How big is Surplus City, Inc.'s plan?

Surplus City, Inc.'s plan reported $2.8M in assets and 44 participants for 2024.

Original filing (PDF)20250924112942NAL0010502322001

Surplus City, Inc.

Name: Surplus City, Inc. — MEP One, Form 5500 (2024)
Creator: Surplus City, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MEP One

401(k) retirement plan · Surplus City, Inc.'s MEP One held $2.8M in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

David B. ROOT Jr. signed Surplus City, Inc.'s 2024 Form 5500 as plan administrator.

David B. ROOT Jr. — 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

Surplus City, Inc.'s EIN is 25-1386399.

EIN 25-1386399

Plan number 002

Plan year 2024

ACK ID 20250924112942NAL0010502322001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Surplus City, 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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SURPLUS CITY, INC.

EIN

all filings

Address

2873 E. PLEASANT VALLEY BLVD. · ALTOONA, PA · 16601

Phone

(814) 742-8900

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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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