Civic Intelligence

Horizon Surgical Specialists, P.A.

Plan context: Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan

EIN 56-1049362 • Lenoir, NC • 31 filings • 5 plans

PO Box 1648Lenoir, NC 28645
Current Snapshot

Latest Year

2025

2025 Participants

25

2025 Assets

$2,429,051

2025 Contributions

$162,762

Historical Graphs

Total Assets Over Time

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

$4,563,862$2,281,931$0199920152024YearValue
$2,429,051Latest year 2024

Participants Over Time

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

38190199920122024YearValue
25Latest 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
202510$0$0-
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-0$0--
2024125$2,429,051$162,762$6,510iApproximate average salary by contribution assumption: employee only about $162,762 at 4% or $108,508 at 6%; with 50% employer match about $108,508 at 4% or $72,339 at 6%; with 100% employer match about $81,381 at 4% or $54,254 at 6%.
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-25$2,429,051$162,762$6,510iApproximate average salary by contribution assumption: employee only about $162,762 at 4% or $108,508 at 6%; with 50% employer match about $108,508 at 4% or $72,339 at 6%; with 100% employer match about $81,381 at 4% or $54,254 at 6%.
2023128$2,058,101$196,753$7,027iApproximate average salary by contribution assumption: employee only about $175,672 at 4% or $117,115 at 6%; with 50% employer match about $117,115 at 4% or $78,077 at 6%; with 100% employer match about $87,836 at 4% or $58,557 at 6%.
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-28$2,058,101$196,753$7,027iApproximate average salary by contribution assumption: employee only about $175,672 at 4% or $117,115 at 6%; with 50% employer match about $117,115 at 4% or $78,077 at 6%; with 100% employer match about $87,836 at 4% or $58,557 at 6%.
2022125$1,645,305$124,727$4,989iApproximate average salary by contribution assumption: employee only about $124,727 at 4% or $83,151 at 6%; with 50% employer match about $83,151 at 4% or $55,434 at 6%; with 100% employer match about $62,364 at 4% or $41,576 at 6%.
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-25$1,645,305$124,727$4,989iApproximate average salary by contribution assumption: employee only about $124,727 at 4% or $83,151 at 6%; with 50% employer match about $83,151 at 4% or $55,434 at 6%; with 100% employer match about $62,364 at 4% or $41,576 at 6%.
2021124$1,945,391$176,594$7,358iApproximate average salary by contribution assumption: employee only about $183,952 at 4% or $122,635 at 6%; with 50% employer match about $122,635 at 4% or $81,756 at 6%; with 100% employer match about $91,976 at 4% or $61,317 at 6%.
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-24$1,945,391$176,594$7,358iApproximate average salary by contribution assumption: employee only about $183,952 at 4% or $122,635 at 6%; with 50% employer match about $122,635 at 4% or $81,756 at 6%; with 100% employer match about $91,976 at 4% or $61,317 at 6%.
2020125$1,578,417$229,236$9,169iApproximate average salary by contribution assumption: employee only about $229,236 at 4% or $152,824 at 6%; with 50% employer match about $152,824 at 4% or $101,883 at 6%; with 100% employer match about $114,618 at 4% or $76,412 at 6%.
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-25$1,578,417$229,236$9,169iApproximate average salary by contribution assumption: employee only about $229,236 at 4% or $152,824 at 6%; with 50% employer match about $152,824 at 4% or $101,883 at 6%; with 100% employer match about $114,618 at 4% or $76,412 at 6%.
2019125$1,229,450$152,006$6,080iApproximate average salary by contribution assumption: employee only about $152,006 at 4% or $101,337 at 6%; with 50% employer match about $101,337 at 4% or $67,558 at 6%; with 100% employer match about $76,003 at 4% or $50,669 at 6%.
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-25$1,229,450$152,006$6,080iApproximate average salary by contribution assumption: employee only about $152,006 at 4% or $101,337 at 6%; with 50% employer match about $101,337 at 4% or $67,558 at 6%; with 100% employer match about $76,003 at 4% or $50,669 at 6%.
2018131$1,016,115$153,451$4,950iApproximate average salary by contribution assumption: employee only about $123,751 at 4% or $82,501 at 6%; with 50% employer match about $82,501 at 4% or $55,000 at 6%; with 100% employer match about $61,875 at 4% or $41,250 at 6%.
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-31$1,016,115$153,451$4,950iApproximate average salary by contribution assumption: employee only about $123,751 at 4% or $82,501 at 6%; with 50% employer match about $82,501 at 4% or $55,000 at 6%; with 100% employer match about $61,875 at 4% or $41,250 at 6%.
2017135$977,232$233,600$6,674iApproximate average salary by contribution assumption: employee only about $166,857 at 4% or $111,238 at 6%; with 50% employer match about $111,238 at 4% or $74,159 at 6%; with 100% employer match about $83,429 at 4% or $55,619 at 6%.
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-35$977,232$233,600$6,674iApproximate average salary by contribution assumption: employee only about $166,857 at 4% or $111,238 at 6%; with 50% employer match about $111,238 at 4% or $74,159 at 6%; with 100% employer match about $83,429 at 4% or $55,619 at 6%.
2016138$987,594$241,360$6,352iApproximate average salary by contribution assumption: employee only about $158,789 at 4% or $105,860 at 6%; with 50% employer match about $105,860 at 4% or $70,573 at 6%; with 100% employer match about $79,395 at 4% or $52,930 at 6%.
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-38$987,594$241,360$6,352iApproximate average salary by contribution assumption: employee only about $158,789 at 4% or $105,860 at 6%; with 50% employer match about $105,860 at 4% or $70,573 at 6%; with 100% employer match about $79,395 at 4% or $52,930 at 6%.
2015129$745,026$159,665$5,506iApproximate average salary by contribution assumption: employee only about $137,642 at 4% or $91,761 at 6%; with 50% employer match about $91,761 at 4% or $61,174 at 6%; with 100% employer match about $68,821 at 4% or $45,881 at 6%.
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-29$745,026$159,665$5,506iApproximate average salary by contribution assumption: employee only about $137,642 at 4% or $91,761 at 6%; with 50% employer match about $91,761 at 4% or $61,174 at 6%; with 100% employer match about $68,821 at 4% or $45,881 at 6%.
2014126$1,266,326$162,287$6,242iApproximate average salary by contribution assumption: employee only about $156,045 at 4% or $104,030 at 6%; with 50% employer match about $104,030 at 4% or $69,353 at 6%; with 100% employer match about $78,023 at 4% or $52,015 at 6%.
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-26$1,266,326$162,287$6,242iApproximate average salary by contribution assumption: employee only about $156,045 at 4% or $104,030 at 6%; with 50% employer match about $104,030 at 4% or $69,353 at 6%; with 100% employer match about $78,023 at 4% or $52,015 at 6%.
2013120$1,037,978$79,154$3,958iApproximate average salary by contribution assumption: employee only about $98,943 at 4% or $65,962 at 6%; with 50% employer match about $65,962 at 4% or $43,974 at 6%; with 100% employer match about $49,471 at 4% or $32,981 at 6%.
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-20$1,037,978$79,154$3,958iApproximate average salary by contribution assumption: employee only about $98,943 at 4% or $65,962 at 6%; with 50% employer match about $65,962 at 4% or $43,974 at 6%; with 100% employer match about $49,471 at 4% or $32,981 at 6%.
2012118$1,025,107$54,920$3,051iApproximate average salary by contribution assumption: employee only about $76,278 at 4% or $50,852 at 6%; with 50% employer match about $50,852 at 4% or $33,901 at 6%; with 100% employer match about $38,139 at 4% or $25,426 at 6%.
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-18$1,025,107$54,920$3,051iApproximate average salary by contribution assumption: employee only about $76,278 at 4% or $50,852 at 6%; with 50% employer match about $50,852 at 4% or $33,901 at 6%; with 100% employer match about $38,139 at 4% or $25,426 at 6%.
2011110$879,178$11,843$1,184iApproximate average salary by contribution assumption: employee only about $29,608 at 4% or $19,738 at 6%; with 50% employer match about $19,738 at 4% or $13,159 at 6%; with 100% employer match about $14,804 at 4% or $9,869 at 6%.
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-10$879,178$11,843$1,184iApproximate average salary by contribution assumption: employee only about $29,608 at 4% or $19,738 at 6%; with 50% employer match about $19,738 at 4% or $13,159 at 6%; with 100% employer match about $14,804 at 4% or $9,869 at 6%.
2010114$899,968$60,500$4,321iApproximate average salary by contribution assumption: employee only about $108,036 at 4% or $72,024 at 6%; with 50% employer match about $72,024 at 4% or $48,016 at 6%; with 100% employer match about $54,018 at 4% or $36,012 at 6%.
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-14$899,968$60,500$4,321iApproximate average salary by contribution assumption: employee only about $108,036 at 4% or $72,024 at 6%; with 50% employer match about $72,024 at 4% or $48,016 at 6%; with 100% employer match about $54,018 at 4% or $36,012 at 6%.
2009114$796,778$164,835$11,774iApproximate average salary by contribution assumption: employee only about $294,348 at 4% or $196,232 at 6%; with 50% employer match about $196,232 at 4% or $130,821 at 6%; with 100% employer match about $147,174 at 4% or $98,116 at 6%.
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-14$796,778$164,835$11,774iApproximate average salary by contribution assumption: employee only about $294,348 at 4% or $196,232 at 6%; with 50% employer match about $196,232 at 4% or $130,821 at 6%; with 100% employer match about $147,174 at 4% or $98,116 at 6%.
2008113$623,840$65,141$5,011iApproximate average salary by contribution assumption: employee only about $125,271 at 4% or $83,514 at 6%; with 50% employer match about $83,514 at 4% or $55,676 at 6%; with 100% employer match about $62,636 at 4% or $41,757 at 6%.
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-13$623,840$65,141$5,011iApproximate average salary by contribution assumption: employee only about $125,271 at 4% or $83,514 at 6%; with 50% employer match about $83,514 at 4% or $55,676 at 6%; with 100% employer match about $62,636 at 4% or $41,757 at 6%.
200719$0$0-
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-9---
200619$2,046,562$24,121$2,680iApproximate average salary by contribution assumption: employee only about $67,003 at 4% or $44,669 at 6%; with 50% employer match about $44,669 at 4% or $29,779 at 6%; with 100% employer match about $33,501 at 4% or $22,334 at 6%.
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-9$2,046,562$24,121$2,680iApproximate average salary by contribution assumption: employee only about $67,003 at 4% or $44,669 at 6%; with 50% employer match about $44,669 at 4% or $29,779 at 6%; with 100% employer match about $33,501 at 4% or $22,334 at 6%.
200519$2,719,643$58,738$6,526iApproximate average salary by contribution assumption: employee only about $163,161 at 4% or $108,774 at 6%; with 50% employer match about $108,774 at 4% or $72,516 at 6%; with 100% employer match about $81,581 at 4% or $54,387 at 6%.
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-9$2,719,643$58,738$6,526iApproximate average salary by contribution assumption: employee only about $163,161 at 4% or $108,774 at 6%; with 50% employer match about $108,774 at 4% or $72,516 at 6%; with 100% employer match about $81,581 at 4% or $54,387 at 6%.
200418$0$0-
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-8---
200319$0$0-
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-9---
200228$0$0-
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-8---
Caldwell Surgical Associates, P.A. Money Purchase Pension Plan-0---
200129$0$0-
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-8---
Caldwell Surgical Associates, P.A. Money Purchase Pension Plan-9---
200028$0$0-
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-8---
Caldwell Surgical Associates, P.A. Money Purchase Pension Plan-8---
199928$4,563,862$69,336$8,667iApproximate average salary by contribution assumption: employee only about $216,675 at 4% or $144,450 at 6%; with 50% employer match about $144,450 at 4% or $96,300 at 6%; with 100% employer match about $108,338 at 4% or $72,225 at 6%.
Caldwell Surgical Associates, P.A. Money Purchase Pension Plan-8$4,179,972$15,864$1,983iApproximate average salary by contribution assumption: employee only about $49,575 at 4% or $33,050 at 6%; with 50% employer match about $33,050 at 4% or $22,033 at 6%; with 100% employer match about $24,788 at 4% or $16,525 at 6%.
Horizon Surgical Specialists, P.A. 401(K) Profit Sharing Plan-8$383,890$53,472$6,684iApproximate average salary by contribution assumption: employee only about $167,100 at 4% or $111,400 at 6%; with 50% employer match about $111,400 at 4% or $74,267 at 6%; with 100% employer match about $83,550 at 4% or $55,700 at 6%.