Original filing (PDF)20240628123055NAL0000938800001

SURTEC, INC.

Name: SURTEC, INC. — SURTEC, INC. 401K PROFIT SHARING PLAN, Form 5500 (2023)
Creator: SURTEC, INC.

Form 5500-SF

FILING_RECEIVED

SURTEC, INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 SURTEC, INC..

Plan sponsor

Name

SURTEC, INC.

EIN

94-2416496

Address

2350 INTERLAKEN COURT · LODI, CA · 95242

Phone

(925) 286-0025

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-04-01

Tax period

2024-04-24

Filed

2024-06-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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