Civic Intelligence

Surgical Direct Inc

Plan context: Surgical Direct Inc 401 K Profit Sharing Plan Trust

EIN 04-3649438 • Orange City, FL • 17 filings • 4 plans

811 Harley Strickland BlvdOrange City, FL 32763-7985
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$2,567,245

2024 Contributions

$307,800

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,567,245$1,283,623$0200820162024YearValue
$2,567,245Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

30150200820162024YearValue
30Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024130$2,567,245$307,800$10,260iApproximate average salary by contribution assumption: employee only about $256,500 at 4% or $171,000 at 6%; with 50% employer match about $171,000 at 4% or $114,000 at 6%; with 100% employer match about $128,250 at 4% or $85,500 at 6%.
Surgical Direct Inc 401 K Profit Sharing Plan Trust-30$2,567,245$307,800$10,260iApproximate average salary by contribution assumption: employee only about $256,500 at 4% or $171,000 at 6%; with 50% employer match about $171,000 at 4% or $114,000 at 6%; with 100% employer match about $128,250 at 4% or $85,500 at 6%.
2023128$1,996,865$291,526$10,412iApproximate average salary by contribution assumption: employee only about $260,291 at 4% or $173,527 at 6%; with 50% employer match about $173,527 at 4% or $115,685 at 6%; with 100% employer match about $130,146 at 4% or $86,764 at 6%.
Surgical Direct Inc 401 K Profit Sharing Plan Trust-28$1,996,865$291,526$10,412iApproximate average salary by contribution assumption: employee only about $260,291 at 4% or $173,527 at 6%; with 50% employer match about $173,527 at 4% or $115,685 at 6%; with 100% employer match about $130,146 at 4% or $86,764 at 6%.
2022127$1,417,121$526,926$19,516iApproximate average salary by contribution assumption: employee only about $487,894 at 4% or $325,263 at 6%; with 50% employer match about $325,263 at 4% or $216,842 at 6%; with 100% employer match about $243,947 at 4% or $162,631 at 6%.
Surgical Direct Inc 401 K Profit Sharing Plan Trust-27$1,417,121$526,926$19,516iApproximate average salary by contribution assumption: employee only about $487,894 at 4% or $325,263 at 6%; with 50% employer match about $325,263 at 4% or $216,842 at 6%; with 100% employer match about $243,947 at 4% or $162,631 at 6%.
2021126$1,201,957$234,511$9,020iApproximate average salary by contribution assumption: employee only about $225,491 at 4% or $150,328 at 6%; with 50% employer match about $150,328 at 4% or $100,218 at 6%; with 100% employer match about $112,746 at 4% or $75,164 at 6%.
Surgical Direct Inc 401 K Profit Sharing Plan Trust-26$1,201,957$234,511$9,020iApproximate average salary by contribution assumption: employee only about $225,491 at 4% or $150,328 at 6%; with 50% employer match about $150,328 at 4% or $100,218 at 6%; with 100% employer match about $112,746 at 4% or $75,164 at 6%.
2020123$850,593$188,548$8,198iApproximate average salary by contribution assumption: employee only about $204,943 at 4% or $136,629 at 6%; with 50% employer match about $136,629 at 4% or $91,086 at 6%; with 100% employer match about $102,472 at 4% or $68,314 at 6%.
Surgical Direct Inc 401 K Profit Sharing Plan Trust-23$850,593$188,548$8,198iApproximate average salary by contribution assumption: employee only about $204,943 at 4% or $136,629 at 6%; with 50% employer match about $136,629 at 4% or $91,086 at 6%; with 100% employer match about $102,472 at 4% or $68,314 at 6%.
2019124$656,565$159,103$6,629iApproximate average salary by contribution assumption: employee only about $165,732 at 4% or $110,488 at 6%; with 50% employer match about $110,488 at 4% or $73,659 at 6%; with 100% employer match about $82,866 at 4% or $55,244 at 6%.
Surgical Direct Inc 401 K Profit Sharing Plan Trust-24$656,565$159,103$6,629iApproximate average salary by contribution assumption: employee only about $165,732 at 4% or $110,488 at 6%; with 50% employer match about $110,488 at 4% or $73,659 at 6%; with 100% employer match about $82,866 at 4% or $55,244 at 6%.
2018119$410,799$142,688$7,510iApproximate average salary by contribution assumption: employee only about $187,747 at 4% or $125,165 at 6%; with 50% employer match about $125,165 at 4% or $83,443 at 6%; with 100% employer match about $93,874 at 4% or $62,582 at 6%.
Surgical Direct Inc 401 K Profit Sharing Plan Trust-19$410,799$142,688$7,510iApproximate average salary by contribution assumption: employee only about $187,747 at 4% or $125,165 at 6%; with 50% employer match about $125,165 at 4% or $83,443 at 6%; with 100% employer match about $93,874 at 4% or $62,582 at 6%.
2017117$295,385$92,737$5,455iApproximate average salary by contribution assumption: employee only about $136,378 at 4% or $90,919 at 6%; with 50% employer match about $90,919 at 4% or $60,612 at 6%; with 100% employer match about $68,189 at 4% or $45,459 at 6%.
Surgical Direct Inc 401 K Profit Sharing Plan Trust-17$295,385$92,737$5,455iApproximate average salary by contribution assumption: employee only about $136,378 at 4% or $90,919 at 6%; with 50% employer match about $90,919 at 4% or $60,612 at 6%; with 100% employer match about $68,189 at 4% or $45,459 at 6%.
2016118$172,628$99,028$5,502iApproximate average salary by contribution assumption: employee only about $137,539 at 4% or $91,693 at 6%; with 50% employer match about $91,693 at 4% or $61,128 at 6%; with 100% employer match about $68,769 at 4% or $45,846 at 6%.
Surgical Direct Inc 401 K Profit Sharing Plan Trust-18$172,628$99,028$5,502iApproximate average salary by contribution assumption: employee only about $137,539 at 4% or $91,693 at 6%; with 50% employer match about $91,693 at 4% or $61,128 at 6%; with 100% employer match about $68,769 at 4% or $45,846 at 6%.
2015117$68,901$44,784$2,634iApproximate average salary by contribution assumption: employee only about $65,859 at 4% or $43,906 at 6%; with 50% employer match about $43,906 at 4% or $29,271 at 6%; with 100% employer match about $32,929 at 4% or $21,953 at 6%.
Surgical Direct Inc 401 K Profit Sharing Plan Trust-17$68,901$44,784$2,634iApproximate average salary by contribution assumption: employee only about $65,859 at 4% or $43,906 at 6%; with 50% employer match about $43,906 at 4% or $29,271 at 6%; with 100% employer match about $32,929 at 4% or $21,953 at 6%.
2014110$26,492$7,391$739iApproximate average salary by contribution assumption: employee only about $18,478 at 4% or $12,318 at 6%; with 50% employer match about $12,318 at 4% or $8,212 at 6%; with 100% employer match about $9,239 at 4% or $6,159 at 6%.
Surgical Direct Inc 401 K Profit Sharing Plan Trust-10$26,492$7,391$739iApproximate average salary by contribution assumption: employee only about $18,478 at 4% or $12,318 at 6%; with 50% employer match about $12,318 at 4% or $8,212 at 6%; with 100% employer match about $9,239 at 4% or $6,159 at 6%.
2013110$18,937$4,895$490iApproximate average salary by contribution assumption: employee only about $12,238 at 4% or $8,158 at 6%; with 50% employer match about $8,158 at 4% or $5,439 at 6%; with 100% employer match about $6,119 at 4% or $4,079 at 6%.
Surgical Direct Inc 401 K Profit Sharing Plan Trust-10$18,937$4,895$490iApproximate average salary by contribution assumption: employee only about $12,238 at 4% or $8,158 at 6%; with 50% employer match about $8,158 at 4% or $5,439 at 6%; with 100% employer match about $6,119 at 4% or $4,079 at 6%.
2012117$21,598$8,068$475iApproximate average salary by contribution assumption: employee only about $11,865 at 4% or $7,910 at 6%; with 50% employer match about $7,910 at 4% or $5,273 at 6%; with 100% employer match about $5,932 at 4% or $3,955 at 6%.
Surgical Direct Inc 401 K Profit Sharing Plan Trust-17$21,598$8,068$475iApproximate average salary by contribution assumption: employee only about $11,865 at 4% or $7,910 at 6%; with 50% employer match about $7,910 at 4% or $5,273 at 6%; with 100% employer match about $5,932 at 4% or $3,955 at 6%.
201116$15,058$6,777$1,130iApproximate average salary by contribution assumption: employee only about $28,238 at 4% or $18,825 at 6%; with 50% employer match about $18,825 at 4% or $12,550 at 6%; with 100% employer match about $14,119 at 4% or $9,413 at 6%.
Surgical Direct Inc 401 K Profit Sharing Plan Trust-6$15,058$6,777$1,130iApproximate average salary by contribution assumption: employee only about $28,238 at 4% or $18,825 at 6%; with 50% employer match about $18,825 at 4% or $12,550 at 6%; with 100% employer match about $14,119 at 4% or $9,413 at 6%.
201018$22,376$8,497$1,062iApproximate average salary by contribution assumption: employee only about $26,553 at 4% or $17,702 at 6%; with 50% employer match about $17,702 at 4% or $11,801 at 6%; with 100% employer match about $13,277 at 4% or $8,851 at 6%.
Surgical Direct Inc 401 K Profit Sharing Plan Trust-8$22,376$8,497$1,062iApproximate average salary by contribution assumption: employee only about $26,553 at 4% or $17,702 at 6%; with 50% employer match about $17,702 at 4% or $11,801 at 6%; with 100% employer match about $13,277 at 4% or $8,851 at 6%.
200919$17,735$10,583$1,176iApproximate average salary by contribution assumption: employee only about $29,397 at 4% or $19,598 at 6%; with 50% employer match about $19,598 at 4% or $13,065 at 6%; with 100% employer match about $14,699 at 4% or $9,799 at 6%.
Surgical Direct Inc 401 K Profit Sharing Plan Trust-9$17,735$10,583$1,176iApproximate average salary by contribution assumption: employee only about $29,397 at 4% or $19,598 at 6%; with 50% employer match about $19,598 at 4% or $13,065 at 6%; with 100% employer match about $14,699 at 4% or $9,799 at 6%.
2008113$5,501$6,156$474iApproximate average salary by contribution assumption: employee only about $11,838 at 4% or $7,892 at 6%; with 50% employer match about $7,892 at 4% or $5,262 at 6%; with 100% employer match about $5,919 at 4% or $3,946 at 6%.
Surgical Direct Inc 401 K Profit Sharing Plan Trust-13$5,501$6,156$474iApproximate average salary by contribution assumption: employee only about $11,838 at 4% or $7,892 at 6%; with 50% employer match about $7,892 at 4% or $5,262 at 6%; with 100% employer match about $5,919 at 4% or $3,946 at 6%.