Surfstyle 401k — Form 5500 plan (Surf Style Retail)
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, Surfstyle 401k is a benefit plan reported by Surf Style Retail under EIN 20-0495143 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $2,371,638 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.4MPlan net assets, end of year$2,371,638
Participants277Covered participants reported
Assets / participant$8.6KComputed: assets ÷ participants$8,562 (computed)
Provider compensation$17.1K3 Schedule C provider row(s)$17,096
- Plan sponsor
- Surf Style Retail
- EIN
- 20-0495143
- Plan number
- 001
- Plan type
- 2
- Location
- Hollywood, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20240710053838NAL0016413617001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,371,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,371,638
- Net assets (BOY)
- $1,769,271
Income & contributions
- Employer contributions
- $181,595
- Participant contributions
- $461,511
- Total contributions
- $643,106
- Total income / additions
- $968,296
Expenses & distributions
- Benefits paid
- $339,641
- Administrative expenses
- $17,097
- Total expenses
- $365,929
- Net increase / (decrease)
- $602,367
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $9,615 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $7,481 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |