Bentley and Associates LLC
Plan context: Bentleys Surplus 401K Plan
EIN 75-2723846 • Amarillo, TX • 18 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
19
2025 Assets
$3,012,814
2025 Contributions
$69,801
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 19 | $3,012,814 | $69,801 | $3,674iApproximate average salary by contribution assumption: employee only about $91,843 at 4% or $61,229 at 6%; with 50% employer match about $61,229 at 4% or $40,819 at 6%; with 100% employer match about $45,922 at 4% or $30,614 at 6%. |
| Bentleys Surplus 401K Plan | - | 19 | $3,012,814 | $69,801 | $3,674iApproximate average salary by contribution assumption: employee only about $91,843 at 4% or $61,229 at 6%; with 50% employer match about $61,229 at 4% or $40,819 at 6%; with 100% employer match about $45,922 at 4% or $30,614 at 6%. |
| 2024 | 1 | 21 | $2,601,933 | $74,251 | $3,536iApproximate average salary by contribution assumption: employee only about $88,394 at 4% or $58,929 at 6%; with 50% employer match about $58,929 at 4% or $39,286 at 6%; with 100% employer match about $44,197 at 4% or $29,465 at 6%. |
| Bentleys Surplus 401K Plan | - | 21 | $2,601,933 | $74,251 | $3,536iApproximate average salary by contribution assumption: employee only about $88,394 at 4% or $58,929 at 6%; with 50% employer match about $58,929 at 4% or $39,286 at 6%; with 100% employer match about $44,197 at 4% or $29,465 at 6%. |
| 2023 | 1 | 21 | $2,188,437 | $104,321 | $4,968iApproximate average salary by contribution assumption: employee only about $124,192 at 4% or $82,794 at 6%; with 50% employer match about $82,794 at 4% or $55,196 at 6%; with 100% employer match about $62,096 at 4% or $41,397 at 6%. |
| Bentleys Surplus 401K Plan | - | 21 | $2,188,437 | $104,321 | $4,968iApproximate average salary by contribution assumption: employee only about $124,192 at 4% or $82,794 at 6%; with 50% employer match about $82,794 at 4% or $55,196 at 6%; with 100% employer match about $62,096 at 4% or $41,397 at 6%. |
| 2022 | 1 | 23 | $1,822,555 | $228,613 | $9,940iApproximate average salary by contribution assumption: employee only about $248,492 at 4% or $165,662 at 6%; with 50% employer match about $165,662 at 4% or $110,441 at 6%; with 100% employer match about $124,246 at 4% or $82,831 at 6%. |
| Bentleys Surplus 401K Plan | - | 23 | $1,822,555 | $228,613 | $9,940iApproximate average salary by contribution assumption: employee only about $248,492 at 4% or $165,662 at 6%; with 50% employer match about $165,662 at 4% or $110,441 at 6%; with 100% employer match about $124,246 at 4% or $82,831 at 6%. |
| 2021 | 1 | 20 | $1,887,995 | $214,375 | $10,719iApproximate average salary by contribution assumption: employee only about $267,969 at 4% or $178,646 at 6%; with 50% employer match about $178,646 at 4% or $119,097 at 6%; with 100% employer match about $133,984 at 4% or $89,323 at 6%. |
| Bentleys Surplus 401K Plan | - | 20 | $1,887,995 | $214,375 | $10,719iApproximate average salary by contribution assumption: employee only about $267,969 at 4% or $178,646 at 6%; with 50% employer match about $178,646 at 4% or $119,097 at 6%; with 100% employer match about $133,984 at 4% or $89,323 at 6%. |
| 2020 | 1 | 18 | $1,437,807 | $192,689 | $10,705iApproximate average salary by contribution assumption: employee only about $267,624 at 4% or $178,416 at 6%; with 50% employer match about $178,416 at 4% or $118,944 at 6%; with 100% employer match about $133,812 at 4% or $89,208 at 6%. |
| Bentleys Surplus 401K Plan | - | 18 | $1,437,807 | $192,689 | $10,705iApproximate average salary by contribution assumption: employee only about $267,624 at 4% or $178,416 at 6%; with 50% employer match about $178,416 at 4% or $118,944 at 6%; with 100% employer match about $133,812 at 4% or $89,208 at 6%. |
| 2019 | 1 | 15 | $1,065,997 | $51,587 | $3,439iApproximate average salary by contribution assumption: employee only about $85,978 at 4% or $57,319 at 6%; with 50% employer match about $57,319 at 4% or $38,213 at 6%; with 100% employer match about $42,989 at 4% or $28,659 at 6%. |
| Bentleys Surplus 401K Plan | - | 15 | $1,065,997 | $51,587 | $3,439iApproximate average salary by contribution assumption: employee only about $85,978 at 4% or $57,319 at 6%; with 50% employer match about $57,319 at 4% or $38,213 at 6%; with 100% employer match about $42,989 at 4% or $28,659 at 6%. |
| 2018 | 1 | 17 | $832,939 | $112,875 | $6,640iApproximate average salary by contribution assumption: employee only about $165,993 at 4% or $110,662 at 6%; with 50% employer match about $110,662 at 4% or $73,775 at 6%; with 100% employer match about $82,996 at 4% or $55,331 at 6%. |
| Bentleys Surplus 401K Plan | - | 17 | $832,939 | $112,875 | $6,640iApproximate average salary by contribution assumption: employee only about $165,993 at 4% or $110,662 at 6%; with 50% employer match about $110,662 at 4% or $73,775 at 6%; with 100% employer match about $82,996 at 4% or $55,331 at 6%. |
| 2017 | 1 | 8 | $781,643 | $41,730 | $5,216iApproximate average salary by contribution assumption: employee only about $130,406 at 4% or $86,938 at 6%; with 50% employer match about $86,938 at 4% or $57,958 at 6%; with 100% employer match about $65,203 at 4% or $43,469 at 6%. |
| Bentleys Surplus 401K Plan | - | 8 | $781,643 | $41,730 | $5,216iApproximate average salary by contribution assumption: employee only about $130,406 at 4% or $86,938 at 6%; with 50% employer match about $86,938 at 4% or $57,958 at 6%; with 100% employer match about $65,203 at 4% or $43,469 at 6%. |
| 2016 | 1 | 8 | $686,500 | $31,930 | $3,991iApproximate average salary by contribution assumption: employee only about $99,781 at 4% or $66,521 at 6%; with 50% employer match about $66,521 at 4% or $44,347 at 6%; with 100% employer match about $49,891 at 4% or $33,260 at 6%. |
| Bentleys Surplus 401K Plan | - | 8 | $686,500 | $31,930 | $3,991iApproximate average salary by contribution assumption: employee only about $99,781 at 4% or $66,521 at 6%; with 50% employer match about $66,521 at 4% or $44,347 at 6%; with 100% employer match about $49,891 at 4% or $33,260 at 6%. |
| 2015 | 1 | 9 | $597,972 | $30,827 | $3,425iApproximate average salary by contribution assumption: employee only about $85,631 at 4% or $57,087 at 6%; with 50% employer match about $57,087 at 4% or $38,058 at 6%; with 100% employer match about $42,815 at 4% or $28,544 at 6%. |
| Bentleys Surplus 401K Plan | - | 9 | $597,972 | $30,827 | $3,425iApproximate average salary by contribution assumption: employee only about $85,631 at 4% or $57,087 at 6%; with 50% employer match about $57,087 at 4% or $38,058 at 6%; with 100% employer match about $42,815 at 4% or $28,544 at 6%. |
| 2014 | 1 | 9 | $610,867 | $52,167 | $5,796iApproximate average salary by contribution assumption: employee only about $144,908 at 4% or $96,606 at 6%; with 50% employer match about $96,606 at 4% or $64,404 at 6%; with 100% employer match about $72,454 at 4% or $48,303 at 6%. |
| Bentleys Surplus 401K Plan | - | 9 | $610,867 | $52,167 | $5,796iApproximate average salary by contribution assumption: employee only about $144,908 at 4% or $96,606 at 6%; with 50% employer match about $96,606 at 4% or $64,404 at 6%; with 100% employer match about $72,454 at 4% or $48,303 at 6%. |
| 2013 | 1 | 9 | $559,865 | $34,974 | $3,886iApproximate average salary by contribution assumption: employee only about $97,150 at 4% or $64,767 at 6%; with 50% employer match about $64,767 at 4% or $43,178 at 6%; with 100% employer match about $48,575 at 4% or $32,383 at 6%. |
| Bentleys Surplus 401K Plan | - | 9 | $559,865 | $34,974 | $3,886iApproximate average salary by contribution assumption: employee only about $97,150 at 4% or $64,767 at 6%; with 50% employer match about $64,767 at 4% or $43,178 at 6%; with 100% employer match about $48,575 at 4% or $32,383 at 6%. |
| 2012 | 1 | 9 | $447,962 | $35,695 | $3,966iApproximate average salary by contribution assumption: employee only about $99,153 at 4% or $66,102 at 6%; with 50% employer match about $66,102 at 4% or $44,068 at 6%; with 100% employer match about $49,576 at 4% or $33,051 at 6%. |
| Bentleys Surplus 401K Plan | - | 9 | $447,962 | $35,695 | $3,966iApproximate average salary by contribution assumption: employee only about $99,153 at 4% or $66,102 at 6%; with 50% employer match about $66,102 at 4% or $44,068 at 6%; with 100% employer match about $49,576 at 4% or $33,051 at 6%. |
| 2011 | 1 | 12 | $378,441 | $28,276 | $2,356iApproximate average salary by contribution assumption: employee only about $58,908 at 4% or $39,272 at 6%; with 50% employer match about $39,272 at 4% or $26,181 at 6%; with 100% employer match about $29,454 at 4% or $19,636 at 6%. |
| Bentleys Surplus 401K Plan | - | 12 | $378,441 | $28,276 | $2,356iApproximate average salary by contribution assumption: employee only about $58,908 at 4% or $39,272 at 6%; with 50% employer match about $39,272 at 4% or $26,181 at 6%; with 100% employer match about $29,454 at 4% or $19,636 at 6%. |
| 2010 | 1 | 14 | $368,061 | $20,884 | $1,492iApproximate average salary by contribution assumption: employee only about $37,293 at 4% or $24,862 at 6%; with 50% employer match about $24,862 at 4% or $16,575 at 6%; with 100% employer match about $18,646 at 4% or $12,431 at 6%. |
| Bentleys Surplus 401K Plan | - | 14 | $368,061 | $20,884 | $1,492iApproximate average salary by contribution assumption: employee only about $37,293 at 4% or $24,862 at 6%; with 50% employer match about $24,862 at 4% or $16,575 at 6%; with 100% employer match about $18,646 at 4% or $12,431 at 6%. |
| 2009 | 1 | 15 | $317,182 | $18,751 | $1,250iApproximate average salary by contribution assumption: employee only about $31,252 at 4% or $20,834 at 6%; with 50% employer match about $20,834 at 4% or $13,890 at 6%; with 100% employer match about $15,626 at 4% or $10,417 at 6%. |
| Bentleys Surplus 401K Plan | - | 15 | $317,182 | $18,751 | $1,250iApproximate average salary by contribution assumption: employee only about $31,252 at 4% or $20,834 at 6%; with 50% employer match about $20,834 at 4% or $13,890 at 6%; with 100% employer match about $15,626 at 4% or $10,417 at 6%. |
| 2008 | 1 | 17 | $233,261 | $106,609 | $6,271iApproximate average salary by contribution assumption: employee only about $156,778 at 4% or $104,519 at 6%; with 50% employer match about $104,519 at 4% or $69,679 at 6%; with 100% employer match about $78,389 at 4% or $52,259 at 6%. |
| Bentleys Surplus 401K Plan | - | 17 | $233,261 | $106,609 | $6,271iApproximate average salary by contribution assumption: employee only about $156,778 at 4% or $104,519 at 6%; with 50% employer match about $104,519 at 4% or $69,679 at 6%; with 100% employer match about $78,389 at 4% or $52,259 at 6%. |