SGRY
Plan context: SGRY 401(K) PROFIT SHARING PLAN & TRUST
EIN 84-0777366 • Boulder, CO • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$58,318
2025 Contributions
$20,858
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 13 | $58,318 | $20,858 | $1,604iApproximate average salary by contribution assumption: employee only about $40,112 at 4% or $26,741 at 6%; with 50% employer match about $26,741 at 4% or $17,827 at 6%; with 100% employer match about $20,056 at 4% or $13,371 at 6%. |
| SGRY 401(K) PROFIT SHARING PLAN & TRUST | - | 13 | $58,318 | $20,858 | $1,604iApproximate average salary by contribution assumption: employee only about $40,112 at 4% or $26,741 at 6%; with 50% employer match about $26,741 at 4% or $17,827 at 6%; with 100% employer match about $20,056 at 4% or $13,371 at 6%. |
| 2024 | 1 | 12 | $34,703 | $20,305 | $1,692iApproximate average salary by contribution assumption: employee only about $42,302 at 4% or $28,201 at 6%; with 50% employer match about $28,201 at 4% or $18,801 at 6%; with 100% employer match about $21,151 at 4% or $14,101 at 6%. |
| SGRY 401(K) PROFIT SHARING PLAN & TRUST | - | 12 | $34,703 | $20,305 | $1,692iApproximate average salary by contribution assumption: employee only about $42,302 at 4% or $28,201 at 6%; with 50% employer match about $28,201 at 4% or $18,801 at 6%; with 100% employer match about $21,151 at 4% or $14,101 at 6%. |
| 2023 | 1 | 22 | $16,199 | $15,665 | $712iApproximate average salary by contribution assumption: employee only about $17,801 at 4% or $11,867 at 6%; with 50% employer match about $11,867 at 4% or $7,912 at 6%; with 100% employer match about $8,901 at 4% or $5,934 at 6%. |
| SGRY 401(K) PROFIT SHARING PLAN & TRUST | - | 22 | $16,199 | $15,665 | $712iApproximate average salary by contribution assumption: employee only about $17,801 at 4% or $11,867 at 6%; with 50% employer match about $11,867 at 4% or $7,912 at 6%; with 100% employer match about $8,901 at 4% or $5,934 at 6%. |