2023 Form 5500 filing — Surfstyle 401k
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710053838NAL0016413617001) for Surfstyle 401k, reported by Surf Style Retail under EIN 20-0495143 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.4MReported net assets$2,371,638
Participants277
Provider compensation$17.1K3 Schedule C row(s)$17,096
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240710053838NAL0016413617001
- Plan sponsor
- Surf Style Retail
- EIN
- 20-0495143
- Plan number
- 001
- Location
- Hollywood, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,371,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,371,638
- Employer contributions
- $181,595
- Participant contributions
- $461,511
- Total income / additions
- $968,296
- Benefits paid
- $339,641
- Administrative expenses
- $17,097
- Total expenses
- $365,929
- Net increase / (decrease)
- $602,367
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $9,615 | $0 |
| Adp, Inc. | RECORD KEEPER | $7,481 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |