The Surgical Group PA
Plan context: The Surgical Group Pa 401 (K) Ps Plan Trust
EIN 82-0341682 • Caldwell, ID • 22 filings • 8 plans
Current Snapshot
Latest Year
2018
2018 Participants
11
2018 Assets
$4,698,722
2018 Contributions
$58,143
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $58,143 | - |
| The Surgical Group Pa 401 (K) Ps Plan Trust | - | 0 | $0 | $58,143 | - |
| 2017 | 1 | 11 | $4,698,722 | $146,277 | $13,298iApproximate average salary by contribution assumption: employee only about $332,448 at 4% or $221,632 at 6%; with 50% employer match about $221,632 at 4% or $147,755 at 6%; with 100% employer match about $166,224 at 4% or $110,816 at 6%. |
| The Surgical Group Pa 401 (K) Ps Plan Trust | - | 11 | $4,698,722 | $146,277 | $13,298iApproximate average salary by contribution assumption: employee only about $332,448 at 4% or $221,632 at 6%; with 50% employer match about $221,632 at 4% or $147,755 at 6%; with 100% employer match about $166,224 at 4% or $110,816 at 6%. |
| 2016 | 1 | 11 | $3,881,478 | $263,577 | $23,962iApproximate average salary by contribution assumption: employee only about $599,039 at 4% or $399,359 at 6%; with 50% employer match about $399,359 at 4% or $266,239 at 6%; with 100% employer match about $299,519 at 4% or $199,680 at 6%. |
| The Surgical Group Pa 401 (K) Ps Plan Trust | - | 11 | $3,881,478 | $263,577 | $23,962iApproximate average salary by contribution assumption: employee only about $599,039 at 4% or $399,359 at 6%; with 50% employer match about $399,359 at 4% or $266,239 at 6%; with 100% employer match about $299,519 at 4% or $199,680 at 6%. |
| 2015 | 1 | 12 | $3,336,607 | $267,821 | $22,318iApproximate average salary by contribution assumption: employee only about $557,960 at 4% or $371,974 at 6%; with 50% employer match about $371,974 at 4% or $247,982 at 6%; with 100% employer match about $278,980 at 4% or $185,987 at 6%. |
| The Surgical Group Pa 401 (K) Ps Plan Trust | - | 12 | $3,336,607 | $267,821 | $22,318iApproximate average salary by contribution assumption: employee only about $557,960 at 4% or $371,974 at 6%; with 50% employer match about $371,974 at 4% or $247,982 at 6%; with 100% employer match about $278,980 at 4% or $185,987 at 6%. |
| 2014 | 1 | 12 | $3,198,777 | $254,803 | $21,234iApproximate average salary by contribution assumption: employee only about $530,840 at 4% or $353,893 at 6%; with 50% employer match about $353,893 at 4% or $235,929 at 6%; with 100% employer match about $265,420 at 4% or $176,947 at 6%. |
| The Surgical Group Pa 401 (K) Ps Plan Trust | - | 12 | $3,198,777 | $254,803 | $21,234iApproximate average salary by contribution assumption: employee only about $530,840 at 4% or $353,893 at 6%; with 50% employer match about $353,893 at 4% or $235,929 at 6%; with 100% employer match about $265,420 at 4% or $176,947 at 6%. |
| 2013 | 1 | 12 | $2,872,635 | $246,055 | $20,505iApproximate average salary by contribution assumption: employee only about $512,615 at 4% or $341,743 at 6%; with 50% employer match about $341,743 at 4% or $227,829 at 6%; with 100% employer match about $256,307 at 4% or $170,872 at 6%. |
| The Surgical Group Pa 401 (K) Ps Plan Trust | - | 12 | $2,872,635 | $246,055 | $20,505iApproximate average salary by contribution assumption: employee only about $512,615 at 4% or $341,743 at 6%; with 50% employer match about $341,743 at 4% or $227,829 at 6%; with 100% employer match about $256,307 at 4% or $170,872 at 6%. |
| 2012 | 1 | 12 | $2,190,638 | $173,906 | $14,492iApproximate average salary by contribution assumption: employee only about $362,304 at 4% or $241,536 at 6%; with 50% employer match about $241,536 at 4% or $161,024 at 6%; with 100% employer match about $181,152 at 4% or $120,768 at 6%. |
| The Surgical Group Pa 401 (K) Ps Plan Trust | - | 12 | $2,190,638 | $173,906 | $14,492iApproximate average salary by contribution assumption: employee only about $362,304 at 4% or $241,536 at 6%; with 50% employer match about $241,536 at 4% or $161,024 at 6%; with 100% employer match about $181,152 at 4% or $120,768 at 6%. |
| 2011 | 1 | 22 | $2,467,832 | $236,286 | $10,740iApproximate average salary by contribution assumption: employee only about $268,507 at 4% or $179,005 at 6%; with 50% employer match about $179,005 at 4% or $119,336 at 6%; with 100% employer match about $134,253 at 4% or $89,502 at 6%. |
| The Surgical Group Pa 401 (K) Ps Plan Trust | - | 22 | $2,467,832 | $236,286 | $10,740iApproximate average salary by contribution assumption: employee only about $268,507 at 4% or $179,005 at 6%; with 50% employer match about $179,005 at 4% or $119,336 at 6%; with 100% employer match about $134,253 at 4% or $89,502 at 6%. |
| 2010 | 1 | 22 | $2,531,516 | $230,428 | $10,474iApproximate average salary by contribution assumption: employee only about $261,850 at 4% or $174,567 at 6%; with 50% employer match about $174,567 at 4% or $116,378 at 6%; with 100% employer match about $130,925 at 4% or $87,283 at 6%. |
| The Surgical Group Pa 401 (K) Ps Plan Trust | - | 22 | $2,531,516 | $230,428 | $10,474iApproximate average salary by contribution assumption: employee only about $261,850 at 4% or $174,567 at 6%; with 50% employer match about $174,567 at 4% or $116,378 at 6%; with 100% employer match about $130,925 at 4% or $87,283 at 6%. |
| 2009 | 1 | 13 | $2,552,422 | $248,649 | $19,127iApproximate average salary by contribution assumption: employee only about $478,171 at 4% or $318,781 at 6%; with 50% employer match about $318,781 at 4% or $212,521 at 6%; with 100% employer match about $239,086 at 4% or $159,390 at 6%. |
| The Surgical Group Pa 401 (K) Ps Plan Trust | - | 13 | $2,552,422 | $248,649 | $19,127iApproximate average salary by contribution assumption: employee only about $478,171 at 4% or $318,781 at 6%; with 50% employer match about $318,781 at 4% or $212,521 at 6%; with 100% employer match about $239,086 at 4% or $159,390 at 6%. |
| 2008 | 1 | 15 | $1,689,215 | $226,011 | $15,067iApproximate average salary by contribution assumption: employee only about $376,685 at 4% or $251,123 at 6%; with 50% employer match about $251,123 at 4% or $167,416 at 6%; with 100% employer match about $188,343 at 4% or $125,562 at 6%. |
| The Surgical Group Pa 401 (K) Ps Plan Trust | - | 15 | $1,689,215 | $226,011 | $15,067iApproximate average salary by contribution assumption: employee only about $376,685 at 4% or $251,123 at 6%; with 50% employer match about $251,123 at 4% or $167,416 at 6%; with 100% employer match about $188,343 at 4% or $125,562 at 6%. |
| 2007 | 1 | 11 | $2,375,034 | $206,218 | $18,747iApproximate average salary by contribution assumption: employee only about $468,677 at 4% or $312,452 at 6%; with 50% employer match about $312,452 at 4% or $208,301 at 6%; with 100% employer match about $234,339 at 4% or $156,226 at 6%. |
| The Surgical Group Pa 401 (K) Ps Plan Trust | - | 11 | $2,375,034 | $206,218 | $18,747iApproximate average salary by contribution assumption: employee only about $468,677 at 4% or $312,452 at 6%; with 50% employer match about $312,452 at 4% or $208,301 at 6%; with 100% employer match about $234,339 at 4% or $156,226 at 6%. |
| 2006 | 1 | 13 | $2,021,563 | $207,202 | $15,939iApproximate average salary by contribution assumption: employee only about $398,465 at 4% or $265,644 at 6%; with 50% employer match about $265,644 at 4% or $177,096 at 6%; with 100% employer match about $199,233 at 4% or $132,822 at 6%. |
| The Surgical Group Pa 401 (K) Ps Plan Trust | - | 13 | $2,021,563 | $207,202 | $15,939iApproximate average salary by contribution assumption: employee only about $398,465 at 4% or $265,644 at 6%; with 50% employer match about $265,644 at 4% or $177,096 at 6%; with 100% employer match about $199,233 at 4% or $132,822 at 6%. |
| 2005 | 1 | 12 | $1,683,684 | $201,156 | $16,763iApproximate average salary by contribution assumption: employee only about $419,075 at 4% or $279,383 at 6%; with 50% employer match about $279,383 at 4% or $186,256 at 6%; with 100% employer match about $209,538 at 4% or $139,692 at 6%. |
| The Surgical Group Pa 401 (K) Ps Plan Trust | - | 12 | $1,683,684 | $201,156 | $16,763iApproximate average salary by contribution assumption: employee only about $419,075 at 4% or $279,383 at 6%; with 50% employer match about $279,383 at 4% or $186,256 at 6%; with 100% employer match about $209,538 at 4% or $139,692 at 6%. |
| 2004 | 1 | 9 | $0 | $0 | - |
| The Surgical Group Pa 401 (K) Ps Plan Trust | - | 9 | - | - | - |
| 2003 | 1 | 8 | $1,192,523 | $150,660 | $18,833iApproximate average salary by contribution assumption: employee only about $470,813 at 4% or $313,875 at 6%; with 50% employer match about $313,875 at 4% or $209,250 at 6%; with 100% employer match about $235,406 at 4% or $156,938 at 6%. |
| The Surgical Group Pa 401 (K) Ps Plan Trust | - | 8 | $1,192,523 | $150,660 | $18,833iApproximate average salary by contribution assumption: employee only about $470,813 at 4% or $313,875 at 6%; with 50% employer match about $313,875 at 4% or $209,250 at 6%; with 100% employer match about $235,406 at 4% or $156,938 at 6%. |
| 2002 | 2 | 9 | $839,546 | $105,529 | $11,725iApproximate average salary by contribution assumption: employee only about $293,136 at 4% or $195,424 at 6%; with 50% employer match about $195,424 at 4% or $130,283 at 6%; with 100% employer match about $146,568 at 4% or $97,712 at 6%. |
| The Surgical Group Pa 401 (K) Ps Plan Trust | - | 9 | $839,546 | $105,529 | $11,725iApproximate average salary by contribution assumption: employee only about $293,136 at 4% or $195,424 at 6%; with 50% employer match about $195,424 at 4% or $130,283 at 6%; with 100% employer match about $146,568 at 4% or $97,712 at 6%. |
| THE SURGICAL GROUP, P.A. PENSION PLAN & TRUST | - | 0 | - | - | - |
| 2001 | 2 | 6 | $0 | $0 | - |
| The Surgical Group Pa 401 (K) Ps Plan Trust | - | 6 | - | - | - |
| THE SURGICAL GROUP, P.A. PENSION PLAN & TRUST | - | 6 | - | - | - |
| 2000 | 2 | 6 | $1,050,702 | $102,577 | $17,096iApproximate average salary by contribution assumption: employee only about $427,404 at 4% or $284,936 at 6%; with 50% employer match about $284,936 at 4% or $189,957 at 6%; with 100% employer match about $213,702 at 4% or $142,468 at 6%. |
| The Surgical Group Pa 401 (K) Ps Plan Trust | - | 6 | $526,608 | $51,530 | $8,588iApproximate average salary by contribution assumption: employee only about $214,708 at 4% or $143,139 at 6%; with 50% employer match about $143,139 at 4% or $95,426 at 6%; with 100% employer match about $107,354 at 4% or $71,569 at 6%. |
| THE SURGICAL GROUP, P.A. PENSION PL AN & TRUST | - | 6 | $524,094 | $51,047 | $8,508iApproximate average salary by contribution assumption: employee only about $212,696 at 4% or $141,797 at 6%; with 50% employer match about $141,797 at 4% or $94,531 at 6%; with 100% employer match about $106,348 at 4% or $70,899 at 6%. |