Surf Opco 401(K) Plan — Form 5500 plan (Surf Opco LLC)
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, Surf Opco 401(K) Plan is a benefit plan reported by Surf Opco LLC under EIN 86-1780704 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $7,060,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Surf Opco LLC
- EIN
- 86-1780704
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $7,060,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20240619103057NAL0002378067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,060,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,060,879
- Net assets (BOY)
- $5,562,256
Income & contributions
- Employer contributions
- $117,740
- Participant contributions
- $724,899
- Total contributions
- $886,763
- Total income / additions
- $1,932,978
Expenses & distributions
- Benefits paid
- $364,534
- Administrative expenses
- $46,943
- Total expenses
- $434,355
- Net increase / (decrease)
- $1,498,623
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $18,068 | $0 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISOR | $17,245 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,380 | not reported in the loaded dataset | 2023 |
| Cassell Plan Audits Inc | AUDITOR | $5,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Surf Opco LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Cassell Plan Audits Inc — Schedule C compensation