Civic Intelligence

Phoenix Cardiac Surgery PC.

Plan context: Phoenix Cardiac Surgery PC. 401(K) Plan and Trust

EIN 86-0976831 • Phoenix, AZ • 36 filings • 5 plans

3131 E. Clarendon Ave., Ste. 102Phoenix, AZ 85016-7069
Current Snapshot

Latest Year

2025

2025 Participants

17

2025 Assets

$12,105,251

2025 Contributions

$598,199

Historical Graphs

Total Assets Over Time

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

$12,105,251$6,052,626$0200020132025YearValue
$12,105,251Latest year 2025

Participants Over Time

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

1790200020132025YearValue
17Latest 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
2025117$12,105,251$598,199$35,188iApproximate average salary by contribution assumption: employee only about $879,704 at 4% or $586,470 at 6%; with 50% employer match about $586,470 at 4% or $390,980 at 6%; with 100% employer match about $439,852 at 4% or $293,235 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-17$12,105,251$598,199$35,188iApproximate average salary by contribution assumption: employee only about $879,704 at 4% or $586,470 at 6%; with 50% employer match about $586,470 at 4% or $390,980 at 6%; with 100% employer match about $439,852 at 4% or $293,235 at 6%.
2024117$9,674,598$1,256,304$73,900iApproximate average salary by contribution assumption: employee only about $1,847,506 at 4% or $1,231,671 at 6%; with 50% employer match about $1,231,671 at 4% or $821,114 at 6%; with 100% employer match about $923,753 at 4% or $615,835 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-17$9,674,598$1,256,304$73,900iApproximate average salary by contribution assumption: employee only about $1,847,506 at 4% or $1,231,671 at 6%; with 50% employer match about $1,231,671 at 4% or $821,114 at 6%; with 100% employer match about $923,753 at 4% or $615,835 at 6%.
2023112$7,155,098$431,667$35,972iApproximate average salary by contribution assumption: employee only about $899,306 at 4% or $599,538 at 6%; with 50% employer match about $599,538 at 4% or $399,692 at 6%; with 100% employer match about $449,653 at 4% or $299,769 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-12$7,155,098$431,667$35,972iApproximate average salary by contribution assumption: employee only about $899,306 at 4% or $599,538 at 6%; with 50% employer match about $599,538 at 4% or $399,692 at 6%; with 100% employer match about $449,653 at 4% or $299,769 at 6%.
2022114$5,451,707$381,164$27,226iApproximate average salary by contribution assumption: employee only about $680,650 at 4% or $453,767 at 6%; with 50% employer match about $453,767 at 4% or $302,511 at 6%; with 100% employer match about $340,325 at 4% or $226,883 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-14$5,451,707$381,164$27,226iApproximate average salary by contribution assumption: employee only about $680,650 at 4% or $453,767 at 6%; with 50% employer match about $453,767 at 4% or $302,511 at 6%; with 100% employer match about $340,325 at 4% or $226,883 at 6%.
2021114$6,332,582$402,142$28,724iApproximate average salary by contribution assumption: employee only about $718,111 at 4% or $478,740 at 6%; with 50% employer match about $478,740 at 4% or $319,160 at 6%; with 100% employer match about $359,055 at 4% or $239,370 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-14$6,332,582$402,142$28,724iApproximate average salary by contribution assumption: employee only about $718,111 at 4% or $478,740 at 6%; with 50% employer match about $478,740 at 4% or $319,160 at 6%; with 100% employer match about $359,055 at 4% or $239,370 at 6%.
2020112$5,308,993$394,870$32,906iApproximate average salary by contribution assumption: employee only about $822,646 at 4% or $548,431 at 6%; with 50% employer match about $548,431 at 4% or $365,620 at 6%; with 100% employer match about $411,323 at 4% or $274,215 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-12$5,308,993$394,870$32,906iApproximate average salary by contribution assumption: employee only about $822,646 at 4% or $548,431 at 6%; with 50% employer match about $548,431 at 4% or $365,620 at 6%; with 100% employer match about $411,323 at 4% or $274,215 at 6%.
2019215$6,470,023$664,423$44,295iApproximate average salary by contribution assumption: employee only about $1,107,372 at 4% or $738,248 at 6%; with 50% employer match about $738,248 at 4% or $492,165 at 6%; with 100% employer match about $553,686 at 4% or $369,124 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-15$6,470,023$334,423$22,295iApproximate average salary by contribution assumption: employee only about $557,372 at 4% or $371,581 at 6%; with 50% employer match about $371,581 at 4% or $247,721 at 6%; with 100% employer match about $278,686 at 4% or $185,791 at 6%.
PHOENIX CARDIAC SURGERY, P.C. DEFINED BENEFIT PLAN-0$0$330,000-
2018216$11,201,927$1,427,103$89,194iApproximate average salary by contribution assumption: employee only about $2,229,848 at 4% or $1,486,566 at 6%; with 50% employer match about $1,486,566 at 4% or $991,044 at 6%; with 100% employer match about $1,114,924 at 4% or $743,283 at 6%.
PHOENIX CARDIAC SURGERY, P.C. DEFINED BENEFIT PLAN-14$6,231,671$1,122,762$80,197iApproximate average salary by contribution assumption: employee only about $2,004,932 at 4% or $1,336,621 at 6%; with 50% employer match about $1,336,621 at 4% or $891,081 at 6%; with 100% employer match about $1,002,466 at 4% or $668,311 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-16$4,970,256$304,341$19,021iApproximate average salary by contribution assumption: employee only about $475,533 at 4% or $317,022 at 6%; with 50% employer match about $317,022 at 4% or $211,348 at 6%; with 100% employer match about $237,766 at 4% or $158,511 at 6%.
2017216$10,350,940$1,013,171$63,323iApproximate average salary by contribution assumption: employee only about $1,583,080 at 4% or $1,055,386 at 6%; with 50% employer match about $1,055,386 at 4% or $703,591 at 6%; with 100% employer match about $791,540 at 4% or $527,693 at 6%.
PHOENIX CARDIAC SURGERY, P.C. DEFINED BENEFIT PLAN-12$5,398,313$726,099$60,508iApproximate average salary by contribution assumption: employee only about $1,512,706 at 4% or $1,008,471 at 6%; with 50% employer match about $1,008,471 at 4% or $672,314 at 6%; with 100% employer match about $756,353 at 4% or $504,235 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-16$4,952,627$287,072$17,942iApproximate average salary by contribution assumption: employee only about $448,550 at 4% or $299,033 at 6%; with 50% employer match about $299,033 at 4% or $199,356 at 6%; with 100% employer match about $224,275 at 4% or $149,517 at 6%.
2016215$8,199,738$967,282$64,485iApproximate average salary by contribution assumption: employee only about $1,612,137 at 4% or $1,074,758 at 6%; with 50% employer match about $1,074,758 at 4% or $716,505 at 6%; with 100% employer match about $806,068 at 4% or $537,379 at 6%.
PHOENIX CARDIAC SURGERY, P.C. DEFINED BENEFIT PLAN-10$4,275,725$748,465$74,847iApproximate average salary by contribution assumption: employee only about $1,871,163 at 4% or $1,247,442 at 6%; with 50% employer match about $1,247,442 at 4% or $831,628 at 6%; with 100% employer match about $935,581 at 4% or $623,721 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-15$3,924,013$218,817$14,588iApproximate average salary by contribution assumption: employee only about $364,695 at 4% or $243,130 at 6%; with 50% employer match about $243,130 at 4% or $162,087 at 6%; with 100% employer match about $182,348 at 4% or $121,565 at 6%.
2015214$6,746,639$1,248,013$89,144iApproximate average salary by contribution assumption: employee only about $2,228,595 at 4% or $1,485,730 at 6%; with 50% employer match about $1,485,730 at 4% or $990,487 at 6%; with 100% employer match about $1,114,297 at 4% or $742,865 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-14$3,427,120$217,463$15,533iApproximate average salary by contribution assumption: employee only about $388,327 at 4% or $258,885 at 6%; with 50% employer match about $258,885 at 4% or $172,590 at 6%; with 100% employer match about $194,163 at 4% or $129,442 at 6%.
PHOENIX CARDIAC SURGERY, P.C. DEFINED BENEFIT PLAN-10$3,319,519$1,030,550$103,055iApproximate average salary by contribution assumption: employee only about $2,576,375 at 4% or $1,717,583 at 6%; with 50% employer match about $1,717,583 at 4% or $1,145,056 at 6%; with 100% employer match about $1,288,188 at 4% or $858,792 at 6%.
2014213$5,591,693$925,637$71,203iApproximate average salary by contribution assumption: employee only about $1,780,071 at 4% or $1,186,714 at 6%; with 50% employer match about $1,186,714 at 4% or $791,143 at 6%; with 100% employer match about $890,036 at 4% or $593,357 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-13$3,145,414$184,270$14,175iApproximate average salary by contribution assumption: employee only about $354,365 at 4% or $236,244 at 6%; with 50% employer match about $236,244 at 4% or $157,496 at 6%; with 100% employer match about $177,183 at 4% or $118,122 at 6%.
PHOENIX CARDIAC SURGERY, P.C. DEFINED BENEFIT PLAN-9$2,446,279$741,367$82,374iApproximate average salary by contribution assumption: employee only about $2,059,353 at 4% or $1,372,902 at 6%; with 50% employer match about $1,372,902 at 4% or $915,268 at 6%; with 100% employer match about $1,029,676 at 4% or $686,451 at 6%.
2013212$4,381,758$694,812$57,901iApproximate average salary by contribution assumption: employee only about $1,447,525 at 4% or $965,017 at 6%; with 50% employer match about $965,017 at 4% or $643,344 at 6%; with 100% employer match about $723,763 at 4% or $482,508 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-12$2,780,606$187,666$15,639iApproximate average salary by contribution assumption: employee only about $390,971 at 4% or $260,647 at 6%; with 50% employer match about $260,647 at 4% or $173,765 at 6%; with 100% employer match about $195,485 at 4% or $130,324 at 6%.
PHOENIX CARDIAC SURGERY, P.C. DEFINED BENEFIT PLAN-10$1,601,152$507,146$50,715iApproximate average salary by contribution assumption: employee only about $1,267,865 at 4% or $845,243 at 6%; with 50% employer match about $845,243 at 4% or $563,496 at 6%; with 100% employer match about $633,933 at 4% or $422,622 at 6%.
2012214$3,104,298$668,209$47,729iApproximate average salary by contribution assumption: employee only about $1,193,230 at 4% or $795,487 at 6%; with 50% employer match about $795,487 at 4% or $530,325 at 6%; with 100% employer match about $596,615 at 4% or $397,743 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-14$2,025,491$188,208$13,443iApproximate average salary by contribution assumption: employee only about $336,086 at 4% or $224,057 at 6%; with 50% employer match about $224,057 at 4% or $149,371 at 6%; with 100% employer match about $168,043 at 4% or $112,029 at 6%.
PHOENIX CARDIAC SURGERY, P.C. DEFINED BENEFIT PLAN-11$1,078,807$480,001$43,636iApproximate average salary by contribution assumption: employee only about $1,090,911 at 4% or $727,274 at 6%; with 50% employer match about $727,274 at 4% or $484,849 at 6%; with 100% employer match about $545,456 at 4% or $363,637 at 6%.
2011214$2,119,885$479,951$34,282iApproximate average salary by contribution assumption: employee only about $857,055 at 4% or $571,370 at 6%; with 50% employer match about $571,370 at 4% or $380,913 at 6%; with 100% employer match about $428,528 at 4% or $285,685 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-14$1,558,137$173,101$12,364iApproximate average salary by contribution assumption: employee only about $309,109 at 4% or $206,073 at 6%; with 50% employer match about $206,073 at 4% or $137,382 at 6%; with 100% employer match about $154,554 at 4% or $103,036 at 6%.
PHOENIX CARDIAC SURGERY, P.C. DEFINED BENEFIT PLAN-11$561,748$306,850$27,895iApproximate average salary by contribution assumption: employee only about $697,386 at 4% or $464,924 at 6%; with 50% employer match about $464,924 at 4% or $309,949 at 6%; with 100% employer match about $348,693 at 4% or $232,462 at 6%.
2010214$1,899,808$409,806$29,272iApproximate average salary by contribution assumption: employee only about $731,796 at 4% or $487,864 at 6%; with 50% employer match about $487,864 at 4% or $325,243 at 6%; with 100% employer match about $365,898 at 4% or $243,932 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-14$1,644,910$154,909$11,065iApproximate average salary by contribution assumption: employee only about $276,623 at 4% or $184,415 at 6%; with 50% employer match about $184,415 at 4% or $122,944 at 6%; with 100% employer match about $138,312 at 4% or $92,208 at 6%.
PHOENIX CARDIAC SURGERY, P.C. DEFINED BENEFIT PLAN-12$254,898$254,897$21,241iApproximate average salary by contribution assumption: employee only about $531,035 at 4% or $354,024 at 6%; with 50% employer match about $354,024 at 4% or $236,016 at 6%; with 100% employer match about $265,518 at 4% or $177,012 at 6%.
2009112$1,314,037$180,093$15,008iApproximate average salary by contribution assumption: employee only about $375,194 at 4% or $250,129 at 6%; with 50% employer match about $250,129 at 4% or $166,753 at 6%; with 100% employer match about $187,597 at 4% or $125,065 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-12$1,314,037$180,093$15,008iApproximate average salary by contribution assumption: employee only about $375,194 at 4% or $250,129 at 6%; with 50% employer match about $250,129 at 4% or $166,753 at 6%; with 100% employer match about $187,597 at 4% or $125,065 at 6%.
2008110$895,580$180,193$18,019iApproximate average salary by contribution assumption: employee only about $450,483 at 4% or $300,322 at 6%; with 50% employer match about $300,322 at 4% or $200,214 at 6%; with 100% employer match about $225,241 at 4% or $150,161 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-10$895,580$180,193$18,019iApproximate average salary by contribution assumption: employee only about $450,483 at 4% or $300,322 at 6%; with 50% employer match about $300,322 at 4% or $200,214 at 6%; with 100% employer match about $225,241 at 4% or $150,161 at 6%.
2007110$1,284,928$260,942$26,094iApproximate average salary by contribution assumption: employee only about $652,355 at 4% or $434,903 at 6%; with 50% employer match about $434,903 at 4% or $289,936 at 6%; with 100% employer match about $326,178 at 4% or $217,452 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-10$1,284,928$260,942$26,094iApproximate average salary by contribution assumption: employee only about $652,355 at 4% or $434,903 at 6%; with 50% employer match about $434,903 at 4% or $289,936 at 6%; with 100% employer match about $326,178 at 4% or $217,452 at 6%.
2006110$905,084$143,155$14,316iApproximate average salary by contribution assumption: employee only about $357,888 at 4% or $238,592 at 6%; with 50% employer match about $238,592 at 4% or $159,061 at 6%; with 100% employer match about $178,944 at 4% or $119,296 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-10$905,084$143,155$14,316iApproximate average salary by contribution assumption: employee only about $357,888 at 4% or $238,592 at 6%; with 50% employer match about $238,592 at 4% or $159,061 at 6%; with 100% employer match about $178,944 at 4% or $119,296 at 6%.
200517$671,595$72,065$10,295iApproximate average salary by contribution assumption: employee only about $257,375 at 4% or $171,583 at 6%; with 50% employer match about $171,583 at 4% or $114,389 at 6%; with 100% employer match about $128,688 at 4% or $85,792 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-7$671,595$72,065$10,295iApproximate average salary by contribution assumption: employee only about $257,375 at 4% or $171,583 at 6%; with 50% employer match about $171,583 at 4% or $114,389 at 6%; with 100% employer match about $128,688 at 4% or $85,792 at 6%.
200417$662,793$155,196$22,171iApproximate average salary by contribution assumption: employee only about $554,271 at 4% or $369,514 at 6%; with 50% employer match about $369,514 at 4% or $246,343 at 6%; with 100% employer match about $277,136 at 4% or $184,757 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-7$662,793$155,196$22,171iApproximate average salary by contribution assumption: employee only about $554,271 at 4% or $369,514 at 6%; with 50% employer match about $369,514 at 4% or $246,343 at 6%; with 100% employer match about $277,136 at 4% or $184,757 at 6%.
200319$456,213$163,895$18,211iApproximate average salary by contribution assumption: employee only about $455,264 at 4% or $303,509 at 6%; with 50% employer match about $303,509 at 4% or $202,340 at 6%; with 100% employer match about $227,632 at 4% or $151,755 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-9$456,213$163,895$18,211iApproximate average salary by contribution assumption: employee only about $455,264 at 4% or $303,509 at 6%; with 50% employer match about $303,509 at 4% or $202,340 at 6%; with 100% employer match about $227,632 at 4% or $151,755 at 6%.
200218$0$0-
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-8---
200117$109,685$76,222$10,889iApproximate average salary by contribution assumption: employee only about $272,221 at 4% or $181,481 at 6%; with 50% employer match about $181,481 at 4% or $120,987 at 6%; with 100% employer match about $136,111 at 4% or $90,740 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-7$109,685$76,222$10,889iApproximate average salary by contribution assumption: employee only about $272,221 at 4% or $181,481 at 6%; with 50% employer match about $181,481 at 4% or $120,987 at 6%; with 100% employer match about $136,111 at 4% or $90,740 at 6%.
200013$35,377$35,377$11,792iApproximate average salary by contribution assumption: employee only about $294,808 at 4% or $196,539 at 6%; with 50% employer match about $196,539 at 4% or $131,026 at 6%; with 100% employer match about $147,404 at 4% or $98,269 at 6%.
Phoenix Cardiac Surgery PC. 401(K) Plan and Trust-3$35,377$35,377$11,792iApproximate average salary by contribution assumption: employee only about $294,808 at 4% or $196,539 at 6%; with 50% employer match about $196,539 at 4% or $131,026 at 6%; with 100% employer match about $147,404 at 4% or $98,269 at 6%.