Surovell Isaacs & Levy PLC
Plan context: Surovell Isaacs & Levy PLC 401(K) Retirement Plan and Trust
EIN 75-3060431 • 2 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
24
2024 Assets
$7,914,402
2024 Contributions
$172,062
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 | 1 | 24 | $7,914,402 | $172,062 | $7,169iApproximate average salary by contribution assumption: employee only about $179,231 at 4% or $119,488 at 6%; with 50% employer match about $119,488 at 4% or $79,658 at 6%; with 100% employer match about $89,616 at 4% or $59,744 at 6%. |
| Surovell Isaacs & Levy PLC 401(K) Retirement Plan and Trust | - | 24 | $7,914,402 | $172,062 | $7,169iApproximate average salary by contribution assumption: employee only about $179,231 at 4% or $119,488 at 6%; with 50% employer match about $119,488 at 4% or $79,658 at 6%; with 100% employer match about $89,616 at 4% or $59,744 at 6%. |
| 2022 | 1 | 21 | $6,901,384 | $197,501 | $9,405iApproximate average salary by contribution assumption: employee only about $235,120 at 4% or $156,747 at 6%; with 50% employer match about $156,747 at 4% or $104,498 at 6%; with 100% employer match about $117,560 at 4% or $78,373 at 6%. |
| Surovell Isaacs & Levy PLC 401(K) Retirement Plan and Trust | - | 21 | $6,901,384 | $197,501 | $9,405iApproximate average salary by contribution assumption: employee only about $235,120 at 4% or $156,747 at 6%; with 50% employer match about $156,747 at 4% or $104,498 at 6%; with 100% employer match about $117,560 at 4% or $78,373 at 6%. |