· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
24/30 SURPLUS, LLC — 24/30 SURPLUS, LLC CASH BALANCE PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240124100033NAL0016710720001
24/30 SURPLUS, LLC
Form 5500-SF
FILING_RECEIVED
24/30 SURPLUS, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
24/30 SURPLUS, LLC
.
Find decision makers
Plan sponsor
Name
24/30 SURPLUS, LLC
EIN
35-2153220
Address
P.O. BOX 680 · 201 MAIN STREET · NEW HAVEN, IN · 46774
Phone
(260) 749-9919
Industry
Supermarkets & Other Grocery Stores
· Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-07-31
Filed
2024-01-24
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
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
Related plans
Similar-size Supermarkets & Other Grocery Stores plans
SIRI RETAIL INC
SIRI RETAIL INC SOCA BENEFIT PLAN
$0
JOE'S SELF SERVICE FOOD MARKET, INC
JOE'S SELF SERVICE FOOD MARKET, INC. MONEY
$0
MEISTERS BUY-RITE, INC.
MEISTERS BUY-RITE, INC. 401K PROFIT SHARING PLAN
$0
HOUSLEY'S RANCH MARKET INC.
HOUSLEY'S RANCH MARKET INC. 401(K) PROFIT SHARING PLAN & TRUST
$0
QUANG HOA II SUPERMARKET, INC.
QUANG HOA II SUPERMARKET, INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$0
SETTLERS COOPERATIVE INC.
SETTLERS COOPERATIVE INC. 401(K) PROFIT SHARING PLAN
$0
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
