Civic Intelligence

Surgery Associates, P. A.

Plan context: SURGERY ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN

EIN 64-0615714 • Tupelo, MS • 31 filings • 3 plans

440 Pegram DriveTupelo, MS 38801
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$9,398,995

2024 Contributions

$346,863

Historical Graphs

Total Assets Over Time

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

$9,398,995$4,699,498$0199920142024YearValue
$9,398,995Latest year 2024

Participants Over Time

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

21110199920122024YearValue
16Latest 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
2024116$9,398,995$346,863$21,679iApproximate average salary by contribution assumption: employee only about $541,973 at 4% or $361,316 at 6%; with 50% employer match about $361,316 at 4% or $240,877 at 6%; with 100% employer match about $270,987 at 4% or $180,658 at 6%.
SURGERY ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN-16$9,398,995$346,863$21,679iApproximate average salary by contribution assumption: employee only about $541,973 at 4% or $361,316 at 6%; with 50% employer match about $361,316 at 4% or $240,877 at 6%; with 100% employer match about $270,987 at 4% or $180,658 at 6%.
2023116$8,251,924$327,225$20,452iApproximate average salary by contribution assumption: employee only about $511,289 at 4% or $340,859 at 6%; with 50% employer match about $340,859 at 4% or $227,240 at 6%; with 100% employer match about $255,645 at 4% or $170,430 at 6%.
SURGERY ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN-16$8,251,924$327,225$20,452iApproximate average salary by contribution assumption: employee only about $511,289 at 4% or $340,859 at 6%; with 50% employer match about $340,859 at 4% or $227,240 at 6%; with 100% employer match about $255,645 at 4% or $170,430 at 6%.
2022118$7,107,845$335,317$18,629iApproximate average salary by contribution assumption: employee only about $465,718 at 4% or $310,479 at 6%; with 50% employer match about $310,479 at 4% or $206,986 at 6%; with 100% employer match about $232,859 at 4% or $155,239 at 6%.
SURGERY ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN-18$7,107,845$335,317$18,629iApproximate average salary by contribution assumption: employee only about $465,718 at 4% or $310,479 at 6%; with 50% employer match about $310,479 at 4% or $206,986 at 6%; with 100% employer match about $232,859 at 4% or $155,239 at 6%.
2021119$7,918,993$293,305$15,437iApproximate average salary by contribution assumption: employee only about $385,928 at 4% or $257,285 at 6%; with 50% employer match about $257,285 at 4% or $171,523 at 6%; with 100% employer match about $192,964 at 4% or $128,643 at 6%.
SURGERY ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN-19$7,918,993$293,305$15,437iApproximate average salary by contribution assumption: employee only about $385,928 at 4% or $257,285 at 6%; with 50% employer match about $257,285 at 4% or $171,523 at 6%; with 100% employer match about $192,964 at 4% or $128,643 at 6%.
2020121$6,805,962$295,004$14,048iApproximate average salary by contribution assumption: employee only about $351,195 at 4% or $234,130 at 6%; with 50% employer match about $234,130 at 4% or $156,087 at 6%; with 100% employer match about $175,598 at 4% or $117,065 at 6%.
SURGERY ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN-21$6,805,962$295,004$14,048iApproximate average salary by contribution assumption: employee only about $351,195 at 4% or $234,130 at 6%; with 50% employer match about $234,130 at 4% or $156,087 at 6%; with 100% employer match about $175,598 at 4% or $117,065 at 6%.
2019117$5,836,104$306,747$18,044iApproximate average salary by contribution assumption: employee only about $451,099 at 4% or $300,732 at 6%; with 50% employer match about $300,732 at 4% or $200,488 at 6%; with 100% employer match about $225,549 at 4% or $150,366 at 6%.
SURGERY ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN-17$5,836,104$306,747$18,044iApproximate average salary by contribution assumption: employee only about $451,099 at 4% or $300,732 at 6%; with 50% employer match about $300,732 at 4% or $200,488 at 6%; with 100% employer match about $225,549 at 4% or $150,366 at 6%.
2018118$4,841,286$293,117$16,284iApproximate average salary by contribution assumption: employee only about $407,107 at 4% or $271,405 at 6%; with 50% employer match about $271,405 at 4% or $180,936 at 6%; with 100% employer match about $203,553 at 4% or $135,702 at 6%.
SURGERY ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN-18$4,841,286$293,117$16,284iApproximate average salary by contribution assumption: employee only about $407,107 at 4% or $271,405 at 6%; with 50% employer match about $271,405 at 4% or $180,936 at 6%; with 100% employer match about $203,553 at 4% or $135,702 at 6%.
2017118$5,079,728$244,219$13,568iApproximate average salary by contribution assumption: employee only about $339,193 at 4% or $226,129 at 6%; with 50% employer match about $226,129 at 4% or $150,752 at 6%; with 100% employer match about $169,597 at 4% or $113,064 at 6%.
SURGERY ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN-18$5,079,728$244,219$13,568iApproximate average salary by contribution assumption: employee only about $339,193 at 4% or $226,129 at 6%; with 50% employer match about $226,129 at 4% or $150,752 at 6%; with 100% employer match about $169,597 at 4% or $113,064 at 6%.
2016117$4,221,523$282,829$16,637iApproximate average salary by contribution assumption: employee only about $415,925 at 4% or $277,283 at 6%; with 50% employer match about $277,283 at 4% or $184,856 at 6%; with 100% employer match about $207,963 at 4% or $138,642 at 6%.
SURGERY ASSOCIATES, P. A. PROFIT SHARING PLAN-17$4,221,523$282,829$16,637iApproximate average salary by contribution assumption: employee only about $415,925 at 4% or $277,283 at 6%; with 50% employer match about $277,283 at 4% or $184,856 at 6%; with 100% employer match about $207,963 at 4% or $138,642 at 6%.
2015117$4,276,074$276,519$16,266iApproximate average salary by contribution assumption: employee only about $406,646 at 4% or $271,097 at 6%; with 50% employer match about $271,097 at 4% or $180,731 at 6%; with 100% employer match about $203,323 at 4% or $135,549 at 6%.
SURGERY ASSOCIATES, P. A. PROFIT SHARING PLAN-17$4,276,074$276,519$16,266iApproximate average salary by contribution assumption: employee only about $406,646 at 4% or $271,097 at 6%; with 50% employer match about $271,097 at 4% or $180,731 at 6%; with 100% employer match about $203,323 at 4% or $135,549 at 6%.
2014119$4,090,522$282,750$14,882iApproximate average salary by contribution assumption: employee only about $372,039 at 4% or $248,026 at 6%; with 50% employer match about $248,026 at 4% or $165,351 at 6%; with 100% employer match about $186,020 at 4% or $124,013 at 6%.
SURGERY ASSOCIATES, P. A. PROFIT SHARING PLAN-19$4,090,522$282,750$14,882iApproximate average salary by contribution assumption: employee only about $372,039 at 4% or $248,026 at 6%; with 50% employer match about $248,026 at 4% or $165,351 at 6%; with 100% employer match about $186,020 at 4% or $124,013 at 6%.
2013118$3,717,920$258,782$14,377iApproximate average salary by contribution assumption: employee only about $359,419 at 4% or $239,613 at 6%; with 50% employer match about $239,613 at 4% or $159,742 at 6%; with 100% employer match about $179,710 at 4% or $119,806 at 6%.
SURGERY ASSOCIATES, P. A. PROFIT SHARING PLAN-18$3,717,920$258,782$14,377iApproximate average salary by contribution assumption: employee only about $359,419 at 4% or $239,613 at 6%; with 50% employer match about $239,613 at 4% or $159,742 at 6%; with 100% employer match about $179,710 at 4% or $119,806 at 6%.
2012119$2,974,012$53,368$2,809iApproximate average salary by contribution assumption: employee only about $70,221 at 4% or $46,814 at 6%; with 50% employer match about $46,814 at 4% or $31,209 at 6%; with 100% employer match about $35,111 at 4% or $23,407 at 6%.
SURGERY ASSOCIATES, P. A. PROFIT SHARING PLAN-19$2,974,012$53,368$2,809iApproximate average salary by contribution assumption: employee only about $70,221 at 4% or $46,814 at 6%; with 50% employer match about $46,814 at 4% or $31,209 at 6%; with 100% employer match about $35,111 at 4% or $23,407 at 6%.
2011119$2,833,729$212,573$11,188iApproximate average salary by contribution assumption: employee only about $279,701 at 4% or $186,468 at 6%; with 50% employer match about $186,468 at 4% or $124,312 at 6%; with 100% employer match about $139,851 at 4% or $93,234 at 6%.
SURGERY ASSOCIATES, P. A. PROFIT SHARING PLAN-19$2,833,729$212,573$11,188iApproximate average salary by contribution assumption: employee only about $279,701 at 4% or $186,468 at 6%; with 50% employer match about $186,468 at 4% or $124,312 at 6%; with 100% employer match about $139,851 at 4% or $93,234 at 6%.
2010118$3,645,625$206,360$11,464iApproximate average salary by contribution assumption: employee only about $286,611 at 4% or $191,074 at 6%; with 50% employer match about $191,074 at 4% or $127,383 at 6%; with 100% employer match about $143,306 at 4% or $95,537 at 6%.
SURGERY ASSOCIATES, P. A. PROFIT SHARING PLAN-18$3,645,625$206,360$11,464iApproximate average salary by contribution assumption: employee only about $286,611 at 4% or $191,074 at 6%; with 50% employer match about $191,074 at 4% or $127,383 at 6%; with 100% employer match about $143,306 at 4% or $95,537 at 6%.
2009118$3,228,429$200,859$11,159iApproximate average salary by contribution assumption: employee only about $278,971 at 4% or $185,981 at 6%; with 50% employer match about $185,981 at 4% or $123,987 at 6%; with 100% employer match about $139,485 at 4% or $92,990 at 6%.
SURGERY ASSOCIATES, P. A. PROFIT SHARING PLAN-18$3,228,429$200,859$11,159iApproximate average salary by contribution assumption: employee only about $278,971 at 4% or $185,981 at 6%; with 50% employer match about $185,981 at 4% or $123,987 at 6%; with 100% employer match about $139,485 at 4% or $92,990 at 6%.
2008116$0$0-
SURGERY ASSOCIATES, P. A. PROFIT SHARING PLAN-16---
2007116$0$0-
SURGERY ASSOCIATES, P. A. PROFIT SHARING PLAN-16---
2006114$3,241,689$217,215$15,515iApproximate average salary by contribution assumption: employee only about $387,884 at 4% or $258,589 at 6%; with 50% employer match about $258,589 at 4% or $172,393 at 6%; with 100% employer match about $193,942 at 4% or $129,295 at 6%.
SURGERY ASSOCIATES, P. A. PROFIT SHARING PLAN-14$3,241,689$217,215$15,515iApproximate average salary by contribution assumption: employee only about $387,884 at 4% or $258,589 at 6%; with 50% employer match about $258,589 at 4% or $172,393 at 6%; with 100% employer match about $193,942 at 4% or $129,295 at 6%.
2005116$2,627,937$162,715$10,170iApproximate average salary by contribution assumption: employee only about $254,242 at 4% or $169,495 at 6%; with 50% employer match about $169,495 at 4% or $112,997 at 6%; with 100% employer match about $127,121 at 4% or $84,747 at 6%.
SURGERY ASSOCIATES, P. A. PROFIT SHARING PLAN-16$2,627,937$162,715$10,170iApproximate average salary by contribution assumption: employee only about $254,242 at 4% or $169,495 at 6%; with 50% employer match about $169,495 at 4% or $112,997 at 6%; with 100% employer match about $127,121 at 4% or $84,747 at 6%.
2004216$2,405,703$181,007$11,313iApproximate average salary by contribution assumption: employee only about $282,823 at 4% or $188,549 at 6%; with 50% employer match about $188,549 at 4% or $125,699 at 6%; with 100% employer match about $141,412 at 4% or $94,274 at 6%.
SURGERY ASSOCIATES, P. A. PROFIT SHARING PLAN-16$2,405,703$181,007$11,313iApproximate average salary by contribution assumption: employee only about $282,823 at 4% or $188,549 at 6%; with 50% employer match about $188,549 at 4% or $125,699 at 6%; with 100% employer match about $141,412 at 4% or $94,274 at 6%.
Surgery Associates, P. a. Money Purchase Pension Plan-0---
2003216$2,007,305$162,918$10,182iApproximate average salary by contribution assumption: employee only about $254,559 at 4% or $169,706 at 6%; with 50% employer match about $169,706 at 4% or $113,138 at 6%; with 100% employer match about $127,280 at 4% or $84,853 at 6%.
SURGERY ASSOCIATES, P. A. PROFIT SHARING PLAN-16$1,775,885$132,704$8,294iApproximate average salary by contribution assumption: employee only about $207,350 at 4% or $138,233 at 6%; with 50% employer match about $138,233 at 4% or $92,156 at 6%; with 100% employer match about $103,675 at 4% or $69,117 at 6%.
Surgery Associates, P. a. Money Purchase Pension Plan-16$231,420$30,214$1,888iApproximate average salary by contribution assumption: employee only about $47,209 at 4% or $31,473 at 6%; with 50% employer match about $31,473 at 4% or $20,982 at 6%; with 100% employer match about $23,605 at 4% or $15,736 at 6%.
2002212$0$0-
Surgery Associates, P. a. Money Purchase Pension Plan-12---
SURGERY ASSOCIATES, P. A. PROFIT SHARING PLAN-12---
2001213$0$0-
Surgery Associates, P. a. Money Purchase Pension Plan-13---
SURGERY ASSOCIATES, P. A. PROFIT SHARING PLAN-13---
2000213$0$0-
Surgery Associates, P. a. Money Purchase Pension Plan-13---
SURGERY ASSOCIATES, P. A. PROFIT SHARING PLAN-13---
1999112$186,921$28,026$2,336iApproximate average salary by contribution assumption: employee only about $58,388 at 4% or $38,925 at 6%; with 50% employer match about $38,925 at 4% or $25,950 at 6%; with 100% employer match about $29,194 at 4% or $19,463 at 6%.
Surgery Associates, P. a. Money Purchase Pension Plan-12$186,921$28,026$2,336iApproximate average salary by contribution assumption: employee only about $58,388 at 4% or $38,925 at 6%; with 50% employer match about $38,925 at 4% or $25,950 at 6%; with 100% employer match about $29,194 at 4% or $19,463 at 6%.