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  5. THE SURGE INSTITUTE

THE SURGE INSTITUTE

Company Details

Entity Name: THE SURGE INSTITUTE
Jurisdiction: Illinois
Entity Type: Corporation - Not-for-Profit
Status: Goodstanding
Date Formed: 09 Oct 2014
Company Number: CORP_69749062
File Number: 69749062
Type of Business: Not for Profit
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE SURGE INSTITUTE 401(K) PLAN 2023 471995566 2024-07-03 SURGE INSTITUTE 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-02-08
Business code 611000
Sponsor’s telephone number 3122436683
Plan sponsor’s address 2045 W GRAND AVE, SUITE B, PMB63441, CHICAGO, IL, 60612

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2024-07-02
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
THE SURGE INSTITUTE 401(K) PLAN 2022 471995566 2023-08-11 SURGE INSTITUTE 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-02-08
Business code 611000
Sponsor’s telephone number 3122436683
Plan sponsor’s address 2045 W GRAND AVE, SUITE B, PMB63441, CHICAGO, IL, 60612

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2023-08-11
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
THE SURGE INSTITUTE 401(K) PLAN 2021 471995566 2022-07-16 SURGE INSTITUTE 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-02-08
Business code 611000
Sponsor’s telephone number 3122436683
Plan sponsor’s address 2045 W GRAND AVE, SUITE B, PMB63441, CHICAGO, IL, 60612

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2022-07-15
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
SURGE INSTITUTE 401(K) PLAN 2020 471995566 2021-06-22 SURGE INSTITUTE 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-02-08
Business code 611000
Sponsor’s telephone number 3122436683
Plan sponsor’s address 935 W. CHESTNUT STREET, SUITE 515, CHICAGO, IL, 60642

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2021-06-22
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
SURGE INSTITUTE 401(K) PLAN 2019 471995566 2020-06-08 SURGE INSTITUTE 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-02-08
Business code 611000
Sponsor’s telephone number 3122436683
Plan sponsor’s address 935 W. CHESTNUT STREET, SUITE 515, CHICAGO, IL, 60642

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2020-06-08
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
SURGE INSTITUTE 401(K) PLAN 2018 471995566 2020-05-07 SURGE INSTITUTE 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-02-08
Business code 611000
Sponsor’s telephone number 3122436683
Plan sponsor’s address 935 W. CHESTNUT STREET, SUITE 515, CHICAGO, IL, 60642

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2020-05-07
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
THE SURGE INSTITUTE 401(K) PLAN 2018 471995566 2019-07-24 SURGE INSTITUTE 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-02-08
Business code 611000
Sponsor’s telephone number 3122436683
Plan sponsor’s address 935 W. CHESTNUT STREET, SUITE 515, CHICAGO, IL, 60642

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2019-07-24
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
CARMITA SEMAAN, 2045 W GRAND AVE STE BPMB63441, CHICAGO, 60612, COOK-NOT IN CITY OF CHICAGO Agent 2022-03-18

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State

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