Original filing (PDF)20250521135502NAL0006942402001

SURPLUS LINES STAMPING OFFICE OF TEXAS

Name: SURPLUS LINES STAMPING OFFICE OF TEXAS — SURPLUS LINES STAMPING OFFICE OF TEXAS CASH BALANCE PLAN, Form 5500 (2024)
Creator: SURPLUS LINES STAMPING OFFICE OF TEXAS

Form 5500-SF

FILING_RECEIVED

SURPLUS LINES STAMPING OFFICE OF TEXAS CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 LINES STAMPING OFFICE OF TEXAS.

Plan sponsor

Name

SURPLUS LINES STAMPING OFFICE OF TEXAS

EIN

74-2484441

Address

1601 EAST PFLUGERVILLE PARKWAY · SUITE 3301 · PFLUGERVILLE, TX · 78660

Phone

(800) 681-5848

Industry

Finance & Insurancesee all

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

2025-05-21

Pension benefit codes

1B · Flat-dollar 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

Related plans

Similar-size Finance & Insurance plans

JOHNSON & ROUNTREE PREMIUM, INC.

JOHNSON & ROUNTREE PREMIUM, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$1.7M · 22 participants

LOUISIANA INSURANCE GUARANTY ASSOCIATION

LIGA 401(K) RETIREMENT PLAN

$1.7M · 17 participants

MAXON COMPANY, INC.

MAXON COMPANY, INC. 401(K) SAVINGS PLAN

$1.7M · 33 participants

ERHARDT ADJUSTMENT COMPANY, LLC

ERHARDT ADJUSTMENT CO INC 401K PROFIT SHARING PLAN AND TRU

$1.7M · 6 participants

ARM, LTD

ARM, LTD EMPLOYEE 401(K) PLAN