Original filing (PDF)20260323084119NAL0001804115001

SURGE MANAGEMENT GROUP LLC

Name: SURGE MANAGEMENT GROUP LLC — SURGE MANAGEMENT GROUP 401(K) & PROFIT SHARE PLAN, Form 5500 (2024)
Creator: SURGE MANAGEMENT GROUP LLC

Form 5500-SF

FILING_RECEIVED

SURGE MANAGEMENT GROUP 401(K) & PROFIT SHARE PLAN

401(k) retirement plan

Signals · 2

Late filing · 4.2 moNo auditor on file

Active participants

147

Accounts w/ balance

Plan assets (EOY)

$152K

Net assets (EOY)

$152K

Plan health score (directional)

/ 100

Grade C

Average plan with room to improve

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SURGE MANAGEMENT GROUP LLC.

Plan sponsor

Name

SURGE MANAGEMENT GROUP LLC

EIN

83-2637508

Address

3105 BREARD STREET · MONROE, LA · 71207

Phone

(318) 737-7841

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-03-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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BATES BROS. AMUSEMENTS, INC.

BATES BROS. AMUSEMENTS, INC. 401(K) PLAN

$156K · 45 participants

MARK ARAGONA

WIZARD WORKS DESIGN GROUP 401(K) PLAN

$159K · 4 participants

Knocking points off

No independent qualified public accountant (IQPA) named.
Filed 4.2 months past the 10.5-month grace window.
Only 36% as many balances as active participants — suggests many active employees aren't deferring.

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.