Civic Intelligence

Steve G. Surratt, M.D., P.A.

Plan context: Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust

EIN 75-2494420 • Cleburne, TX • 26 filings • 1 plans

1665 Woodard AvenueCleburne, TX 76033
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$5,908,576

2024 Contributions

$84,935

Historical Graphs

Total Assets Over Time

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

$5,908,576$2,954,288$0199920122024YearValue
$5,908,576Latest 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
19Latest 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
2024119$5,908,576$84,935$4,470iApproximate average salary by contribution assumption: employee only about $111,757 at 4% or $74,504 at 6%; with 50% employer match about $74,504 at 4% or $49,670 at 6%; with 100% employer match about $55,878 at 4% or $37,252 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-19$5,908,576$84,935$4,470iApproximate average salary by contribution assumption: employee only about $111,757 at 4% or $74,504 at 6%; with 50% employer match about $74,504 at 4% or $49,670 at 6%; with 100% employer match about $55,878 at 4% or $37,252 at 6%.
2023118$5,055,178$83,306$4,628iApproximate average salary by contribution assumption: employee only about $115,703 at 4% or $77,135 at 6%; with 50% employer match about $77,135 at 4% or $51,423 at 6%; with 100% employer match about $57,851 at 4% or $38,568 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-18$5,055,178$83,306$4,628iApproximate average salary by contribution assumption: employee only about $115,703 at 4% or $77,135 at 6%; with 50% employer match about $77,135 at 4% or $51,423 at 6%; with 100% employer match about $57,851 at 4% or $38,568 at 6%.
2022116$4,235,334$113,877$7,117iApproximate average salary by contribution assumption: employee only about $177,933 at 4% or $118,622 at 6%; with 50% employer match about $118,622 at 4% or $79,081 at 6%; with 100% employer match about $88,966 at 4% or $59,311 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-16$4,235,334$113,877$7,117iApproximate average salary by contribution assumption: employee only about $177,933 at 4% or $118,622 at 6%; with 50% employer match about $118,622 at 4% or $79,081 at 6%; with 100% employer match about $88,966 at 4% or $59,311 at 6%.
2021114$4,786,204$108,341$7,739iApproximate average salary by contribution assumption: employee only about $193,466 at 4% or $128,977 at 6%; with 50% employer match about $128,977 at 4% or $85,985 at 6%; with 100% employer match about $96,733 at 4% or $64,489 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-14$4,786,204$108,341$7,739iApproximate average salary by contribution assumption: employee only about $193,466 at 4% or $128,977 at 6%; with 50% employer match about $128,977 at 4% or $85,985 at 6%; with 100% employer match about $96,733 at 4% or $64,489 at 6%.
2020115$3,817,094$95,452$6,363iApproximate average salary by contribution assumption: employee only about $159,087 at 4% or $106,058 at 6%; with 50% employer match about $106,058 at 4% or $70,705 at 6%; with 100% employer match about $79,543 at 4% or $53,029 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-15$3,817,094$95,452$6,363iApproximate average salary by contribution assumption: employee only about $159,087 at 4% or $106,058 at 6%; with 50% employer match about $106,058 at 4% or $70,705 at 6%; with 100% employer match about $79,543 at 4% or $53,029 at 6%.
2019115$3,396,547$98,985$6,599iApproximate average salary by contribution assumption: employee only about $164,975 at 4% or $109,983 at 6%; with 50% employer match about $109,983 at 4% or $73,322 at 6%; with 100% employer match about $82,488 at 4% or $54,992 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-15$3,396,547$98,985$6,599iApproximate average salary by contribution assumption: employee only about $164,975 at 4% or $109,983 at 6%; with 50% employer match about $109,983 at 4% or $73,322 at 6%; with 100% employer match about $82,488 at 4% or $54,992 at 6%.
2018117$2,685,235$82,562$4,857iApproximate average salary by contribution assumption: employee only about $121,415 at 4% or $80,943 at 6%; with 50% employer match about $80,943 at 4% or $53,962 at 6%; with 100% employer match about $60,707 at 4% or $40,472 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-17$2,685,235$82,562$4,857iApproximate average salary by contribution assumption: employee only about $121,415 at 4% or $80,943 at 6%; with 50% employer match about $80,943 at 4% or $53,962 at 6%; with 100% employer match about $60,707 at 4% or $40,472 at 6%.
2017116$2,821,483$98,744$6,172iApproximate average salary by contribution assumption: employee only about $154,288 at 4% or $102,858 at 6%; with 50% employer match about $102,858 at 4% or $68,572 at 6%; with 100% employer match about $77,144 at 4% or $51,429 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-16$2,821,483$98,744$6,172iApproximate average salary by contribution assumption: employee only about $154,288 at 4% or $102,858 at 6%; with 50% employer match about $102,858 at 4% or $68,572 at 6%; with 100% employer match about $77,144 at 4% or $51,429 at 6%.
2016120$2,336,283$84,119$4,206iApproximate average salary by contribution assumption: employee only about $105,149 at 4% or $70,099 at 6%; with 50% employer match about $70,099 at 4% or $46,733 at 6%; with 100% employer match about $52,574 at 4% or $35,050 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-20$2,336,283$84,119$4,206iApproximate average salary by contribution assumption: employee only about $105,149 at 4% or $70,099 at 6%; with 50% employer match about $70,099 at 4% or $46,733 at 6%; with 100% employer match about $52,574 at 4% or $35,050 at 6%.
2015121$2,139,064$87,905$4,186iApproximate average salary by contribution assumption: employee only about $104,649 at 4% or $69,766 at 6%; with 50% employer match about $69,766 at 4% or $46,511 at 6%; with 100% employer match about $52,324 at 4% or $34,883 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-21$2,139,064$87,905$4,186iApproximate average salary by contribution assumption: employee only about $104,649 at 4% or $69,766 at 6%; with 50% employer match about $69,766 at 4% or $46,511 at 6%; with 100% employer match about $52,324 at 4% or $34,883 at 6%.
2014120$2,020,991$87,297$4,365iApproximate average salary by contribution assumption: employee only about $109,121 at 4% or $72,748 at 6%; with 50% employer match about $72,748 at 4% or $48,498 at 6%; with 100% employer match about $54,561 at 4% or $36,374 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-20$2,020,991$87,297$4,365iApproximate average salary by contribution assumption: employee only about $109,121 at 4% or $72,748 at 6%; with 50% employer match about $72,748 at 4% or $48,498 at 6%; with 100% employer match about $54,561 at 4% or $36,374 at 6%.
2013116$1,851,981$79,328$4,958iApproximate average salary by contribution assumption: employee only about $123,950 at 4% or $82,633 at 6%; with 50% employer match about $82,633 at 4% or $55,089 at 6%; with 100% employer match about $61,975 at 4% or $41,317 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-16$1,851,981$79,328$4,958iApproximate average salary by contribution assumption: employee only about $123,950 at 4% or $82,633 at 6%; with 50% employer match about $82,633 at 4% or $55,089 at 6%; with 100% employer match about $61,975 at 4% or $41,317 at 6%.
2012114$1,424,071$95,451$6,818iApproximate average salary by contribution assumption: employee only about $170,448 at 4% or $113,632 at 6%; with 50% employer match about $113,632 at 4% or $75,755 at 6%; with 100% employer match about $85,224 at 4% or $56,816 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-14$1,424,071$95,451$6,818iApproximate average salary by contribution assumption: employee only about $170,448 at 4% or $113,632 at 6%; with 50% employer match about $113,632 at 4% or $75,755 at 6%; with 100% employer match about $85,224 at 4% or $56,816 at 6%.
201119$1,172,600$85,170$9,463iApproximate average salary by contribution assumption: employee only about $236,583 at 4% or $157,722 at 6%; with 50% employer match about $157,722 at 4% or $105,148 at 6%; with 100% employer match about $118,292 at 4% or $78,861 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-9$1,172,600$85,170$9,463iApproximate average salary by contribution assumption: employee only about $236,583 at 4% or $157,722 at 6%; with 50% employer match about $157,722 at 4% or $105,148 at 6%; with 100% employer match about $118,292 at 4% or $78,861 at 6%.
201018$1,135,040$67,561$8,445iApproximate average salary by contribution assumption: employee only about $211,128 at 4% or $140,752 at 6%; with 50% employer match about $140,752 at 4% or $93,835 at 6%; with 100% employer match about $105,564 at 4% or $70,376 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-8$1,135,040$67,561$8,445iApproximate average salary by contribution assumption: employee only about $211,128 at 4% or $140,752 at 6%; with 50% employer match about $140,752 at 4% or $93,835 at 6%; with 100% employer match about $105,564 at 4% or $70,376 at 6%.
2009112$998,486$71,358$5,947iApproximate average salary by contribution assumption: employee only about $148,663 at 4% or $99,108 at 6%; with 50% employer match about $99,108 at 4% or $66,072 at 6%; with 100% employer match about $74,331 at 4% or $49,554 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-12$998,486$71,358$5,947iApproximate average salary by contribution assumption: employee only about $148,663 at 4% or $99,108 at 6%; with 50% employer match about $99,108 at 4% or $66,072 at 6%; with 100% employer match about $74,331 at 4% or $49,554 at 6%.
2008111$720,397$77,667$7,061iApproximate average salary by contribution assumption: employee only about $176,516 at 4% or $117,677 at 6%; with 50% employer match about $117,677 at 4% or $78,452 at 6%; with 100% employer match about $88,258 at 4% or $58,839 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-11$720,397$77,667$7,061iApproximate average salary by contribution assumption: employee only about $176,516 at 4% or $117,677 at 6%; with 50% employer match about $117,677 at 4% or $78,452 at 6%; with 100% employer match about $88,258 at 4% or $58,839 at 6%.
2007112$0$0-
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-12---
200619$859,956$69,272$7,697iApproximate average salary by contribution assumption: employee only about $192,422 at 4% or $128,281 at 6%; with 50% employer match about $128,281 at 4% or $85,521 at 6%; with 100% employer match about $96,211 at 4% or $64,141 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-9$859,956$69,272$7,697iApproximate average salary by contribution assumption: employee only about $192,422 at 4% or $128,281 at 6%; with 50% employer match about $128,281 at 4% or $85,521 at 6%; with 100% employer match about $96,211 at 4% or $64,141 at 6%.
200516$711,671$61,826$10,304iApproximate average salary by contribution assumption: employee only about $257,608 at 4% or $171,739 at 6%; with 50% employer match about $171,739 at 4% or $114,493 at 6%; with 100% employer match about $128,804 at 4% or $85,869 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-6$711,671$61,826$10,304iApproximate average salary by contribution assumption: employee only about $257,608 at 4% or $171,739 at 6%; with 50% employer match about $171,739 at 4% or $114,493 at 6%; with 100% employer match about $128,804 at 4% or $85,869 at 6%.
200417$594,460$60,791$8,684iApproximate average salary by contribution assumption: employee only about $217,111 at 4% or $144,740 at 6%; with 50% employer match about $144,740 at 4% or $96,494 at 6%; with 100% employer match about $108,555 at 4% or $72,370 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-7$594,460$60,791$8,684iApproximate average salary by contribution assumption: employee only about $217,111 at 4% or $144,740 at 6%; with 50% employer match about $144,740 at 4% or $96,494 at 6%; with 100% employer match about $108,555 at 4% or $72,370 at 6%.
200317$501,808$47,907$6,844iApproximate average salary by contribution assumption: employee only about $171,096 at 4% or $114,064 at 6%; with 50% employer match about $114,064 at 4% or $76,043 at 6%; with 100% employer match about $85,548 at 4% or $57,032 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-7$501,808$47,907$6,844iApproximate average salary by contribution assumption: employee only about $171,096 at 4% or $114,064 at 6%; with 50% employer match about $114,064 at 4% or $76,043 at 6%; with 100% employer match about $85,548 at 4% or $57,032 at 6%.
200217$351,307$49,061$7,009iApproximate average salary by contribution assumption: employee only about $175,218 at 4% or $116,812 at 6%; with 50% employer match about $116,812 at 4% or $77,875 at 6%; with 100% employer match about $87,609 at 4% or $58,406 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-7$351,307$49,061$7,009iApproximate average salary by contribution assumption: employee only about $175,218 at 4% or $116,812 at 6%; with 50% employer match about $116,812 at 4% or $77,875 at 6%; with 100% employer match about $87,609 at 4% or $58,406 at 6%.
200115$380,777$43,527$8,705iApproximate average salary by contribution assumption: employee only about $217,635 at 4% or $145,090 at 6%; with 50% employer match about $145,090 at 4% or $96,727 at 6%; with 100% employer match about $108,818 at 4% or $72,545 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-5$380,777$43,527$8,705iApproximate average salary by contribution assumption: employee only about $217,635 at 4% or $145,090 at 6%; with 50% employer match about $145,090 at 4% or $96,727 at 6%; with 100% employer match about $108,818 at 4% or $72,545 at 6%.
200016$396,531$36,479$6,080iApproximate average salary by contribution assumption: employee only about $151,996 at 4% or $101,331 at 6%; with 50% employer match about $101,331 at 4% or $67,554 at 6%; with 100% employer match about $75,998 at 4% or $50,665 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-6$396,531$36,479$6,080iApproximate average salary by contribution assumption: employee only about $151,996 at 4% or $101,331 at 6%; with 50% employer match about $101,331 at 4% or $67,554 at 6%; with 100% employer match about $75,998 at 4% or $50,665 at 6%.
199916$392,433$36,582$6,097iApproximate average salary by contribution assumption: employee only about $152,425 at 4% or $101,617 at 6%; with 50% employer match about $101,617 at 4% or $67,744 at 6%; with 100% employer match about $76,213 at 4% or $50,808 at 6%.
Steve G. Surratt, M.D., P.A. Profit Sharing Plan and Trust-6$392,433$36,582$6,097iApproximate average salary by contribution assumption: employee only about $152,425 at 4% or $101,617 at 6%; with 50% employer match about $101,617 at 4% or $67,744 at 6%; with 100% employer match about $76,213 at 4% or $50,808 at 6%.