-9$2,281,319$132,686$14,743iApproximate average salary by contribution assumption: employee only about $368,572 at 4% or $245,715 at 6%; with 50% employer match about $245,715 at 4% or $163,810 at 6%; with 100% employer match about $184,286 at 4% or $122,857 at 6%.
202019$1,908,751$118,634$13,182iApproximate average salary by contribution assumption: employee only about $329,539 at 4% or $219,693 at 6%; with 50% employer match about $219,693 at 4% or $146,462 at 6%; with 100% employer match about $164,769 at 4% or $109,846 at 6%.
Mike Surprenant & Associates Profit Sharing Plan-9$1,908,751$118,634$13,182iApproximate average salary by contribution assumption: employee only about $329,539 at 4% or $219,693 at 6%; with 50% employer match about $219,693 at 4% or $146,462 at 6%; with 100% employer match about $164,769 at 4% or $109,846 at 6%.
201918$1,586,736$95,215$11,902iApproximate average salary by contribution assumption: employee only about $297,547 at 4% or $198,365 at 6%; with 50% employer match about $198,365 at 4% or $132,243 at 6%; with 100% employer match about $148,773 at 4% or $99,182 at 6%.
Mike Surprenant & Associates Profit Sharing Plan-8$1,586,736$95,215$11,902iApproximate average salary by contribution assumption: employee only about $297,547 at 4% or $198,365 at 6%; with 50% employer match about $198,365 at 4% or $132,243 at 6%; with 100% employer match about $148,773 at 4% or $99,182 at 6%.
2018110$1,251,070$114,078$11,408iApproximate average salary by contribution assumption: employee only about $285,195 at 4% or $190,130 at 6%; with 50% employer match about $190,130 at 4% or $126,753 at 6%; with 100% employer match about $142,598 at 4% or $95,065 at 6%.
Mike Surprenant & Associates Profit Sharing Plan-10$1,251,070$114,078$11,408iApproximate average salary by contribution assumption: employee only about $285,195 at 4% or $190,130 at 6%; with 50% employer match about $190,130 at 4% or $126,753 at 6%; with 100% employer match about $142,598 at 4% or $95,065 at 6%.
2017110$1,199,767$99,849$9,985iApproximate average salary by contribution assumption: employee only about $249,623 at 4% or $166,415 at 6%; with 50% employer match about $166,415 at 4% or $110,943 at 6%; with 100% employer match about $124,811 at 4% or $83,208 at 6%.
Mike Surprenant & Associates Profit Sharing Plan-10$1,199,767$99,849$9,985iApproximate average salary by contribution assumption: employee only about $249,623 at 4% or $166,415 at 6%; with 50% employer match about $166,415 at 4% or $110,943 at 6%; with 100% employer match about $124,811 at 4% or $83,208 at 6%.
2016112$945,187$82,853$6,904iApproximate average salary by contribution assumption: employee only about $172,610 at 4% or $115,074 at 6%; with 50% employer match about $115,074 at 4% or $76,716 at 6%; with 100% employer match about $86,305 at 4% or $57,537 at 6%.
Mike Surprenant & Associates Profit Sharing Plan-12$945,187$82,853$6,904iApproximate average salary by contribution assumption: employee only about $172,610 at 4% or $115,074 at 6%; with 50% employer match about $115,074 at 4% or $76,716 at 6%; with 100% employer match about $86,305 at 4% or $57,537 at 6%.
201518$817,581$57,060$7,133iApproximate average salary by contribution assumption: employee only about $178,313 at 4% or $118,875 at 6%; with 50% employer match about $118,875 at 4% or $79,250 at 6%; with 100% employer match about $89,156 at 4% or $59,438 at 6%.
Mike Surprenant & Associates Profit Sharing Plan-8$817,581$57,060$7,133iApproximate average salary by contribution assumption: employee only about $178,313 at 4% or $118,875 at 6%; with 50% employer match about $118,875 at 4% or $79,250 at 6%; with 100% employer match about $89,156 at 4% or $59,438 at 6%.
201418$771,716$30,352$3,794iApproximate average salary by contribution assumption: employee only about $94,850 at 4% or $63,233 at 6%; with 50% employer match about $63,233 at 4% or $42,156 at 6%; with 100% employer match about $47,425 at 4% or $31,617 at 6%.
Mike Surprenant & Associates Profit Sharing Plan-8$771,716$30,352$3,794iApproximate average salary by contribution assumption: employee only about $94,850 at 4% or $63,233 at 6%; with 50% employer match about $63,233 at 4% or $42,156 at 6%; with 100% employer match about $47,425 at 4% or $31,617 at 6%.
2013112$708,206$10,535$878iApproximate average salary by contribution assumption: employee only about $21,948 at 4% or $14,632 at 6%; with 50% employer match about $14,632 at 4% or $9,755 at 6%; with 100% employer match about $10,974 at 4% or $7,316 at 6%.
Mike Surprenant & Associates Profit Sharing Plan-12$708,206$10,535$878iApproximate average salary by contribution assumption: employee only about $21,948 at 4% or $14,632 at 6%; with 50% employer match about $14,632 at 4% or $9,755 at 6%; with 100% employer match about $10,974 at 4% or $7,316 at 6%.
201216$615,273$20,952$3,492iApproximate average salary by contribution assumption: employee only about $87,300 at 4% or $58,200 at 6%; with 50% employer match about $58,200 at 4% or $38,800 at 6%; with 100% employer match about $43,650 at 4% or $29,100 at 6%.
Mike Surprenant & Associates Profit Sharing Plan-6$615,273$20,952$3,492iApproximate average salary by contribution assumption: employee only about $87,300 at 4% or $58,200 at 6%; with 50% employer match about $58,200 at 4% or $38,800 at 6%; with 100% employer match about $43,650 at 4% or $29,100 at 6%.
201117$583,977$0-
Mike Surprenant & Associates Profit Sharing Plan-7$583,977$0-
201017$588,139$0-
Mike Surprenant & Associates Profit Sharing Plan-7$588,139--
200918$543,420$0-
Mike Surprenant & Associates Profit Sharing Plan-8$543,420$0-
200817$520,798$62,898$8,985iApproximate average salary by contribution assumption: employee only about $224,636 at 4% or $149,757 at 6%; with 50% employer match about $149,757 at 4% or $99,838 at 6%; with 100% employer match about $112,318 at 4% or $74,879 at 6%.
Mike Surprenant & Associates Profit Sharing Plan-7$520,798$62,898$8,985iApproximate average salary by contribution assumption: employee only about $224,636 at 4% or $149,757 at 6%; with 50% employer match about $149,757 at 4% or $99,838 at 6%; with 100% employer match about $112,318 at 4% or $74,879 at 6%.
200718$580,126$61,177$7,647iApproximate average salary by contribution assumption: employee only about $191,178 at 4% or $127,452 at 6%; with 50% employer match about $127,452 at 4% or $84,968 at 6%; with 100% employer match about $95,589 at 4% or $63,726 at 6%.
Mike Surprenant & Associates Profit Sharing Plan-8$580,126$61,177$7,647iApproximate average salary by contribution assumption: employee only about $191,178 at 4% or $127,452 at 6%; with 50% employer match about $127,452 at 4% or $84,968 at 6%; with 100% employer match about $95,589 at 4% or $63,726 at 6%.
200619$480,927$62,347$6,927iApproximate average salary by contribution assumption: employee only about $173,186 at 4% or $115,457 at 6%; with 50% employer match about $115,457 at 4% or $76,972 at 6%; with 100% employer match about $86,593 at 4% or $57,729 at 6%.
Mike Surprenant & Associates Profit Sharing Plan-9$480,927$62,347$6,927iApproximate average salary by contribution assumption: employee only about $173,186 at 4% or $115,457 at 6%; with 50% employer match about $115,457 at 4% or $76,972 at 6%; with 100% employer match about $86,593 at 4% or $57,729 at 6%.
200517$383,610$53,787$7,684iApproximate average salary by contribution assumption: employee only about $192,096 at 4% or $128,064 at 6%; with 50% employer match about $128,064 at 4% or $85,376 at 6%; with 100% employer match about $96,048 at 4% or $64,032 at 6%.
Mike Surprenant & Associates Profit Sharing Plan-7$383,610$53,787$7,684iApproximate average salary by contribution assumption: employee only about $192,096 at 4% or $128,064 at 6%; with 50% employer match about $128,064 at 4% or $85,376 at 6%; with 100% employer match about $96,048 at 4% or $64,032 at 6%.
2004110$307,723$60,823$6,082iApproximate average salary by contribution assumption: employee only about $152,058 at 4% or $101,372 at 6%; with 50% employer match about $101,372 at 4% or $67,581 at 6%; with 100% employer match about $76,029 at 4% or $50,686 at 6%.
Mike Surprenant & Associates Profit Sharing Plan-10$307,723$60,823$6,082iApproximate average salary by contribution assumption: employee only about $152,058 at 4% or $101,372 at 6%; with 50% employer match about $101,372 at 4% or $67,581 at 6%; with 100% employer match about $76,029 at 4% or $50,686 at 6%.
200318$227,042$117,401$14,675iApproximate average salary by contribution assumption: employee only about $366,878 at 4% or $244,585 at 6%; with 50% employer match about $244,585 at 4% or $163,057 at 6%; with 100% employer match about $183,439 at 4% or $122,293 at 6%.
Mike Surprenant & Associates Profit Sharing Plan-8$227,042$117,401$14,675iApproximate average salary by contribution assumption: employee only about $366,878 at 4% or $244,585 at 6%; with 50% employer match about $244,585 at 4% or $163,057 at 6%; with 100% employer match about $183,439 at 4% or $122,293 at 6%.
200218$0$0-
Mike Surprenant & Associates Profit Sharing Plan-8---
200112$35,800$35,800$17,900iApproximate average salary by contribution assumption: employee only about $447,500 at 4% or $298,333 at 6%; with 50% employer match about $298,333 at 4% or $198,889 at 6%; with 100% employer match about $223,750 at 4% or $149,167 at 6%.
Mike Surprenant & Associates Profit Sharing Plan-2$35,800$35,800$17,900iApproximate average salary by contribution assumption: employee only about $447,500 at 4% or $298,333 at 6%; with 50% employer match about $298,333 at 4% or $198,889 at 6%; with 100% employer match about $223,750 at 4% or $149,167 at 6%.