Surefire, LLC 401(K) Plan — Form 5500 plan (Surefire, 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, LLC 401(K) Plan is a benefit plan reported by Surefire, LLC under EIN 95-4837677 and plan number 001. The latest loaded filing year is 2023. The filing reports 358 participants and $19,777,535 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Surefire, LLC
EIN
95-4837677
Plan number
001
Plan type
2
Location
Fountain Valley, CA
Latest filing year
2023
Participants
358
End-of-year plan assets
$19,777,535

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023358H, C20240709145600NAL0015652609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,777,535
Total liabilities (EOY)
$0
Net assets (EOY)
$19,777,535
Net assets (BOY)
$15,994,824

Income & contributions

Employer contributions
$133,453
Participant contributions
$1,532,835
Total contributions
$2,285,130
Total income / additions
$4,962,474

Expenses & distributions

Benefits paid
$1,114,096
Administrative expenses
$65,667
Total expenses
$1,179,763
Net increase / (decrease)
$3,782,711

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services LLCADVISOR$44,068not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$21,599not reported in the loaded dataset2023

Related Form 5500 pages