Civic Intelligence

SURFSIDE HOUSE, LLC

Plan context: SURFSIDE HOUSE, LLC 401(K) RETIREMENT PLAN

EIN 87-3760580 • Boston, MA • 4 filings • 1 plans

One Beacon Street, 21st FloorBoston, MA 02108
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$696,691

2025 Contributions

$172,943

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$696,691$348,346$0202220242025YearValue
$696,691Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

840202220242025YearValue
8Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202518$696,691$172,943$21,618iApproximate average salary by contribution assumption: employee only about $540,447 at 4% or $360,298 at 6%; with 50% employer match about $360,298 at 4% or $240,199 at 6%; with 100% employer match about $270,223 at 4% or $180,149 at 6%.
SURFSIDE HOUSE, LLC 401(K) RETIREMENT PLAN-8$696,691$172,943$21,618iApproximate average salary by contribution assumption: employee only about $540,447 at 4% or $360,298 at 6%; with 50% employer match about $360,298 at 4% or $240,199 at 6%; with 100% employer match about $270,223 at 4% or $180,149 at 6%.
202417$430,922$119,335$17,048iApproximate average salary by contribution assumption: employee only about $426,196 at 4% or $284,131 at 6%; with 50% employer match about $284,131 at 4% or $189,421 at 6%; with 100% employer match about $213,098 at 4% or $142,065 at 6%.
SURFSIDE HOUSE, LLC 401(K) RETIREMENT PLAN-7$430,922$119,335$17,048iApproximate average salary by contribution assumption: employee only about $426,196 at 4% or $284,131 at 6%; with 50% employer match about $284,131 at 4% or $189,421 at 6%; with 100% employer match about $213,098 at 4% or $142,065 at 6%.
202317$264,563$157,639$22,520iApproximate average salary by contribution assumption: employee only about $562,996 at 4% or $375,331 at 6%; with 50% employer match about $375,331 at 4% or $250,221 at 6%; with 100% employer match about $281,498 at 4% or $187,665 at 6%.
SURFSIDE HOUSE, LLC 401(K) RETIREMENT PLAN-7$264,563$157,639$22,520iApproximate average salary by contribution assumption: employee only about $562,996 at 4% or $375,331 at 6%; with 50% employer match about $375,331 at 4% or $250,221 at 6%; with 100% employer match about $281,498 at 4% or $187,665 at 6%.
202216$76,727$97,626$16,271iApproximate average salary by contribution assumption: employee only about $406,775 at 4% or $271,183 at 6%; with 50% employer match about $271,183 at 4% or $180,789 at 6%; with 100% employer match about $203,388 at 4% or $135,592 at 6%.
SURFSIDE HOUSE, LLC 401(K) RETIREMENT PLAN-6$76,727$97,626$16,271iApproximate average salary by contribution assumption: employee only about $406,775 at 4% or $271,183 at 6%; with 50% employer match about $271,183 at 4% or $180,789 at 6%; with 100% employer match about $203,388 at 4% or $135,592 at 6%.