401k Plan data: SURFSTYLE 401K plan

SURFSTYLE 401K 401k Plan overview

Plan Name	SURFSTYLE 401K
Plan identification number	001

SURFSTYLE 401K Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SURF STYLE RETAIL has sponsored the creation of one or more 401k plans.

Company Name: SURF STYLE RETAIL

Employer identification number (EIN): 200495143

NAIC Classification: 453220
NAIC Description: Gift, Novelty, and Souvenir Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURFSTYLE 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LAUREN WEEKS
001 2016-01-01 LAUREN WEEKS
001 2016-01-01

Plan Statistics for SURFSTYLE 401K

401k plan membership statisitcs for SURFSTYLE 401K

Measure Date Value
2023: SURFSTYLE 401K 2023 401k membership
Total participants, beginning-of-year 2023-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 237
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 50
Total of all active and inactive participants 2023-01-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 287
Number of participants with account balances 2023-01-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 52
2022: SURFSTYLE 401K 2022 401k membership
Total participants, beginning-of-year 2022-01-01 243
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 208
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 46
Total of all active and inactive participants 2022-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 254
Number of participants with account balances 2022-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 59
2021: SURFSTYLE 401K 2021 401k membership
Total participants, beginning-of-year 2021-01-01 235
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 194
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 47
Total of all active and inactive participants 2021-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 241
Number of participants with account balances 2021-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 65
2020: SURFSTYLE 401K 2020 401k membership
Total participants, beginning-of-year 2020-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 212
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 21
Total of all active and inactive participants 2020-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 233
Number of participants with account balances 2020-01-01 203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 44
2019: SURFSTYLE 401K 2019 401k membership
Total participants, beginning-of-year 2019-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 172
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 184
Number of participants with account balances 2019-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 37
2018: SURFSTYLE 401K 2018 401k membership
Total participants, beginning-of-year 2018-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 166
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 25
Total of all active and inactive participants 2018-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 191
Number of participants with account balances 2018-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 32
2017: SURFSTYLE 401K 2017 401k membership
Total participants, beginning-of-year 2017-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 161
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 49
Total of all active and inactive participants 2017-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 210
Number of participants with account balances 2017-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 26
2016: SURFSTYLE 401K 2016 401k membership
Total participants, beginning-of-year 2016-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 138
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 25
Total of all active and inactive participants 2016-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 163
Number of participants with account balances 2016-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 21

Measure	Date	Value
2023: SURFSTYLE 401K 2023 401k membership
Total participants, beginning-of-year	2023-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	237
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	50
Total of all active and inactive participants	2023-01-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	287
Number of participants with account balances	2023-01-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	52
2022: SURFSTYLE 401K 2022 401k membership
Total participants, beginning-of-year	2022-01-01	243
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	208
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	46
Total of all active and inactive participants	2022-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	254
Number of participants with account balances	2022-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	59
2021: SURFSTYLE 401K 2021 401k membership
Total participants, beginning-of-year	2021-01-01	235
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	194
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	47
Total of all active and inactive participants	2021-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	241
Number of participants with account balances	2021-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	65
2020: SURFSTYLE 401K 2020 401k membership
Total participants, beginning-of-year	2020-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	212
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	21
Total of all active and inactive participants	2020-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	233
Number of participants with account balances	2020-01-01	203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	44
2019: SURFSTYLE 401K 2019 401k membership
Total participants, beginning-of-year	2019-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	172
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	184
Number of participants with account balances	2019-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	37
2018: SURFSTYLE 401K 2018 401k membership
Total participants, beginning-of-year	2018-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	166
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	25
Total of all active and inactive participants	2018-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	191
Number of participants with account balances	2018-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	32
2017: SURFSTYLE 401K 2017 401k membership
Total participants, beginning-of-year	2017-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	161
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	49
Total of all active and inactive participants	2017-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	210
Number of participants with account balances	2017-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	26
2016: SURFSTYLE 401K 2016 401k membership
Total participants, beginning-of-year	2016-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	138
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	25
Total of all active and inactive participants	2016-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	163
Number of participants with account balances	2016-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	21

Financial Data on SURFSTYLE 401K

Measure	Date	Value
2023 : SURFSTYLE 401K 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$968,296
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$365,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$339,641
Expenses. Certain deemed distributions of participant loans	2023-12-31	$462
Value of total corrective distributions	2023-12-31	$8,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$643,106
Value of total assets at end of year	2023-12-31	$2,371,638
Value of total assets at beginning of year	2023-12-31	$1,769,271
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$17,097
Total interest from all sources	2023-12-31	$3,560
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$57,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$57,013
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$177,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$461,511
Participant contributions at end of year	2023-12-31	$50,343
Participant contributions at beginning of year	2023-12-31	$35,057
Other income not declared elsewhere	2023-12-31	$654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$602,367
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$2,371,638
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$1,769,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$9,616
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$2,321,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$1,734,214
Interest on participant loans	2023-12-31	$3,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$263,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$181,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$339,641
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BAS PARTNERS LLC
Accountancy firm EIN	2023-12-31	208779390
2022 : SURFSTYLE 401K 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$284,412
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$150,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$130,219
Expenses. Certain deemed distributions of participant loans	2022-12-31	$6,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$564,105
Value of total assets at end of year	2022-12-31	$1,769,271
Value of total assets at beginning of year	2022-12-31	$1,634,870
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$13,430
Total interest from all sources	2022-12-31	$2,277
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$143,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$143,356
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$164,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$408,297
Participant contributions at end of year	2022-12-31	$35,057
Participant contributions at beginning of year	2022-12-31	$38,147
Other income not declared elsewhere	2022-12-31	$4,318
Administrative expenses (other) incurred	2022-12-31	$13,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$134,401
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,769,271
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,634,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,734,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,596,723
Interest on participant loans	2022-12-31	$2,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-429,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$155,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$130,219
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAS PARTNERS LLC
Accountancy firm EIN	2022-12-31	208779390
2021 : SURFSTYLE 401K 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$678,092
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$201,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$188,369
Expenses. Certain deemed distributions of participant loans	2021-12-31	$2,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$502,846
Value of total assets at end of year	2021-12-31	$1,634,870
Value of total assets at beginning of year	2021-12-31	$1,158,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$11,117
Total interest from all sources	2021-12-31	$1,885
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$203,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$203,870
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$116,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$361,118
Participant contributions at end of year	2021-12-31	$38,147
Participant contributions at beginning of year	2021-12-31	$25,510
Other income not declared elsewhere	2021-12-31	$1,833
Administrative expenses (other) incurred	2021-12-31	$11,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$476,138
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,634,870
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,158,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,596,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,133,222
Interest on participant loans	2021-12-31	$1,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-32,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$141,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$188,369
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAS PARTNERS LLC
Accountancy firm EIN	2021-12-31	208779390
2020 : SURFSTYLE 401K 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$422,863
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$84,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$80,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$290,891
Value of total assets at end of year	2020-12-31	$1,158,732
Value of total assets at beginning of year	2020-12-31	$819,877
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,831
Total interest from all sources	2020-12-31	$1,492
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$44,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$44,410
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$82,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$211,976
Participant contributions at end of year	2020-12-31	$25,510
Participant contributions at beginning of year	2020-12-31	$18,574
Other income not declared elsewhere	2020-12-31	$15
Administrative expenses (other) incurred	2020-12-31	$3,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$338,855
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,158,732
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$819,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,133,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$801,303
Interest on participant loans	2020-12-31	$1,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$86,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$78,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$80,177
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BAS PARTNERS, LLC
Accountancy firm EIN	2020-12-31	208779390
2019 : SURFSTYLE 401K 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$391,145
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$82,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$79,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$263,064
Value of total assets at end of year	2019-12-31	$819,877
Value of total assets at beginning of year	2019-12-31	$511,374
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,260
Total interest from all sources	2019-12-31	$1,016
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$80,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$80,150
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$52,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$184,080
Participant contributions at end of year	2019-12-31	$18,574
Participant contributions at beginning of year	2019-12-31	$8,739
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,534
Other income not declared elsewhere	2019-12-31	$1,674
Administrative expenses (other) incurred	2019-12-31	$3,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$308,503
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$819,877
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$511,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$801,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$502,635
Interest on participant loans	2019-12-31	$1,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$45,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$77,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$79,382
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BAS PARTNERS, LLC
Accountancy firm EIN	2019-12-31	208779390
2018 : SURFSTYLE 401K 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$194,144
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$47,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$47,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$242,663
Value of total assets at end of year	2018-12-31	$511,374
Value of total assets at beginning of year	2018-12-31	$365,172
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$308
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$23,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$23,180
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$37,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$174,986
Participant contributions at end of year	2018-12-31	$8,739
Participant contributions at beginning of year	2018-12-31	$1,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$146,202
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$511,374
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$365,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$502,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$363,834
Interest on participant loans	2018-12-31	$308
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-72,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$67,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$47,942
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BAS PARTNERS, LLC
Accountancy firm EIN	2018-12-31	208779390
2017 : SURFSTYLE 401K 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$243,068
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$12,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$9,116
Value of total corrective distributions	2017-12-31	$2,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$201,531
Value of total assets at end of year	2017-12-31	$365,172
Value of total assets at beginning of year	2017-12-31	$134,194
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$375
Total interest from all sources	2017-12-31	$20
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$11,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$11,367
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$14,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$139,139
Participant contributions at end of year	2017-12-31	$1,338
Administrative expenses (other) incurred	2017-12-31	$375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$230,978
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$365,172
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$134,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$363,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$134,194
Interest on participant loans	2017-12-31	$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$30,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$62,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$9,116
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BAS PARTNERS, LLC
Accountancy firm EIN	2017-12-31	208779390
2016 : SURFSTYLE 401K 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$134,518
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$274
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$130,704
Value of total assets at end of year	2016-12-31	$134,194
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$50
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$2,722
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$86,676
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,500
Administrative expenses (other) incurred	2016-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$134,194
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$134,194
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$134,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$41,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$274
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BAS PARTNERS
Accountancy firm EIN	2016-12-31	208779390

Form 5500 Responses for SURFSTYLE 401K

2023: SURFSTYLE 401K 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SURFSTYLE 401K 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SURFSTYLE 401K 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SURFSTYLE 401K 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SURFSTYLE 401K 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SURFSTYLE 401K 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SURFSTYLE 401K 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SURFSTYLE 401K 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SURF STYLE RETAIL
Employer identification number (EIN):	200495143
NAIC Classification:	453220
NAIC Description:	Gift, Novelty, and Souvenir Stores