Civic Intelligence

SURGICAL ASSOCIATES PC

Plan context: SURGICAL ASSOCIATES PC 401(K) PLAN

EIN 81-0330341 • Billings, MT • 27 filings • 2 plans

2900 12th Avenue N Suite 355WBillings, MT 59101
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$15,000,628

2025 Contributions

$656,496

Historical Graphs

Total Assets Over Time

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

$15,000,628$7,500,314$0199920142025YearValue
$15,000,628Latest year 2025

Participants Over Time

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

1890199920132025YearValue
16Latest year 2025

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
2025116$15,000,628$656,496$41,031iApproximate average salary by contribution assumption: employee only about $1,025,775 at 4% or $683,850 at 6%; with 50% employer match about $683,850 at 4% or $455,900 at 6%; with 100% employer match about $512,888 at 4% or $341,925 at 6%.
SURGICAL ASSOCIATES PC 401(K) PLAN-16$15,000,628$656,496$41,031iApproximate average salary by contribution assumption: employee only about $1,025,775 at 4% or $683,850 at 6%; with 50% employer match about $683,850 at 4% or $455,900 at 6%; with 100% employer match about $512,888 at 4% or $341,925 at 6%.
2024116$13,122,166$645,676$40,355iApproximate average salary by contribution assumption: employee only about $1,008,869 at 4% or $672,579 at 6%; with 50% employer match about $672,579 at 4% or $448,386 at 6%; with 100% employer match about $504,434 at 4% or $336,290 at 6%.
SURGICAL ASSOCIATES PC 401(K) PLAN-16$13,122,166$645,676$40,355iApproximate average salary by contribution assumption: employee only about $1,008,869 at 4% or $672,579 at 6%; with 50% employer match about $672,579 at 4% or $448,386 at 6%; with 100% employer match about $504,434 at 4% or $336,290 at 6%.
2023115$11,123,830$607,495$40,500iApproximate average salary by contribution assumption: employee only about $1,012,492 at 4% or $674,994 at 6%; with 50% employer match about $674,994 at 4% or $449,996 at 6%; with 100% employer match about $506,246 at 4% or $337,497 at 6%.
SURGICAL ASSOCIATES PC 401(K) PLAN-15$11,123,830$607,495$40,500iApproximate average salary by contribution assumption: employee only about $1,012,492 at 4% or $674,994 at 6%; with 50% employer match about $674,994 at 4% or $449,996 at 6%; with 100% employer match about $506,246 at 4% or $337,497 at 6%.
2022116$9,240,689$552,590$34,537iApproximate average salary by contribution assumption: employee only about $863,422 at 4% or $575,615 at 6%; with 50% employer match about $575,615 at 4% or $383,743 at 6%; with 100% employer match about $431,711 at 4% or $287,807 at 6%.
SURGICAL ASSOCIATES PC 401(K) PLAN-16$9,240,689$552,590$34,537iApproximate average salary by contribution assumption: employee only about $863,422 at 4% or $575,615 at 6%; with 50% employer match about $575,615 at 4% or $383,743 at 6%; with 100% employer match about $431,711 at 4% or $287,807 at 6%.
2021117$10,589,949$521,826$30,696iApproximate average salary by contribution assumption: employee only about $767,391 at 4% or $511,594 at 6%; with 50% employer match about $511,594 at 4% or $341,063 at 6%; with 100% employer match about $383,696 at 4% or $255,797 at 6%.
SURGICAL ASSOCIATES PC 401(K) PLAN-17$10,589,949$521,826$30,696iApproximate average salary by contribution assumption: employee only about $767,391 at 4% or $511,594 at 6%; with 50% employer match about $511,594 at 4% or $341,063 at 6%; with 100% employer match about $383,696 at 4% or $255,797 at 6%.
2020116$8,885,753$520,233$32,515iApproximate average salary by contribution assumption: employee only about $812,864 at 4% or $541,909 at 6%; with 50% employer match about $541,909 at 4% or $361,273 at 6%; with 100% employer match about $406,432 at 4% or $270,955 at 6%.
SURGICAL ASSOCIATES PC 401(K) PLAN-16$8,885,753$520,233$32,515iApproximate average salary by contribution assumption: employee only about $812,864 at 4% or $541,909 at 6%; with 50% employer match about $541,909 at 4% or $361,273 at 6%; with 100% employer match about $406,432 at 4% or $270,955 at 6%.
2019117$7,480,668$525,114$30,889iApproximate average salary by contribution assumption: employee only about $772,226 at 4% or $514,818 at 6%; with 50% employer match about $514,818 at 4% or $343,212 at 6%; with 100% employer match about $386,113 at 4% or $257,409 at 6%.
SURGICAL ASSOCIATES PC 401(K) PLAN-17$7,480,668$525,114$30,889iApproximate average salary by contribution assumption: employee only about $772,226 at 4% or $514,818 at 6%; with 50% employer match about $514,818 at 4% or $343,212 at 6%; with 100% employer match about $386,113 at 4% or $257,409 at 6%.
2018118$7,444,635$548,255$30,459iApproximate average salary by contribution assumption: employee only about $761,465 at 4% or $507,644 at 6%; with 50% employer match about $507,644 at 4% or $338,429 at 6%; with 100% employer match about $380,733 at 4% or $253,822 at 6%.
SURGICAL ASSOCIATES PC 401(K) PLAN-18$7,444,635$548,255$30,459iApproximate average salary by contribution assumption: employee only about $761,465 at 4% or $507,644 at 6%; with 50% employer match about $507,644 at 4% or $338,429 at 6%; with 100% employer match about $380,733 at 4% or $253,822 at 6%.
2017116$7,682,397$455,495$28,468iApproximate average salary by contribution assumption: employee only about $711,711 at 4% or $474,474 at 6%; with 50% employer match about $474,474 at 4% or $316,316 at 6%; with 100% employer match about $355,855 at 4% or $237,237 at 6%.
SURGICAL ASSOCIATES PC 401(K) PLAN-16$7,682,397$455,495$28,468iApproximate average salary by contribution assumption: employee only about $711,711 at 4% or $474,474 at 6%; with 50% employer match about $474,474 at 4% or $316,316 at 6%; with 100% employer match about $355,855 at 4% or $237,237 at 6%.
2016116$6,269,360$462,541$28,909iApproximate average salary by contribution assumption: employee only about $722,720 at 4% or $481,814 at 6%; with 50% employer match about $481,814 at 4% or $321,209 at 6%; with 100% employer match about $361,360 at 4% or $240,907 at 6%.
SURGICAL ASSOCIATES PC 401(K) PLAN-16$6,269,360$462,541$28,909iApproximate average salary by contribution assumption: employee only about $722,720 at 4% or $481,814 at 6%; with 50% employer match about $481,814 at 4% or $321,209 at 6%; with 100% employer match about $361,360 at 4% or $240,907 at 6%.
2015116$5,489,460$462,435$28,902iApproximate average salary by contribution assumption: employee only about $722,555 at 4% or $481,703 at 6%; with 50% employer match about $481,703 at 4% or $321,135 at 6%; with 100% employer match about $361,277 at 4% or $240,852 at 6%.
SURGICAL ASSOCIATES PC 401(K) PLAN-16$5,489,460$462,435$28,902iApproximate average salary by contribution assumption: employee only about $722,555 at 4% or $481,703 at 6%; with 50% employer match about $481,703 at 4% or $321,135 at 6%; with 100% employer match about $361,277 at 4% or $240,852 at 6%.
2014116$5,277,350$455,856$28,491iApproximate average salary by contribution assumption: employee only about $712,275 at 4% or $474,850 at 6%; with 50% employer match about $474,850 at 4% or $316,567 at 6%; with 100% employer match about $356,138 at 4% or $237,425 at 6%.
SURGICAL ASSOCIATES PC 401(K) PLAN-16$5,277,350$455,856$28,491iApproximate average salary by contribution assumption: employee only about $712,275 at 4% or $474,850 at 6%; with 50% employer match about $474,850 at 4% or $316,567 at 6%; with 100% employer match about $356,138 at 4% or $237,425 at 6%.
2013116$4,684,872$457,376$28,586iApproximate average salary by contribution assumption: employee only about $714,650 at 4% or $476,433 at 6%; with 50% employer match about $476,433 at 4% or $317,622 at 6%; with 100% employer match about $357,325 at 4% or $238,217 at 6%.
SURGICAL ASSOCIATES PC 401(K) PLAN-16$4,684,872$457,376$28,586iApproximate average salary by contribution assumption: employee only about $714,650 at 4% or $476,433 at 6%; with 50% employer match about $476,433 at 4% or $317,622 at 6%; with 100% employer match about $357,325 at 4% or $238,217 at 6%.
201210$0$0-
Surgical Associates Money Purchase Plan-0$0$0-
2011115$3,523,021$707,550$47,170iApproximate average salary by contribution assumption: employee only about $1,179,250 at 4% or $786,167 at 6%; with 50% employer match about $786,167 at 4% or $524,111 at 6%; with 100% employer match about $589,625 at 4% or $393,083 at 6%.
Surgical Associates Money Purchase Plan-15$3,523,021$707,550$47,170iApproximate average salary by contribution assumption: employee only about $1,179,250 at 4% or $786,167 at 6%; with 50% employer match about $786,167 at 4% or $524,111 at 6%; with 100% employer match about $589,625 at 4% or $393,083 at 6%.
2010114$3,248,265$341,871$24,419iApproximate average salary by contribution assumption: employee only about $610,484 at 4% or $406,989 at 6%; with 50% employer match about $406,989 at 4% or $271,326 at 6%; with 100% employer match about $305,242 at 4% or $203,495 at 6%.
Surgical Associates Money Purchase Plan-14$3,248,265$341,871$24,419iApproximate average salary by contribution assumption: employee only about $610,484 at 4% or $406,989 at 6%; with 50% employer match about $406,989 at 4% or $271,326 at 6%; with 100% employer match about $305,242 at 4% or $203,495 at 6%.
2009112$3,410,402$317,319$26,443iApproximate average salary by contribution assumption: employee only about $661,081 at 4% or $440,721 at 6%; with 50% employer match about $440,721 at 4% or $293,814 at 6%; with 100% employer match about $330,541 at 4% or $220,360 at 6%.
Surgical Associates Money Purchase Plan-12$3,410,402$317,319$26,443iApproximate average salary by contribution assumption: employee only about $661,081 at 4% or $440,721 at 6%; with 50% employer match about $440,721 at 4% or $293,814 at 6%; with 100% employer match about $330,541 at 4% or $220,360 at 6%.
2008112$0$0-
Surgical Associates Money Purchase Plan-12---
2007113$0$0-
Surgical Associates Money Purchase Plan-13---
2006110$2,884,949$235,850$23,585iApproximate average salary by contribution assumption: employee only about $589,625 at 4% or $393,083 at 6%; with 50% employer match about $393,083 at 4% or $262,056 at 6%; with 100% employer match about $294,813 at 4% or $196,542 at 6%.
Surgical Associates Money Purchase Plan-10$2,884,949$235,850$23,585iApproximate average salary by contribution assumption: employee only about $589,625 at 4% or $393,083 at 6%; with 50% employer match about $393,083 at 4% or $262,056 at 6%; with 100% employer match about $294,813 at 4% or $196,542 at 6%.
2005110$2,364,955$231,760$23,176iApproximate average salary by contribution assumption: employee only about $579,400 at 4% or $386,267 at 6%; with 50% employer match about $386,267 at 4% or $257,511 at 6%; with 100% employer match about $289,700 at 4% or $193,133 at 6%.
Surgical Associates Money Purchase Plan-10$2,364,955$231,760$23,176iApproximate average salary by contribution assumption: employee only about $579,400 at 4% or $386,267 at 6%; with 50% employer match about $386,267 at 4% or $257,511 at 6%; with 100% employer match about $289,700 at 4% or $193,133 at 6%.
200419$2,040,009$227,599$25,289iApproximate average salary by contribution assumption: employee only about $632,219 at 4% or $421,480 at 6%; with 50% employer match about $421,480 at 4% or $280,986 at 6%; with 100% employer match about $316,110 at 4% or $210,740 at 6%.
Surgical Associates Money Purchase Plan-9$2,040,009$227,599$25,289iApproximate average salary by contribution assumption: employee only about $632,219 at 4% or $421,480 at 6%; with 50% employer match about $421,480 at 4% or $280,986 at 6%; with 100% employer match about $316,110 at 4% or $210,740 at 6%.
2003110$1,678,443$222,638$22,264iApproximate average salary by contribution assumption: employee only about $556,595 at 4% or $371,063 at 6%; with 50% employer match about $371,063 at 4% or $247,376 at 6%; with 100% employer match about $278,298 at 4% or $185,532 at 6%.
Surgical Associates Money Purchase Plan-10$1,678,443$222,638$22,264iApproximate average salary by contribution assumption: employee only about $556,595 at 4% or $371,063 at 6%; with 50% employer match about $371,063 at 4% or $247,376 at 6%; with 100% employer match about $278,298 at 4% or $185,532 at 6%.
200219$0$0-
Surgical Associates Money Purchase Plan-9---
200118$1,189,638$157,952$19,744iApproximate average salary by contribution assumption: employee only about $493,600 at 4% or $329,067 at 6%; with 50% employer match about $329,067 at 4% or $219,378 at 6%; with 100% employer match about $246,800 at 4% or $164,533 at 6%.
Surgical Associates Money Purchase Plan-8$1,189,638$157,952$19,744iApproximate average salary by contribution assumption: employee only about $493,600 at 4% or $329,067 at 6%; with 50% employer match about $329,067 at 4% or $219,378 at 6%; with 100% employer match about $246,800 at 4% or $164,533 at 6%.
200019$1,167,809$137,772$15,308iApproximate average salary by contribution assumption: employee only about $382,700 at 4% or $255,133 at 6%; with 50% employer match about $255,133 at 4% or $170,089 at 6%; with 100% employer match about $191,350 at 4% or $127,567 at 6%.
Surgical Associates Money Purchase Plan-9$1,167,809$137,772$15,308iApproximate average salary by contribution assumption: employee only about $382,700 at 4% or $255,133 at 6%; with 50% employer match about $255,133 at 4% or $170,089 at 6%; with 100% employer match about $191,350 at 4% or $127,567 at 6%.
199918$1,188,164$134,221$16,778iApproximate average salary by contribution assumption: employee only about $419,441 at 4% or $279,627 at 6%; with 50% employer match about $279,627 at 4% or $186,418 at 6%; with 100% employer match about $209,720 at 4% or $139,814 at 6%.
Surgical Associates Money Purchase Plan-8$1,188,164$134,221$16,778iApproximate average salary by contribution assumption: employee only about $419,441 at 4% or $279,627 at 6%; with 50% employer match about $279,627 at 4% or $186,418 at 6%; with 100% employer match about $209,720 at 4% or $139,814 at 6%.