Surepoint Technologies 401k Plan — Form 5500 plan (Surepoint Technologies, 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, Surepoint Technologies 401k Plan is a benefit plan reported by Surepoint Technologies, Inc. under EIN 82-5159054 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $13,112,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Surepoint Technologies, Inc.
- EIN
- 82-5159054
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $13,112,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20250415222426NAL0007066624001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,112,036
- Net assets (EOY)
- $13,112,036
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $584,070
- Participant contributions
- $1,333,958
- Total contributions
- $2,114,797
- Total income / additions
- $3,652,923
Expenses & distributions
- Benefits paid
- $2,248,857
- Administrative expenses
- $37,119
- Total expenses
- $2,292,278
- Net increase / (decrease)
- $1,360,645
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning, Inc. | INVESTMENT ADVISORY | $19,856 | $6 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,260 | $0 | 2023 |
| The Benefits Consulting Group, Inc. | OTHER SERVICES | $0 | $4,207 | 2023 |
| Creative Planning, LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Surepoint Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Creative Planning, Inc. — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- The Benefits Consulting Group, Inc. — Schedule C compensation
- Creative Planning, LLC — Schedule C compensation