Civic Intelligence

Surgenex LLC

Plan context: Surgenex LLC 401(K) Profit Sharing Plan & Trust

EIN 37-1817287 • Scottsdale, AZ • 8 filings • 2 plans

15444 N 76th St Ste C110Scottsdale, AZ 85260-1893
Current Snapshot

Latest Year

2024

2024 Participants

211

2024 Assets

$1,944,725

2024 Contributions

$1,107,483

Historical Graphs

Total Assets Over Time

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

$1,944,725$972,363$0201720202023YearValue
$1,944,725Latest year 2023

Participants Over Time

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

2111060201720212024YearValue
211Latest 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
20241211$0$0-
SURGENEX LLC WELFARE BENEFIT PLAN-211---
20231140$1,944,725$1,107,483$7,911iApproximate average salary by contribution assumption: employee only about $197,765 at 4% or $131,843 at 6%; with 50% employer match about $131,843 at 4% or $87,895 at 6%; with 100% employer match about $98,882 at 4% or $65,922 at 6%.
Surgenex LLC 401(K) Profit Sharing Plan & Trust-140$1,944,725$1,107,483$7,911iApproximate average salary by contribution assumption: employee only about $197,765 at 4% or $131,843 at 6%; with 50% employer match about $131,843 at 4% or $87,895 at 6%; with 100% employer match about $98,882 at 4% or $65,922 at 6%.
2022160$980,916$376,828$6,280iApproximate average salary by contribution assumption: employee only about $157,012 at 4% or $104,674 at 6%; with 50% employer match about $104,674 at 4% or $69,783 at 6%; with 100% employer match about $78,506 at 4% or $52,337 at 6%.
Surgenex LLC 401(K) Profit Sharing Plan & Trust-60$980,916$376,828$6,280iApproximate average salary by contribution assumption: employee only about $157,012 at 4% or $104,674 at 6%; with 50% employer match about $104,674 at 4% or $69,783 at 6%; with 100% employer match about $78,506 at 4% or $52,337 at 6%.
2021160$845,151$302,340$5,039iApproximate average salary by contribution assumption: employee only about $125,975 at 4% or $83,983 at 6%; with 50% employer match about $83,983 at 4% or $55,989 at 6%; with 100% employer match about $62,988 at 4% or $41,992 at 6%.
Surgenex LLC 401(K) Profit Sharing Plan & Trust-60$845,151$302,340$5,039iApproximate average salary by contribution assumption: employee only about $125,975 at 4% or $83,983 at 6%; with 50% employer match about $83,983 at 4% or $55,989 at 6%; with 100% employer match about $62,988 at 4% or $41,992 at 6%.
2020124$536,814$209,235$8,718iApproximate average salary by contribution assumption: employee only about $217,953 at 4% or $145,302 at 6%; with 50% employer match about $145,302 at 4% or $96,868 at 6%; with 100% employer match about $108,977 at 4% or $72,651 at 6%.
Surgenex LLC 401(K) Profit Sharing Plan & Trust-24$536,814$209,235$8,718iApproximate average salary by contribution assumption: employee only about $217,953 at 4% or $145,302 at 6%; with 50% employer match about $145,302 at 4% or $96,868 at 6%; with 100% employer match about $108,977 at 4% or $72,651 at 6%.
2019120$314,415$189,636$9,482iApproximate average salary by contribution assumption: employee only about $237,045 at 4% or $158,030 at 6%; with 50% employer match about $158,030 at 4% or $105,353 at 6%; with 100% employer match about $118,522 at 4% or $79,015 at 6%.
Surgenex LLC 401(K) Profit Sharing Plan & Trust-20$314,415$189,636$9,482iApproximate average salary by contribution assumption: employee only about $237,045 at 4% or $158,030 at 6%; with 50% employer match about $158,030 at 4% or $105,353 at 6%; with 100% employer match about $118,522 at 4% or $79,015 at 6%.
2018110$147,487$128,029$12,803iApproximate average salary by contribution assumption: employee only about $320,073 at 4% or $213,382 at 6%; with 50% employer match about $213,382 at 4% or $142,254 at 6%; with 100% employer match about $160,036 at 4% or $106,691 at 6%.
Surgenex LLC 401(K) Profit Sharing Plan & Trust-10$147,487$128,029$12,803iApproximate average salary by contribution assumption: employee only about $320,073 at 4% or $213,382 at 6%; with 50% employer match about $213,382 at 4% or $142,254 at 6%; with 100% employer match about $160,036 at 4% or $106,691 at 6%.
2017111$61,011$57,784$5,253iApproximate average salary by contribution assumption: employee only about $131,327 at 4% or $87,552 at 6%; with 50% employer match about $87,552 at 4% or $58,368 at 6%; with 100% employer match about $65,664 at 4% or $43,776 at 6%.
Surgenex LLC 401(K) Profit Sharing Plan & Trust-11$61,011$57,784$5,253iApproximate average salary by contribution assumption: employee only about $131,327 at 4% or $87,552 at 6%; with 50% employer match about $87,552 at 4% or $58,368 at 6%; with 100% employer match about $65,664 at 4% or $43,776 at 6%.