Surepoint Technologies 401k Plan — Form 5500 plan (Surepoint Technologies, 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, Surepoint Technologies 401k Plan is a benefit plan reported by Surepoint Technologies, Inc. under EIN 82-5159054 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $13,112,036 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.1MPlan net assets, end of year$13,112,036
Participants191Covered participants reported
Assets / participant$68.6KComputed: assets ÷ participants$68,649 (computed)
Provider compensation$41.3K4 Schedule C provider row(s)$41,329
- Plan sponsor
- Surepoint Technologies, Inc.
- EIN
- 82-5159054
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20250415222426NAL0007066624001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$13.1M total assets
Net assets$13.1MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $13,112,036
- Net assets (EOY)
- $13,112,036
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $584,070
- Participant contributions
- $1,333,958
- Total contributions
- $2,114,797
- Total income / additions
- $3,652,923
Expenses & distributions
- Benefits paid
- $2,248,857
- Administrative expenses
- $37,119
- Total expenses
- $2,292,278
- Net increase / (decrease)
- $1,360,645
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income62%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning, Inc. | INVESTMENT ADVISORY | $19,856 | $6 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,260 | $0 | 2023 |
| The Benefits Consulting Group, Inc. | OTHER SERVICES | $0 | $4,207 | 2023 |
| Creative Planning, LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Surepoint Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Creative Planning, Inc. — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- The Benefits Consulting Group, Inc. — Schedule C compensation
- Creative Planning, LLC — Schedule C compensation