Civic Intelligence

SURGICAL ASSOCIATES PC

Plan context: Surgical Associates PC 401K Profit Sharing Retirement Plan

EIN 63-0574926 • Birmingham, AL • 29 filings • 5 plans

806 St Vincents Drive Suite 500Birmingham, AL 35205
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,145,644

2024 Contributions

$158,580

Historical Graphs

Total Assets Over Time

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

$8,892,933$4,446,467$0199920142024YearValue
$2,145,644Latest year 2024

Participants Over Time

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

19100199920122024YearValue
4Latest 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
202414$2,145,644$158,580$39,645iApproximate average salary by contribution assumption: employee only about $991,125 at 4% or $660,750 at 6%; with 50% employer match about $660,750 at 4% or $440,500 at 6%; with 100% employer match about $495,563 at 4% or $330,375 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-4$2,145,644$158,580$39,645iApproximate average salary by contribution assumption: employee only about $991,125 at 4% or $660,750 at 6%; with 50% employer match about $660,750 at 4% or $440,500 at 6%; with 100% employer match about $495,563 at 4% or $330,375 at 6%.
202313$1,796,231$151,552$50,517iApproximate average salary by contribution assumption: employee only about $1,262,933 at 4% or $841,956 at 6%; with 50% employer match about $841,956 at 4% or $561,304 at 6%; with 100% employer match about $631,467 at 4% or $420,978 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-3$1,796,231$151,552$50,517iApproximate average salary by contribution assumption: employee only about $1,262,933 at 4% or $841,956 at 6%; with 50% employer match about $841,956 at 4% or $561,304 at 6%; with 100% employer match about $631,467 at 4% or $420,978 at 6%.
202216$1,442,594$106,934$17,822iApproximate average salary by contribution assumption: employee only about $445,558 at 4% or $297,039 at 6%; with 50% employer match about $297,039 at 4% or $198,026 at 6%; with 100% employer match about $222,779 at 4% or $148,519 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-6$1,442,594$106,934$17,822iApproximate average salary by contribution assumption: employee only about $445,558 at 4% or $297,039 at 6%; with 50% employer match about $297,039 at 4% or $198,026 at 6%; with 100% employer match about $222,779 at 4% or $148,519 at 6%.
202116$1,594,006$102,696$17,116iApproximate average salary by contribution assumption: employee only about $427,900 at 4% or $285,267 at 6%; with 50% employer match about $285,267 at 4% or $190,178 at 6%; with 100% employer match about $213,950 at 4% or $142,633 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-6$1,594,006$102,696$17,116iApproximate average salary by contribution assumption: employee only about $427,900 at 4% or $285,267 at 6%; with 50% employer match about $285,267 at 4% or $190,178 at 6%; with 100% employer match about $213,950 at 4% or $142,633 at 6%.
202016$1,322,056$66,861$11,144iApproximate average salary by contribution assumption: employee only about $278,588 at 4% or $185,725 at 6%; with 50% employer match about $185,725 at 4% or $123,817 at 6%; with 100% employer match about $139,294 at 4% or $92,863 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-6$1,322,056$66,861$11,144iApproximate average salary by contribution assumption: employee only about $278,588 at 4% or $185,725 at 6%; with 50% employer match about $185,725 at 4% or $123,817 at 6%; with 100% employer match about $139,294 at 4% or $92,863 at 6%.
201915$1,181,669$52,778$10,556iApproximate average salary by contribution assumption: employee only about $263,890 at 4% or $175,927 at 6%; with 50% employer match about $175,927 at 4% or $117,284 at 6%; with 100% employer match about $131,945 at 4% or $87,963 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-5$1,181,669$52,778$10,556iApproximate average salary by contribution assumption: employee only about $263,890 at 4% or $175,927 at 6%; with 50% employer match about $175,927 at 4% or $117,284 at 6%; with 100% employer match about $131,945 at 4% or $87,963 at 6%.
201819$3,448,024$184,865$20,541iApproximate average salary by contribution assumption: employee only about $513,514 at 4% or $342,343 at 6%; with 50% employer match about $342,343 at 4% or $228,228 at 6%; with 100% employer match about $256,757 at 4% or $171,171 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-9$3,448,024$184,865$20,541iApproximate average salary by contribution assumption: employee only about $513,514 at 4% or $342,343 at 6%; with 50% employer match about $342,343 at 4% or $228,228 at 6%; with 100% employer match about $256,757 at 4% or $171,171 at 6%.
2017112$3,598,214$187,095$15,591iApproximate average salary by contribution assumption: employee only about $389,781 at 4% or $259,854 at 6%; with 50% employer match about $259,854 at 4% or $173,236 at 6%; with 100% employer match about $194,891 at 4% or $129,927 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-12$3,598,214$187,095$15,591iApproximate average salary by contribution assumption: employee only about $389,781 at 4% or $259,854 at 6%; with 50% employer match about $259,854 at 4% or $173,236 at 6%; with 100% employer match about $194,891 at 4% or $129,927 at 6%.
2016112$3,019,794$202,602$16,884iApproximate average salary by contribution assumption: employee only about $422,088 at 4% or $281,392 at 6%; with 50% employer match about $281,392 at 4% or $187,594 at 6%; with 100% employer match about $211,044 at 4% or $140,696 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-12$3,019,794$202,602$16,884iApproximate average salary by contribution assumption: employee only about $422,088 at 4% or $281,392 at 6%; with 50% employer match about $281,392 at 4% or $187,594 at 6%; with 100% employer match about $211,044 at 4% or $140,696 at 6%.
2015119$2,596,217$203,565$10,714iApproximate average salary by contribution assumption: employee only about $267,849 at 4% or $178,566 at 6%; with 50% employer match about $178,566 at 4% or $119,044 at 6%; with 100% employer match about $133,924 at 4% or $89,283 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-19$2,596,217$203,565$10,714iApproximate average salary by contribution assumption: employee only about $267,849 at 4% or $178,566 at 6%; with 50% employer match about $178,566 at 4% or $119,044 at 6%; with 100% employer match about $133,924 at 4% or $89,283 at 6%.
2014119$3,728,752$185,665$9,772iApproximate average salary by contribution assumption: employee only about $244,296 at 4% or $162,864 at 6%; with 50% employer match about $162,864 at 4% or $108,576 at 6%; with 100% employer match about $122,148 at 4% or $81,432 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-19$3,728,752$185,665$9,772iApproximate average salary by contribution assumption: employee only about $244,296 at 4% or $162,864 at 6%; with 50% employer match about $162,864 at 4% or $108,576 at 6%; with 100% employer match about $122,148 at 4% or $81,432 at 6%.
2013116$3,431,348$213,472$13,342iApproximate average salary by contribution assumption: employee only about $333,550 at 4% or $222,367 at 6%; with 50% employer match about $222,367 at 4% or $148,244 at 6%; with 100% employer match about $166,775 at 4% or $111,183 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-16$3,431,348$213,472$13,342iApproximate average salary by contribution assumption: employee only about $333,550 at 4% or $222,367 at 6%; with 50% employer match about $222,367 at 4% or $148,244 at 6%; with 100% employer match about $166,775 at 4% or $111,183 at 6%.
2012114$3,269,777$27,773$1,984iApproximate average salary by contribution assumption: employee only about $49,595 at 4% or $33,063 at 6%; with 50% employer match about $33,063 at 4% or $22,042 at 6%; with 100% employer match about $24,797 at 4% or $16,532 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-14$3,269,777$27,773$1,984iApproximate average salary by contribution assumption: employee only about $49,595 at 4% or $33,063 at 6%; with 50% employer match about $33,063 at 4% or $22,042 at 6%; with 100% employer match about $24,797 at 4% or $16,532 at 6%.
2011116$3,177,767$183,242$11,453iApproximate average salary by contribution assumption: employee only about $286,316 at 4% or $190,877 at 6%; with 50% employer match about $190,877 at 4% or $127,251 at 6%; with 100% employer match about $143,158 at 4% or $95,439 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-16$3,177,767$183,242$11,453iApproximate average salary by contribution assumption: employee only about $286,316 at 4% or $190,877 at 6%; with 50% employer match about $190,877 at 4% or $127,251 at 6%; with 100% employer match about $143,158 at 4% or $95,439 at 6%.
2010116$4,936,116$212,380$13,274iApproximate average salary by contribution assumption: employee only about $331,844 at 4% or $221,229 at 6%; with 50% employer match about $221,229 at 4% or $147,486 at 6%; with 100% employer match about $165,922 at 4% or $110,615 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-16$4,936,116$212,380$13,274iApproximate average salary by contribution assumption: employee only about $331,844 at 4% or $221,229 at 6%; with 50% employer match about $221,229 at 4% or $147,486 at 6%; with 100% employer match about $165,922 at 4% or $110,615 at 6%.
2009116$4,186,613$313,513$19,595iApproximate average salary by contribution assumption: employee only about $489,864 at 4% or $326,576 at 6%; with 50% employer match about $326,576 at 4% or $217,717 at 6%; with 100% employer match about $244,932 at 4% or $163,288 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-16$4,186,613$313,513$19,595iApproximate average salary by contribution assumption: employee only about $489,864 at 4% or $326,576 at 6%; with 50% employer match about $326,576 at 4% or $217,717 at 6%; with 100% employer match about $244,932 at 4% or $163,288 at 6%.
2008119$3,773,798$379,250$19,961iApproximate average salary by contribution assumption: employee only about $499,013 at 4% or $332,675 at 6%; with 50% employer match about $332,675 at 4% or $221,784 at 6%; with 100% employer match about $249,507 at 4% or $166,338 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-19$3,773,798$379,250$19,961iApproximate average salary by contribution assumption: employee only about $499,013 at 4% or $332,675 at 6%; with 50% employer match about $332,675 at 4% or $221,784 at 6%; with 100% employer match about $249,507 at 4% or $166,338 at 6%.
2007119$0$0-
Surgical Associates PC 401K Profit Sharing Retirement Plan-19---
2006118$7,251,985$277,550$15,419iApproximate average salary by contribution assumption: employee only about $385,486 at 4% or $256,991 at 6%; with 50% employer match about $256,991 at 4% or $171,327 at 6%; with 100% employer match about $192,743 at 4% or $128,495 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-18$7,251,985$277,550$15,419iApproximate average salary by contribution assumption: employee only about $385,486 at 4% or $256,991 at 6%; with 50% employer match about $256,991 at 4% or $171,327 at 6%; with 100% employer match about $192,743 at 4% or $128,495 at 6%.
2005117$8,892,933$255,016$15,001iApproximate average salary by contribution assumption: employee only about $375,024 at 4% or $250,016 at 6%; with 50% employer match about $250,016 at 4% or $166,677 at 6%; with 100% employer match about $187,512 at 4% or $125,008 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-17$8,892,933$255,016$15,001iApproximate average salary by contribution assumption: employee only about $375,024 at 4% or $250,016 at 6%; with 50% employer match about $250,016 at 4% or $166,677 at 6%; with 100% employer match about $187,512 at 4% or $125,008 at 6%.
2004115$8,199,462$247,384$16,492iApproximate average salary by contribution assumption: employee only about $412,307 at 4% or $274,871 at 6%; with 50% employer match about $274,871 at 4% or $183,247 at 6%; with 100% employer match about $206,153 at 4% or $137,436 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-15$8,199,462$247,384$16,492iApproximate average salary by contribution assumption: employee only about $412,307 at 4% or $274,871 at 6%; with 50% employer match about $274,871 at 4% or $183,247 at 6%; with 100% employer match about $206,153 at 4% or $137,436 at 6%.
2003117$0$0-
Surgical Associates PC 401K Profit Sharing Retirement Plan-17---
2002115$0$0-
Surgical Associates PC 401K Profit Sharing Retirement Plan-15---
2001215$0$0-
Surgical Associates PC. Retirement Trust-0---
Surgical Associates PC 401K Profit Sharing Retirement Plan-15---
2000215$0$0-
Surgical Associates PC 401K Profit Sharing Retirement Plan-15---
Surgical Associates PC. Retirement Trust-15---
1999212$5,073,731$388,399$32,367iApproximate average salary by contribution assumption: employee only about $809,165 at 4% or $539,443 at 6%; with 50% employer match about $539,443 at 4% or $359,629 at 6%; with 100% employer match about $404,582 at 4% or $269,722 at 6%.
Surgical Associates PC 401K Profit Sharing Retirement Plan-12$4,876,550$388,399$32,367iApproximate average salary by contribution assumption: employee only about $809,165 at 4% or $539,443 at 6%; with 50% employer match about $539,443 at 4% or $359,629 at 6%; with 100% employer match about $404,582 at 4% or $269,722 at 6%.
Surgical Associates PC. Retirement Trust-12$197,181--