Civic Intelligence

Survivor Investments Ltd

Plan context: Survivor Investments 401(K) Retirement Plan

EIN 36-3779951 • Rockford, IL • 13 filings • 2 plans

5027 Harrison AvenueRockford, IL 61108
Current Snapshot

Latest Year

2015

2015 Participants

59

2015 Assets

$2,009,123

2015 Contributions

$199,000

Historical Graphs

Total Assets Over Time

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

$2,009,123$1,004,562$0200320092015YearValue
$2,009,123Latest year 2015

Participants Over Time

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

72360200320092015YearValue
59Latest year 2015

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
2015159$2,009,123$199,000$3,373iApproximate average salary by contribution assumption: employee only about $84,322 at 4% or $56,215 at 6%; with 50% employer match about $56,215 at 4% or $37,476 at 6%; with 100% employer match about $42,161 at 4% or $28,107 at 6%.
Survivor Investments 401(K) Retirement Plan-59$2,009,123$199,000$3,373iApproximate average salary by contribution assumption: employee only about $84,322 at 4% or $56,215 at 6%; with 50% employer match about $56,215 at 4% or $37,476 at 6%; with 100% employer match about $42,161 at 4% or $28,107 at 6%.
2014154$1,825,290$233,523$4,325iApproximate average salary by contribution assumption: employee only about $108,113 at 4% or $72,075 at 6%; with 50% employer match about $72,075 at 4% or $48,050 at 6%; with 100% employer match about $54,056 at 4% or $36,038 at 6%.
Survivor Investments 401(K) Retirement Plan-54$1,825,290$233,523$4,325iApproximate average salary by contribution assumption: employee only about $108,113 at 4% or $72,075 at 6%; with 50% employer match about $72,075 at 4% or $48,050 at 6%; with 100% employer match about $54,056 at 4% or $36,038 at 6%.
2013152$1,614,336$251,755$4,841iApproximate average salary by contribution assumption: employee only about $121,036 at 4% or $80,691 at 6%; with 50% employer match about $80,691 at 4% or $53,794 at 6%; with 100% employer match about $60,518 at 4% or $40,345 at 6%.
Survivor Investments 401(K) Retirement Plan-52$1,614,336$251,755$4,841iApproximate average salary by contribution assumption: employee only about $121,036 at 4% or $80,691 at 6%; with 50% employer match about $80,691 at 4% or $53,794 at 6%; with 100% employer match about $60,518 at 4% or $40,345 at 6%.
2012151$1,205,485$163,251$3,201iApproximate average salary by contribution assumption: employee only about $80,025 at 4% or $53,350 at 6%; with 50% employer match about $53,350 at 4% or $35,567 at 6%; with 100% employer match about $40,013 at 4% or $26,675 at 6%.
Survivor Investments 401(K) Retirement Plan-51$1,205,485$163,251$3,201iApproximate average salary by contribution assumption: employee only about $80,025 at 4% or $53,350 at 6%; with 50% employer match about $53,350 at 4% or $35,567 at 6%; with 100% employer match about $40,013 at 4% or $26,675 at 6%.
2011155$969,780$180,056$3,274iApproximate average salary by contribution assumption: employee only about $81,844 at 4% or $54,562 at 6%; with 50% employer match about $54,562 at 4% or $36,375 at 6%; with 100% employer match about $40,922 at 4% or $27,281 at 6%.
Survivor Investments 401(K) Retirement Plan-55$969,780$180,056$3,274iApproximate average salary by contribution assumption: employee only about $81,844 at 4% or $54,562 at 6%; with 50% employer match about $54,562 at 4% or $36,375 at 6%; with 100% employer match about $40,922 at 4% or $27,281 at 6%.
2010148$853,944$134,823$2,809iApproximate average salary by contribution assumption: employee only about $70,220 at 4% or $46,814 at 6%; with 50% employer match about $46,814 at 4% or $31,209 at 6%; with 100% employer match about $35,110 at 4% or $23,407 at 6%.
Survivor Investments 401(K) Retirement Plan-48$853,944$134,823$2,809iApproximate average salary by contribution assumption: employee only about $70,220 at 4% or $46,814 at 6%; with 50% employer match about $46,814 at 4% or $31,209 at 6%; with 100% employer match about $35,110 at 4% or $23,407 at 6%.
2009148$807,026$128,349$2,674iApproximate average salary by contribution assumption: employee only about $66,848 at 4% or $44,566 at 6%; with 50% employer match about $44,566 at 4% or $29,710 at 6%; with 100% employer match about $33,424 at 4% or $22,283 at 6%.
Survivor Investments 401(K) Retirement Plan-48$807,026$128,349$2,674iApproximate average salary by contribution assumption: employee only about $66,848 at 4% or $44,566 at 6%; with 50% employer match about $44,566 at 4% or $29,710 at 6%; with 100% employer match about $33,424 at 4% or $22,283 at 6%.
2008158$649,593$138,408$2,386iApproximate average salary by contribution assumption: employee only about $59,659 at 4% or $39,772 at 6%; with 50% employer match about $39,772 at 4% or $26,515 at 6%; with 100% employer match about $29,829 at 4% or $19,886 at 6%.
Survivor Investments 401(K) Retirement Plan-58$649,593$138,408$2,386iApproximate average salary by contribution assumption: employee only about $59,659 at 4% or $39,772 at 6%; with 50% employer match about $39,772 at 4% or $26,515 at 6%; with 100% employer match about $29,829 at 4% or $19,886 at 6%.
2007166$857,530$167,869$2,543iApproximate average salary by contribution assumption: employee only about $63,587 at 4% or $42,391 at 6%; with 50% employer match about $42,391 at 4% or $28,261 at 6%; with 100% employer match about $31,793 at 4% or $21,196 at 6%.
Survivor Investments 401(K) Retirement Plan-66$857,530$167,869$2,543iApproximate average salary by contribution assumption: employee only about $63,587 at 4% or $42,391 at 6%; with 50% employer match about $42,391 at 4% or $28,261 at 6%; with 100% employer match about $31,793 at 4% or $21,196 at 6%.
2006150$750,835$130,004$2,600iApproximate average salary by contribution assumption: employee only about $65,002 at 4% or $43,335 at 6%; with 50% employer match about $43,335 at 4% or $28,890 at 6%; with 100% employer match about $32,501 at 4% or $21,667 at 6%.
Survivor Investments 401(K) Retirement Plan-50$750,835$130,004$2,600iApproximate average salary by contribution assumption: employee only about $65,002 at 4% or $43,335 at 6%; with 50% employer match about $43,335 at 4% or $28,890 at 6%; with 100% employer match about $32,501 at 4% or $21,667 at 6%.
2005171$650,305$142,030$2,000iApproximate average salary by contribution assumption: employee only about $50,011 at 4% or $33,340 at 6%; with 50% employer match about $33,340 at 4% or $22,227 at 6%; with 100% employer match about $25,005 at 4% or $16,670 at 6%.
Survivor Investments 401(K) Retirement Plan-71$650,305$142,030$2,000iApproximate average salary by contribution assumption: employee only about $50,011 at 4% or $33,340 at 6%; with 50% employer match about $33,340 at 4% or $22,227 at 6%; with 100% employer match about $25,005 at 4% or $16,670 at 6%.
2004172$509,844$131,579$1,827iApproximate average salary by contribution assumption: employee only about $45,687 at 4% or $30,458 at 6%; with 50% employer match about $30,458 at 4% or $20,305 at 6%; with 100% employer match about $22,844 at 4% or $15,229 at 6%.
Survivor Investments 401(K) Retirement Plan-72$509,844$131,579$1,827iApproximate average salary by contribution assumption: employee only about $45,687 at 4% or $30,458 at 6%; with 50% employer match about $30,458 at 4% or $20,305 at 6%; with 100% employer match about $22,844 at 4% or $15,229 at 6%.
2003168$372,850$100,796$1,482iApproximate average salary by contribution assumption: employee only about $37,057 at 4% or $24,705 at 6%; with 50% employer match about $24,705 at 4% or $16,470 at 6%; with 100% employer match about $18,529 at 4% or $12,352 at 6%.
Survivor Investments 401(K) Retirement Plan-68$372,850$100,796$1,482iApproximate average salary by contribution assumption: employee only about $37,057 at 4% or $24,705 at 6%; with 50% employer match about $24,705 at 4% or $16,470 at 6%; with 100% employer match about $18,529 at 4% or $12,352 at 6%.