How big is The SURF Circle's plan?

The SURF Circle's plan reported $102K in assets and 4 participants for 2025.

Original filing (PDF)20260415114409NAL0034569906001

The SURF Circle

Name: The SURF Circle — The SURF Circle 401(k) Profit, Form 5500 (2025)
Creator: The SURF Circle
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The SURF Circle 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The SURF Circle's The SURF Circle 401(k) Profit Sharing Plan & Trust held $102K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

People on this filing

ADAM MOSS signed The SURF Circle's 2025 Form 5500 as plan administrator.

ADAM MOSS — 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

The SURF Circle's EIN is 84-2192044.

EIN 84-2192044

Plan number 001

Plan year 2025

ACK ID 20260415114409NAL0034569906001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The SURF Circle from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The SURF Circle's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SURF CIRCLE.

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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