Surge Resources, Inc. 401(k) Plan (terminated 2020): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2020, when $33.1 million was transferred out of the plan. Assets moved to the CHRISTOPHER D MIERSWA 401(K) PROFIT SHARING TRUST (sponsored by CHRISTOPHER D MIERSWA DBA SEA OF GREEN LAWN CARE LLC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Surge Resources, Inc. 401(k) Plan Facts (plan year 2020)

Plan name
SURGE RESOURCES, INC. 401K SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SURGE RESOURCES, INC.
Participants
1,727
Former employees with a balance
0
Employer contributions
$674,497 in plan year 2020 (17% of all contributions)
Recordkeeper
Transamerica Financial Life Insuran
Plan year
Jan 1, 2020 – Nov 23, 2020
Plan established
Jan 1, 1995
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2020 (Jan 1, 2020 – Nov 23, 2020), filed Sep 15, 2021. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2020

  • $3.96 million went into the plan in contributions, $674,497 of it from the employer (17%).
  • $4.43 million was paid out to participants.
  • Investment and other income added $2.83 million.

How the Surge Resources, Inc. 401(k) changed, 2015–2020

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2015687$11.5 million$370,114$731,500
20161,042$17.8 million$521,316$656,757
20171,135$25.1 million$794,324$1.51 million
20182,019$24.0 million$791,680$2.28 million
20192,135$29.6 million$864,525$2.39 million
2020 (final)1,727$0$674,497$4.43 million

Surge Resources, Inc. 401(k) Contact Information

Phone
603-623-0007
Mailing address
300 HANOVER STREET, MANCHESTER NH 03104
Plan sponsor
SURGE RESOURCES, INC.
Employer identification number (EIN)
02-0438856
Plan number
001

Questions about the Surge Resources, Inc. 401(k)

Is the Surge Resources, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2020. Its assets were transferred to the CHRISTOPHER D MIERSWA 401(K) PROFIT SHARING TRUST.

Does Surge Resources, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2020 the employer contributed $674,497, 17% of all contributions.

Does the Surge Resources, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Surge Resources, Inc 401(k) plan?

1,727 participants at the start of plan year 2020.

Who manages the Surge Resources, Inc 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA FINANCIAL LIFE INSURAN) is the plan's recordkeeper, which is where participants log in to see their balance.

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