Civic Intelligence

Surplus Management Inc.

Plan context: Surplus Management Inc. 401(K) Plan

EIN 36-3627299 • Loves Park, IL • 29 filings • 7 plans

726 Beacon StLoves Park, IL 61111
Current Snapshot

Latest Year

2024

2024 Participants

71

2024 Assets

$5,525,847

2024 Contributions

$644,435

Historical Graphs

Total Assets Over Time

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

$5,525,847$2,762,924$0200220142024YearValue
$5,525,847Latest year 2024

Participants Over Time

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

71360200220132024YearValue
71Latest 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
2024171$5,525,847$644,435$9,077iApproximate average salary by contribution assumption: employee only about $226,914 at 4% or $151,276 at 6%; with 50% employer match about $151,276 at 4% or $100,851 at 6%; with 100% employer match about $113,457 at 4% or $75,638 at 6%.
Surplus Management Inc. 401(K) Plan-71$5,525,847$644,435$9,077iApproximate average salary by contribution assumption: employee only about $226,914 at 4% or $151,276 at 6%; with 50% employer match about $151,276 at 4% or $100,851 at 6%; with 100% employer match about $113,457 at 4% or $75,638 at 6%.
2023161$4,712,394$469,953$7,704iApproximate average salary by contribution assumption: employee only about $192,604 at 4% or $128,402 at 6%; with 50% employer match about $128,402 at 4% or $85,602 at 6%; with 100% employer match about $96,302 at 4% or $64,201 at 6%.
Surplus Management Inc. 401(K) Plan-61$4,712,394$469,953$7,704iApproximate average salary by contribution assumption: employee only about $192,604 at 4% or $128,402 at 6%; with 50% employer match about $128,402 at 4% or $85,602 at 6%; with 100% employer match about $96,302 at 4% or $64,201 at 6%.
2022151$4,058,035$394,139$7,728iApproximate average salary by contribution assumption: employee only about $193,205 at 4% or $128,804 at 6%; with 50% employer match about $128,804 at 4% or $85,869 at 6%; with 100% employer match about $96,603 at 4% or $64,402 at 6%.
Surplus Management Inc. 401(K) Plan-51$4,058,035$394,139$7,728iApproximate average salary by contribution assumption: employee only about $193,205 at 4% or $128,804 at 6%; with 50% employer match about $128,804 at 4% or $85,869 at 6%; with 100% employer match about $96,603 at 4% or $64,402 at 6%.
2021149$4,210,822$485,385$9,906iApproximate average salary by contribution assumption: employee only about $247,645 at 4% or $165,097 at 6%; with 50% employer match about $165,097 at 4% or $110,065 at 6%; with 100% employer match about $123,823 at 4% or $82,548 at 6%.
Surplus Management Inc. 401(K) Plan-49$4,210,822$485,385$9,906iApproximate average salary by contribution assumption: employee only about $247,645 at 4% or $165,097 at 6%; with 50% employer match about $165,097 at 4% or $110,065 at 6%; with 100% employer match about $123,823 at 4% or $82,548 at 6%.
2020144$3,481,802$337,096$7,661iApproximate average salary by contribution assumption: employee only about $191,532 at 4% or $127,688 at 6%; with 50% employer match about $127,688 at 4% or $85,125 at 6%; with 100% employer match about $95,766 at 4% or $63,844 at 6%.
Surplus Management Inc. 401(K) Plan-44$3,481,802$337,096$7,661iApproximate average salary by contribution assumption: employee only about $191,532 at 4% or $127,688 at 6%; with 50% employer match about $127,688 at 4% or $85,125 at 6%; with 100% employer match about $95,766 at 4% or $63,844 at 6%.
2019141$3,012,447$293,042$7,147iApproximate average salary by contribution assumption: employee only about $178,684 at 4% or $119,123 at 6%; with 50% employer match about $119,123 at 4% or $79,415 at 6%; with 100% employer match about $89,342 at 4% or $59,561 at 6%.
Surplus Management Inc. 401(K) Plan-41$3,012,447$293,042$7,147iApproximate average salary by contribution assumption: employee only about $178,684 at 4% or $119,123 at 6%; with 50% employer match about $119,123 at 4% or $79,415 at 6%; with 100% employer match about $89,342 at 4% or $59,561 at 6%.
2018134$2,250,734$428,549$12,604iApproximate average salary by contribution assumption: employee only about $315,110 at 4% or $210,073 at 6%; with 50% employer match about $210,073 at 4% or $140,049 at 6%; with 100% employer match about $157,555 at 4% or $105,037 at 6%.
Surplus Management Inc. 401(K) Plan-34$2,250,734$428,549$12,604iApproximate average salary by contribution assumption: employee only about $315,110 at 4% or $210,073 at 6%; with 50% employer match about $210,073 at 4% or $140,049 at 6%; with 100% employer match about $157,555 at 4% or $105,037 at 6%.
2017228$1,983,144$326,030$11,644iApproximate average salary by contribution assumption: employee only about $291,098 at 4% or $194,065 at 6%; with 50% employer match about $194,065 at 4% or $129,377 at 6%; with 100% employer match about $145,549 at 4% or $97,033 at 6%.
Surplus Management Inc. 401(K) Plan-28$1,983,144$256,143$9,148iApproximate average salary by contribution assumption: employee only about $228,699 at 4% or $152,466 at 6%; with 50% employer match about $152,466 at 4% or $101,644 at 6%; with 100% employer match about $114,350 at 4% or $76,233 at 6%.
SURPLUS MANAGEMENT INC EMPLOYEE GROUP HEALTH PLAN-17$0$69,887$4,111iApproximate average salary by contribution assumption: employee only about $102,775 at 4% or $68,517 at 6%; with 50% employer match about $68,517 at 4% or $45,678 at 6%; with 100% employer match about $51,388 at 4% or $34,258 at 6%.
2016126$1,495,525$193,071$7,426iApproximate average salary by contribution assumption: employee only about $185,645 at 4% or $123,763 at 6%; with 50% employer match about $123,763 at 4% or $82,509 at 6%; with 100% employer match about $92,823 at 4% or $61,882 at 6%.
Surplus Management Inc. 401(K) Plan-26$1,495,525$193,071$7,426iApproximate average salary by contribution assumption: employee only about $185,645 at 4% or $123,763 at 6%; with 50% employer match about $123,763 at 4% or $82,509 at 6%; with 100% employer match about $92,823 at 4% or $61,882 at 6%.
2015119$1,335,137$109,891$5,784iApproximate average salary by contribution assumption: employee only about $144,593 at 4% or $96,396 at 6%; with 50% employer match about $96,396 at 4% or $64,264 at 6%; with 100% employer match about $72,297 at 4% or $48,198 at 6%.
Surplus Management Inc. 401(K) Plan-19$1,335,137$109,891$5,784iApproximate average salary by contribution assumption: employee only about $144,593 at 4% or $96,396 at 6%; with 50% employer match about $96,396 at 4% or $64,264 at 6%; with 100% employer match about $72,297 at 4% or $48,198 at 6%.
2014119$1,269,592$90,408$4,758iApproximate average salary by contribution assumption: employee only about $118,958 at 4% or $79,305 at 6%; with 50% employer match about $79,305 at 4% or $52,870 at 6%; with 100% employer match about $59,479 at 4% or $39,653 at 6%.
Surplus Management Inc. 401(K) Plan-19$1,269,592$90,408$4,758iApproximate average salary by contribution assumption: employee only about $118,958 at 4% or $79,305 at 6%; with 50% employer match about $79,305 at 4% or $52,870 at 6%; with 100% employer match about $59,479 at 4% or $39,653 at 6%.
2013115$1,155,076$67,056$4,470iApproximate average salary by contribution assumption: employee only about $111,760 at 4% or $74,507 at 6%; with 50% employer match about $74,507 at 4% or $49,671 at 6%; with 100% employer match about $55,880 at 4% or $37,253 at 6%.
Surplus Management Inc. 401(K) Plan-15$1,155,076$67,056$4,470iApproximate average salary by contribution assumption: employee only about $111,760 at 4% or $74,507 at 6%; with 50% employer match about $74,507 at 4% or $49,671 at 6%; with 100% employer match about $55,880 at 4% or $37,253 at 6%.
2012115$1,095,453$75,549$5,037iApproximate average salary by contribution assumption: employee only about $125,915 at 4% or $83,943 at 6%; with 50% employer match about $83,943 at 4% or $55,962 at 6%; with 100% employer match about $62,958 at 4% or $41,972 at 6%.
Surplus Management Inc. 401(K) Plan-15$1,095,453$75,549$5,037iApproximate average salary by contribution assumption: employee only about $125,915 at 4% or $83,943 at 6%; with 50% employer match about $83,943 at 4% or $55,962 at 6%; with 100% employer match about $62,958 at 4% or $41,972 at 6%.
2011112$937,728$78,789$6,566iApproximate average salary by contribution assumption: employee only about $164,144 at 4% or $109,429 at 6%; with 50% employer match about $109,429 at 4% or $72,953 at 6%; with 100% employer match about $82,072 at 4% or $54,715 at 6%.
Surplus Management Inc. 401(K) Plan-12$937,728$78,789$6,566iApproximate average salary by contribution assumption: employee only about $164,144 at 4% or $109,429 at 6%; with 50% employer match about $109,429 at 4% or $72,953 at 6%; with 100% employer match about $82,072 at 4% or $54,715 at 6%.
2010110$872,267$69,990$6,999iApproximate average salary by contribution assumption: employee only about $174,975 at 4% or $116,650 at 6%; with 50% employer match about $116,650 at 4% or $77,767 at 6%; with 100% employer match about $87,488 at 4% or $58,325 at 6%.
Surplus Management Inc. 401(K) Plan-10$872,267$69,990$6,999iApproximate average salary by contribution assumption: employee only about $174,975 at 4% or $116,650 at 6%; with 50% employer match about $116,650 at 4% or $77,767 at 6%; with 100% employer match about $87,488 at 4% or $58,325 at 6%.
200919$735,497$64,827$7,203iApproximate average salary by contribution assumption: employee only about $180,075 at 4% or $120,050 at 6%; with 50% employer match about $120,050 at 4% or $80,033 at 6%; with 100% employer match about $90,038 at 4% or $60,025 at 6%.
Surplus Management Inc. 401(K) Plan-9$735,497$64,827$7,203iApproximate average salary by contribution assumption: employee only about $180,075 at 4% or $120,050 at 6%; with 50% employer match about $120,050 at 4% or $80,033 at 6%; with 100% employer match about $90,038 at 4% or $60,025 at 6%.
200818$597,969$50,130$6,266iApproximate average salary by contribution assumption: employee only about $156,656 at 4% or $104,438 at 6%; with 50% employer match about $104,438 at 4% or $69,625 at 6%; with 100% employer match about $78,328 at 4% or $52,219 at 6%.
Surplus Management Inc. 401(K) Plan-8$597,969$50,130$6,266iApproximate average salary by contribution assumption: employee only about $156,656 at 4% or $104,438 at 6%; with 50% employer match about $104,438 at 4% or $69,625 at 6%; with 100% employer match about $78,328 at 4% or $52,219 at 6%.
200716$653,690$56,358$9,393iApproximate average salary by contribution assumption: employee only about $234,825 at 4% or $156,550 at 6%; with 50% employer match about $156,550 at 4% or $104,367 at 6%; with 100% employer match about $117,413 at 4% or $78,275 at 6%.
Surplus Management Inc. 401(K) Plan-6$653,690$56,358$9,393iApproximate average salary by contribution assumption: employee only about $234,825 at 4% or $156,550 at 6%; with 50% employer match about $156,550 at 4% or $104,367 at 6%; with 100% employer match about $117,413 at 4% or $78,275 at 6%.
200627$552,360$367,987$52,570iApproximate average salary by contribution assumption: employee only about $1,314,239 at 4% or $876,160 at 6%; with 50% employer match about $876,160 at 4% or $584,106 at 6%; with 100% employer match about $657,120 at 4% or $438,080 at 6%.
Surplus Management Inc. 401(K) Plan-7$552,360$367,987$52,570iApproximate average salary by contribution assumption: employee only about $1,314,239 at 4% or $876,160 at 6%; with 50% employer match about $876,160 at 4% or $584,106 at 6%; with 100% employer match about $657,120 at 4% or $438,080 at 6%.
Surplus Management Inc. Profit Sharing Plan-0---
200526$431,458$75,754$12,626iApproximate average salary by contribution assumption: employee only about $315,642 at 4% or $210,428 at 6%; with 50% employer match about $210,428 at 4% or $140,285 at 6%; with 100% employer match about $157,821 at 4% or $105,214 at 6%.
Surplus Management Inc. Profit Sharing Plan-6$283,185--
Surplus Management Inc. 401(K) Plan-6$148,273$75,754$12,626iApproximate average salary by contribution assumption: employee only about $315,642 at 4% or $210,428 at 6%; with 50% employer match about $210,428 at 4% or $140,285 at 6%; with 100% employer match about $157,821 at 4% or $105,214 at 6%.
200426$332,187$69,953$11,659iApproximate average salary by contribution assumption: employee only about $291,471 at 4% or $194,314 at 6%; with 50% employer match about $194,314 at 4% or $129,543 at 6%; with 100% employer match about $145,735 at 4% or $97,157 at 6%.
Surplus Management Inc. Profit Sharing Plan-4$267,565$7,333$1,833iApproximate average salary by contribution assumption: employee only about $45,831 at 4% or $30,554 at 6%; with 50% employer match about $30,554 at 4% or $20,369 at 6%; with 100% employer match about $22,916 at 4% or $15,277 at 6%.
Surplus Management Inc. 401(K) Plan-6$64,622$62,620$10,437iApproximate average salary by contribution assumption: employee only about $260,917 at 4% or $173,944 at 6%; with 50% employer match about $173,944 at 4% or $115,963 at 6%; with 100% employer match about $130,458 at 4% or $86,972 at 6%.
200322$0$0-
Surplus Management Inc. Profit Sharing Plan-2---
SURPLUS MANAGEMENT, INC. MONEY PURCHASE PENSION PLAN-0---
200222$98,600$0-
Surplus Management Inc. Profit Sharing Plan-2$56,877--
002-2$41,723--