Surplus Asset Management Inc
Plan context: Surplus Asset Management Inc 401 K Profit Sharing Plan Trust
EIN 55-0820611 • Phoenix, AZ • 6 filings • 5 plans
Current Snapshot
Latest Year
2020
2020 Participants
36
2020 Assets
$270,581
2020 Contributions
$40,945
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Surplus Asset Management Inc 401 K Profit Sharing Plan Trust | - | 0 | $0 | $0 | - |
| 2019 | 1 | 36 | $270,581 | $40,945 | $1,137iApproximate average salary by contribution assumption: employee only about $28,434 at 4% or $18,956 at 6%; with 50% employer match about $18,956 at 4% or $12,637 at 6%; with 100% employer match about $14,217 at 4% or $9,478 at 6%. |
| Surplus Asset Management Inc 401 K Profit Sharing Plan Trust | - | 36 | $270,581 | $40,945 | $1,137iApproximate average salary by contribution assumption: employee only about $28,434 at 4% or $18,956 at 6%; with 50% employer match about $18,956 at 4% or $12,637 at 6%; with 100% employer match about $14,217 at 4% or $9,478 at 6%. |
| 2018 | 1 | 40 | $268,978 | $65,227 | $1,631iApproximate average salary by contribution assumption: employee only about $40,767 at 4% or $27,178 at 6%; with 50% employer match about $27,178 at 4% or $18,119 at 6%; with 100% employer match about $20,383 at 4% or $13,589 at 6%. |
| Surplus Asset Management Inc 401 K Profit Sharing Plan Trust | - | 40 | $268,978 | $65,227 | $1,631iApproximate average salary by contribution assumption: employee only about $40,767 at 4% or $27,178 at 6%; with 50% employer match about $27,178 at 4% or $18,119 at 6%; with 100% employer match about $20,383 at 4% or $13,589 at 6%. |
| 2017 | 1 | 44 | $352,100 | $93,792 | $2,132iApproximate average salary by contribution assumption: employee only about $53,291 at 4% or $35,527 at 6%; with 50% employer match about $35,527 at 4% or $23,685 at 6%; with 100% employer match about $26,645 at 4% or $17,764 at 6%. |
| Surplus Asset Management Inc 401 K Profit Sharing Plan Trust | - | 44 | $352,100 | $93,792 | $2,132iApproximate average salary by contribution assumption: employee only about $53,291 at 4% or $35,527 at 6%; with 50% employer match about $35,527 at 4% or $23,685 at 6%; with 100% employer match about $26,645 at 4% or $17,764 at 6%. |
| 2016 | 1 | 41 | $266,002 | $202,776 | $4,946iApproximate average salary by contribution assumption: employee only about $123,644 at 4% or $82,429 at 6%; with 50% employer match about $82,429 at 4% or $54,953 at 6%; with 100% employer match about $61,822 at 4% or $41,215 at 6%. |
| Surplus Asset Management Inc 401 K Profit Sharing Plan Trust | - | 41 | $266,002 | $202,776 | $4,946iApproximate average salary by contribution assumption: employee only about $123,644 at 4% or $82,429 at 6%; with 50% employer match about $82,429 at 4% or $54,953 at 6%; with 100% employer match about $61,822 at 4% or $41,215 at 6%. |
| 2015 | 1 | 34 | $114,895 | $118,968 | $3,499iApproximate average salary by contribution assumption: employee only about $87,476 at 4% or $58,318 at 6%; with 50% employer match about $58,318 at 4% or $38,878 at 6%; with 100% employer match about $43,738 at 4% or $29,159 at 6%. |
| Surplus Asset Management Inc 401 K Profit Sharing Plan Trust | - | 34 | $114,895 | $118,968 | $3,499iApproximate average salary by contribution assumption: employee only about $87,476 at 4% or $58,318 at 6%; with 50% employer match about $58,318 at 4% or $38,878 at 6%; with 100% employer match about $43,738 at 4% or $29,159 at 6%. |