Surteco North America 401(K) Plan — Form 5500 plan (Surteco Usa Inc.)
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, Surteco North America 401(K) Plan is a benefit plan reported by Surteco Usa Inc. under EIN 26-3908590 and plan number 001. The latest loaded filing year is 2023. The filing reports 320 participants and $21,801,565 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Surteco Usa Inc.
- EIN
- 26-3908590
- Plan number
- 001
- Plan type
- 2
- Location
- Greensboro, NC
- Latest filing year
- 2023
- Participants
- 320
- End-of-year plan assets
- $21,801,565
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 320 | H, C | 20251014073053NAL0004951266001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,801,565
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,801,565
- Net assets (BOY)
- $3,939,211
Income & contributions
- Employer contributions
- $1,271,731
- Participant contributions
- $3,793,857
- Total contributions
- $10,218,835
- Total income / additions
- $11,966,524
Expenses & distributions
- Benefits paid
- $1,122,389
- Administrative expenses
- $45,575
- Total expenses
- $1,167,964
- Net increase / (decrease)
- $10,798,560
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $32,669 | not reported in the loaded dataset | 2023 |
| Pasi | NONE | $19,125 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $11,936 | $0 | 2023 |