2023 Form 5500 filing — Surepoint Technologies 401k 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 20250415222426NAL0007066624001) for Surepoint Technologies 401k Plan, reported by Surepoint Technologies, Inc. under EIN 82-5159054 and plan number 001. It reports 191 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)$13.1MReported net assets$13,112,036
Participants191
Provider compensation$41.3K4 Schedule C row(s)$41,329
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250415222426NAL0007066624001
- Plan sponsor
- Surepoint Technologies, Inc.
- EIN
- 82-5159054
- Plan number
- 001
- Location
- Cincinnati, OH
- 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)$13.1M total assets
Net assets$13.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $13,112,036
- Net assets (EOY)
- $13,112,036
- Employer contributions
- $584,070
- Participant contributions
- $1,333,958
- Total income / additions
- $3,652,923
- Benefits paid
- $2,248,857
- Administrative expenses
- $37,119
- Total expenses
- $2,292,278
- Net increase / (decrease)
- $1,360,645
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, Inc. | INVESTMENT ADVISORY | $19,856 | $6 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,260 | $0 |
| The Benefits Consulting Group, Inc. | OTHER SERVICES | $0 | $4,207 |
| Creative Planning, LLC | INV ADV, PARTICIPANTS | $0 | $0 |