Civic Intelligence

Surgical Management Inc.

Plan context: Surgical Management Inc. Profit Sharing Plan & Trust

EIN 75-2948371 • Plano, TX • 23 filings • 4 plans

6124 W Parker Rd Bldg 3 Ste 436Bldg. 3, Ste. 436Plano, TX 75093
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$3,175,821

2024 Contributions

$155,612

Historical Graphs

Total Assets Over Time

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

$3,175,821$1,587,911$0200320142024YearValue
$3,175,821Latest year 2024

Participants Over Time

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

1580200220132024YearValue
11Latest 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
2024111$3,175,821$155,612$14,147iApproximate average salary by contribution assumption: employee only about $353,664 at 4% or $235,776 at 6%; with 50% employer match about $235,776 at 4% or $157,184 at 6%; with 100% employer match about $176,832 at 4% or $117,888 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-11$3,175,821$155,612$14,147iApproximate average salary by contribution assumption: employee only about $353,664 at 4% or $235,776 at 6%; with 50% employer match about $235,776 at 4% or $157,184 at 6%; with 100% employer match about $176,832 at 4% or $117,888 at 6%.
2023113$2,811,202$148,080$11,391iApproximate average salary by contribution assumption: employee only about $284,769 at 4% or $189,846 at 6%; with 50% employer match about $189,846 at 4% or $126,564 at 6%; with 100% employer match about $142,385 at 4% or $94,923 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-13$2,811,202$148,080$11,391iApproximate average salary by contribution assumption: employee only about $284,769 at 4% or $189,846 at 6%; with 50% employer match about $189,846 at 4% or $126,564 at 6%; with 100% employer match about $142,385 at 4% or $94,923 at 6%.
2022114$2,387,128$148,538$10,610iApproximate average salary by contribution assumption: employee only about $265,246 at 4% or $176,831 at 6%; with 50% employer match about $176,831 at 4% or $117,887 at 6%; with 100% employer match about $132,623 at 4% or $88,415 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-14$2,387,128$148,538$10,610iApproximate average salary by contribution assumption: employee only about $265,246 at 4% or $176,831 at 6%; with 50% employer match about $176,831 at 4% or $117,887 at 6%; with 100% employer match about $132,623 at 4% or $88,415 at 6%.
2021115$2,744,121$255,279$17,019iApproximate average salary by contribution assumption: employee only about $425,465 at 4% or $283,643 at 6%; with 50% employer match about $283,643 at 4% or $189,096 at 6%; with 100% employer match about $212,732 at 4% or $141,822 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-15$2,744,121$255,279$17,019iApproximate average salary by contribution assumption: employee only about $425,465 at 4% or $283,643 at 6%; with 50% employer match about $283,643 at 4% or $189,096 at 6%; with 100% employer match about $212,732 at 4% or $141,822 at 6%.
202019$2,208,736$213,525$23,725iApproximate average salary by contribution assumption: employee only about $593,125 at 4% or $395,417 at 6%; with 50% employer match about $395,417 at 4% or $263,611 at 6%; with 100% employer match about $296,563 at 4% or $197,708 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-9$2,208,736$213,525$23,725iApproximate average salary by contribution assumption: employee only about $593,125 at 4% or $395,417 at 6%; with 50% employer match about $395,417 at 4% or $263,611 at 6%; with 100% employer match about $296,563 at 4% or $197,708 at 6%.
201918$1,743,686$245,827$30,728iApproximate average salary by contribution assumption: employee only about $768,209 at 4% or $512,140 at 6%; with 50% employer match about $512,140 at 4% or $341,426 at 6%; with 100% employer match about $384,105 at 4% or $256,070 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-8$1,743,686$245,827$30,728iApproximate average salary by contribution assumption: employee only about $768,209 at 4% or $512,140 at 6%; with 50% employer match about $512,140 at 4% or $341,426 at 6%; with 100% employer match about $384,105 at 4% or $256,070 at 6%.
201818$2,901,670$274,833$34,354iApproximate average salary by contribution assumption: employee only about $858,853 at 4% or $572,569 at 6%; with 50% employer match about $572,569 at 4% or $381,713 at 6%; with 100% employer match about $429,427 at 4% or $286,284 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-8$2,901,670$274,833$34,354iApproximate average salary by contribution assumption: employee only about $858,853 at 4% or $572,569 at 6%; with 50% employer match about $572,569 at 4% or $381,713 at 6%; with 100% employer match about $429,427 at 4% or $286,284 at 6%.
201719$3,149,407$274,346$30,483iApproximate average salary by contribution assumption: employee only about $762,072 at 4% or $508,048 at 6%; with 50% employer match about $508,048 at 4% or $338,699 at 6%; with 100% employer match about $381,036 at 4% or $254,024 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-9$3,149,407$274,346$30,483iApproximate average salary by contribution assumption: employee only about $762,072 at 4% or $508,048 at 6%; with 50% employer match about $508,048 at 4% or $338,699 at 6%; with 100% employer match about $381,036 at 4% or $254,024 at 6%.
2016112$2,525,220$272,914$22,743iApproximate average salary by contribution assumption: employee only about $568,571 at 4% or $379,047 at 6%; with 50% employer match about $379,047 at 4% or $252,698 at 6%; with 100% employer match about $284,285 at 4% or $189,524 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-12$2,525,220$272,914$22,743iApproximate average salary by contribution assumption: employee only about $568,571 at 4% or $379,047 at 6%; with 50% employer match about $379,047 at 4% or $252,698 at 6%; with 100% employer match about $284,285 at 4% or $189,524 at 6%.
2015111$2,151,819$251,982$22,907iApproximate average salary by contribution assumption: employee only about $572,686 at 4% or $381,791 at 6%; with 50% employer match about $381,791 at 4% or $254,527 at 6%; with 100% employer match about $286,343 at 4% or $190,895 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-11$2,151,819$251,982$22,907iApproximate average salary by contribution assumption: employee only about $572,686 at 4% or $381,791 at 6%; with 50% employer match about $381,791 at 4% or $254,527 at 6%; with 100% employer match about $286,343 at 4% or $190,895 at 6%.
2014111$1,998,868$264,522$24,047iApproximate average salary by contribution assumption: employee only about $601,186 at 4% or $400,791 at 6%; with 50% employer match about $400,791 at 4% or $267,194 at 6%; with 100% employer match about $300,593 at 4% or $200,395 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-11$1,998,868$264,522$24,047iApproximate average salary by contribution assumption: employee only about $601,186 at 4% or $400,791 at 6%; with 50% employer match about $400,791 at 4% or $267,194 at 6%; with 100% employer match about $300,593 at 4% or $200,395 at 6%.
2013112$1,696,659$283,394$23,616iApproximate average salary by contribution assumption: employee only about $590,404 at 4% or $393,603 at 6%; with 50% employer match about $393,603 at 4% or $262,402 at 6%; with 100% employer match about $295,202 at 4% or $196,801 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-12$1,696,659$283,394$23,616iApproximate average salary by contribution assumption: employee only about $590,404 at 4% or $393,603 at 6%; with 50% employer match about $393,603 at 4% or $262,402 at 6%; with 100% employer match about $295,202 at 4% or $196,801 at 6%.
2012110$1,219,547$97,691$9,769iApproximate average salary by contribution assumption: employee only about $244,228 at 4% or $162,818 at 6%; with 50% employer match about $162,818 at 4% or $108,546 at 6%; with 100% employer match about $122,114 at 4% or $81,409 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-10$1,219,547$97,691$9,769iApproximate average salary by contribution assumption: employee only about $244,228 at 4% or $162,818 at 6%; with 50% employer match about $162,818 at 4% or $108,546 at 6%; with 100% employer match about $122,114 at 4% or $81,409 at 6%.
2011110$999,374$52,474$5,247iApproximate average salary by contribution assumption: employee only about $131,185 at 4% or $87,457 at 6%; with 50% employer match about $87,457 at 4% or $58,304 at 6%; with 100% employer match about $65,593 at 4% or $43,728 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-10$999,374$52,474$5,247iApproximate average salary by contribution assumption: employee only about $131,185 at 4% or $87,457 at 6%; with 50% employer match about $87,457 at 4% or $58,304 at 6%; with 100% employer match about $65,593 at 4% or $43,728 at 6%.
201019$976,251$63,676$7,075iApproximate average salary by contribution assumption: employee only about $176,878 at 4% or $117,919 at 6%; with 50% employer match about $117,919 at 4% or $78,612 at 6%; with 100% employer match about $88,439 at 4% or $58,959 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-9$976,251$63,676$7,075iApproximate average salary by contribution assumption: employee only about $176,878 at 4% or $117,919 at 6%; with 50% employer match about $117,919 at 4% or $78,612 at 6%; with 100% employer match about $88,439 at 4% or $58,959 at 6%.
200918$813,795$49,358$6,170iApproximate average salary by contribution assumption: employee only about $154,244 at 4% or $102,829 at 6%; with 50% employer match about $102,829 at 4% or $68,553 at 6%; with 100% employer match about $77,122 at 4% or $51,415 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-8$813,795$49,358$6,170iApproximate average salary by contribution assumption: employee only about $154,244 at 4% or $102,829 at 6%; with 50% employer match about $102,829 at 4% or $68,553 at 6%; with 100% employer match about $77,122 at 4% or $51,415 at 6%.
200818$0$0-
Surgical Management Inc. Profit Sharing Plan & Trust-8---
200717$878,816$65,020$9,289iApproximate average salary by contribution assumption: employee only about $232,214 at 4% or $154,810 at 6%; with 50% employer match about $154,810 at 4% or $103,206 at 6%; with 100% employer match about $116,107 at 4% or $77,405 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-7$878,816$65,020$9,289iApproximate average salary by contribution assumption: employee only about $232,214 at 4% or $154,810 at 6%; with 50% employer match about $154,810 at 4% or $103,206 at 6%; with 100% employer match about $116,107 at 4% or $77,405 at 6%.
2006110$818,002$96,586$9,659iApproximate average salary by contribution assumption: employee only about $241,465 at 4% or $160,977 at 6%; with 50% employer match about $160,977 at 4% or $107,318 at 6%; with 100% employer match about $120,733 at 4% or $80,488 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-10$818,002$96,586$9,659iApproximate average salary by contribution assumption: employee only about $241,465 at 4% or $160,977 at 6%; with 50% employer match about $160,977 at 4% or $107,318 at 6%; with 100% employer match about $120,733 at 4% or $80,488 at 6%.
200519$751,254$137,385$15,265iApproximate average salary by contribution assumption: employee only about $381,625 at 4% or $254,417 at 6%; with 50% employer match about $254,417 at 4% or $169,611 at 6%; with 100% employer match about $190,813 at 4% or $127,208 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-9$751,254$137,385$15,265iApproximate average salary by contribution assumption: employee only about $381,625 at 4% or $254,417 at 6%; with 50% employer match about $254,417 at 4% or $169,611 at 6%; with 100% employer match about $190,813 at 4% or $127,208 at 6%.
200417$561,873$132,836$18,977iApproximate average salary by contribution assumption: employee only about $474,414 at 4% or $316,276 at 6%; with 50% employer match about $316,276 at 4% or $210,851 at 6%; with 100% employer match about $237,207 at 4% or $158,138 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-7$561,873$132,836$18,977iApproximate average salary by contribution assumption: employee only about $474,414 at 4% or $316,276 at 6%; with 50% employer match about $316,276 at 4% or $210,851 at 6%; with 100% employer match about $237,207 at 4% or $158,138 at 6%.
200317$355,204$131,468$18,781iApproximate average salary by contribution assumption: employee only about $469,529 at 4% or $313,019 at 6%; with 50% employer match about $313,019 at 4% or $208,679 at 6%; with 100% employer match about $234,764 at 4% or $156,510 at 6%.
Surgical Management Inc. Profit Sharing Plan & Trust-7$355,204$131,468$18,781iApproximate average salary by contribution assumption: employee only about $469,529 at 4% or $313,019 at 6%; with 50% employer match about $313,019 at 4% or $208,679 at 6%; with 100% employer match about $234,764 at 4% or $156,510 at 6%.
200218$0$0-
Surgical Management Inc. Profit Sharing Plan & Trust-8---