Original filing (PDF)20231121083536NAL0000986002001

SURF METAL CO., INC.

Name: SURF METAL CO., INC. — SURF METAL CO., INC. 401(K) PLAN AND TRUST, Form 5500 (2022)
Creator: SURF METAL CO., INC.

Form 5500-SF

FILING_RECEIVED

SURF METAL CO., INC. 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SURF METAL CO., INC..

Plan sponsor

Name

SURF METAL CO., INC.

EIN

06-0788987

Address

460 LORDSHIP BOULEVARD · STRATFORD, CT · 06615

Phone

(203) 375-2211

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-11-15

Filed

2023-11-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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