Surewerx Usa 401(K) Plan — Form 5500 plan (Surewerx 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, Surewerx Usa 401(K) Plan is a benefit plan reported by Surewerx Usa Inc. under EIN 36-1754390 and plan number 004. The latest loaded filing year is 2023. The filing reports 128 participants and $12,690,868 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Surewerx Usa Inc.
- EIN
- 36-1754390
- Plan number
- 004
- Plan type
- 2
- Location
- Elgin, IL
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $12,690,868
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20241015161414NAL0050385600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,690,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,690,868
- Net assets (BOY)
- $9,325,405
Income & contributions
- Employer contributions
- $251,015
- Participant contributions
- $700,754
- Total contributions
- $1,948,123
- Total income / additions
- $3,603,960
Expenses & distributions
- Benefits paid
- $183,531
- Administrative expenses
- $49,293
- Total expenses
- $238,497
- Net increase / (decrease)
- $3,365,463
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $24,711 | $0 | 2023 |
| Alera Investment Advisors LLC | ADVISOR | $24,582 | not reported in the loaded dataset | 2023 |