Plan5500

Spooner Risk Control Services, Inc. Multiple Employer 401(K) Profit Sharing Plan — Form 5500 plan (Surety Hr, 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, Spooner Risk Control Services, Inc. Multiple Employer 401(K) Profit Sharing Plan is a benefit plan reported by Surety Hr, Inc. under EIN 82-1825780 and plan number 003. The latest loaded filing year is 2023. The filing reports 141 participants and $13,114,952 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Surety Hr, Inc.
EIN
82-1825780
Plan number
003
Plan type
2
Location
Westlake, OH
Latest filing year
2023
Participants
141
End-of-year plan assets
$13,114,952

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20241007085924NAL0008737779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,114,952
Total liabilities (EOY)
$0
Net assets (EOY)
$13,114,952
Net assets (BOY)
$11,075,882

Income & contributions

Employer contributions
$298,514
Participant contributions
$648,813
Total contributions
$958,870
Total income / additions
$2,755,655

Expenses & distributions

Benefits paid
$655,443
Administrative expenses
$61,142
Total expenses
$716,585
Net increase / (decrease)
$2,039,070

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life Ins.RECORDKEEPER$61,142$02023
Rea & Associates IncTRUSTEE$1,160not reported in the loaded dataset2023

Related Form 5500 pages