Surefire Wireline, LLC 401(K) Retirement Plan — Form 5500 plan (Surefire Wireline, LLC)

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, Surefire Wireline, LLC 401(K) Retirement Plan is a benefit plan reported by Surefire Wireline, LLC under EIN 47-2238147 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $5,659,492 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Surefire Wireline, LLC
EIN
47-2238147
Plan number
001
Plan type
2
Location
Kittanning, PA
Latest filing year
2023
Participants
238
End-of-year plan assets
$5,659,492

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023238H, C20241013144219NAL0014106659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,659,492
Total liabilities (EOY)
$0
Net assets (EOY)
$5,659,492
Net assets (BOY)
$4,068,120

Income & contributions

Employer contributions
$658,404
Participant contributions
$823,680
Total contributions
$1,500,253
Total income / additions
$2,236,978

Expenses & distributions

Benefits paid
$604,678
Administrative expenses
$40,928
Total expenses
$645,606
Net increase / (decrease)
$1,591,372

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Wealth ManagemnINVESTMENT ADVISOR$22,285not reported in the loaded dataset2023
Stancorp Financial GroupRECORDKEEPER$12,012not reported in the loaded dataset2023
Hill, Barth & King LLCACCOUNTANT/AU DITOR$7,501not reported in the loaded dataset2023

Related Form 5500 pages