Original filing (PDF)20240207125743NAL0001903393002

SURPLUS SOLUTIONS LLC

Name: SURPLUS SOLUTIONS LLC — SURPLUS SOLUTIONS LLC CASH BALANCE PLAN, Form 5500 (2023)
Creator: SURPLUS SOLUTIONS LLC

Form 5500-SF

FILING_RECEIVED

SURPLUS SOLUTIONS LLC CASH BALANCE PLAN

Defined-benefit pension 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 SURPLUS SOLUTIONS LLC.

Plan sponsor

Name

SURPLUS SOLUTIONS LLC

EIN

20-4081591

Address

2010 DIAMOND HILL ROAD · WOONSOCKET, RI · 02895

Phone

(401) 526-0048

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-02-07

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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