2023 Form 5500 filing — Surewerx Usa 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 20241015161414NAL0050385600001) for Surewerx Usa 401(K) Plan, reported by Surewerx Usa Inc. under EIN 36-1754390 and plan number 004. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161414NAL0050385600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Surewerx Usa Inc.
- EIN
- 36-1754390
- Plan number
- 004
- Location
- Elgin, IL
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,690,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,690,868
- Employer contributions
- $251,015
- Participant contributions
- $700,754
- Total income / additions
- $3,603,960
- Benefits paid
- $183,531
- Administrative expenses
- $49,293
- Total expenses
- $238,497
- Net increase / (decrease)
- $3,365,463
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $24,711 | $0 |
| Alera Investment Advisors LLC | ADVISOR | $24,582 | not reported in the loaded dataset |