Plan5500

The Sureway Group 401(K) Plan — Form 5500 plan (Sureway Group, Inc.)

Plain-English plan 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, The Sureway Group 401(K) Plan is a benefit plan reported by Sureway Group, Inc. under EIN 36-4095137 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $3,653,786 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sureway Group, Inc.
EIN
36-4095137
Plan number
001
Plan type
2
Location
Franklin Park, IL
Latest filing year
2023
Participants
187
End-of-year plan assets
$3,653,786

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023187H, C20241011120739NAL0036865408001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,653,786
Total liabilities (EOY)
$45
Net assets (EOY)
$3,653,741
Net assets (BOY)
$3,588,315

Income & contributions

Employer contributions
$151,829
Participant contributions
$256,154
Total contributions
$624,232
Total income / additions
$1,353,472

Expenses & distributions

Benefits paid
$1,249,612
Administrative expenses
$35,753
Total expenses
$1,288,046
Net increase / (decrease)
$65,426

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Howard Simon & Associates, Inc.NONE$18,522not reported in the loaded dataset2023
Mesirow FinancialNONE$15,569not reported in the loaded dataset2023

Related Form 5500 pages