2023 Form 5500 filing — Surteco North America 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 20251014073053NAL0004951266001) for Surteco North America 401(K) Plan, reported by Surteco Usa Inc. under EIN 26-3908590 and plan number 001. It reports 320 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251014073053NAL0004951266001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Surteco Usa Inc.
- EIN
- 26-3908590
- Plan number
- 001
- Location
- Greensboro, NC
- Participants
- 320
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,801,565
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,801,565
- Employer contributions
- $1,271,731
- Participant contributions
- $3,793,857
- Total income / additions
- $11,966,524
- Benefits paid
- $1,122,389
- Administrative expenses
- $45,575
- Total expenses
- $1,167,964
- Net increase / (decrease)
- $10,798,560
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $32,669 | not reported in the loaded dataset |
| Pasi | NONE | $19,125 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $11,936 | $0 |