Original filing (PDF)20240628123055NAL0000938800001

Surtec, Inc.

Name: Surtec, Inc. — Surtec, Inc. 401(k) Profit Sharing, Form 5500 (2023)
Creator: Surtec, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surtec, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Surtec, Inc.'s Surtec, Inc. 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Surtec, Inc.'s EIN is 94-2416496.

EIN 94-2416496

Plan number 002

Plan year 2023

ACK ID 20240628123055NAL0000938800001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Surtec, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Surtec, 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 SURTEC, INC..

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SURTEC, INC.

EIN

all filings

Address

2350 INTERLAKEN COURT · LODI, CA · 95242

Phone

(925) 286-0025

Industry

Wholesale Trade

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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