Surdell & Partners LLC
Plan context: Surdell & Partners LLC 401K Plan
EIN 73-3195644 • Omaha, NE • 5 filings • 2 plans
Current Snapshot
Latest Year
2009
2009 Participants
34
2009 Assets
$348,109
2009 Contributions
$60,875
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 34 | $348,109 | $60,875 | $1,790iApproximate average salary by contribution assumption: employee only about $44,761 at 4% or $29,841 at 6%; with 50% employer match about $29,841 at 4% or $19,894 at 6%; with 100% employer match about $22,381 at 4% or $14,920 at 6%. |
| Surdell & Partners LLC 401K Plan | - | 34 | $348,109 | $60,875 | $1,790iApproximate average salary by contribution assumption: employee only about $44,761 at 4% or $29,841 at 6%; with 50% employer match about $29,841 at 4% or $19,894 at 6%; with 100% employer match about $22,381 at 4% or $14,920 at 6%. |
| 2008 | 1 | 55 | $337,503 | $149,784 | $2,723iApproximate average salary by contribution assumption: employee only about $68,084 at 4% or $45,389 at 6%; with 50% employer match about $45,389 at 4% or $30,259 at 6%; with 100% employer match about $34,042 at 4% or $22,695 at 6%. |
| Surdell & Partners LLC 401K Plan | - | 55 | $337,503 | $149,784 | $2,723iApproximate average salary by contribution assumption: employee only about $68,084 at 4% or $45,389 at 6%; with 50% employer match about $45,389 at 4% or $30,259 at 6%; with 100% employer match about $34,042 at 4% or $22,695 at 6%. |
| 2007 | 1 | 58 | $573,725 | $167,141 | $2,882iApproximate average salary by contribution assumption: employee only about $72,044 at 4% or $48,029 at 6%; with 50% employer match about $48,029 at 4% or $32,019 at 6%; with 100% employer match about $36,022 at 4% or $24,015 at 6%. |
| Surdell & Partners LLC 401K Plan | - | 58 | $573,725 | $167,141 | $2,882iApproximate average salary by contribution assumption: employee only about $72,044 at 4% or $48,029 at 6%; with 50% employer match about $48,029 at 4% or $32,019 at 6%; with 100% employer match about $36,022 at 4% or $24,015 at 6%. |
| 2006 | 1 | 21 | $999,022 | $90,129 | $4,292iApproximate average salary by contribution assumption: employee only about $107,296 at 4% or $71,531 at 6%; with 50% employer match about $71,531 at 4% or $47,687 at 6%; with 100% employer match about $53,648 at 4% or $35,765 at 6%. |
| Surdell & Partners LLC 401K Plan | - | 21 | $999,022 | $90,129 | $4,292iApproximate average salary by contribution assumption: employee only about $107,296 at 4% or $71,531 at 6%; with 50% employer match about $71,531 at 4% or $47,687 at 6%; with 100% employer match about $53,648 at 4% or $35,765 at 6%. |
| 2005 | 1 | 22 | $806,370 | $764,777 | $34,763iApproximate average salary by contribution assumption: employee only about $869,065 at 4% or $579,377 at 6%; with 50% employer match about $579,377 at 4% or $386,251 at 6%; with 100% employer match about $434,532 at 4% or $289,688 at 6%. |
| Surdell & Partners LLC 401K Plan | - | 22 | $806,370 | $764,777 | $34,763iApproximate average salary by contribution assumption: employee only about $869,065 at 4% or $579,377 at 6%; with 50% employer match about $579,377 at 4% or $386,251 at 6%; with 100% employer match about $434,532 at 4% or $289,688 at 6%. |