Civic Intelligence

Surterre Properties

Plan context: Surterre Properties 401(K) & Profit Sharing Plan

EIN 42-1707736 • Newport Beach, CA • 16 filings • 1 plans

1400 Newport Center DriveSuite 100Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$2,747,574

2024 Contributions

$138,671

Historical Graphs

Total Assets Over Time

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

$2,747,574$1,373,787$0200920172024YearValue
$2,747,574Latest year 2024

Participants Over Time

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

35180200920172024YearValue
26Latest 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
2024126$2,747,574$138,671$5,334iApproximate average salary by contribution assumption: employee only about $133,338 at 4% or $88,892 at 6%; with 50% employer match about $88,892 at 4% or $59,261 at 6%; with 100% employer match about $66,669 at 4% or $44,446 at 6%.
Surterre Properties 401(K) & Profit Sharing Plan-26$2,747,574$138,671$5,334iApproximate average salary by contribution assumption: employee only about $133,338 at 4% or $88,892 at 6%; with 50% employer match about $88,892 at 4% or $59,261 at 6%; with 100% employer match about $66,669 at 4% or $44,446 at 6%.
2023130$2,421,056$146,834$4,894iApproximate average salary by contribution assumption: employee only about $122,362 at 4% or $81,574 at 6%; with 50% employer match about $81,574 at 4% or $54,383 at 6%; with 100% employer match about $61,181 at 4% or $40,787 at 6%.
Surterre Properties 401(K) & Profit Sharing Plan-30$2,421,056$146,834$4,894iApproximate average salary by contribution assumption: employee only about $122,362 at 4% or $81,574 at 6%; with 50% employer match about $81,574 at 4% or $54,383 at 6%; with 100% employer match about $61,181 at 4% or $40,787 at 6%.
2022132$1,949,216$174,002$5,438iApproximate average salary by contribution assumption: employee only about $135,939 at 4% or $90,626 at 6%; with 50% employer match about $90,626 at 4% or $60,417 at 6%; with 100% employer match about $67,970 at 4% or $45,313 at 6%.
Surterre Properties 401(K) & Profit Sharing Plan-32$1,949,216$174,002$5,438iApproximate average salary by contribution assumption: employee only about $135,939 at 4% or $90,626 at 6%; with 50% employer match about $90,626 at 4% or $60,417 at 6%; with 100% employer match about $67,970 at 4% or $45,313 at 6%.
2021134$2,456,510$179,960$5,293iApproximate average salary by contribution assumption: employee only about $132,324 at 4% or $88,216 at 6%; with 50% employer match about $88,216 at 4% or $58,810 at 6%; with 100% employer match about $66,162 at 4% or $44,108 at 6%.
Surterre Properties 401(K) & Profit Sharing Plan-34$2,456,510$179,960$5,293iApproximate average salary by contribution assumption: employee only about $132,324 at 4% or $88,216 at 6%; with 50% employer match about $88,216 at 4% or $58,810 at 6%; with 100% employer match about $66,162 at 4% or $44,108 at 6%.
2020133$2,422,908$162,554$4,926iApproximate average salary by contribution assumption: employee only about $123,147 at 4% or $82,098 at 6%; with 50% employer match about $82,098 at 4% or $54,732 at 6%; with 100% employer match about $61,573 at 4% or $41,049 at 6%.
Surterre Properties 401(K) & Profit Sharing Plan-33$2,422,908$162,554$4,926iApproximate average salary by contribution assumption: employee only about $123,147 at 4% or $82,098 at 6%; with 50% employer match about $82,098 at 4% or $54,732 at 6%; with 100% employer match about $61,573 at 4% or $41,049 at 6%.
2019132$1,957,395$166,513$5,204iApproximate average salary by contribution assumption: employee only about $130,088 at 4% or $86,726 at 6%; with 50% employer match about $86,726 at 4% or $57,817 at 6%; with 100% employer match about $65,044 at 4% or $43,363 at 6%.
Surterre Properties 401(K) & Profit Sharing Plan-32$1,957,395$166,513$5,204iApproximate average salary by contribution assumption: employee only about $130,088 at 4% or $86,726 at 6%; with 50% employer match about $86,726 at 4% or $57,817 at 6%; with 100% employer match about $65,044 at 4% or $43,363 at 6%.
2018135$1,865,218$256,173$7,319iApproximate average salary by contribution assumption: employee only about $182,981 at 4% or $121,987 at 6%; with 50% employer match about $121,987 at 4% or $81,325 at 6%; with 100% employer match about $91,490 at 4% or $60,994 at 6%.
Surterre Properties 401(K) & Profit Sharing Plan-35$1,865,218$256,173$7,319iApproximate average salary by contribution assumption: employee only about $182,981 at 4% or $121,987 at 6%; with 50% employer match about $121,987 at 4% or $81,325 at 6%; with 100% employer match about $91,490 at 4% or $60,994 at 6%.
2017132$1,894,185$168,817$5,276iApproximate average salary by contribution assumption: employee only about $131,888 at 4% or $87,926 at 6%; with 50% employer match about $87,926 at 4% or $58,617 at 6%; with 100% employer match about $65,944 at 4% or $43,963 at 6%.
Surterre Properties 401(K) & Profit Sharing Plan-32$1,894,185$168,817$5,276iApproximate average salary by contribution assumption: employee only about $131,888 at 4% or $87,926 at 6%; with 50% employer match about $87,926 at 4% or $58,617 at 6%; with 100% employer match about $65,944 at 4% or $43,963 at 6%.
2016133$1,486,597$150,339$4,556iApproximate average salary by contribution assumption: employee only about $113,893 at 4% or $75,929 at 6%; with 50% employer match about $75,929 at 4% or $50,619 at 6%; with 100% employer match about $56,947 at 4% or $37,964 at 6%.
Surterre Properties 401(K) & Profit Sharing Plan-33$1,486,597$150,339$4,556iApproximate average salary by contribution assumption: employee only about $113,893 at 4% or $75,929 at 6%; with 50% employer match about $75,929 at 4% or $50,619 at 6%; with 100% employer match about $56,947 at 4% or $37,964 at 6%.
2015130$1,264,478$178,843$5,961iApproximate average salary by contribution assumption: employee only about $149,036 at 4% or $99,357 at 6%; with 50% employer match about $99,357 at 4% or $66,238 at 6%; with 100% employer match about $74,518 at 4% or $49,679 at 6%.
Surterre Properties 401(K) & Profit Sharing Plan-30$1,264,478$178,843$5,961iApproximate average salary by contribution assumption: employee only about $149,036 at 4% or $99,357 at 6%; with 50% employer match about $99,357 at 4% or $66,238 at 6%; with 100% employer match about $74,518 at 4% or $49,679 at 6%.
2014123$1,106,346$215,238$9,358iApproximate average salary by contribution assumption: employee only about $233,954 at 4% or $155,970 at 6%; with 50% employer match about $155,970 at 4% or $103,980 at 6%; with 100% employer match about $116,977 at 4% or $77,985 at 6%.
Surterre Properties 401(K) & Profit Sharing Plan-23$1,106,346$215,238$9,358iApproximate average salary by contribution assumption: employee only about $233,954 at 4% or $155,970 at 6%; with 50% employer match about $155,970 at 4% or $103,980 at 6%; with 100% employer match about $116,977 at 4% or $77,985 at 6%.
2013119$878,891$80,934$4,260iApproximate average salary by contribution assumption: employee only about $106,492 at 4% or $70,995 at 6%; with 50% employer match about $70,995 at 4% or $47,330 at 6%; with 100% employer match about $53,246 at 4% or $35,497 at 6%.
Surterre Properties 401(K) & Profit Sharing Plan-19$878,891$80,934$4,260iApproximate average salary by contribution assumption: employee only about $106,492 at 4% or $70,995 at 6%; with 50% employer match about $70,995 at 4% or $47,330 at 6%; with 100% employer match about $53,246 at 4% or $35,497 at 6%.
2012120$681,499$89,645$4,482iApproximate average salary by contribution assumption: employee only about $112,056 at 4% or $74,704 at 6%; with 50% employer match about $74,704 at 4% or $49,803 at 6%; with 100% employer match about $56,028 at 4% or $37,352 at 6%.
Surterre Properties 401(K) & Profit Sharing Plan-20$681,499$89,645$4,482iApproximate average salary by contribution assumption: employee only about $112,056 at 4% or $74,704 at 6%; with 50% employer match about $74,704 at 4% or $49,803 at 6%; with 100% employer match about $56,028 at 4% or $37,352 at 6%.
2011116$523,733$72,568$4,536iApproximate average salary by contribution assumption: employee only about $113,388 at 4% or $75,592 at 6%; with 50% employer match about $75,592 at 4% or $50,394 at 6%; with 100% employer match about $56,694 at 4% or $37,796 at 6%.
Surterre Properties 401(K) & Profit Sharing Plan-16$523,733$72,568$4,536iApproximate average salary by contribution assumption: employee only about $113,388 at 4% or $75,592 at 6%; with 50% employer match about $75,592 at 4% or $50,394 at 6%; with 100% employer match about $56,694 at 4% or $37,796 at 6%.
2010116$461,622$83,094$5,193iApproximate average salary by contribution assumption: employee only about $129,834 at 4% or $86,556 at 6%; with 50% employer match about $86,556 at 4% or $57,704 at 6%; with 100% employer match about $64,917 at 4% or $43,278 at 6%.
Surterre Properties 401(K) & Profit Sharing Plan-16$461,622$83,094$5,193iApproximate average salary by contribution assumption: employee only about $129,834 at 4% or $86,556 at 6%; with 50% employer match about $86,556 at 4% or $57,704 at 6%; with 100% employer match about $64,917 at 4% or $43,278 at 6%.
2009117$323,865$289,392$17,023iApproximate average salary by contribution assumption: employee only about $425,576 at 4% or $283,718 at 6%; with 50% employer match about $283,718 at 4% or $189,145 at 6%; with 100% employer match about $212,788 at 4% or $141,859 at 6%.
Surterre Properties 401(K) & Profit Sharing Plan-17$323,865$289,392$17,023iApproximate average salary by contribution assumption: employee only about $425,576 at 4% or $283,718 at 6%; with 50% employer match about $283,718 at 4% or $189,145 at 6%; with 100% employer match about $212,788 at 4% or $141,859 at 6%.