How big is Surfside Softee Inc.'s plan?

Surfside Softee Inc.'s plan reported $189K in assets and 37 participants for 2024.

Original filing (PDF)20250721082956NAL0002519890001

Surfside Softee Inc.

Name: Surfside Softee Inc. — Mister Softee of Southern, Form 5500 (2024)
Creator: Surfside Softee Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mister Softee of Southern CALI

401(k) retirement plan · Surfside Softee Inc.'s Mister Softee of Southern CALI held $189K in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$189K

Net assets (EOY)

$189K

People on this filing

Nick Rice signed Surfside Softee Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — 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

Surfside Softee Inc.'s EIN is 47-2772339.

EIN 47-2772339

Plan number 001

Plan year 2024

ACK ID 20250721082956NAL0002519890001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Top-tier plan health

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

Helping the score