Plan5500

Surf Style Retail — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Style Retail (EIN 20-0495143) is a plan sponsor located in Hollywood, FL with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-0495143
Location
Hollywood, FL
Loaded plans
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.4MSummed across loaded plans$2,371,638
Total reported assets$2.4M$2,371,638
Total reported participants1.1K1,084
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.4M total assets
Net assets$2.4MLiabilities$0
Contributions & income
Employer contributions$181.6K
Participant contributions$461.5K
Total income / additions$968.3K
Expenses & distributions
Benefits paid / distributions$339.6K
Total expenses$365.9K
Net increase / (decrease)$602.4K

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Surfstyle 401k
Participants per plan271Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Surfstyle 401k$2.4M
    Plan #001 · 277 participants · 2023
  2. 2
    Surf Style Retail Dental And Welfare Plannot reported in the loaded dataset
    Plan #502 · 299 participants · 2023
  3. 3
    Surf Style Retail Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 278 participants · 2023
  4. 4
    Surf Style Retail Health & Welfare Plannot reported in the loaded dataset
    Plan #503 · 230 participants · 2023

Search all 4 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Surf Style Retail
YearPlanParticipantsSchedulesFiling
2023Surfstyle 401k277H, C20240710053838NAL0016413617001
2023Surf Style Retail Dental And Welfare Plan299—20241217142350NAL0001493715001
2023Surf Style Retail Health & Welfare Plan230—20241217142521NAL0004057776001
2023Surf Style Retail Health And Welfare Plan278—20250107093118NAL0005095587001

Related Form 5500 pages