Civic Intelligence

Surgent Mccoy Cpe LLC

Plan context: Surgent Mccoy Cpe LLC 401(K) Plan

EIN 34-2037648 • Radnor, PA • 24 filings • 3 plans

201 N. King Of Prussia RdSuite 370Radnor, PA 19087
Current Snapshot

Latest Year

2024

2024 Participants

186

2024 Assets

$17,787,898

2024 Contributions

$2,047,443

Historical Graphs

Total Assets Over Time

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

$17,787,898$8,893,949$0200520152024YearValue
$17,787,898Latest year 2024

Participants Over Time

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

2071040200520152024YearValue
186Latest 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
20242186$17,787,898$2,047,443$11,008iApproximate average salary by contribution assumption: employee only about $275,194 at 4% or $183,463 at 6%; with 50% employer match about $183,463 at 4% or $122,308 at 6%; with 100% employer match about $137,597 at 4% or $91,731 at 6%.
Surgent Mccoy Cpe LLC 401(K) Plan-186$17,787,898$2,047,443$11,008iApproximate average salary by contribution assumption: employee only about $275,194 at 4% or $183,463 at 6%; with 50% employer match about $183,463 at 4% or $122,308 at 6%; with 100% employer match about $137,597 at 4% or $91,731 at 6%.
Knowfully Health and Welfare Plan-137---
20232190$14,894,667$1,999,845$10,526iApproximate average salary by contribution assumption: employee only about $263,138 at 4% or $175,425 at 6%; with 50% employer match about $175,425 at 4% or $116,950 at 6%; with 100% employer match about $131,569 at 4% or $87,713 at 6%.
Surgent Mccoy Cpe LLC 401(K) Plan-190$14,894,667$1,999,845$10,526iApproximate average salary by contribution assumption: employee only about $263,138 at 4% or $175,425 at 6%; with 50% employer match about $175,425 at 4% or $116,950 at 6%; with 100% employer match about $131,569 at 4% or $87,713 at 6%.
Knowfully Health and Welfare Plan-140---
20222207$11,581,782$2,832,461$13,683iApproximate average salary by contribution assumption: employee only about $342,085 at 4% or $228,056 at 6%; with 50% employer match about $228,056 at 4% or $152,038 at 6%; with 100% employer match about $171,042 at 4% or $114,028 at 6%.
Surgent Mccoy Cpe LLC 401(K) Plan-207$11,581,782$2,832,461$13,683iApproximate average salary by contribution assumption: employee only about $342,085 at 4% or $228,056 at 6%; with 50% employer match about $228,056 at 4% or $152,038 at 6%; with 100% employer match about $171,042 at 4% or $114,028 at 6%.
Knowfully Health and Welfare Plan-189---
20212170$11,259,086$2,300,553$13,533iApproximate average salary by contribution assumption: employee only about $338,317 at 4% or $225,544 at 6%; with 50% employer match about $225,544 at 4% or $150,363 at 6%; with 100% employer match about $169,158 at 4% or $112,772 at 6%.
Surgent Mccoy Cpe LLC 401(K) Plan-170$11,259,086$2,300,553$13,533iApproximate average salary by contribution assumption: employee only about $338,317 at 4% or $225,544 at 6%; with 50% employer match about $225,544 at 4% or $150,363 at 6%; with 100% employer match about $169,158 at 4% or $112,772 at 6%.
Knowfully Health and Welfare Plan-166---
20201100$8,102,867$1,583,186$15,832iApproximate average salary by contribution assumption: employee only about $395,797 at 4% or $263,864 at 6%; with 50% employer match about $263,864 at 4% or $175,910 at 6%; with 100% employer match about $197,898 at 4% or $131,932 at 6%.
Surgent Mccoy Cpe LLC 401(K) Plan-100$8,102,867$1,583,186$15,832iApproximate average salary by contribution assumption: employee only about $395,797 at 4% or $263,864 at 6%; with 50% employer match about $263,864 at 4% or $175,910 at 6%; with 100% employer match about $197,898 at 4% or $131,932 at 6%.
2019170$6,110,148$615,554$8,794iApproximate average salary by contribution assumption: employee only about $219,841 at 4% or $146,560 at 6%; with 50% employer match about $146,560 at 4% or $97,707 at 6%; with 100% employer match about $109,920 at 4% or $73,280 at 6%.
Surgent Mccoy Cpe LLC 401(K) Plan-70$6,110,148$615,554$8,794iApproximate average salary by contribution assumption: employee only about $219,841 at 4% or $146,560 at 6%; with 50% employer match about $146,560 at 4% or $97,707 at 6%; with 100% employer match about $109,920 at 4% or $73,280 at 6%.
2018156$4,778,927$411,541$7,349iApproximate average salary by contribution assumption: employee only about $183,724 at 4% or $122,482 at 6%; with 50% employer match about $122,482 at 4% or $81,655 at 6%; with 100% employer match about $91,862 at 4% or $61,241 at 6%.
Surgent Mccoy Cpe LLC 401(K) Plan-56$4,778,927$411,541$7,349iApproximate average salary by contribution assumption: employee only about $183,724 at 4% or $122,482 at 6%; with 50% employer match about $122,482 at 4% or $81,655 at 6%; with 100% employer match about $91,862 at 4% or $61,241 at 6%.
2017156$4,912,507$426,945$7,624iApproximate average salary by contribution assumption: employee only about $190,600 at 4% or $127,067 at 6%; with 50% employer match about $127,067 at 4% or $84,711 at 6%; with 100% employer match about $95,300 at 4% or $63,533 at 6%.
Surgent Mccoy Cpe LLC 401(K) Plan-56$4,912,507$426,945$7,624iApproximate average salary by contribution assumption: employee only about $190,600 at 4% or $127,067 at 6%; with 50% employer match about $127,067 at 4% or $84,711 at 6%; with 100% employer match about $95,300 at 4% or $63,533 at 6%.
2016153$4,095,553$2,394,509$45,179iApproximate average salary by contribution assumption: employee only about $1,129,485 at 4% or $752,990 at 6%; with 50% employer match about $752,990 at 4% or $501,994 at 6%; with 100% employer match about $564,743 at 4% or $376,495 at 6%.
Surgent Mccoy Cpe LLC 401(K) Plan-53$4,095,553$2,394,509$45,179iApproximate average salary by contribution assumption: employee only about $1,129,485 at 4% or $752,990 at 6%; with 50% employer match about $752,990 at 4% or $501,994 at 6%; with 100% employer match about $564,743 at 4% or $376,495 at 6%.
2015148$2,311,687$444,209$9,254iApproximate average salary by contribution assumption: employee only about $231,359 at 4% or $154,239 at 6%; with 50% employer match about $154,239 at 4% or $102,826 at 6%; with 100% employer match about $115,679 at 4% or $77,120 at 6%.
Surgent Mccoy Cpe LLC 401(K) Plan-48$2,311,687$444,209$9,254iApproximate average salary by contribution assumption: employee only about $231,359 at 4% or $154,239 at 6%; with 50% employer match about $154,239 at 4% or $102,826 at 6%; with 100% employer match about $115,679 at 4% or $77,120 at 6%.
2014119$1,891,259$217,123$11,428iApproximate average salary by contribution assumption: employee only about $285,688 at 4% or $190,459 at 6%; with 50% employer match about $190,459 at 4% or $126,973 at 6%; with 100% employer match about $142,844 at 4% or $95,229 at 6%.
Surgent Mccoy Cpe LLC 401(K) Plan-19$1,891,259$217,123$11,428iApproximate average salary by contribution assumption: employee only about $285,688 at 4% or $190,459 at 6%; with 50% employer match about $190,459 at 4% or $126,973 at 6%; with 100% employer match about $142,844 at 4% or $95,229 at 6%.
2013126$1,650,216$191,866$7,379iApproximate average salary by contribution assumption: employee only about $184,487 at 4% or $122,991 at 6%; with 50% employer match about $122,991 at 4% or $81,994 at 6%; with 100% employer match about $92,243 at 4% or $61,496 at 6%.
Surgent Mccoy Cpe LLC 401(K) Plan-26$1,650,216$191,866$7,379iApproximate average salary by contribution assumption: employee only about $184,487 at 4% or $122,991 at 6%; with 50% employer match about $122,991 at 4% or $81,994 at 6%; with 100% employer match about $92,243 at 4% or $61,496 at 6%.
2012122$1,166,405$175,421$7,974iApproximate average salary by contribution assumption: employee only about $199,342 at 4% or $132,895 at 6%; with 50% employer match about $132,895 at 4% or $88,596 at 6%; with 100% employer match about $99,671 at 4% or $66,447 at 6%.
Surgent Mccoy Cpe LLC 401(K) Plan-22$1,166,405$175,421$7,974iApproximate average salary by contribution assumption: employee only about $199,342 at 4% or $132,895 at 6%; with 50% employer match about $132,895 at 4% or $88,596 at 6%; with 100% employer match about $99,671 at 4% or $66,447 at 6%.
2011119$884,856$130,648$6,876iApproximate average salary by contribution assumption: employee only about $171,905 at 4% or $114,604 at 6%; with 50% employer match about $114,604 at 4% or $76,402 at 6%; with 100% employer match about $85,953 at 4% or $57,302 at 6%.
Surgent Mccoy Cpe LLC 401(K) Plan-19$884,856$130,648$6,876iApproximate average salary by contribution assumption: employee only about $171,905 at 4% or $114,604 at 6%; with 50% employer match about $114,604 at 4% or $76,402 at 6%; with 100% employer match about $85,953 at 4% or $57,302 at 6%.
2010116$785,989$112,520$7,033iApproximate average salary by contribution assumption: employee only about $175,813 at 4% or $117,208 at 6%; with 50% employer match about $117,208 at 4% or $78,139 at 6%; with 100% employer match about $87,906 at 4% or $58,604 at 6%.
Surgent Mccoy Cpe LLC 401(K) Plan-16$785,989$112,520$7,033iApproximate average salary by contribution assumption: employee only about $175,813 at 4% or $117,208 at 6%; with 50% employer match about $117,208 at 4% or $78,139 at 6%; with 100% employer match about $87,906 at 4% or $58,604 at 6%.
2009119$595,152$107,813$5,674iApproximate average salary by contribution assumption: employee only about $141,859 at 4% or $94,573 at 6%; with 50% employer match about $94,573 at 4% or $63,049 at 6%; with 100% employer match about $70,930 at 4% or $47,286 at 6%.
Surgent Mccoy Cpe LLC 401(K) Plan-19$595,152$107,813$5,674iApproximate average salary by contribution assumption: employee only about $141,859 at 4% or $94,573 at 6%; with 50% employer match about $94,573 at 4% or $63,049 at 6%; with 100% employer match about $70,930 at 4% or $47,286 at 6%.
2008114$371,237$129,764$9,269iApproximate average salary by contribution assumption: employee only about $231,721 at 4% or $154,481 at 6%; with 50% employer match about $154,481 at 4% or $102,987 at 6%; with 100% employer match about $115,861 at 4% or $77,240 at 6%.
Surgent Mccoy Cpe LLC 401(K) Plan-14$371,237$129,764$9,269iApproximate average salary by contribution assumption: employee only about $231,721 at 4% or $154,481 at 6%; with 50% employer match about $154,481 at 4% or $102,987 at 6%; with 100% employer match about $115,861 at 4% or $77,240 at 6%.
2007114$0$0-
Surgent Mccoy Cpe LLC 401(K) Plan-14---
2006111$419,140$125,899$11,445iApproximate average salary by contribution assumption: employee only about $286,134 at 4% or $190,756 at 6%; with 50% employer match about $190,756 at 4% or $127,171 at 6%; with 100% employer match about $143,067 at 4% or $95,378 at 6%.
Surgent Mccoy Cpe LLC 401(K) Plan-11$419,140$125,899$11,445iApproximate average salary by contribution assumption: employee only about $286,134 at 4% or $190,756 at 6%; with 50% employer match about $190,756 at 4% or $127,171 at 6%; with 100% employer match about $143,067 at 4% or $95,378 at 6%.
2005113$261,119$63,355$4,873iApproximate average salary by contribution assumption: employee only about $121,837 at 4% or $81,224 at 6%; with 50% employer match about $81,224 at 4% or $54,150 at 6%; with 100% employer match about $60,918 at 4% or $40,612 at 6%.
Surgent Mccoy Cpe LLC 401(K) Plan-13$261,119$63,355$4,873iApproximate average salary by contribution assumption: employee only about $121,837 at 4% or $81,224 at 6%; with 50% employer match about $81,224 at 4% or $54,150 at 6%; with 100% employer match about $60,918 at 4% or $40,612 at 6%.