SURFRIDER FOUNDATION
Plan context: SURFRIDER FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST
EIN 95-3941826 • San Clemente, CA • 25 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
121
2024 Assets
$7,172,267
2024 Contributions
$712,894
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 | 121 | $7,172,267 | $712,894 | $5,892iApproximate average salary by contribution assumption: employee only about $147,292 at 4% or $98,195 at 6%; with 50% employer match about $98,195 at 4% or $65,463 at 6%; with 100% employer match about $73,646 at 4% or $49,097 at 6%. |
| SURFRIDER FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST | - | 121 | $7,172,267 | $712,894 | $5,892iApproximate average salary by contribution assumption: employee only about $147,292 at 4% or $98,195 at 6%; with 50% employer match about $98,195 at 4% or $65,463 at 6%; with 100% employer match about $73,646 at 4% or $49,097 at 6%. |
| 2023 | 1 | 120 | $5,919,988 | $533,803 | $4,448iApproximate average salary by contribution assumption: employee only about $111,209 at 4% or $74,139 at 6%; with 50% employer match about $74,139 at 4% or $49,426 at 6%; with 100% employer match about $55,604 at 4% or $37,070 at 6%. |
| SURFRIDER FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST | - | 120 | $5,919,988 | $533,803 | $4,448iApproximate average salary by contribution assumption: employee only about $111,209 at 4% or $74,139 at 6%; with 50% employer match about $74,139 at 4% or $49,426 at 6%; with 100% employer match about $55,604 at 4% or $37,070 at 6%. |
| 2022 | 1 | 102 | $4,393,292 | $414,339 | $4,062iApproximate average salary by contribution assumption: employee only about $101,554 at 4% or $67,702 at 6%; with 50% employer match about $67,702 at 4% or $45,135 at 6%; with 100% employer match about $50,777 at 4% or $33,851 at 6%. |
| SURFRIDER FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST | - | 102 | $4,393,292 | $414,339 | $4,062iApproximate average salary by contribution assumption: employee only about $101,554 at 4% or $67,702 at 6%; with 50% employer match about $67,702 at 4% or $45,135 at 6%; with 100% employer match about $50,777 at 4% or $33,851 at 6%. |
| 2021 | 1 | 92 | $5,076,082 | $347,794 | $3,780iApproximate average salary by contribution assumption: employee only about $94,509 at 4% or $63,006 at 6%; with 50% employer match about $63,006 at 4% or $42,004 at 6%; with 100% employer match about $47,255 at 4% or $31,503 at 6%. |
| SURFRIDER FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST | - | 92 | $5,076,082 | $347,794 | $3,780iApproximate average salary by contribution assumption: employee only about $94,509 at 4% or $63,006 at 6%; with 50% employer match about $63,006 at 4% or $42,004 at 6%; with 100% employer match about $47,255 at 4% or $31,503 at 6%. |
| 2020 | 1 | 91 | $4,121,559 | $279,887 | $3,076iApproximate average salary by contribution assumption: employee only about $76,892 at 4% or $51,261 at 6%; with 50% employer match about $51,261 at 4% or $34,174 at 6%; with 100% employer match about $38,446 at 4% or $25,631 at 6%. |
| SURFRIDER FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST | - | 91 | $4,121,559 | $279,887 | $3,076iApproximate average salary by contribution assumption: employee only about $76,892 at 4% or $51,261 at 6%; with 50% employer match about $51,261 at 4% or $34,174 at 6%; with 100% employer match about $38,446 at 4% or $25,631 at 6%. |
| 2019 | 1 | 83 | $3,093,563 | $211,666 | $2,550iApproximate average salary by contribution assumption: employee only about $63,755 at 4% or $42,503 at 6%; with 50% employer match about $42,503 at 4% or $28,335 at 6%; with 100% employer match about $31,877 at 4% or $21,252 at 6%. |
| SURFRIDER FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST | - | 83 | $3,093,563 | $211,666 | $2,550iApproximate average salary by contribution assumption: employee only about $63,755 at 4% or $42,503 at 6%; with 50% employer match about $42,503 at 4% or $28,335 at 6%; with 100% employer match about $31,877 at 4% or $21,252 at 6%. |
| 2018 | 1 | 69 | $2,234,927 | $220,328 | $3,193iApproximate average salary by contribution assumption: employee only about $79,829 at 4% or $53,219 at 6%; with 50% employer match about $53,219 at 4% or $35,480 at 6%; with 100% employer match about $39,914 at 4% or $26,610 at 6%. |
| SURFRIDER FOUNDATION 401 K PROFIT SHARING PLAN TRUST | - | 69 | $2,234,927 | $220,328 | $3,193iApproximate average salary by contribution assumption: employee only about $79,829 at 4% or $53,219 at 6%; with 50% employer match about $53,219 at 4% or $35,480 at 6%; with 100% employer match about $39,914 at 4% or $26,610 at 6%. |
| 2017 | 1 | 65 | $2,192,367 | $143,371 | $2,206iApproximate average salary by contribution assumption: employee only about $55,143 at 4% or $36,762 at 6%; with 50% employer match about $36,762 at 4% or $24,508 at 6%; with 100% employer match about $27,571 at 4% or $18,381 at 6%. |
| SURFRIDER FOUNDATION 401 K PROFIT SHARING PLAN TRUST | - | 65 | $2,192,367 | $143,371 | $2,206iApproximate average salary by contribution assumption: employee only about $55,143 at 4% or $36,762 at 6%; with 50% employer match about $36,762 at 4% or $24,508 at 6%; with 100% employer match about $27,571 at 4% or $18,381 at 6%. |
| 2016 | 1 | 64 | $1,901,804 | $150,559 | $2,352iApproximate average salary by contribution assumption: employee only about $58,812 at 4% or $39,208 at 6%; with 50% employer match about $39,208 at 4% or $26,139 at 6%; with 100% employer match about $29,406 at 4% or $19,604 at 6%. |
| SURFRIDER FOUNDATION 401 K PROFIT SHARING PLAN TRUST | - | 64 | $1,901,804 | $150,559 | $2,352iApproximate average salary by contribution assumption: employee only about $58,812 at 4% or $39,208 at 6%; with 50% employer match about $39,208 at 4% or $26,139 at 6%; with 100% employer match about $29,406 at 4% or $19,604 at 6%. |
| 2015 | 1 | 61 | $1,907,148 | $177,393 | $2,908iApproximate average salary by contribution assumption: employee only about $72,702 at 4% or $48,468 at 6%; with 50% employer match about $48,468 at 4% or $32,312 at 6%; with 100% employer match about $36,351 at 4% or $24,234 at 6%. |
| SURFRIDER FOUNDATION 401 K PROFIT SHARING PLAN TRUST | - | 61 | $1,907,148 | $177,393 | $2,908iApproximate average salary by contribution assumption: employee only about $72,702 at 4% or $48,468 at 6%; with 50% employer match about $48,468 at 4% or $32,312 at 6%; with 100% employer match about $36,351 at 4% or $24,234 at 6%. |
| 2014 | 1 | 51 | $1,747,116 | $205,309 | $4,026iApproximate average salary by contribution assumption: employee only about $100,642 at 4% or $67,094 at 6%; with 50% employer match about $67,094 at 4% or $44,730 at 6%; with 100% employer match about $50,321 at 4% or $33,547 at 6%. |
| SURFRIDER FOUNDATION 401 K PROFIT SHARING PLAN TRUST | - | 51 | $1,747,116 | $205,309 | $4,026iApproximate average salary by contribution assumption: employee only about $100,642 at 4% or $67,094 at 6%; with 50% employer match about $67,094 at 4% or $44,730 at 6%; with 100% employer match about $50,321 at 4% or $33,547 at 6%. |
| 2013 | 1 | 56 | $1,741,905 | $169,095 | $3,020iApproximate average salary by contribution assumption: employee only about $75,489 at 4% or $50,326 at 6%; with 50% employer match about $50,326 at 4% or $33,551 at 6%; with 100% employer match about $37,744 at 4% or $25,163 at 6%. |
| SURFRIDER FOUNDATION 401 K PROFIT SHARING PLAN TRUST | - | 56 | $1,741,905 | $169,095 | $3,020iApproximate average salary by contribution assumption: employee only about $75,489 at 4% or $50,326 at 6%; with 50% employer match about $50,326 at 4% or $33,551 at 6%; with 100% employer match about $37,744 at 4% or $25,163 at 6%. |
| 2012 | 1 | 57 | $1,276,731 | $153,733 | $2,697iApproximate average salary by contribution assumption: employee only about $67,427 at 4% or $44,951 at 6%; with 50% employer match about $44,951 at 4% or $29,967 at 6%; with 100% employer match about $33,713 at 4% or $22,476 at 6%. |
| SURFRIDER FOUNDATION 401 K PROFIT SHARING PLAN TRUST | - | 57 | $1,276,731 | $153,733 | $2,697iApproximate average salary by contribution assumption: employee only about $67,427 at 4% or $44,951 at 6%; with 50% employer match about $44,951 at 4% or $29,967 at 6%; with 100% employer match about $33,713 at 4% or $22,476 at 6%. |
| 2011 | 1 | 55 | $992,198 | $139,561 | $2,537iApproximate average salary by contribution assumption: employee only about $63,437 at 4% or $42,291 at 6%; with 50% employer match about $42,291 at 4% or $28,194 at 6%; with 100% employer match about $31,718 at 4% or $21,146 at 6%. |
| SURFRIDER FOUNDATION 401 K PROFIT SHARING PLAN TRUST | - | 55 | $992,198 | $139,561 | $2,537iApproximate average salary by contribution assumption: employee only about $63,437 at 4% or $42,291 at 6%; with 50% employer match about $42,291 at 4% or $28,194 at 6%; with 100% employer match about $31,718 at 4% or $21,146 at 6%. |
| 2010 | 1 | 43 | $890,955 | $133,946 | $3,115iApproximate average salary by contribution assumption: employee only about $77,876 at 4% or $51,917 at 6%; with 50% employer match about $51,917 at 4% or $34,611 at 6%; with 100% employer match about $38,938 at 4% or $25,959 at 6%. |
| SURFRIDER FOUNDATION 401 K PROFIT SHARING PLAN TRUST | - | 43 | $890,955 | $133,946 | $3,115iApproximate average salary by contribution assumption: employee only about $77,876 at 4% or $51,917 at 6%; with 50% employer match about $51,917 at 4% or $34,611 at 6%; with 100% employer match about $38,938 at 4% or $25,959 at 6%. |
| 2009 | 1 | 40 | $643,851 | $129,583 | $3,240iApproximate average salary by contribution assumption: employee only about $80,989 at 4% or $53,993 at 6%; with 50% employer match about $53,993 at 4% or $35,995 at 6%; with 100% employer match about $40,495 at 4% or $26,996 at 6%. |
| SURFRIDER FOUNDATION | - | 40 | $643,851 | $129,583 | $3,240iApproximate average salary by contribution assumption: employee only about $80,989 at 4% or $53,993 at 6%; with 50% employer match about $53,993 at 4% or $35,995 at 6%; with 100% employer match about $40,495 at 4% or $26,996 at 6%. |
| 2008 | 1 | 39 | $414,810 | $130,894 | $3,356iApproximate average salary by contribution assumption: employee only about $83,906 at 4% or $55,938 at 6%; with 50% employer match about $55,938 at 4% or $37,292 at 6%; with 100% employer match about $41,953 at 4% or $27,969 at 6%. |
| SURFRIDER FOUNDATION 401K PROFIT SHARING PLAN & TRUST | - | 39 | $414,810 | $130,894 | $3,356iApproximate average salary by contribution assumption: employee only about $83,906 at 4% or $55,938 at 6%; with 50% employer match about $55,938 at 4% or $37,292 at 6%; with 100% employer match about $41,953 at 4% or $27,969 at 6%. |
| 2007 | 1 | 35 | $0 | $0 | - |
| SURFRIDER FOUNDATION 401K PROFIT SHARING PLAN & TRUST | - | 35 | - | - | - |
| 2006 | 1 | 33 | $371,123 | $90,945 | $2,756iApproximate average salary by contribution assumption: employee only about $68,898 at 4% or $45,932 at 6%; with 50% employer match about $45,932 at 4% or $30,621 at 6%; with 100% employer match about $34,449 at 4% or $22,966 at 6%. |
| SURFRIDER FOUNDATION 401K PROFIT SHARING PLAN & TRUST | - | 33 | $371,123 | $90,945 | $2,756iApproximate average salary by contribution assumption: employee only about $68,898 at 4% or $45,932 at 6%; with 50% employer match about $45,932 at 4% or $30,621 at 6%; with 100% employer match about $34,449 at 4% or $22,966 at 6%. |
| 2005 | 1 | 26 | $271,805 | $77,413 | $2,977iApproximate average salary by contribution assumption: employee only about $74,436 at 4% or $49,624 at 6%; with 50% employer match about $49,624 at 4% or $33,082 at 6%; with 100% employer match about $37,218 at 4% or $24,812 at 6%. |
| SURFRIDER FOUNDATION 401K PROFIT SHARING PLAN & TRUST | - | 26 | $271,805 | $77,413 | $2,977iApproximate average salary by contribution assumption: employee only about $74,436 at 4% or $49,624 at 6%; with 50% employer match about $49,624 at 4% or $33,082 at 6%; with 100% employer match about $37,218 at 4% or $24,812 at 6%. |
| 2004 | 1 | 24 | $181,273 | $37,130 | $1,547iApproximate average salary by contribution assumption: employee only about $38,677 at 4% or $25,785 at 6%; with 50% employer match about $25,785 at 4% or $17,190 at 6%; with 100% employer match about $19,339 at 4% or $12,892 at 6%. |
| SURFRIDER FOUNDATION 401K PROFIT SHARING PLAN & TRUST | - | 24 | $181,273 | $37,130 | $1,547iApproximate average salary by contribution assumption: employee only about $38,677 at 4% or $25,785 at 6%; with 50% employer match about $25,785 at 4% or $17,190 at 6%; with 100% employer match about $19,339 at 4% or $12,892 at 6%. |
| 2003 | 1 | 16 | $182,222 | $30,249 | $1,891iApproximate average salary by contribution assumption: employee only about $47,264 at 4% or $31,509 at 6%; with 50% employer match about $31,509 at 4% or $21,006 at 6%; with 100% employer match about $23,632 at 4% or $15,755 at 6%. |
| SURFRIDER FOUNDATION 401K RETIREM ENT SAVINGS PLAN | - | 16 | $182,222 | $30,249 | $1,891iApproximate average salary by contribution assumption: employee only about $47,264 at 4% or $31,509 at 6%; with 50% employer match about $31,509 at 4% or $21,006 at 6%; with 100% employer match about $23,632 at 4% or $15,755 at 6%. |
| 2002 | 1 | 21 | $125,287 | $27,678 | $1,318iApproximate average salary by contribution assumption: employee only about $32,950 at 4% or $21,967 at 6%; with 50% employer match about $21,967 at 4% or $14,644 at 6%; with 100% employer match about $16,475 at 4% or $10,983 at 6%. |
| SURFRIDER FOUNDATION 401K RETIREMEN T SAVINGS PLAN | - | 21 | $125,287 | $27,678 | $1,318iApproximate average salary by contribution assumption: employee only about $32,950 at 4% or $21,967 at 6%; with 50% employer match about $21,967 at 4% or $14,644 at 6%; with 100% employer match about $16,475 at 4% or $10,983 at 6%. |
| 2001 | 1 | 13 | $0 | $0 | - |
| SURFRIDER FOUNDATION 401K RETIREMENT SAVINGS PLAN | - | 13 | - | - | - |
| 2000 | 1 | 13 | $96,520 | $38,949 | $2,996iApproximate average salary by contribution assumption: employee only about $74,902 at 4% or $49,935 at 6%; with 50% employer match about $49,935 at 4% or $33,290 at 6%; with 100% employer match about $37,451 at 4% or $24,967 at 6%. |
| SURFRIDER FOUNDATION 401K RETIREMEN T SAVINGS PLAN | - | 13 | $96,520 | $38,949 | $2,996iApproximate average salary by contribution assumption: employee only about $74,902 at 4% or $49,935 at 6%; with 50% employer match about $49,935 at 4% or $33,290 at 6%; with 100% employer match about $37,451 at 4% or $24,967 at 6%. |