Civic Intelligence

Surgical Notes Mdp LP

Plan context: Surgical Notes 401(K) Plan

EIN 81-0560289 • Dallas, TX • 11 filings • 2 plans

3100 Monticello Avenue Suite 450Dallas, TX 75205
Current Snapshot

Latest Year

2025

2025 Participants

193

2025 Assets

$4,748,664

2025 Contributions

$2,735

Historical Graphs

Total Assets Over Time

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

$4,748,664$2,374,332$0201720212024YearValue
$4,748,664Latest year 2024

Participants Over Time

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

2051030201720212024YearValue
193Latest 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
202510$0$2,735-
Surgical Notes 401(K) Plan-0-$2,735-
20241193$4,748,664$1,075,739$5,574iApproximate average salary by contribution assumption: employee only about $139,344 at 4% or $92,896 at 6%; with 50% employer match about $92,896 at 4% or $61,931 at 6%; with 100% employer match about $69,672 at 4% or $46,448 at 6%.
Surgical Notes 401(K) Plan-193$4,748,664$1,075,739$5,574iApproximate average salary by contribution assumption: employee only about $139,344 at 4% or $92,896 at 6%; with 50% employer match about $92,896 at 4% or $61,931 at 6%; with 100% employer match about $69,672 at 4% or $46,448 at 6%.
20232205$3,969,996$1,231,518$6,007iApproximate average salary by contribution assumption: employee only about $150,185 at 4% or $100,123 at 6%; with 50% employer match about $100,123 at 4% or $66,749 at 6%; with 100% employer match about $75,093 at 4% or $50,062 at 6%.
Surgical Notes 401(K) Plan-205$3,969,996$1,231,518$6,007iApproximate average salary by contribution assumption: employee only about $150,185 at 4% or $100,123 at 6%; with 50% employer match about $100,123 at 4% or $66,749 at 6%; with 100% employer match about $75,093 at 4% or $50,062 at 6%.
SURGICAL NOTES WELFARE BENEFITS PLAN-117---
20222134$2,838,118$826,376$6,167iApproximate average salary by contribution assumption: employee only about $154,175 at 4% or $102,783 at 6%; with 50% employer match about $102,783 at 4% or $68,522 at 6%; with 100% employer match about $77,087 at 4% or $51,392 at 6%.
Surgical Notes 401(K) Plan-134$2,838,118$826,376$6,167iApproximate average salary by contribution assumption: employee only about $154,175 at 4% or $102,783 at 6%; with 50% employer match about $102,783 at 4% or $68,522 at 6%; with 100% employer match about $77,087 at 4% or $51,392 at 6%.
SURGICAL NOTES WELFARE BENEFITS PLAN-78---
2021159$2,007,171$545,066$9,238iApproximate average salary by contribution assumption: employee only about $230,960 at 4% or $153,973 at 6%; with 50% employer match about $153,973 at 4% or $102,649 at 6%; with 100% employer match about $115,480 at 4% or $76,987 at 6%.
Surgical Notes 401(K) Plan-59$2,007,171$545,066$9,238iApproximate average salary by contribution assumption: employee only about $230,960 at 4% or $153,973 at 6%; with 50% employer match about $153,973 at 4% or $102,649 at 6%; with 100% employer match about $115,480 at 4% or $76,987 at 6%.
2020129$1,348,333$269,242$9,284iApproximate average salary by contribution assumption: employee only about $232,105 at 4% or $154,737 at 6%; with 50% employer match about $154,737 at 4% or $103,158 at 6%; with 100% employer match about $116,053 at 4% or $77,368 at 6%.
Surgical Notes 401(K) Plan-29$1,348,333$269,242$9,284iApproximate average salary by contribution assumption: employee only about $232,105 at 4% or $154,737 at 6%; with 50% employer match about $154,737 at 4% or $103,158 at 6%; with 100% employer match about $116,053 at 4% or $77,368 at 6%.
2019133$1,177,001$296,772$8,993iApproximate average salary by contribution assumption: employee only about $224,827 at 4% or $149,885 at 6%; with 50% employer match about $149,885 at 4% or $99,923 at 6%; with 100% employer match about $112,414 at 4% or $74,942 at 6%.
Surgical Notes 401(K) Plan-33$1,177,001$296,772$8,993iApproximate average salary by contribution assumption: employee only about $224,827 at 4% or $149,885 at 6%; with 50% employer match about $149,885 at 4% or $99,923 at 6%; with 100% employer match about $112,414 at 4% or $74,942 at 6%.
2018134$1,010,959$290,811$8,553iApproximate average salary by contribution assumption: employee only about $213,832 at 4% or $142,554 at 6%; with 50% employer match about $142,554 at 4% or $95,036 at 6%; with 100% employer match about $106,916 at 4% or $71,277 at 6%.
Surgical Notes 401(K) Plan-34$1,010,959$290,811$8,553iApproximate average salary by contribution assumption: employee only about $213,832 at 4% or $142,554 at 6%; with 50% employer match about $142,554 at 4% or $95,036 at 6%; with 100% employer match about $106,916 at 4% or $71,277 at 6%.
2017128$822,100$739,188$26,400iApproximate average salary by contribution assumption: employee only about $659,989 at 4% or $439,993 at 6%; with 50% employer match about $439,993 at 4% or $293,329 at 6%; with 100% employer match about $329,995 at 4% or $219,996 at 6%.
Surgical Notes 401(K) Plan-28$822,100$739,188$26,400iApproximate average salary by contribution assumption: employee only about $659,989 at 4% or $439,993 at 6%; with 50% employer match about $439,993 at 4% or $293,329 at 6%; with 100% employer match about $329,995 at 4% or $219,996 at 6%.