Affiliated Southwest Surgeons PC.
Plan context: Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust
EIN 86-0616229 • Phoenix, AZ • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$4,147,045
2024 Contributions
$12,696
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $4,147,045 | $12,696 | $1,587iApproximate average salary by contribution assumption: employee only about $39,675 at 4% or $26,450 at 6%; with 50% employer match about $26,450 at 4% or $17,633 at 6%; with 100% employer match about $19,838 at 4% or $13,225 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 8 | $4,147,045 | $12,696 | $1,587iApproximate average salary by contribution assumption: employee only about $39,675 at 4% or $26,450 at 6%; with 50% employer match about $26,450 at 4% or $17,633 at 6%; with 100% employer match about $19,838 at 4% or $13,225 at 6%. |
| 2023 | 1 | 7 | $3,300,815 | $12,139 | $1,734iApproximate average salary by contribution assumption: employee only about $43,354 at 4% or $28,902 at 6%; with 50% employer match about $28,902 at 4% or $19,268 at 6%; with 100% employer match about $21,677 at 4% or $14,451 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 7 | $3,300,815 | $12,139 | $1,734iApproximate average salary by contribution assumption: employee only about $43,354 at 4% or $28,902 at 6%; with 50% employer match about $28,902 at 4% or $19,268 at 6%; with 100% employer match about $21,677 at 4% or $14,451 at 6%. |
| 2022 | 1 | 6 | $2,757,589 | $11,592 | $1,932iApproximate average salary by contribution assumption: employee only about $48,300 at 4% or $32,200 at 6%; with 50% employer match about $32,200 at 4% or $21,467 at 6%; with 100% employer match about $24,150 at 4% or $16,100 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 6 | $2,757,589 | $11,592 | $1,932iApproximate average salary by contribution assumption: employee only about $48,300 at 4% or $32,200 at 6%; with 50% employer match about $32,200 at 4% or $21,467 at 6%; with 100% employer match about $24,150 at 4% or $16,100 at 6%. |
| 2021 | 1 | 7 | $3,412,048 | $67,974 | $9,711iApproximate average salary by contribution assumption: employee only about $242,764 at 4% or $161,843 at 6%; with 50% employer match about $161,843 at 4% or $107,895 at 6%; with 100% employer match about $121,382 at 4% or $80,921 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 7 | $3,412,048 | $67,974 | $9,711iApproximate average salary by contribution assumption: employee only about $242,764 at 4% or $161,843 at 6%; with 50% employer match about $161,843 at 4% or $107,895 at 6%; with 100% employer match about $121,382 at 4% or $80,921 at 6%. |
| 2020 | 1 | 8 | $3,131,469 | $71,196 | $8,900iApproximate average salary by contribution assumption: employee only about $222,488 at 4% or $148,325 at 6%; with 50% employer match about $148,325 at 4% or $98,883 at 6%; with 100% employer match about $111,244 at 4% or $74,163 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 8 | $3,131,469 | $71,196 | $8,900iApproximate average salary by contribution assumption: employee only about $222,488 at 4% or $148,325 at 6%; with 50% employer match about $148,325 at 4% or $98,883 at 6%; with 100% employer match about $111,244 at 4% or $74,163 at 6%. |
| 2019 | 1 | 8 | $2,839,889 | $69,920 | $8,740iApproximate average salary by contribution assumption: employee only about $218,500 at 4% or $145,667 at 6%; with 50% employer match about $145,667 at 4% or $97,111 at 6%; with 100% employer match about $109,250 at 4% or $72,833 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 8 | $2,839,889 | $69,920 | $8,740iApproximate average salary by contribution assumption: employee only about $218,500 at 4% or $145,667 at 6%; with 50% employer match about $145,667 at 4% or $97,111 at 6%; with 100% employer match about $109,250 at 4% or $72,833 at 6%. |
| 2018 | 1 | 5 | $2,211,588 | $107,565 | $21,513iApproximate average salary by contribution assumption: employee only about $537,825 at 4% or $358,550 at 6%; with 50% employer match about $358,550 at 4% or $239,033 at 6%; with 100% employer match about $268,913 at 4% or $179,275 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 5 | $2,211,588 | $107,565 | $21,513iApproximate average salary by contribution assumption: employee only about $537,825 at 4% or $358,550 at 6%; with 50% employer match about $358,550 at 4% or $239,033 at 6%; with 100% employer match about $268,913 at 4% or $179,275 at 6%. |
| 2017 | 1 | 6 | $2,382,625 | $114,219 | $19,037iApproximate average salary by contribution assumption: employee only about $475,913 at 4% or $317,275 at 6%; with 50% employer match about $317,275 at 4% or $211,517 at 6%; with 100% employer match about $237,956 at 4% or $158,638 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 6 | $2,382,625 | $114,219 | $19,037iApproximate average salary by contribution assumption: employee only about $475,913 at 4% or $317,275 at 6%; with 50% employer match about $317,275 at 4% or $211,517 at 6%; with 100% employer match about $237,956 at 4% or $158,638 at 6%. |
| 2016 | 1 | 6 | $2,096,470 | $113,203 | $18,867iApproximate average salary by contribution assumption: employee only about $471,679 at 4% or $314,453 at 6%; with 50% employer match about $314,453 at 4% or $209,635 at 6%; with 100% employer match about $235,840 at 4% or $157,226 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 6 | $2,096,470 | $113,203 | $18,867iApproximate average salary by contribution assumption: employee only about $471,679 at 4% or $314,453 at 6%; with 50% employer match about $314,453 at 4% or $209,635 at 6%; with 100% employer match about $235,840 at 4% or $157,226 at 6%. |
| 2015 | 1 | 5 | $1,822,741 | $116,153 | $23,231iApproximate average salary by contribution assumption: employee only about $580,765 at 4% or $387,177 at 6%; with 50% employer match about $387,177 at 4% or $258,118 at 6%; with 100% employer match about $290,383 at 4% or $193,588 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 5 | $1,822,741 | $116,153 | $23,231iApproximate average salary by contribution assumption: employee only about $580,765 at 4% or $387,177 at 6%; with 50% employer match about $387,177 at 4% or $258,118 at 6%; with 100% employer match about $290,383 at 4% or $193,588 at 6%. |
| 2014 | 1 | 7 | $1,814,812 | $122,373 | $17,482iApproximate average salary by contribution assumption: employee only about $437,046 at 4% or $291,364 at 6%; with 50% employer match about $291,364 at 4% or $194,243 at 6%; with 100% employer match about $218,523 at 4% or $145,682 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 7 | $1,814,812 | $122,373 | $17,482iApproximate average salary by contribution assumption: employee only about $437,046 at 4% or $291,364 at 6%; with 50% employer match about $291,364 at 4% or $194,243 at 6%; with 100% employer match about $218,523 at 4% or $145,682 at 6%. |
| 2013 | 1 | 7 | $1,653,644 | $129,369 | $18,481iApproximate average salary by contribution assumption: employee only about $462,032 at 4% or $308,021 at 6%; with 50% employer match about $308,021 at 4% or $205,348 at 6%; with 100% employer match about $231,016 at 4% or $154,011 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 7 | $1,653,644 | $129,369 | $18,481iApproximate average salary by contribution assumption: employee only about $462,032 at 4% or $308,021 at 6%; with 50% employer match about $308,021 at 4% or $205,348 at 6%; with 100% employer match about $231,016 at 4% or $154,011 at 6%. |
| 2012 | 1 | 7 | $1,350,229 | $128,718 | $18,388iApproximate average salary by contribution assumption: employee only about $459,707 at 4% or $306,471 at 6%; with 50% employer match about $306,471 at 4% or $204,314 at 6%; with 100% employer match about $229,854 at 4% or $153,236 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 7 | $1,350,229 | $128,718 | $18,388iApproximate average salary by contribution assumption: employee only about $459,707 at 4% or $306,471 at 6%; with 50% employer match about $306,471 at 4% or $204,314 at 6%; with 100% employer match about $229,854 at 4% or $153,236 at 6%. |
| 2011 | 1 | 6 | $1,160,124 | $119,563 | $19,927iApproximate average salary by contribution assumption: employee only about $498,179 at 4% or $332,119 at 6%; with 50% employer match about $332,119 at 4% or $221,413 at 6%; with 100% employer match about $249,090 at 4% or $166,060 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 6 | $1,160,124 | $119,563 | $19,927iApproximate average salary by contribution assumption: employee only about $498,179 at 4% or $332,119 at 6%; with 50% employer match about $332,119 at 4% or $221,413 at 6%; with 100% employer match about $249,090 at 4% or $166,060 at 6%. |
| 2010 | 1 | 7 | $1,084,605 | $113,173 | $16,168iApproximate average salary by contribution assumption: employee only about $404,189 at 4% or $269,460 at 6%; with 50% employer match about $269,460 at 4% or $179,640 at 6%; with 100% employer match about $202,095 at 4% or $134,730 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 7 | $1,084,605 | $113,173 | $16,168iApproximate average salary by contribution assumption: employee only about $404,189 at 4% or $269,460 at 6%; with 50% employer match about $269,460 at 4% or $179,640 at 6%; with 100% employer match about $202,095 at 4% or $134,730 at 6%. |
| 2009 | 1 | 6 | $983,033 | $113,535 | $18,923iApproximate average salary by contribution assumption: employee only about $473,063 at 4% or $315,375 at 6%; with 50% employer match about $315,375 at 4% or $210,250 at 6%; with 100% employer match about $236,531 at 4% or $157,688 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 6 | $983,033 | $113,535 | $18,923iApproximate average salary by contribution assumption: employee only about $473,063 at 4% or $315,375 at 6%; with 50% employer match about $315,375 at 4% or $210,250 at 6%; with 100% employer match about $236,531 at 4% or $157,688 at 6%. |
| 2008 | 1 | 7 | $872,204 | $113,596 | $16,228iApproximate average salary by contribution assumption: employee only about $405,700 at 4% or $270,467 at 6%; with 50% employer match about $270,467 at 4% or $180,311 at 6%; with 100% employer match about $202,850 at 4% or $135,233 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 7 | $872,204 | $113,596 | $16,228iApproximate average salary by contribution assumption: employee only about $405,700 at 4% or $270,467 at 6%; with 50% employer match about $270,467 at 4% or $180,311 at 6%; with 100% employer match about $202,850 at 4% or $135,233 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 9 | - | - | - |
| 2006 | 1 | 8 | $956,942 | $152,452 | $19,057iApproximate average salary by contribution assumption: employee only about $476,413 at 4% or $317,608 at 6%; with 50% employer match about $317,608 at 4% or $211,739 at 6%; with 100% employer match about $238,206 at 4% or $158,804 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 8 | $956,942 | $152,452 | $19,057iApproximate average salary by contribution assumption: employee only about $476,413 at 4% or $317,608 at 6%; with 50% employer match about $317,608 at 4% or $211,739 at 6%; with 100% employer match about $238,206 at 4% or $158,804 at 6%. |
| 2005 | 1 | 10 | $736,518 | $196,891 | $19,689iApproximate average salary by contribution assumption: employee only about $492,227 at 4% or $328,152 at 6%; with 50% employer match about $328,152 at 4% or $218,768 at 6%; with 100% employer match about $246,114 at 4% or $164,076 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 10 | $736,518 | $196,891 | $19,689iApproximate average salary by contribution assumption: employee only about $492,227 at 4% or $328,152 at 6%; with 50% employer match about $328,152 at 4% or $218,768 at 6%; with 100% employer match about $246,114 at 4% or $164,076 at 6%. |
| 2004 | 1 | 8 | $534,132 | $146,570 | $18,321iApproximate average salary by contribution assumption: employee only about $458,031 at 4% or $305,354 at 6%; with 50% employer match about $305,354 at 4% or $203,569 at 6%; with 100% employer match about $229,016 at 4% or $152,677 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 8 | $534,132 | $146,570 | $18,321iApproximate average salary by contribution assumption: employee only about $458,031 at 4% or $305,354 at 6%; with 50% employer match about $305,354 at 4% or $203,569 at 6%; with 100% employer match about $229,016 at 4% or $152,677 at 6%. |
| 2003 | 1 | 7 | $365,667 | $99,810 | $14,259iApproximate average salary by contribution assumption: employee only about $356,464 at 4% or $237,643 at 6%; with 50% employer match about $237,643 at 4% or $158,429 at 6%; with 100% employer match about $178,232 at 4% or $118,821 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 7 | $365,667 | $99,810 | $14,259iApproximate average salary by contribution assumption: employee only about $356,464 at 4% or $237,643 at 6%; with 50% employer match about $237,643 at 4% or $158,429 at 6%; with 100% employer match about $178,232 at 4% or $118,821 at 6%. |
| 2002 | 1 | 7 | $249,644 | $102,626 | $14,661iApproximate average salary by contribution assumption: employee only about $366,521 at 4% or $244,348 at 6%; with 50% employer match about $244,348 at 4% or $162,898 at 6%; with 100% employer match about $183,261 at 4% or $122,174 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 7 | $249,644 | $102,626 | $14,661iApproximate average salary by contribution assumption: employee only about $366,521 at 4% or $244,348 at 6%; with 50% employer match about $244,348 at 4% or $162,898 at 6%; with 100% employer match about $183,261 at 4% or $122,174 at 6%. |
| 2001 | 1 | 7 | $163,298 | $63,478 | $9,068iApproximate average salary by contribution assumption: employee only about $226,707 at 4% or $151,138 at 6%; with 50% employer match about $151,138 at 4% or $100,759 at 6%; with 100% employer match about $113,354 at 4% or $75,569 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 7 | $163,298 | $63,478 | $9,068iApproximate average salary by contribution assumption: employee only about $226,707 at 4% or $151,138 at 6%; with 50% employer match about $151,138 at 4% or $100,759 at 6%; with 100% employer match about $113,354 at 4% or $75,569 at 6%. |
| 2000 | 1 | 6 | $800,810 | $50,978 | $8,496iApproximate average salary by contribution assumption: employee only about $212,408 at 4% or $141,606 at 6%; with 50% employer match about $141,606 at 4% or $94,404 at 6%; with 100% employer match about $106,204 at 4% or $70,803 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 6 | $800,810 | $50,978 | $8,496iApproximate average salary by contribution assumption: employee only about $212,408 at 4% or $141,606 at 6%; with 50% employer match about $141,606 at 4% or $94,404 at 6%; with 100% employer match about $106,204 at 4% or $70,803 at 6%. |
| 1999 | 1 | 7 | $816,452 | $58,508 | $8,358iApproximate average salary by contribution assumption: employee only about $208,957 at 4% or $139,305 at 6%; with 50% employer match about $139,305 at 4% or $92,870 at 6%; with 100% employer match about $104,479 at 4% or $69,652 at 6%. |
| Affiliated Southwest Surgeons PC. Profit Sharing Plan & Retirement Trust | - | 7 | $816,452 | $58,508 | $8,358iApproximate average salary by contribution assumption: employee only about $208,957 at 4% or $139,305 at 6%; with 50% employer match about $139,305 at 4% or $92,870 at 6%; with 100% employer match about $104,479 at 4% or $69,652 at 6%. |