Surge Operating LLC
Plan context: Surge Operating LLC 401(K) Plan
EIN 47-4007427 • Houston, TX • 32 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
156
2024 Assets
$31,875,220
2024 Contributions
$4,610,676
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 156 | $31,875,220 | $4,610,676 | $29,556iApproximate average salary by contribution assumption: employee only about $738,890 at 4% or $492,594 at 6%; with 50% employer match about $492,594 at 4% or $328,396 at 6%; with 100% employer match about $369,445 at 4% or $246,297 at 6%. |
| Surge Operating LLC 401(K) Plan | - | 156 | $31,875,220 | $4,610,676 | $29,556iApproximate average salary by contribution assumption: employee only about $738,890 at 4% or $492,594 at 6%; with 50% employer match about $492,594 at 4% or $328,396 at 6%; with 100% employer match about $369,445 at 4% or $246,297 at 6%. |
| Surge Operating Group Insurance Plan | - | 155 | - | - | - |
| 2023 | 2 | 158 | $25,663,769 | $4,159,220 | $26,324iApproximate average salary by contribution assumption: employee only about $658,104 at 4% or $438,736 at 6%; with 50% employer match about $438,736 at 4% or $292,491 at 6%; with 100% employer match about $329,052 at 4% or $219,368 at 6%. |
| Surge Operating LLC 401(K) Plan | - | 155 | $25,663,769 | $4,159,220 | $26,834iApproximate average salary by contribution assumption: employee only about $670,842 at 4% or $447,228 at 6%; with 50% employer match about $447,228 at 4% or $298,152 at 6%; with 100% employer match about $335,421 at 4% or $223,614 at 6%. |
| Surge Operating Group Insurance Plan | - | 158 | - | - | - |
| 2022 | 2 | 147 | $18,717,402 | $3,685,239 | $25,070iApproximate average salary by contribution assumption: employee only about $626,741 at 4% or $417,828 at 6%; with 50% employer match about $417,828 at 4% or $278,552 at 6%; with 100% employer match about $313,371 at 4% or $208,914 at 6%. |
| Surge Operating LLC 401(K) Plan | - | 145 | $18,717,402 | $3,685,239 | $25,415iApproximate average salary by contribution assumption: employee only about $635,386 at 4% or $423,591 at 6%; with 50% employer match about $423,591 at 4% or $282,394 at 6%; with 100% employer match about $317,693 at 4% or $211,795 at 6%. |
| Surge Operating Group Insurance Plan | - | 147 | - | - | - |
| 2021 | 2 | 144 | $21,686,781 | $5,173,821 | $35,929iApproximate average salary by contribution assumption: employee only about $898,233 at 4% or $598,822 at 6%; with 50% employer match about $598,822 at 4% or $399,215 at 6%; with 100% employer match about $449,116 at 4% or $299,411 at 6%. |
| Surge Operating LLC 401(K) Plan | - | 143 | $21,686,781 | $5,173,821 | $36,181iApproximate average salary by contribution assumption: employee only about $904,514 at 4% or $603,009 at 6%; with 50% employer match about $603,009 at 4% or $402,006 at 6%; with 100% employer match about $452,257 at 4% or $301,505 at 6%. |
| Surge Operating Group Insurance Plan | - | 144 | - | - | - |
| 2020 | 7 | 138 | $16,829,366 | $4,206,337 | $30,481iApproximate average salary by contribution assumption: employee only about $762,018 at 4% or $508,012 at 6%; with 50% employer match about $508,012 at 4% or $338,674 at 6%; with 100% employer match about $381,009 at 4% or $254,006 at 6%. |
| Surge Operating LLC 401(K) Plan | - | 131 | $16,829,366 | $4,206,337 | $32,109iApproximate average salary by contribution assumption: employee only about $802,736 at 4% or $535,157 at 6%; with 50% employer match about $535,157 at 4% or $356,772 at 6%; with 100% employer match about $401,368 at 4% or $267,579 at 6%. |
| Surge Operating Group Insurance Plan | - | 138 | - | - | - |
| SURGE GROUP DENTAL PLAN | - | 0 | - | - | - |
| SURGE GROUP LIFE PLAN | - | 0 | - | - | - |
| SURGE GROUP STD PLAN | - | 0 | - | - | - |
| SURGE GROUP LTD PLAN | - | 0 | - | - | - |
| SURGE GROUP VISION PLAN | - | 0 | - | - | - |
| 2019 | 7 | 174 | $12,491,135 | $5,256,346 | $30,209iApproximate average salary by contribution assumption: employee only about $755,222 at 4% or $503,481 at 6%; with 50% employer match about $503,481 at 4% or $335,654 at 6%; with 100% employer match about $377,611 at 4% or $251,741 at 6%. |
| Surge Operating LLC 401(K) Plan | - | 148 | $12,491,135 | $5,256,346 | $35,516iApproximate average salary by contribution assumption: employee only about $887,896 at 4% or $591,931 at 6%; with 50% employer match about $591,931 at 4% or $394,621 at 6%; with 100% employer match about $443,948 at 4% or $295,965 at 6%. |
| Surge Operating Group Insurance Plan | - | 174 | - | - | - |
| SURGE GROUP DENTAL PLAN | - | 143 | - | - | - |
| SURGE GROUP LIFE PLAN | - | 153 | - | - | - |
| SURGE GROUP STD PLAN | - | 153 | - | - | - |
| SURGE GROUP LTD PLAN | - | 153 | - | - | - |
| SURGE GROUP VISION PLAN | - | 141 | - | - | - |
| 2018 | 7 | 145 | $6,346,957 | $3,662,628 | $25,260iApproximate average salary by contribution assumption: employee only about $631,488 at 4% or $420,992 at 6%; with 50% employer match about $420,992 at 4% or $280,661 at 6%; with 100% employer match about $315,744 at 4% or $210,496 at 6%. |
| Surge Operating LLC 401(K) Plan | - | 145 | $6,346,957 | $3,662,628 | $25,260iApproximate average salary by contribution assumption: employee only about $631,488 at 4% or $420,992 at 6%; with 50% employer match about $420,992 at 4% or $280,661 at 6%; with 100% employer match about $315,744 at 4% or $210,496 at 6%. |
| SURGE GROUP VISION PLAN | - | 142 | - | - | - |
| SURGE GROUP STD PLAN | - | 141 | - | - | - |
| SURGE GROUP LIFE PLAN | - | 141 | - | - | - |
| Surge Operating Group Insurance Plan | - | 138 | - | - | - |
| SURGE GROUP LTD PLAN | - | 141 | - | - | - |
| SURGE GROUP DENTAL PLAN | - | 126 | - | - | - |
| 2017 | 1 | 71 | $4,286,403 | $2,225,256 | $31,342iApproximate average salary by contribution assumption: employee only about $783,541 at 4% or $522,361 at 6%; with 50% employer match about $522,361 at 4% or $348,240 at 6%; with 100% employer match about $391,770 at 4% or $261,180 at 6%. |
| Surge Operating LLC 401(K) Plan | - | 71 | $4,286,403 | $2,225,256 | $31,342iApproximate average salary by contribution assumption: employee only about $783,541 at 4% or $522,361 at 6%; with 50% employer match about $522,361 at 4% or $348,240 at 6%; with 100% employer match about $391,770 at 4% or $261,180 at 6%. |
| 2016 | 1 | 71 | $1,800,222 | $1,219,817 | $17,181iApproximate average salary by contribution assumption: employee only about $429,513 at 4% or $286,342 at 6%; with 50% employer match about $286,342 at 4% or $190,895 at 6%; with 100% employer match about $214,757 at 4% or $143,171 at 6%. |
| Surge Operating LLC 401(K) Plan | - | 71 | $1,800,222 | $1,219,817 | $17,181iApproximate average salary by contribution assumption: employee only about $429,513 at 4% or $286,342 at 6%; with 50% employer match about $286,342 at 4% or $190,895 at 6%; with 100% employer match about $214,757 at 4% or $143,171 at 6%. |
| 2015 | 1 | 35 | $503,596 | $507,493 | $14,500iApproximate average salary by contribution assumption: employee only about $362,495 at 4% or $241,663 at 6%; with 50% employer match about $241,663 at 4% or $161,109 at 6%; with 100% employer match about $181,248 at 4% or $120,832 at 6%. |
| Surge Operating LLC 401(K) Plan | - | 35 | $503,596 | $507,493 | $14,500iApproximate average salary by contribution assumption: employee only about $362,495 at 4% or $241,663 at 6%; with 50% employer match about $241,663 at 4% or $161,109 at 6%; with 100% employer match about $181,248 at 4% or $120,832 at 6%. |