Surgery Group Sc
Plan context: Surgery Group, S.C. Employees' Retirement Plan
EIN 36-2664331 • Geneva, IL • 33 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$5,204,758
2024 Contributions
$274,832
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 9 | $5,204,758 | $274,832 | $30,537iApproximate average salary by contribution assumption: employee only about $763,422 at 4% or $508,948 at 6%; with 50% employer match about $508,948 at 4% or $339,299 at 6%; with 100% employer match about $381,711 at 4% or $254,474 at 6%. |
| Surgery Group, S.C. Employees' Retirement Plan | - | 9 | $3,432,025 | $96,832 | $10,759iApproximate average salary by contribution assumption: employee only about $268,978 at 4% or $179,319 at 6%; with 50% employer match about $179,319 at 4% or $119,546 at 6%; with 100% employer match about $134,489 at 4% or $89,659 at 6%. |
| SURGERY GROUP, S.C. CASH BALANCE PLAN & TRUST | - | 8 | $1,772,733 | $178,000 | $22,250iApproximate average salary by contribution assumption: employee only about $556,250 at 4% or $370,833 at 6%; with 50% employer match about $370,833 at 4% or $247,222 at 6%; with 100% employer match about $278,125 at 4% or $185,417 at 6%. |
| 2023 | 2 | 8 | $4,278,907 | $294,635 | $36,829iApproximate average salary by contribution assumption: employee only about $920,734 at 4% or $613,823 at 6%; with 50% employer match about $613,823 at 4% or $409,215 at 6%; with 100% employer match about $460,367 at 4% or $306,911 at 6%. |
| Surgery Group, S.C. Employees' Retirement Plan | - | 8 | $2,879,822 | $97,260 | $12,158iApproximate average salary by contribution assumption: employee only about $303,938 at 4% or $202,625 at 6%; with 50% employer match about $202,625 at 4% or $135,083 at 6%; with 100% employer match about $151,969 at 4% or $101,313 at 6%. |
| SURGERY GROUP, S.C. CASH BALANCE PLAN & TRUST | - | 8 | $1,399,085 | $197,375 | $24,672iApproximate average salary by contribution assumption: employee only about $616,797 at 4% or $411,198 at 6%; with 50% employer match about $411,198 at 4% or $274,132 at 6%; with 100% employer match about $308,398 at 4% or $205,599 at 6%. |
| 2022 | 2 | 9 | $3,814,246 | $257,886 | $28,654iApproximate average salary by contribution assumption: employee only about $716,350 at 4% or $477,567 at 6%; with 50% employer match about $477,567 at 4% or $318,378 at 6%; with 100% employer match about $358,175 at 4% or $238,783 at 6%. |
| Surgery Group, S.C. Employees' Retirement Plan | - | 9 | $2,653,390 | $97,886 | $10,876iApproximate average salary by contribution assumption: employee only about $271,906 at 4% or $181,270 at 6%; with 50% employer match about $181,270 at 4% or $120,847 at 6%; with 100% employer match about $135,953 at 4% or $90,635 at 6%. |
| SURGERY GROUP, S.C. CASH BALANCE PLAN & TRUST | - | 5 | $1,160,856 | $160,000 | $32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%. |
| 2021 | 2 | 6 | $3,553,675 | $249,097 | $41,516iApproximate average salary by contribution assumption: employee only about $1,037,904 at 4% or $691,936 at 6%; with 50% employer match about $691,936 at 4% or $461,291 at 6%; with 100% employer match about $518,952 at 4% or $345,968 at 6%. |
| Surgery Group, S.C. Employees' Retirement Plan | - | 6 | $2,586,774 | $95,729 | $15,955iApproximate average salary by contribution assumption: employee only about $398,871 at 4% or $265,914 at 6%; with 50% employer match about $265,914 at 4% or $177,276 at 6%; with 100% employer match about $199,435 at 4% or $132,957 at 6%. |
| SURGERY GROUP, S.C. CASH BALANCE PLAN & TRUST | - | 5 | $966,901 | $153,368 | $30,674iApproximate average salary by contribution assumption: employee only about $766,840 at 4% or $511,227 at 6%; with 50% employer match about $511,227 at 4% or $340,818 at 6%; with 100% employer match about $383,420 at 4% or $255,613 at 6%. |
| 2020 | 2 | 6 | $2,757,964 | $251,346 | $41,891iApproximate average salary by contribution assumption: employee only about $1,047,275 at 4% or $698,183 at 6%; with 50% employer match about $698,183 at 4% or $465,456 at 6%; with 100% employer match about $523,638 at 4% or $349,092 at 6%. |
| Surgery Group, S.C. Employees' Retirement Plan | - | 6 | $2,077,533 | $64,948 | $10,825iApproximate average salary by contribution assumption: employee only about $270,617 at 4% or $180,411 at 6%; with 50% employer match about $180,411 at 4% or $120,274 at 6%; with 100% employer match about $135,308 at 4% or $90,206 at 6%. |
| SURGERY GROUP, S.C. CASH BALANCE PLAN & TRUST | - | 5 | $680,431 | $186,398 | $37,280iApproximate average salary by contribution assumption: employee only about $931,990 at 4% or $621,327 at 6%; with 50% employer match about $621,327 at 4% or $414,218 at 6%; with 100% employer match about $465,995 at 4% or $310,663 at 6%. |
| 2019 | 2 | 9 | $2,362,961 | $227,000 | $25,222iApproximate average salary by contribution assumption: employee only about $630,556 at 4% or $420,370 at 6%; with 50% employer match about $420,370 at 4% or $280,247 at 6%; with 100% employer match about $315,278 at 4% or $210,185 at 6%. |
| Surgery Group, S.C. Employees' Retirement Plan | - | 9 | $1,914,506 | $76,346 | $8,483iApproximate average salary by contribution assumption: employee only about $212,072 at 4% or $141,381 at 6%; with 50% employer match about $141,381 at 4% or $94,254 at 6%; with 100% employer match about $106,036 at 4% or $70,691 at 6%. |
| SURGERY GROUP, S.C. CASH BALANCE PLAN & TRUST | - | 5 | $448,455 | $150,654 | $30,131iApproximate average salary by contribution assumption: employee only about $753,270 at 4% or $502,180 at 6%; with 50% employer match about $502,180 at 4% or $334,787 at 6%; with 100% employer match about $376,635 at 4% or $251,090 at 6%. |
| 2018 | 2 | 14 | $2,062,234 | $4,006 | $286iApproximate average salary by contribution assumption: employee only about $7,154 at 4% or $4,769 at 6%; with 50% employer match about $4,769 at 4% or $3,179 at 6%; with 100% employer match about $3,577 at 4% or $2,385 at 6%. |
| Surgery Group, S.C. Employees' Retirement Plan | - | 14 | $1,774,234 | $4,006 | $286iApproximate average salary by contribution assumption: employee only about $7,154 at 4% or $4,769 at 6%; with 50% employer match about $4,769 at 4% or $3,179 at 6%; with 100% employer match about $3,577 at 4% or $2,385 at 6%. |
| SURGERY GROUP, S.C. CASH BALANCE PLAN & TRUST | - | 7 | $288,000 | $0 | - |
| 2017 | 1 | 13 | $1,776,984 | $132,127 | $10,164iApproximate average salary by contribution assumption: employee only about $254,090 at 4% or $169,394 at 6%; with 50% employer match about $169,394 at 4% or $112,929 at 6%; with 100% employer match about $127,045 at 4% or $84,697 at 6%. |
| Surgery Group, S.C. Employees' Retirement Plan | - | 13 | $1,776,984 | $132,127 | $10,164iApproximate average salary by contribution assumption: employee only about $254,090 at 4% or $169,394 at 6%; with 50% employer match about $169,394 at 4% or $112,929 at 6%; with 100% employer match about $127,045 at 4% or $84,697 at 6%. |
| 2016 | 1 | 15 | $2,756,815 | $109,111 | $7,274iApproximate average salary by contribution assumption: employee only about $181,852 at 4% or $121,234 at 6%; with 50% employer match about $121,234 at 4% or $80,823 at 6%; with 100% employer match about $90,926 at 4% or $60,617 at 6%. |
| Surgery Group, S.C. Employees' Retirement Plan | - | 15 | $2,756,815 | $109,111 | $7,274iApproximate average salary by contribution assumption: employee only about $181,852 at 4% or $121,234 at 6%; with 50% employer match about $121,234 at 4% or $80,823 at 6%; with 100% employer match about $90,926 at 4% or $60,617 at 6%. |
| 2015 | 1 | 13 | $2,442,698 | $49,384 | $3,799iApproximate average salary by contribution assumption: employee only about $94,969 at 4% or $63,313 at 6%; with 50% employer match about $63,313 at 4% or $42,209 at 6%; with 100% employer match about $47,485 at 4% or $31,656 at 6%. |
| Surgery Group, S.C. Employees' Retirement Plan | - | 13 | $2,442,698 | $49,384 | $3,799iApproximate average salary by contribution assumption: employee only about $94,969 at 4% or $63,313 at 6%; with 50% employer match about $63,313 at 4% or $42,209 at 6%; with 100% employer match about $47,485 at 4% or $31,656 at 6%. |
| 2014 | 1 | 14 | $4,543,377 | $155,496 | $11,107iApproximate average salary by contribution assumption: employee only about $277,671 at 4% or $185,114 at 6%; with 50% employer match about $185,114 at 4% or $123,410 at 6%; with 100% employer match about $138,836 at 4% or $92,557 at 6%. |
| Surgery Group, S.C. Employees' Retirement Plan | - | 14 | $4,543,377 | $155,496 | $11,107iApproximate average salary by contribution assumption: employee only about $277,671 at 4% or $185,114 at 6%; with 50% employer match about $185,114 at 4% or $123,410 at 6%; with 100% employer match about $138,836 at 4% or $92,557 at 6%. |
| 2013 | 1 | 13 | $4,308,973 | $221,606 | $17,047iApproximate average salary by contribution assumption: employee only about $426,165 at 4% or $284,110 at 6%; with 50% employer match about $284,110 at 4% or $189,407 at 6%; with 100% employer match about $213,083 at 4% or $142,055 at 6%. |
| Surgery Group, S.C. Employees' Retirement Plan | - | 13 | $4,308,973 | $221,606 | $17,047iApproximate average salary by contribution assumption: employee only about $426,165 at 4% or $284,110 at 6%; with 50% employer match about $284,110 at 4% or $189,407 at 6%; with 100% employer match about $213,083 at 4% or $142,055 at 6%. |
| 2012 | 1 | 14 | $3,346,563 | $220,569 | $15,755iApproximate average salary by contribution assumption: employee only about $393,873 at 4% or $262,582 at 6%; with 50% employer match about $262,582 at 4% or $175,055 at 6%; with 100% employer match about $196,937 at 4% or $131,291 at 6%. |
| Surgery Group, S.C. Employees' Retirement Plan | - | 14 | $3,346,563 | $220,569 | $15,755iApproximate average salary by contribution assumption: employee only about $393,873 at 4% or $262,582 at 6%; with 50% employer match about $262,582 at 4% or $175,055 at 6%; with 100% employer match about $196,937 at 4% or $131,291 at 6%. |
| 2011 | 1 | 15 | $2,841,399 | $101,380 | $6,759iApproximate average salary by contribution assumption: employee only about $168,967 at 4% or $112,644 at 6%; with 50% employer match about $112,644 at 4% or $75,096 at 6%; with 100% employer match about $84,483 at 4% or $56,322 at 6%. |
| Surgery Group, S.C. Employees' Retirement Plan | - | 15 | $2,841,399 | $101,380 | $6,759iApproximate average salary by contribution assumption: employee only about $168,967 at 4% or $112,644 at 6%; with 50% employer match about $112,644 at 4% or $75,096 at 6%; with 100% employer match about $84,483 at 4% or $56,322 at 6%. |
| 2010 | 1 | 0 | $0 | $0 | - |
| Surgery Group, Sc Employees Pension Plan | - | 0 | $0 | - | - |
| 2009 | 1 | 14 | $2,750,670 | $246,366 | $17,598iApproximate average salary by contribution assumption: employee only about $439,939 at 4% or $293,293 at 6%; with 50% employer match about $293,293 at 4% or $195,529 at 6%; with 100% employer match about $219,970 at 4% or $146,646 at 6%. |
| Surgery Group, Sc Employees Pension Plan | - | 14 | $2,750,670 | $246,366 | $17,598iApproximate average salary by contribution assumption: employee only about $439,939 at 4% or $293,293 at 6%; with 50% employer match about $293,293 at 4% or $195,529 at 6%; with 100% employer match about $219,970 at 4% or $146,646 at 6%. |
| 2008 | 1 | 14 | $2,055,733 | $240,866 | $17,205iApproximate average salary by contribution assumption: employee only about $430,118 at 4% or $286,745 at 6%; with 50% employer match about $286,745 at 4% or $191,163 at 6%; with 100% employer match about $215,059 at 4% or $143,373 at 6%. |
| Surgery Group, Sc Employees Pension Plan | - | 14 | $2,055,733 | $240,866 | $17,205iApproximate average salary by contribution assumption: employee only about $430,118 at 4% or $286,745 at 6%; with 50% employer match about $286,745 at 4% or $191,163 at 6%; with 100% employer match about $215,059 at 4% or $143,373 at 6%. |
| 2007 | 1 | 14 | $2,758,150 | $233,377 | $16,670iApproximate average salary by contribution assumption: employee only about $416,745 at 4% or $277,830 at 6%; with 50% employer match about $277,830 at 4% or $185,220 at 6%; with 100% employer match about $208,372 at 4% or $138,915 at 6%. |
| Surgery Group, Sc Employees Pension Plan | - | 14 | $2,758,150 | $233,377 | $16,670iApproximate average salary by contribution assumption: employee only about $416,745 at 4% or $277,830 at 6%; with 50% employer match about $277,830 at 4% or $185,220 at 6%; with 100% employer match about $208,372 at 4% or $138,915 at 6%. |
| 2006 | 1 | 14 | $2,441,151 | $228,159 | $16,297iApproximate average salary by contribution assumption: employee only about $407,427 at 4% or $271,618 at 6%; with 50% employer match about $271,618 at 4% or $181,079 at 6%; with 100% employer match about $203,713 at 4% or $135,809 at 6%. |
| Surgery Group, Sc Employees Pension Plan | - | 14 | $2,441,151 | $228,159 | $16,297iApproximate average salary by contribution assumption: employee only about $407,427 at 4% or $271,618 at 6%; with 50% employer match about $271,618 at 4% or $181,079 at 6%; with 100% employer match about $203,713 at 4% or $135,809 at 6%. |
| 2005 | 1 | 13 | $2,168,540 | $216,891 | $16,684iApproximate average salary by contribution assumption: employee only about $417,098 at 4% or $278,065 at 6%; with 50% employer match about $278,065 at 4% or $185,377 at 6%; with 100% employer match about $208,549 at 4% or $139,033 at 6%. |
| Surgery Group, Sc Employees Pension Plan | - | 13 | $2,168,540 | $216,891 | $16,684iApproximate average salary by contribution assumption: employee only about $417,098 at 4% or $278,065 at 6%; with 50% employer match about $278,065 at 4% or $185,377 at 6%; with 100% employer match about $208,549 at 4% or $139,033 at 6%. |
| 2004 | 1 | 13 | $1,804,485 | $212,861 | $16,374iApproximate average salary by contribution assumption: employee only about $409,348 at 4% or $272,899 at 6%; with 50% employer match about $272,899 at 4% or $181,932 at 6%; with 100% employer match about $204,674 at 4% or $136,449 at 6%. |
| Surgery Group, Sc Employees Pension Plan | - | 13 | $1,804,485 | $212,861 | $16,374iApproximate average salary by contribution assumption: employee only about $409,348 at 4% or $272,899 at 6%; with 50% employer match about $272,899 at 4% or $181,932 at 6%; with 100% employer match about $204,674 at 4% or $136,449 at 6%. |
| 2003 | 1 | 13 | $1,541,988 | $202,495 | $15,577iApproximate average salary by contribution assumption: employee only about $389,413 at 4% or $259,609 at 6%; with 50% employer match about $259,609 at 4% or $173,073 at 6%; with 100% employer match about $194,707 at 4% or $129,804 at 6%. |
| Surgery Group, Sc Employees Pension Plan | - | 13 | $1,541,988 | $202,495 | $15,577iApproximate average salary by contribution assumption: employee only about $389,413 at 4% or $259,609 at 6%; with 50% employer match about $259,609 at 4% or $173,073 at 6%; with 100% employer match about $194,707 at 4% or $129,804 at 6%. |
| 2002 | 1 | 11 | $2,336,976 | $193,105 | $17,555iApproximate average salary by contribution assumption: employee only about $438,875 at 4% or $292,583 at 6%; with 50% employer match about $292,583 at 4% or $195,056 at 6%; with 100% employer match about $219,438 at 4% or $146,292 at 6%. |
| Surgery Group, Sc Employees Pension Plan | - | 11 | $2,336,976 | $193,105 | $17,555iApproximate average salary by contribution assumption: employee only about $438,875 at 4% or $292,583 at 6%; with 50% employer match about $292,583 at 4% or $195,056 at 6%; with 100% employer match about $219,438 at 4% or $146,292 at 6%. |
| 2001 | 1 | 9 | $2,480,588 | $157,907 | $17,545iApproximate average salary by contribution assumption: employee only about $438,631 at 4% or $292,420 at 6%; with 50% employer match about $292,420 at 4% or $194,947 at 6%; with 100% employer match about $219,315 at 4% or $146,210 at 6%. |
| Surgery Group, Sc Employees Pension Plan | - | 9 | $2,480,588 | $157,907 | $17,545iApproximate average salary by contribution assumption: employee only about $438,631 at 4% or $292,420 at 6%; with 50% employer match about $292,420 at 4% or $194,947 at 6%; with 100% employer match about $219,315 at 4% or $146,210 at 6%. |
| 2000 | 1 | 8 | $0 | $0 | - |
| Surgery Group, Sc Employees Pension Plan | - | 8 | - | - | - |
| 1999 | 1 | 9 | $3,129,104 | $79,036 | $8,782iApproximate average salary by contribution assumption: employee only about $219,544 at 4% or $146,363 at 6%; with 50% employer match about $146,363 at 4% or $97,575 at 6%; with 100% employer match about $109,772 at 4% or $73,181 at 6%. |
| Surgery Group, Sc Employees Pension Plan | - | 9 | $3,129,104 | $79,036 | $8,782iApproximate average salary by contribution assumption: employee only about $219,544 at 4% or $146,363 at 6%; with 50% employer match about $146,363 at 4% or $97,575 at 6%; with 100% employer match about $109,772 at 4% or $73,181 at 6%. |