Civic Intelligence

Surgical Ltd.

Plan context: Surgical Ltd. 401K Plan

EIN 36-4252176 • Oak Brook, IL • 26 filings • 3 plans

17 Lochinvar LaneOak Brook, IL 60523
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$6,798,584

2024 Contributions

$141,739

Historical Graphs

Total Assets Over Time

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

$6,798,584$3,399,292$0201020172024YearValue
$6,798,584Latest year 2024

Participants Over Time

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

840201020172024YearValue
7Latest 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
202417$6,798,584$141,739$20,248iApproximate average salary by contribution assumption: employee only about $506,211 at 4% or $337,474 at 6%; with 50% employer match about $337,474 at 4% or $224,983 at 6%; with 100% employer match about $253,105 at 4% or $168,737 at 6%.
Surgical Ltd. 401K Plan-7$6,798,584$141,739$20,248iApproximate average salary by contribution assumption: employee only about $506,211 at 4% or $337,474 at 6%; with 50% employer match about $337,474 at 4% or $224,983 at 6%; with 100% employer match about $253,105 at 4% or $168,737 at 6%.
202316$5,721,241$141,450$23,575iApproximate average salary by contribution assumption: employee only about $589,375 at 4% or $392,917 at 6%; with 50% employer match about $392,917 at 4% or $261,944 at 6%; with 100% employer match about $294,688 at 4% or $196,458 at 6%.
Surgical Ltd. 401K Plan-6$5,721,241$141,450$23,575iApproximate average salary by contribution assumption: employee only about $589,375 at 4% or $392,917 at 6%; with 50% employer match about $392,917 at 4% or $261,944 at 6%; with 100% employer match about $294,688 at 4% or $196,458 at 6%.
202226$5,306,969$4,576,045$762,674iApproximate average salary by contribution assumption: employee only about $19,066,854 at 4% or $12,711,236 at 6%; with 50% employer match about $12,711,236 at 4% or $8,474,157 at 6%; with 100% employer match about $9,533,427 at 4% or $6,355,618 at 6%.
Surgical Ltd. 401K Plan-6$5,306,969$4,576,045$762,674iApproximate average salary by contribution assumption: employee only about $19,066,854 at 4% or $12,711,236 at 6%; with 50% employer match about $12,711,236 at 4% or $8,474,157 at 6%; with 100% employer match about $9,533,427 at 4% or $6,355,618 at 6%.
Surgical Ltd. Defined Benefit Plan-0$0$0-
202126$6,691,345$561,956$93,659iApproximate average salary by contribution assumption: employee only about $2,341,483 at 4% or $1,560,989 at 6%; with 50% employer match about $1,560,989 at 4% or $1,040,659 at 6%; with 100% employer match about $1,170,742 at 4% or $780,494 at 6%.
Surgical Ltd. Defined Benefit Plan-5$5,872,991$485,000$97,000iApproximate average salary by contribution assumption: employee only about $2,425,000 at 4% or $1,616,667 at 6%; with 50% employer match about $1,616,667 at 4% or $1,077,778 at 6%; with 100% employer match about $1,212,500 at 4% or $808,333 at 6%.
Surgical Ltd. 401K Plan-6$818,354$76,956$12,826iApproximate average salary by contribution assumption: employee only about $320,650 at 4% or $213,767 at 6%; with 50% employer match about $213,767 at 4% or $142,511 at 6%; with 100% employer match about $160,325 at 4% or $106,883 at 6%.
202026$5,372,835$349,167$58,195iApproximate average salary by contribution assumption: employee only about $1,454,863 at 4% or $969,908 at 6%; with 50% employer match about $969,908 at 4% or $646,606 at 6%; with 100% employer match about $727,431 at 4% or $484,954 at 6%.
Surgical Ltd. Defined Benefit Plan-5$4,712,390$273,966$54,793iApproximate average salary by contribution assumption: employee only about $1,369,830 at 4% or $913,220 at 6%; with 50% employer match about $913,220 at 4% or $608,813 at 6%; with 100% employer match about $684,915 at 4% or $456,610 at 6%.
Surgical Ltd. 401K Plan-6$660,445$75,201$12,534iApproximate average salary by contribution assumption: employee only about $313,338 at 4% or $208,892 at 6%; with 50% employer match about $208,892 at 4% or $139,261 at 6%; with 100% employer match about $156,669 at 4% or $104,446 at 6%.
201926$4,541,352$278,308$46,385iApproximate average salary by contribution assumption: employee only about $1,159,617 at 4% or $773,078 at 6%; with 50% employer match about $773,078 at 4% or $515,385 at 6%; with 100% employer match about $579,808 at 4% or $386,539 at 6%.
Surgical Ltd. Defined Benefit Plan-5$3,942,038$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Surgical Ltd. 401K Plan-6$599,314$78,308$13,051iApproximate average salary by contribution assumption: employee only about $326,283 at 4% or $217,522 at 6%; with 50% employer match about $217,522 at 4% or $145,015 at 6%; with 100% employer match about $163,142 at 4% or $108,761 at 6%.
201827$3,811,566$108,950$15,564iApproximate average salary by contribution assumption: employee only about $389,107 at 4% or $259,405 at 6%; with 50% employer match about $259,405 at 4% or $172,937 at 6%; with 100% employer match about $194,554 at 4% or $129,702 at 6%.
Surgical Ltd. Defined Benefit Plan-7$3,295,657$0-
Surgical Ltd. 401K Plan-6$515,909$108,950$18,158iApproximate average salary by contribution assumption: employee only about $453,958 at 4% or $302,639 at 6%; with 50% employer match about $302,639 at 4% or $201,759 at 6%; with 100% employer match about $226,979 at 4% or $151,319 at 6%.
201727$4,201,816$93,250$13,321iApproximate average salary by contribution assumption: employee only about $333,036 at 4% or $222,024 at 6%; with 50% employer match about $222,024 at 4% or $148,016 at 6%; with 100% employer match about $166,518 at 4% or $111,012 at 6%.
Surgical Ltd. Defined Benefit Plan-7$3,718,040$0-
Surgical Ltd. 401K Plan-7$483,776$93,250$13,321iApproximate average salary by contribution assumption: employee only about $333,036 at 4% or $222,024 at 6%; with 50% employer match about $222,024 at 4% or $148,016 at 6%; with 100% employer match about $166,518 at 4% or $111,012 at 6%.
201628$3,224,096$360,349$45,044iApproximate average salary by contribution assumption: employee only about $1,126,091 at 4% or $750,727 at 6%; with 50% employer match about $750,727 at 4% or $500,485 at 6%; with 100% employer match about $563,045 at 4% or $375,364 at 6%.
Surgical Ltd. Defined Benefit Plan-8$2,905,405$300,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Surgical Ltd. 401K Plan-7$318,691$60,349$8,621iApproximate average salary by contribution assumption: employee only about $215,532 at 4% or $143,688 at 6%; with 50% employer match about $143,688 at 4% or $95,792 at 6%; with 100% employer match about $107,766 at 4% or $71,844 at 6%.
201525$2,783,430$307,982$61,596iApproximate average salary by contribution assumption: employee only about $1,539,910 at 4% or $1,026,607 at 6%; with 50% employer match about $1,026,607 at 4% or $684,404 at 6%; with 100% employer match about $769,955 at 4% or $513,303 at 6%.
Surgical Ltd. Defined Benefit Plan-5$2,543,497$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Surgical Ltd. 401K Plan-4$239,933$57,982$14,496iApproximate average salary by contribution assumption: employee only about $362,388 at 4% or $241,592 at 6%; with 50% employer match about $241,592 at 4% or $161,061 at 6%; with 100% employer match about $181,194 at 4% or $120,796 at 6%.
201425$2,365,297$306,367$61,273iApproximate average salary by contribution assumption: employee only about $1,531,835 at 4% or $1,021,223 at 6%; with 50% employer match about $1,021,223 at 4% or $680,816 at 6%; with 100% employer match about $765,918 at 4% or $510,612 at 6%.
Surgical Ltd. Defined Benefit Plan-5$2,171,519$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Surgical Ltd. 401K Plan-5$193,778$56,367$11,273iApproximate average salary by contribution assumption: employee only about $281,835 at 4% or $187,890 at 6%; with 50% employer match about $187,890 at 4% or $125,260 at 6%; with 100% employer match about $140,918 at 4% or $93,945 at 6%.
201325$1,756,727$48,183$9,637iApproximate average salary by contribution assumption: employee only about $240,915 at 4% or $160,610 at 6%; with 50% employer match about $160,610 at 4% or $107,073 at 6%; with 100% employer match about $120,458 at 4% or $80,305 at 6%.
Surgical Ltd. Defined Benefit Plan-4$1,659,032--
Surgical Ltd. 401K Plan-5$97,695$48,183$9,637iApproximate average salary by contribution assumption: employee only about $240,915 at 4% or $160,610 at 6%; with 50% employer match about $160,610 at 4% or $107,073 at 6%; with 100% employer match about $120,458 at 4% or $80,305 at 6%.
201225$1,617,269$196,572$39,314iApproximate average salary by contribution assumption: employee only about $982,860 at 4% or $655,240 at 6%; with 50% employer match about $655,240 at 4% or $436,827 at 6%; with 100% employer match about $491,430 at 4% or $327,620 at 6%.
Surgical Ltd. Defined Benefit Plan-4$1,570,697$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Surgical Ltd. 401K Plan-5$46,572$46,572$9,314iApproximate average salary by contribution assumption: employee only about $232,860 at 4% or $155,240 at 6%; with 50% employer match about $155,240 at 4% or $103,493 at 6%; with 100% employer match about $116,430 at 4% or $77,620 at 6%.
201111$1,221,039$150,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Surgical Ltd. Defined Benefit Plan-1$1,221,039$150,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
201011$1,084,272$150,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Surgical Ltd. Defined Benefit Plan-1$1,084,272$150,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.