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, Surterra 401(K) Plan is a benefit plan reported by Surterra Holdings, Inc. under EIN 61-1897289 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,015 participants and $12,369,183 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,369,183
- Total liabilities (EOY)
- $48,511
- Net assets (EOY)
- $12,320,672
- Net assets (BOY)
- $9,914,297
Income & contributions
- Participant contributions
- $2,593,711
- Total contributions
- $2,665,120
- Total income / additions
- $4,443,564
Expenses & distributions
- Benefits paid
- $1,899,132
- Administrative expenses
- $138,057
- Total expenses
- $2,037,189
- Net increase / (decrease)
- $2,406,375