Civic Intelligence

Surya Financial Inc

Plan context: Surya Financial Inc. 401K Profit Sharing Plan

EIN 42-1308551 • Fairfield, IA • 21 filings • 4 plans

2280 W. Tyler Street, Suite 103Fairfield, IA 52556-0016
Current Snapshot

Latest Year

2016

2016 Participants

10

2016 Assets

$2,783,040

2016 Contributions

$163,559

Historical Graphs

Total Assets Over Time

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

$2,783,040$1,391,520$0199920082016YearValue
$2,783,040Latest year 2016

Participants Over Time

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

1260199920082016YearValue
10Latest year 2016

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
2016110$2,783,040$163,559$16,356iApproximate average salary by contribution assumption: employee only about $408,898 at 4% or $272,598 at 6%; with 50% employer match about $272,598 at 4% or $181,732 at 6%; with 100% employer match about $204,449 at 4% or $136,299 at 6%.
Surya Financial Inc. 401K Profit Sharing Plan-10$2,783,040$163,559$16,356iApproximate average salary by contribution assumption: employee only about $408,898 at 4% or $272,598 at 6%; with 50% employer match about $272,598 at 4% or $181,732 at 6%; with 100% employer match about $204,449 at 4% or $136,299 at 6%.
201517$2,456,266$136,131$19,447iApproximate average salary by contribution assumption: employee only about $486,182 at 4% or $324,121 at 6%; with 50% employer match about $324,121 at 4% or $216,081 at 6%; with 100% employer match about $243,091 at 4% or $162,061 at 6%.
Surya Financial Inc. 401K Profit Sharing Plan-7$2,456,266$136,131$19,447iApproximate average salary by contribution assumption: employee only about $486,182 at 4% or $324,121 at 6%; with 50% employer match about $324,121 at 4% or $216,081 at 6%; with 100% employer match about $243,091 at 4% or $162,061 at 6%.
201417$2,331,932$130,651$18,664iApproximate average salary by contribution assumption: employee only about $466,611 at 4% or $311,074 at 6%; with 50% employer match about $311,074 at 4% or $207,383 at 6%; with 100% employer match about $233,305 at 4% or $155,537 at 6%.
Surya Financial Inc. 401K Profit Sharing Plan-7$2,331,932$130,651$18,664iApproximate average salary by contribution assumption: employee only about $466,611 at 4% or $311,074 at 6%; with 50% employer match about $311,074 at 4% or $207,383 at 6%; with 100% employer match about $233,305 at 4% or $155,537 at 6%.
201317$2,136,834$123,881$17,697iApproximate average salary by contribution assumption: employee only about $442,432 at 4% or $294,955 at 6%; with 50% employer match about $294,955 at 4% or $196,637 at 6%; with 100% employer match about $221,216 at 4% or $147,477 at 6%.
Surya Financial Inc. 401K Profit Sharing Plan-7$2,136,834$123,881$17,697iApproximate average salary by contribution assumption: employee only about $442,432 at 4% or $294,955 at 6%; with 50% employer match about $294,955 at 4% or $196,637 at 6%; with 100% employer match about $221,216 at 4% or $147,477 at 6%.
201217$1,734,437$119,587$17,084iApproximate average salary by contribution assumption: employee only about $427,096 at 4% or $284,731 at 6%; with 50% employer match about $284,731 at 4% or $189,821 at 6%; with 100% employer match about $213,548 at 4% or $142,365 at 6%.
Surya Financial Inc. 401K Profit Sharing Plan-7$1,734,437$119,587$17,084iApproximate average salary by contribution assumption: employee only about $427,096 at 4% or $284,731 at 6%; with 50% employer match about $284,731 at 4% or $189,821 at 6%; with 100% employer match about $213,548 at 4% or $142,365 at 6%.
201117$1,438,709$104,906$14,987iApproximate average salary by contribution assumption: employee only about $374,664 at 4% or $249,776 at 6%; with 50% employer match about $249,776 at 4% or $166,517 at 6%; with 100% employer match about $187,332 at 4% or $124,888 at 6%.
Surya Financial Inc. 401K Profit Sharing Plan-7$1,438,709$104,906$14,987iApproximate average salary by contribution assumption: employee only about $374,664 at 4% or $249,776 at 6%; with 50% employer match about $249,776 at 4% or $166,517 at 6%; with 100% employer match about $187,332 at 4% or $124,888 at 6%.
201017$1,381,714$108,437$15,491iApproximate average salary by contribution assumption: employee only about $387,275 at 4% or $258,183 at 6%; with 50% employer match about $258,183 at 4% or $172,122 at 6%; with 100% employer match about $193,638 at 4% or $129,092 at 6%.
Surya Financial Inc. 401K Profit Sharing Plan-7$1,381,714$108,437$15,491iApproximate average salary by contribution assumption: employee only about $387,275 at 4% or $258,183 at 6%; with 50% employer match about $258,183 at 4% or $172,122 at 6%; with 100% employer match about $193,638 at 4% or $129,092 at 6%.
200917$1,190,254$95,686$13,669iApproximate average salary by contribution assumption: employee only about $341,736 at 4% or $227,824 at 6%; with 50% employer match about $227,824 at 4% or $151,883 at 6%; with 100% employer match about $170,868 at 4% or $113,912 at 6%.
Surya Financial Inc. 401K Profit Sharing Plan-7$1,190,254$95,686$13,669iApproximate average salary by contribution assumption: employee only about $341,736 at 4% or $227,824 at 6%; with 50% employer match about $227,824 at 4% or $151,883 at 6%; with 100% employer match about $170,868 at 4% or $113,912 at 6%.
200817$1,056,833$93,799$13,400iApproximate average salary by contribution assumption: employee only about $334,996 at 4% or $223,331 at 6%; with 50% employer match about $223,331 at 4% or $148,887 at 6%; with 100% employer match about $167,498 at 4% or $111,665 at 6%.
Surya Financial Inc. 401K Profit Sharing Plan-7$1,056,833$93,799$13,400iApproximate average salary by contribution assumption: employee only about $334,996 at 4% or $223,331 at 6%; with 50% employer match about $223,331 at 4% or $148,887 at 6%; with 100% employer match about $167,498 at 4% or $111,665 at 6%.
200715$0$0-
Surya Financial Inc. 401K Profit Sharing Plan-5---
2006110$1,075,791$94,938$9,494iApproximate average salary by contribution assumption: employee only about $237,345 at 4% or $158,230 at 6%; with 50% employer match about $158,230 at 4% or $105,487 at 6%; with 100% employer match about $118,672 at 4% or $79,115 at 6%.
Surya Financial Inc. 401K Profit Sharing Plan-10$1,075,791$94,938$9,494iApproximate average salary by contribution assumption: employee only about $237,345 at 4% or $158,230 at 6%; with 50% employer match about $158,230 at 4% or $105,487 at 6%; with 100% employer match about $118,672 at 4% or $79,115 at 6%.
2005112$1,024,342$107,534$8,961iApproximate average salary by contribution assumption: employee only about $224,029 at 4% or $149,353 at 6%; with 50% employer match about $149,353 at 4% or $99,569 at 6%; with 100% employer match about $112,015 at 4% or $74,676 at 6%.
Surya Financial Inc. 401K Profit Sharing Plan-12$1,024,342$107,534$8,961iApproximate average salary by contribution assumption: employee only about $224,029 at 4% or $149,353 at 6%; with 50% employer match about $149,353 at 4% or $99,569 at 6%; with 100% employer match about $112,015 at 4% or $74,676 at 6%.
2004112$852,360$107,994$9,000iApproximate average salary by contribution assumption: employee only about $224,988 at 4% or $149,992 at 6%; with 50% employer match about $149,992 at 4% or $99,994 at 6%; with 100% employer match about $112,494 at 4% or $74,996 at 6%.
Surya Financial Inc. 401K Profit Sharing Plan-12$852,360$107,994$9,000iApproximate average salary by contribution assumption: employee only about $224,988 at 4% or $149,992 at 6%; with 50% employer match about $149,992 at 4% or $99,994 at 6%; with 100% employer match about $112,494 at 4% or $74,996 at 6%.
2003110$667,062$111,740$11,174iApproximate average salary by contribution assumption: employee only about $279,350 at 4% or $186,233 at 6%; with 50% employer match about $186,233 at 4% or $124,156 at 6%; with 100% employer match about $139,675 at 4% or $93,117 at 6%.
Surya Financial Inc. 401K Profit Sharing Plan-10$667,062$111,740$11,174iApproximate average salary by contribution assumption: employee only about $279,350 at 4% or $186,233 at 6%; with 50% employer match about $186,233 at 4% or $124,156 at 6%; with 100% employer match about $139,675 at 4% or $93,117 at 6%.
200228$468,851$76,624$9,578iApproximate average salary by contribution assumption: employee only about $239,450 at 4% or $159,633 at 6%; with 50% employer match about $159,633 at 4% or $106,422 at 6%; with 100% employer match about $119,725 at 4% or $79,817 at 6%.
Surya Financial Inc. 401K Profit Sharing Plan-8$468,851$76,624$9,578iApproximate average salary by contribution assumption: employee only about $239,450 at 4% or $159,633 at 6%; with 50% employer match about $159,633 at 4% or $106,422 at 6%; with 100% employer match about $119,725 at 4% or $79,817 at 6%.
Surya Financial Inc Pension Plan-0---
200128$477,828$66,655$8,332iApproximate average salary by contribution assumption: employee only about $208,297 at 4% or $138,865 at 6%; with 50% employer match about $138,865 at 4% or $92,576 at 6%; with 100% employer match about $104,148 at 4% or $69,432 at 6%.
Surya Financial Inc Pension Plan-8$436,231$32,869$4,109iApproximate average salary by contribution assumption: employee only about $102,716 at 4% or $68,477 at 6%; with 50% employer match about $68,477 at 4% or $45,651 at 6%; with 100% employer match about $51,358 at 4% or $34,239 at 6%.
Surya Financial Inc. 401K Profit Sharing Plan-7$41,597$33,786$4,827iApproximate average salary by contribution assumption: employee only about $120,664 at 4% or $80,443 at 6%; with 50% employer match about $80,443 at 4% or $53,629 at 6%; with 100% employer match about $60,332 at 4% or $40,221 at 6%.
200027$433,315$38,682$5,526iApproximate average salary by contribution assumption: employee only about $138,150 at 4% or $92,100 at 6%; with 50% employer match about $92,100 at 4% or $61,400 at 6%; with 100% employer match about $69,075 at 4% or $46,050 at 6%.
Surya Financial Inc Pension Plan-7$424,286$29,442$4,206iApproximate average salary by contribution assumption: employee only about $105,150 at 4% or $70,100 at 6%; with 50% employer match about $70,100 at 4% or $46,733 at 6%; with 100% employer match about $52,575 at 4% or $35,050 at 6%.
Surya Financial Inc. 401K Profit Sharing Plan-6$9,029$9,240$1,540iApproximate average salary by contribution assumption: employee only about $38,500 at 4% or $25,667 at 6%; with 50% employer match about $25,667 at 4% or $17,111 at 6%; with 100% employer match about $19,250 at 4% or $12,833 at 6%.
1999111$414,389$25,365$2,306iApproximate average salary by contribution assumption: employee only about $57,648 at 4% or $38,432 at 6%; with 50% employer match about $38,432 at 4% or $25,621 at 6%; with 100% employer match about $28,824 at 4% or $19,216 at 6%.
Surya Financial Inc Pension Plan-11$414,389$25,365$2,306iApproximate average salary by contribution assumption: employee only about $57,648 at 4% or $38,432 at 6%; with 50% employer match about $38,432 at 4% or $25,621 at 6%; with 100% employer match about $28,824 at 4% or $19,216 at 6%.