Civic Intelligence

SURGE INSTITUTE

Plan context: THE SURGE INSTITUTE 401(K) PLAN

EIN 47-1995566 • Chicago, IL • 9 filings • 2 plans

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2045 W Grand Ave, Suite BPmb63441Chicago, IL 60612
Current Snapshot

Latest Year

2025

2025 Participants

35

2025 Assets

$1,924,020

2025 Contributions

$553,479

Historical Graphs

Total Assets Over Time

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

$1,924,020$962,010$0201820222025YearValue
$1,924,020Latest year 2025

Participants Over Time

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

35180201820222025YearValue
35Latest 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
2025135$1,924,020$553,479$15,814iApproximate average salary by contribution assumption: employee only about $395,342 at 4% or $263,561 at 6%; with 50% employer match about $263,561 at 4% or $175,708 at 6%; with 100% employer match about $197,671 at 4% or $131,781 at 6%.
THE SURGE INSTITUTE 401(K) PLAN-35$1,924,020$553,479$15,814iApproximate average salary by contribution assumption: employee only about $395,342 at 4% or $263,561 at 6%; with 50% employer match about $263,561 at 4% or $175,708 at 6%; with 100% employer match about $197,671 at 4% or $131,781 at 6%.
2024134$1,302,250$307,177$9,035iApproximate average salary by contribution assumption: employee only about $225,865 at 4% or $150,577 at 6%; with 50% employer match about $150,577 at 4% or $100,385 at 6%; with 100% employer match about $112,933 at 4% or $75,288 at 6%.
THE SURGE INSTITUTE 401(K) PLAN-34$1,302,250$307,177$9,035iApproximate average salary by contribution assumption: employee only about $225,865 at 4% or $150,577 at 6%; with 50% employer match about $150,577 at 4% or $100,385 at 6%; with 100% employer match about $112,933 at 4% or $75,288 at 6%.
2023132$1,041,600$298,933$9,342iApproximate average salary by contribution assumption: employee only about $233,541 at 4% or $155,694 at 6%; with 50% employer match about $155,694 at 4% or $103,796 at 6%; with 100% employer match about $116,771 at 4% or $77,847 at 6%.
THE SURGE INSTITUTE 401(K) PLAN-32$1,041,600$298,933$9,342iApproximate average salary by contribution assumption: employee only about $233,541 at 4% or $155,694 at 6%; with 50% employer match about $155,694 at 4% or $103,796 at 6%; with 100% employer match about $116,771 at 4% or $77,847 at 6%.
2022133$724,686$241,031$7,304iApproximate average salary by contribution assumption: employee only about $182,599 at 4% or $121,733 at 6%; with 50% employer match about $121,733 at 4% or $81,155 at 6%; with 100% employer match about $91,300 at 4% or $60,866 at 6%.
THE SURGE INSTITUTE 401(K) PLAN-33$724,686$241,031$7,304iApproximate average salary by contribution assumption: employee only about $182,599 at 4% or $121,733 at 6%; with 50% employer match about $121,733 at 4% or $81,155 at 6%; with 100% employer match about $91,300 at 4% or $60,866 at 6%.
2021122$652,022$181,628$8,256iApproximate average salary by contribution assumption: employee only about $206,395 at 4% or $137,597 at 6%; with 50% employer match about $137,597 at 4% or $91,731 at 6%; with 100% employer match about $103,198 at 4% or $68,798 at 6%.
THE SURGE INSTITUTE 401(K) PLAN-22$652,022$181,628$8,256iApproximate average salary by contribution assumption: employee only about $206,395 at 4% or $137,597 at 6%; with 50% employer match about $137,597 at 4% or $91,731 at 6%; with 100% employer match about $103,198 at 4% or $68,798 at 6%.
2020122$456,334$223,431$10,156iApproximate average salary by contribution assumption: employee only about $253,899 at 4% or $169,266 at 6%; with 50% employer match about $169,266 at 4% or $112,844 at 6%; with 100% employer match about $126,949 at 4% or $84,633 at 6%.
SURGE INSTITUTE 401(K) PLAN-22$456,334$223,431$10,156iApproximate average salary by contribution assumption: employee only about $253,899 at 4% or $169,266 at 6%; with 50% employer match about $169,266 at 4% or $112,844 at 6%; with 100% employer match about $126,949 at 4% or $84,633 at 6%.
2019120$181,793$121,538$6,077iApproximate average salary by contribution assumption: employee only about $151,923 at 4% or $101,282 at 6%; with 50% employer match about $101,282 at 4% or $67,521 at 6%; with 100% employer match about $75,961 at 4% or $50,641 at 6%.
SURGE INSTITUTE 401(K) PLAN-20$181,793$121,538$6,077iApproximate average salary by contribution assumption: employee only about $151,923 at 4% or $101,282 at 6%; with 50% employer match about $101,282 at 4% or $67,521 at 6%; with 100% employer match about $75,961 at 4% or $50,641 at 6%.
2018213$81,474$87,848$6,758iApproximate average salary by contribution assumption: employee only about $168,938 at 4% or $112,626 at 6%; with 50% employer match about $112,626 at 4% or $75,084 at 6%; with 100% employer match about $84,469 at 4% or $56,313 at 6%.
THE SURGE INSTITUTE 401(K) PLAN-13$40,737$43,924$3,379iApproximate average salary by contribution assumption: employee only about $84,469 at 4% or $56,313 at 6%; with 50% employer match about $56,313 at 4% or $37,542 at 6%; with 100% employer match about $42,235 at 4% or $28,156 at 6%.
SURGE INSTITUTE 401(K) PLAN-13$40,737$43,924$3,379iApproximate average salary by contribution assumption: employee only about $84,469 at 4% or $56,313 at 6%; with 50% employer match about $56,313 at 4% or $37,542 at 6%; with 100% employer match about $42,235 at 4% or $28,156 at 6%.