2023 Form 5500 filing — The Sureway Group 401(K) Plan
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 20241011120739NAL0036865408001) for The Sureway Group 401(K) Plan, reported by Sureway Group, Inc. under EIN 36-4095137 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011120739NAL0036865408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sureway Group, Inc.
- EIN
- 36-4095137
- Plan number
- 001
- Location
- Franklin Park, IL
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,653,786
- Total liabilities (EOY)
- $45
- Net assets (EOY)
- $3,653,741
- Employer contributions
- $151,829
- Participant contributions
- $256,154
- Total income / additions
- $1,353,472
- Benefits paid
- $1,249,612
- Administrative expenses
- $35,753
- Total expenses
- $1,288,046
- Net increase / (decrease)
- $65,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Howard Simon & Associates, Inc. | NONE | $18,522 | not reported in the loaded dataset |
| Mesirow Financial | NONE | $15,569 | not reported in the loaded dataset |