Civic Intelligence

SURPASS ASSESSMENT INC

Plan context: SURPASS ASSESSMENT INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 38-4034561 • West Chester, PA • 6 filings • 3 plans

2 W Market StWest Chester, PA 19382-3021
Current Snapshot

Latest Year

2025

2025 Participants

18

2025 Assets

$1,108,034

2025 Contributions

$319,136

Historical Graphs

Total Assets Over Time

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

$1,108,034$554,017$0202020232025YearValue
$1,108,034Latest year 2025

Participants Over Time

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

1890202020232025YearValue
18Latest year 2025

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
2025118$1,108,034$319,136$17,730iApproximate average salary by contribution assumption: employee only about $443,244 at 4% or $295,496 at 6%; with 50% employer match about $295,496 at 4% or $196,998 at 6%; with 100% employer match about $221,622 at 4% or $147,748 at 6%.
SURPASS ASSESSMENT INC 401(K) PROFIT SHARING PLAN & TRUST-18$1,108,034$319,136$17,730iApproximate average salary by contribution assumption: employee only about $443,244 at 4% or $295,496 at 6%; with 50% employer match about $295,496 at 4% or $196,998 at 6%; with 100% employer match about $221,622 at 4% or $147,748 at 6%.
2024113$639,664$290,224$22,325iApproximate average salary by contribution assumption: employee only about $558,123 at 4% or $372,082 at 6%; with 50% employer match about $372,082 at 4% or $248,055 at 6%; with 100% employer match about $279,062 at 4% or $186,041 at 6%.
SURPASS ASSESSMENT INC 401(K) PROFIT SHARING PLAN & TRUST-13$639,664$290,224$22,325iApproximate average salary by contribution assumption: employee only about $558,123 at 4% or $372,082 at 6%; with 50% employer match about $372,082 at 4% or $248,055 at 6%; with 100% employer match about $279,062 at 4% or $186,041 at 6%.
2023113$329,810$209,527$16,117iApproximate average salary by contribution assumption: employee only about $402,937 at 4% or $268,624 at 6%; with 50% employer match about $268,624 at 4% or $179,083 at 6%; with 100% employer match about $201,468 at 4% or $134,312 at 6%.
SURPASS ASSESSMENT INC 401(K) PROFIT SHARING PLAN & TRUST-13$329,810$209,527$16,117iApproximate average salary by contribution assumption: employee only about $402,937 at 4% or $268,624 at 6%; with 50% employer match about $268,624 at 4% or $179,083 at 6%; with 100% employer match about $201,468 at 4% or $134,312 at 6%.
2022113$130,252$100,330$7,718iApproximate average salary by contribution assumption: employee only about $192,942 at 4% or $128,628 at 6%; with 50% employer match about $128,628 at 4% or $85,752 at 6%; with 100% employer match about $96,471 at 4% or $64,314 at 6%.
SURPASS ASSESSMENT INC 401(K) PROFIT SHARING PLAN & TRUST-13$130,252$100,330$7,718iApproximate average salary by contribution assumption: employee only about $192,942 at 4% or $128,628 at 6%; with 50% employer match about $128,628 at 4% or $85,752 at 6%; with 100% employer match about $96,471 at 4% or $64,314 at 6%.
202116$45,280$38,781$6,464iApproximate average salary by contribution assumption: employee only about $161,588 at 4% or $107,725 at 6%; with 50% employer match about $107,725 at 4% or $71,817 at 6%; with 100% employer match about $80,794 at 4% or $53,863 at 6%.
BTL SURPASS INC 401(K) PROFIT SHARING PLAN & TRUST-6$45,280$38,781$6,464iApproximate average salary by contribution assumption: employee only about $161,588 at 4% or $107,725 at 6%; with 50% employer match about $107,725 at 4% or $71,817 at 6%; with 100% employer match about $80,794 at 4% or $53,863 at 6%.
202012$7,362$7,316$3,658iApproximate average salary by contribution assumption: employee only about $91,450 at 4% or $60,967 at 6%; with 50% employer match about $60,967 at 4% or $40,644 at 6%; with 100% employer match about $45,725 at 4% or $30,483 at 6%.
BTL SURPASS, INC. 401(K) PROFIT SHARING PLAN & TRUST-2$7,362$7,316$3,658iApproximate average salary by contribution assumption: employee only about $91,450 at 4% or $60,967 at 6%; with 50% employer match about $60,967 at 4% or $40,644 at 6%; with 100% employer match about $45,725 at 4% or $30,483 at 6%.