2023 Form 5500 filing — Surf Opco 401(K) 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 20240619103057NAL0002378067001) for Surf Opco 401(K) Plan, reported by Surf Opco LLC under EIN 86-1780704 and plan number 001. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240619103057NAL0002378067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Surf Opco LLC
- EIN
- 86-1780704
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,060,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,060,879
- Employer contributions
- $117,740
- Participant contributions
- $724,899
- Total income / additions
- $1,932,978
- Benefits paid
- $364,534
- Administrative expenses
- $46,943
- Total expenses
- $434,355
- Net increase / (decrease)
- $1,498,623
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $18,068 | $0 |
| Mma Securities LLC | INVESTMENT ADVISOR | $17,245 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,380 | not reported in the loaded dataset |
| Cassell Plan Audits Inc | AUDITOR | $5,250 | not reported in the loaded dataset |