Easterly Surety & Insurance Services Inc.
Plan context: Easterly Surety Insurance 401(K) Profit Sharing Plan Trust
EIN 68-0272027 • Walnut Creek, CA • 18 filings • 5 plans
Current Snapshot
Latest Year
2022
2022 Participants
4
2022 Assets
$1,140,430
2022 Contributions
$53,971
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $53,971 | - |
| Easterly Surety Insurance 401(K) Profit Sharing Plan Trust | - | 0 | $0 | $53,971 | - |
| 2021 | 1 | 4 | $1,140,430 | $90,264 | $22,566iApproximate average salary by contribution assumption: employee only about $564,150 at 4% or $376,100 at 6%; with 50% employer match about $376,100 at 4% or $250,733 at 6%; with 100% employer match about $282,075 at 4% or $188,050 at 6%. |
| Easterly Surety Insurance 401(K) Profit Sharing Plan Trust | - | 4 | $1,140,430 | $90,264 | $22,566iApproximate average salary by contribution assumption: employee only about $564,150 at 4% or $376,100 at 6%; with 50% employer match about $376,100 at 4% or $250,733 at 6%; with 100% employer match about $282,075 at 4% or $188,050 at 6%. |
| 2020 | 1 | 4 | $993,603 | $78,039 | $19,510iApproximate average salary by contribution assumption: employee only about $487,744 at 4% or $325,163 at 6%; with 50% employer match about $325,163 at 4% or $216,775 at 6%; with 100% employer match about $243,872 at 4% or $162,581 at 6%. |
| Easterly Surety Insurance 401(K) Profit Sharing Plan Trust | - | 4 | $993,603 | $78,039 | $19,510iApproximate average salary by contribution assumption: employee only about $487,744 at 4% or $325,163 at 6%; with 50% employer match about $325,163 at 4% or $216,775 at 6%; with 100% employer match about $243,872 at 4% or $162,581 at 6%. |
| 2019 | 1 | 4 | $907,055 | $79,563 | $19,891iApproximate average salary by contribution assumption: employee only about $497,269 at 4% or $331,513 at 6%; with 50% employer match about $331,513 at 4% or $221,008 at 6%; with 100% employer match about $248,634 at 4% or $165,756 at 6%. |
| Easterly Surety Insurance 401(K) Profit Sharing Plan Trust | - | 4 | $907,055 | $79,563 | $19,891iApproximate average salary by contribution assumption: employee only about $497,269 at 4% or $331,513 at 6%; with 50% employer match about $331,513 at 4% or $221,008 at 6%; with 100% employer match about $248,634 at 4% or $165,756 at 6%. |
| 2018 | 1 | 4 | $757,229 | $80,753 | $20,188iApproximate average salary by contribution assumption: employee only about $504,706 at 4% or $336,471 at 6%; with 50% employer match about $336,471 at 4% or $224,314 at 6%; with 100% employer match about $252,353 at 4% or $168,235 at 6%. |
| Easterly Surety Insurance 401(K) Profit Sharing Plan Trust | - | 4 | $757,229 | $80,753 | $20,188iApproximate average salary by contribution assumption: employee only about $504,706 at 4% or $336,471 at 6%; with 50% employer match about $336,471 at 4% or $224,314 at 6%; with 100% employer match about $252,353 at 4% or $168,235 at 6%. |
| 2017 | 1 | 4 | $715,581 | $75,806 | $18,952iApproximate average salary by contribution assumption: employee only about $473,788 at 4% or $315,858 at 6%; with 50% employer match about $315,858 at 4% or $210,572 at 6%; with 100% employer match about $236,894 at 4% or $157,929 at 6%. |
| Easterly Surety Insurance 401(K) Profit Sharing Plan Trust | - | 4 | $715,581 | $75,806 | $18,952iApproximate average salary by contribution assumption: employee only about $473,788 at 4% or $315,858 at 6%; with 50% employer match about $315,858 at 4% or $210,572 at 6%; with 100% employer match about $236,894 at 4% or $157,929 at 6%. |
| 2016 | 1 | 3 | $562,460 | $63,663 | $21,221iApproximate average salary by contribution assumption: employee only about $530,525 at 4% or $353,683 at 6%; with 50% employer match about $353,683 at 4% or $235,789 at 6%; with 100% employer match about $265,263 at 4% or $176,842 at 6%. |
| Easterly Surety Insurance 401(K) Profit Sharing Plan Trust | - | 3 | $562,460 | $63,663 | $21,221iApproximate average salary by contribution assumption: employee only about $530,525 at 4% or $353,683 at 6%; with 50% employer match about $353,683 at 4% or $235,789 at 6%; with 100% employer match about $265,263 at 4% or $176,842 at 6%. |
| 2015 | 1 | 0 | $459,599 | $32,480 | - |
| Easterly Surety Insurance 401(K) Profit Sharing Plan Trust | - | 0 | $459,599 | $32,480 | - |
| 2014 | 1 | 3 | $433,493 | $30,930 | $10,310iApproximate average salary by contribution assumption: employee only about $257,750 at 4% or $171,833 at 6%; with 50% employer match about $171,833 at 4% or $114,556 at 6%; with 100% employer match about $128,875 at 4% or $85,917 at 6%. |
| Easterly Surety Insurance 401(K) Profit Sharing Plan Trust | - | 3 | $433,493 | $30,930 | $10,310iApproximate average salary by contribution assumption: employee only about $257,750 at 4% or $171,833 at 6%; with 50% employer match about $171,833 at 4% or $114,556 at 6%; with 100% employer match about $128,875 at 4% or $85,917 at 6%. |
| 2013 | 1 | 3 | $380,766 | $56,070 | $18,690iApproximate average salary by contribution assumption: employee only about $467,250 at 4% or $311,500 at 6%; with 50% employer match about $311,500 at 4% or $207,667 at 6%; with 100% employer match about $233,625 at 4% or $155,750 at 6%. |
| Easterly Surety Insurance 401(K) Profit Sharing Plan Trust | - | 3 | $380,766 | $56,070 | $18,690iApproximate average salary by contribution assumption: employee only about $467,250 at 4% or $311,500 at 6%; with 50% employer match about $311,500 at 4% or $207,667 at 6%; with 100% employer match about $233,625 at 4% or $155,750 at 6%. |
| 2012 | 1 | 3 | $293,301 | $42,733 | $14,244iApproximate average salary by contribution assumption: employee only about $356,108 at 4% or $237,406 at 6%; with 50% employer match about $237,406 at 4% or $158,270 at 6%; with 100% employer match about $178,054 at 4% or $118,703 at 6%. |
| Easterly Surety Insurance 401(K) Profit Sharing Plan Trust | - | 3 | $293,301 | $42,733 | $14,244iApproximate average salary by contribution assumption: employee only about $356,108 at 4% or $237,406 at 6%; with 50% employer match about $237,406 at 4% or $158,270 at 6%; with 100% employer match about $178,054 at 4% or $118,703 at 6%. |
| 2011 | 1 | 7 | $266,820 | $32,283 | $4,612iApproximate average salary by contribution assumption: employee only about $115,296 at 4% or $76,864 at 6%; with 50% employer match about $76,864 at 4% or $51,243 at 6%; with 100% employer match about $57,648 at 4% or $38,432 at 6%. |
| Easterly Surety Insurance 401(K) Profit Sharing Plan Trust | - | 7 | $266,820 | $32,283 | $4,612iApproximate average salary by contribution assumption: employee only about $115,296 at 4% or $76,864 at 6%; with 50% employer match about $76,864 at 4% or $51,243 at 6%; with 100% employer match about $57,648 at 4% or $38,432 at 6%. |
| 2010 | 1 | 7 | $234,510 | $27,129 | $3,876iApproximate average salary by contribution assumption: employee only about $96,889 at 4% or $64,593 at 6%; with 50% employer match about $64,593 at 4% or $43,062 at 6%; with 100% employer match about $48,445 at 4% or $32,296 at 6%. |
| Easterly Surety Insurance 401(K) Profit Sharing Plan Trust | - | 7 | $234,510 | $27,129 | $3,876iApproximate average salary by contribution assumption: employee only about $96,889 at 4% or $64,593 at 6%; with 50% employer match about $64,593 at 4% or $43,062 at 6%; with 100% employer match about $48,445 at 4% or $32,296 at 6%. |
| 2009 | 1 | 8 | $208,128 | $42,115 | $5,264iApproximate average salary by contribution assumption: employee only about $131,609 at 4% or $87,740 at 6%; with 50% employer match about $87,740 at 4% or $58,493 at 6%; with 100% employer match about $65,805 at 4% or $43,870 at 6%. |
| Easterly Surety Insurance 401(K) Profit Sharing Plan Trust | - | 8 | $208,128 | $42,115 | $5,264iApproximate average salary by contribution assumption: employee only about $131,609 at 4% or $87,740 at 6%; with 50% employer match about $87,740 at 4% or $58,493 at 6%; with 100% employer match about $65,805 at 4% or $43,870 at 6%. |
| 2008 | 1 | 7 | $202,004 | $49,786 | $7,112iApproximate average salary by contribution assumption: employee only about $177,807 at 4% or $118,538 at 6%; with 50% employer match about $118,538 at 4% or $79,025 at 6%; with 100% employer match about $88,904 at 4% or $59,269 at 6%. |
| Easterly Surety Insurance 401(K) Profit Sharing Plan Trust | - | 7 | $202,004 | $49,786 | $7,112iApproximate average salary by contribution assumption: employee only about $177,807 at 4% or $118,538 at 6%; with 50% employer match about $118,538 at 4% or $79,025 at 6%; with 100% employer match about $88,904 at 4% or $59,269 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Easterly Surety Insurance 401(K) Profit Sharing Plan Trust | - | 7 | - | - | - |
| 2006 | 1 | 5 | $113,381 | $66,877 | $13,375iApproximate average salary by contribution assumption: employee only about $334,385 at 4% or $222,923 at 6%; with 50% employer match about $222,923 at 4% or $148,616 at 6%; with 100% employer match about $167,193 at 4% or $111,462 at 6%. |
| Easterly Surety Insurance 401(K) Profit Sharing Plan Trust | - | 5 | $113,381 | $66,877 | $13,375iApproximate average salary by contribution assumption: employee only about $334,385 at 4% or $222,923 at 6%; with 50% employer match about $222,923 at 4% or $148,616 at 6%; with 100% employer match about $167,193 at 4% or $111,462 at 6%. |
| 2005 | 1 | 5 | $41,831 | $41,054 | $8,211iApproximate average salary by contribution assumption: employee only about $205,270 at 4% or $136,847 at 6%; with 50% employer match about $136,847 at 4% or $91,231 at 6%; with 100% employer match about $102,635 at 4% or $68,423 at 6%. |
| Easterly Surety Insurance 401(K) Profit Sharing Plan Trust | - | 5 | $41,831 | $41,054 | $8,211iApproximate average salary by contribution assumption: employee only about $205,270 at 4% or $136,847 at 6%; with 50% employer match about $136,847 at 4% or $91,231 at 6%; with 100% employer match about $102,635 at 4% or $68,423 at 6%. |