Surgical Associates Chartered
Plan context: Surgical Associates Chartered 401(K) Plan
EIN 52-1798291 • Waldorf, MD • 25 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
27
2024 Assets
$1,813,850
2024 Contributions
$167,037
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 | 1 | 27 | $1,813,850 | $167,037 | $6,187iApproximate average salary by contribution assumption: employee only about $154,664 at 4% or $103,109 at 6%; with 50% employer match about $103,109 at 4% or $68,740 at 6%; with 100% employer match about $77,332 at 4% or $51,555 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 27 | $1,813,850 | $167,037 | $6,187iApproximate average salary by contribution assumption: employee only about $154,664 at 4% or $103,109 at 6%; with 50% employer match about $103,109 at 4% or $68,740 at 6%; with 100% employer match about $77,332 at 4% or $51,555 at 6%. |
| 2023 | 1 | 31 | $3,200,948 | $183,633 | $5,924iApproximate average salary by contribution assumption: employee only about $148,091 at 4% or $98,727 at 6%; with 50% employer match about $98,727 at 4% or $65,818 at 6%; with 100% employer match about $74,046 at 4% or $49,364 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 31 | $3,200,948 | $183,633 | $5,924iApproximate average salary by contribution assumption: employee only about $148,091 at 4% or $98,727 at 6%; with 50% employer match about $98,727 at 4% or $65,818 at 6%; with 100% employer match about $74,046 at 4% or $49,364 at 6%. |
| 2022 | 1 | 34 | $2,589,736 | $168,800 | $4,965iApproximate average salary by contribution assumption: employee only about $124,118 at 4% or $82,745 at 6%; with 50% employer match about $82,745 at 4% or $55,163 at 6%; with 100% employer match about $62,059 at 4% or $41,373 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 34 | $2,589,736 | $168,800 | $4,965iApproximate average salary by contribution assumption: employee only about $124,118 at 4% or $82,745 at 6%; with 50% employer match about $82,745 at 4% or $55,163 at 6%; with 100% employer match about $62,059 at 4% or $41,373 at 6%. |
| 2021 | 1 | 31 | $3,022,359 | $136,849 | $4,414iApproximate average salary by contribution assumption: employee only about $110,362 at 4% or $73,575 at 6%; with 50% employer match about $73,575 at 4% or $49,050 at 6%; with 100% employer match about $55,181 at 4% or $36,787 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 31 | $3,022,359 | $136,849 | $4,414iApproximate average salary by contribution assumption: employee only about $110,362 at 4% or $73,575 at 6%; with 50% employer match about $73,575 at 4% or $49,050 at 6%; with 100% employer match about $55,181 at 4% or $36,787 at 6%. |
| 2020 | 1 | 39 | $2,636,933 | $159,468 | $4,089iApproximate average salary by contribution assumption: employee only about $102,223 at 4% or $68,149 at 6%; with 50% employer match about $68,149 at 4% or $45,432 at 6%; with 100% employer match about $51,112 at 4% or $34,074 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 39 | $2,636,933 | $159,468 | $4,089iApproximate average salary by contribution assumption: employee only about $102,223 at 4% or $68,149 at 6%; with 50% employer match about $68,149 at 4% or $45,432 at 6%; with 100% employer match about $51,112 at 4% or $34,074 at 6%. |
| 2019 | 1 | 25 | $2,124,324 | $130,759 | $5,230iApproximate average salary by contribution assumption: employee only about $130,759 at 4% or $87,173 at 6%; with 50% employer match about $87,173 at 4% or $58,115 at 6%; with 100% employer match about $65,379 at 4% or $43,586 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 25 | $2,124,324 | $130,759 | $5,230iApproximate average salary by contribution assumption: employee only about $130,759 at 4% or $87,173 at 6%; with 50% employer match about $87,173 at 4% or $58,115 at 6%; with 100% employer match about $65,379 at 4% or $43,586 at 6%. |
| 2018 | 1 | 25 | $2,023,151 | $135,428 | $5,417iApproximate average salary by contribution assumption: employee only about $135,428 at 4% or $90,285 at 6%; with 50% employer match about $90,285 at 4% or $60,190 at 6%; with 100% employer match about $67,714 at 4% or $45,143 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 25 | $2,023,151 | $135,428 | $5,417iApproximate average salary by contribution assumption: employee only about $135,428 at 4% or $90,285 at 6%; with 50% employer match about $90,285 at 4% or $60,190 at 6%; with 100% employer match about $67,714 at 4% or $45,143 at 6%. |
| 2017 | 1 | 28 | $2,273,109 | $158,029 | $5,644iApproximate average salary by contribution assumption: employee only about $141,097 at 4% or $94,065 at 6%; with 50% employer match about $94,065 at 4% or $62,710 at 6%; with 100% employer match about $70,549 at 4% or $47,032 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 28 | $2,273,109 | $158,029 | $5,644iApproximate average salary by contribution assumption: employee only about $141,097 at 4% or $94,065 at 6%; with 50% employer match about $94,065 at 4% or $62,710 at 6%; with 100% employer match about $70,549 at 4% or $47,032 at 6%. |
| 2016 | 1 | 28 | $1,901,003 | $184,202 | $6,579iApproximate average salary by contribution assumption: employee only about $164,466 at 4% or $109,644 at 6%; with 50% employer match about $109,644 at 4% or $73,096 at 6%; with 100% employer match about $82,233 at 4% or $54,822 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 28 | $1,901,003 | $184,202 | $6,579iApproximate average salary by contribution assumption: employee only about $164,466 at 4% or $109,644 at 6%; with 50% employer match about $109,644 at 4% or $73,096 at 6%; with 100% employer match about $82,233 at 4% or $54,822 at 6%. |
| 2015 | 1 | 27 | $1,595,768 | $180,731 | $6,694iApproximate average salary by contribution assumption: employee only about $167,344 at 4% or $111,562 at 6%; with 50% employer match about $111,562 at 4% or $74,375 at 6%; with 100% employer match about $83,672 at 4% or $55,781 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 27 | $1,595,768 | $180,731 | $6,694iApproximate average salary by contribution assumption: employee only about $167,344 at 4% or $111,562 at 6%; with 50% employer match about $111,562 at 4% or $74,375 at 6%; with 100% employer match about $83,672 at 4% or $55,781 at 6%. |
| 2014 | 1 | 29 | $1,542,466 | $156,986 | $5,413iApproximate average salary by contribution assumption: employee only about $135,333 at 4% or $90,222 at 6%; with 50% employer match about $90,222 at 4% or $60,148 at 6%; with 100% employer match about $67,666 at 4% or $45,111 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 29 | $1,542,466 | $156,986 | $5,413iApproximate average salary by contribution assumption: employee only about $135,333 at 4% or $90,222 at 6%; with 50% employer match about $90,222 at 4% or $60,148 at 6%; with 100% employer match about $67,666 at 4% or $45,111 at 6%. |
| 2013 | 1 | 33 | $1,343,248 | $162,703 | $4,930iApproximate average salary by contribution assumption: employee only about $123,260 at 4% or $82,173 at 6%; with 50% employer match about $82,173 at 4% or $54,782 at 6%; with 100% employer match about $61,630 at 4% or $41,087 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 33 | $1,343,248 | $162,703 | $4,930iApproximate average salary by contribution assumption: employee only about $123,260 at 4% or $82,173 at 6%; with 50% employer match about $82,173 at 4% or $54,782 at 6%; with 100% employer match about $61,630 at 4% or $41,087 at 6%. |
| 2012 | 1 | 39 | $1,050,347 | $165,310 | $4,239iApproximate average salary by contribution assumption: employee only about $105,968 at 4% or $70,645 at 6%; with 50% employer match about $70,645 at 4% or $47,097 at 6%; with 100% employer match about $52,984 at 4% or $35,323 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 39 | $1,050,347 | $165,310 | $4,239iApproximate average salary by contribution assumption: employee only about $105,968 at 4% or $70,645 at 6%; with 50% employer match about $70,645 at 4% or $47,097 at 6%; with 100% employer match about $52,984 at 4% or $35,323 at 6%. |
| 2011 | 1 | 35 | $827,273 | $141,107 | $4,032iApproximate average salary by contribution assumption: employee only about $100,791 at 4% or $67,194 at 6%; with 50% employer match about $67,194 at 4% or $44,796 at 6%; with 100% employer match about $50,395 at 4% or $33,597 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 35 | $827,273 | $141,107 | $4,032iApproximate average salary by contribution assumption: employee only about $100,791 at 4% or $67,194 at 6%; with 50% employer match about $67,194 at 4% or $44,796 at 6%; with 100% employer match about $50,395 at 4% or $33,597 at 6%. |
| 2010 | 1 | 40 | $824,136 | $125,956 | $3,149iApproximate average salary by contribution assumption: employee only about $78,723 at 4% or $52,482 at 6%; with 50% employer match about $52,482 at 4% or $34,988 at 6%; with 100% employer match about $39,361 at 4% or $26,241 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 40 | $824,136 | $125,956 | $3,149iApproximate average salary by contribution assumption: employee only about $78,723 at 4% or $52,482 at 6%; with 50% employer match about $52,482 at 4% or $34,988 at 6%; with 100% employer match about $39,361 at 4% or $26,241 at 6%. |
| 2009 | 1 | 39 | $667,800 | $87,038 | $2,232iApproximate average salary by contribution assumption: employee only about $55,794 at 4% or $37,196 at 6%; with 50% employer match about $37,196 at 4% or $24,797 at 6%; with 100% employer match about $27,897 at 4% or $18,598 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 39 | $667,800 | $87,038 | $2,232iApproximate average salary by contribution assumption: employee only about $55,794 at 4% or $37,196 at 6%; with 50% employer match about $37,196 at 4% or $24,797 at 6%; with 100% employer match about $27,897 at 4% or $18,598 at 6%. |
| 2008 | 1 | 40 | $511,399 | $132,891 | $3,322iApproximate average salary by contribution assumption: employee only about $83,057 at 4% or $55,371 at 6%; with 50% employer match about $55,371 at 4% or $36,914 at 6%; with 100% employer match about $41,528 at 4% or $27,686 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 40 | $511,399 | $132,891 | $3,322iApproximate average salary by contribution assumption: employee only about $83,057 at 4% or $55,371 at 6%; with 50% employer match about $55,371 at 4% or $36,914 at 6%; with 100% employer match about $41,528 at 4% or $27,686 at 6%. |
| 2007 | 1 | 36 | $534,286 | $104,044 | $2,890iApproximate average salary by contribution assumption: employee only about $72,253 at 4% or $48,169 at 6%; with 50% employer match about $48,169 at 4% or $32,112 at 6%; with 100% employer match about $36,126 at 4% or $24,084 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 36 | $534,286 | $104,044 | $2,890iApproximate average salary by contribution assumption: employee only about $72,253 at 4% or $48,169 at 6%; with 50% employer match about $48,169 at 4% or $32,112 at 6%; with 100% employer match about $36,126 at 4% or $24,084 at 6%. |
| 2006 | 1 | 36 | $411,921 | $113,441 | $3,151iApproximate average salary by contribution assumption: employee only about $78,778 at 4% or $52,519 at 6%; with 50% employer match about $52,519 at 4% or $35,013 at 6%; with 100% employer match about $39,389 at 4% or $26,259 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 36 | $411,921 | $113,441 | $3,151iApproximate average salary by contribution assumption: employee only about $78,778 at 4% or $52,519 at 6%; with 50% employer match about $52,519 at 4% or $35,013 at 6%; with 100% employer match about $39,389 at 4% or $26,259 at 6%. |
| 2005 | 1 | 21 | $280,604 | $79,358 | $3,779iApproximate average salary by contribution assumption: employee only about $94,474 at 4% or $62,983 at 6%; with 50% employer match about $62,983 at 4% or $41,988 at 6%; with 100% employer match about $47,237 at 4% or $31,491 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 21 | $280,604 | $79,358 | $3,779iApproximate average salary by contribution assumption: employee only about $94,474 at 4% or $62,983 at 6%; with 50% employer match about $62,983 at 4% or $41,988 at 6%; with 100% employer match about $47,237 at 4% or $31,491 at 6%. |
| 2004 | 1 | 24 | $210,069 | $49,614 | $2,067iApproximate average salary by contribution assumption: employee only about $51,681 at 4% or $34,454 at 6%; with 50% employer match about $34,454 at 4% or $22,969 at 6%; with 100% employer match about $25,841 at 4% or $17,227 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 24 | $210,069 | $49,614 | $2,067iApproximate average salary by contribution assumption: employee only about $51,681 at 4% or $34,454 at 6%; with 50% employer match about $34,454 at 4% or $22,969 at 6%; with 100% employer match about $25,841 at 4% or $17,227 at 6%. |
| 2003 | 1 | 22 | $247,588 | $62,859 | $2,857iApproximate average salary by contribution assumption: employee only about $71,431 at 4% or $47,620 at 6%; with 50% employer match about $47,620 at 4% or $31,747 at 6%; with 100% employer match about $35,715 at 4% or $23,810 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 22 | $247,588 | $62,859 | $2,857iApproximate average salary by contribution assumption: employee only about $71,431 at 4% or $47,620 at 6%; with 50% employer match about $47,620 at 4% or $31,747 at 6%; with 100% employer match about $35,715 at 4% or $23,810 at 6%. |
| 2002 | 1 | 25 | $248,305 | $84,242 | $3,370iApproximate average salary by contribution assumption: employee only about $84,242 at 4% or $56,161 at 6%; with 50% employer match about $56,161 at 4% or $37,441 at 6%; with 100% employer match about $42,121 at 4% or $28,081 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 25 | $248,305 | $84,242 | $3,370iApproximate average salary by contribution assumption: employee only about $84,242 at 4% or $56,161 at 6%; with 50% employer match about $56,161 at 4% or $37,441 at 6%; with 100% employer match about $42,121 at 4% or $28,081 at 6%. |
| 2001 | 1 | 21 | $189,009 | $78,286 | $3,728iApproximate average salary by contribution assumption: employee only about $93,198 at 4% or $62,132 at 6%; with 50% employer match about $62,132 at 4% or $41,421 at 6%; with 100% employer match about $46,599 at 4% or $31,066 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 21 | $189,009 | $78,286 | $3,728iApproximate average salary by contribution assumption: employee only about $93,198 at 4% or $62,132 at 6%; with 50% employer match about $62,132 at 4% or $41,421 at 6%; with 100% employer match about $46,599 at 4% or $31,066 at 6%. |
| 2000 | 1 | 16 | $118,157 | $50,013 | $3,126iApproximate average salary by contribution assumption: employee only about $78,145 at 4% or $52,097 at 6%; with 50% employer match about $52,097 at 4% or $34,731 at 6%; with 100% employer match about $39,073 at 4% or $26,048 at 6%. |
| Surgical Associates Chartered 401(K) Plan | - | 16 | $118,157 | $50,013 | $3,126iApproximate average salary by contribution assumption: employee only about $78,145 at 4% or $52,097 at 6%; with 50% employer match about $52,097 at 4% or $34,731 at 6%; with 100% employer match about $39,073 at 4% or $26,048 at 6%. |