How big is Stuart Surles Insurance and Realty, Inc.'s plan?

Stuart Surles Insurance and Realty, Inc.'s plan reported $1.7M in assets and 3 participants for 2024.

Original filing (PDF)20250717114544NAL0000303456001

Stuart Surles Insurance and Realty, Inc.

Name: Stuart Surles Insurance and Realty, Inc. — Form 5500 Plan 004 (2024)
Creator: Stuart Surles Insurance and Realty, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stuart Surles Insurance and Realty, Inc. Profit Sharing Plan

401(k) retirement plan · Stuart Surles Insurance and Realty, Inc.'s Stuart Surles Insurance and Realty, Inc. Profit Sharing Plan held $1.7M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Stuart Surles Insurance and Realty, Inc.'s EIN is 56-1708572.

EIN 56-1708572

Plan number 004

Plan year 2024

ACK ID 20250717114544NAL0000303456001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stuart Surles Insurance and Realty, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stuart Surles Insurance and Realty, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STUART SURLES INSURANCE AND REALTY, INC..

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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