How big is Surroundings Inc.'s plan?

Surroundings Inc.'s plan reported $1.5M in assets and 24 participants for 2024.

Original filing (PDF)20250528090239NAL0011890032001

Surroundings Inc.

Name: Surroundings Inc. — Surroundings 401(k) Plan, Form 5500 (2024)
Creator: Surroundings Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surroundings 401(k) Plan

401(k) retirement plan · Surroundings Inc.'s Surroundings 401(k) Plan held $1.5M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Jacob Pytlik signed Surroundings Inc.'s 2024 Form 5500 as plan administrator.

Jacob Pytlik — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Surroundings Inc.'s EIN is 02-0650167.

EIN 02-0650167

Plan number 001

Plan year 2024

ACK ID 20250528090239NAL0011890032001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Surroundings Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Surroundings Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off