Civic Intelligence

Drs. Ferguson & Lolley, Amc

Plan context: Surgery Associates Profit Sharing Plan & Trust

EIN 72-0694612 • West Monroe, LA • 15 filings • 1 plans

102 Thomas Road, Suite 203West Monroe, LA 71291
Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$1,087,262

2013 Contributions

$85,358

Historical Graphs

Total Assets Over Time

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

$3,440,758$1,720,379$0199920062012YearValue
$1,087,262Latest year 2012

Participants Over Time

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

630199920062012YearValue
2Latest year 2012

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
201310$0$0-
Surgery Associates Profit Sharing Plan & Trust-0$0--
201212$1,087,262$0-
Surgery Associates Profit Sharing Plan & Trust-2$1,087,262--
201112$930,658$0-
Surgery Associates Profit Sharing Plan & Trust-2$930,658--
201013$975,780$0-
Surgery Associates Profit Sharing Plan & Trust-3$975,780--
200913$778,047$0-
Surgery Associates Profit Sharing Plan & Trust-3$778,047--
200814$544,461$0-
Surgery Associates Profit Sharing Plan & Trust-4$544,461--
200714$599,733$0-
Surgery Associates Profit Sharing Plan & Trust-4$599,733--
200614$612,197$0-
Surgery Associates Profit Sharing Plan & Trust-4$612,197--
200515$581,835$0-
Surgery Associates Profit Sharing Plan & Trust-5$581,835--
200414$482,666$0-
Surgery Associates Profit Sharing Plan & Trust-4$482,666--
200314$496,320$0-
Surgery Associates Profit Sharing Plan & Trust-4$496,320--
200214$470,403$0-
Surgery Associates Profit Sharing Plan & Trust-4$470,403--
200116$2,369,159$85,358$14,226iApproximate average salary by contribution assumption: employee only about $355,658 at 4% or $237,106 at 6%; with 50% employer match about $237,106 at 4% or $158,070 at 6%; with 100% employer match about $177,829 at 4% or $118,553 at 6%.
Surgery Associates Profit Sharing Plan & Trust-6$2,369,159$85,358$14,226iApproximate average salary by contribution assumption: employee only about $355,658 at 4% or $237,106 at 6%; with 50% employer match about $237,106 at 4% or $158,070 at 6%; with 100% employer match about $177,829 at 4% or $118,553 at 6%.
200015$2,750,879$0-
Surgery Associates Profit Sharing Plan & Trust-5$2,750,879--
199915$3,440,758$59,055$11,811iApproximate average salary by contribution assumption: employee only about $295,275 at 4% or $196,850 at 6%; with 50% employer match about $196,850 at 4% or $131,233 at 6%; with 100% employer match about $147,638 at 4% or $98,425 at 6%.
Surgery Associates Profit Sharing Plan & Trust-5$3,440,758$59,055$11,811iApproximate average salary by contribution assumption: employee only about $295,275 at 4% or $196,850 at 6%; with 50% employer match about $196,850 at 4% or $131,233 at 6%; with 100% employer match about $147,638 at 4% or $98,425 at 6%.