Civic Intelligence

San Francisco Surgical

Plan context: San Francisco Surgical Associates Retirement Plan

EIN 94-1563387 • San Francisco, CA • 46 filings • 4 plans

3838 California Street, Suite 616San Francisco, CA 94118
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$15,870,085

2024 Contributions

$421,112

Historical Graphs

Total Assets Over Time

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

$16,781,852$8,390,926$0199920132024YearValue
$15,870,085Latest year 2024

Participants Over Time

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

34170199920122024YearValue
32Latest 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
2024232$15,870,085$421,112$13,160iApproximate average salary by contribution assumption: employee only about $328,994 at 4% or $219,329 at 6%; with 50% employer match about $219,329 at 4% or $146,219 at 6%; with 100% employer match about $164,497 at 4% or $109,665 at 6%.
San Francisco Surgical Associates Retirement Plan-32$10,712,559$421,112$13,160iApproximate average salary by contribution assumption: employee only about $328,994 at 4% or $219,329 at 6%; with 50% employer match about $219,329 at 4% or $146,219 at 6%; with 100% employer match about $164,497 at 4% or $109,665 at 6%.
San Francisco Surgical Associates Cash Balance Plan-26$5,157,526$0-
2023233$12,956,247$415,696$12,597iApproximate average salary by contribution assumption: employee only about $314,921 at 4% or $209,947 at 6%; with 50% employer match about $209,947 at 4% or $139,965 at 6%; with 100% employer match about $157,461 at 4% or $104,974 at 6%.
San Francisco Surgical Associates Retirement Plan-33$8,731,933$415,696$12,597iApproximate average salary by contribution assumption: employee only about $314,921 at 4% or $209,947 at 6%; with 50% employer match about $209,947 at 4% or $139,965 at 6%; with 100% employer match about $157,461 at 4% or $104,974 at 6%.
San Francisco Surgical Associates Cash Balance Plan-25$4,224,314$0-
2022232$10,401,931$410,796$12,837iApproximate average salary by contribution assumption: employee only about $320,934 at 4% or $213,956 at 6%; with 50% employer match about $213,956 at 4% or $142,638 at 6%; with 100% employer match about $160,467 at 4% or $106,978 at 6%.
San Francisco Surgical Associates Retirement Plan-32$7,004,842$410,796$12,837iApproximate average salary by contribution assumption: employee only about $320,934 at 4% or $213,956 at 6%; with 50% employer match about $213,956 at 4% or $142,638 at 6%; with 100% employer match about $160,467 at 4% or $106,978 at 6%.
San Francisco Surgical Associates Cash Balance Plan-26$3,397,089$0-
2021231$16,781,852$359,781$11,606iApproximate average salary by contribution assumption: employee only about $290,146 at 4% or $193,431 at 6%; with 50% employer match about $193,431 at 4% or $128,954 at 6%; with 100% employer match about $145,073 at 4% or $96,715 at 6%.
San Francisco Surgical Associates Retirement Plan-31$12,295,348$359,781$11,606iApproximate average salary by contribution assumption: employee only about $290,146 at 4% or $193,431 at 6%; with 50% employer match about $193,431 at 4% or $128,954 at 6%; with 100% employer match about $145,073 at 4% or $96,715 at 6%.
San Francisco Surgical Associates Cash Balance Plan-26$4,486,504$0-
2020230$15,554,295$338,251$11,275iApproximate average salary by contribution assumption: employee only about $281,876 at 4% or $187,917 at 6%; with 50% employer match about $187,917 at 4% or $125,278 at 6%; with 100% employer match about $140,938 at 4% or $93,959 at 6%.
San Francisco Surgical Associates Retirement Plan-16$10,879,038$338,251$21,141iApproximate average salary by contribution assumption: employee only about $528,517 at 4% or $352,345 at 6%; with 50% employer match about $352,345 at 4% or $234,897 at 6%; with 100% employer match about $264,259 at 4% or $176,172 at 6%.
San Francisco Surgical Associates Cash Balance Plan-30$4,675,257$0-
2019234$12,986,420$387,414$11,395iApproximate average salary by contribution assumption: employee only about $284,863 at 4% or $189,909 at 6%; with 50% employer match about $189,909 at 4% or $126,606 at 6%; with 100% employer match about $142,432 at 4% or $94,954 at 6%.
San Francisco Surgical Associates Retirement Plan-18$9,047,912$387,414$21,523iApproximate average salary by contribution assumption: employee only about $538,075 at 4% or $358,717 at 6%; with 50% employer match about $358,717 at 4% or $239,144 at 6%; with 100% employer match about $269,038 at 4% or $179,358 at 6%.
San Francisco Surgical Associates Cash Balance Plan-34$3,938,508$0-
2018232$11,974,179$586,166$18,318iApproximate average salary by contribution assumption: employee only about $457,942 at 4% or $305,295 at 6%; with 50% employer match about $305,295 at 4% or $203,530 at 6%; with 100% employer match about $228,971 at 4% or $152,647 at 6%.
San Francisco Surgical Associates Retirement Plan-19$7,216,466$331,943$17,471iApproximate average salary by contribution assumption: employee only about $436,767 at 4% or $291,178 at 6%; with 50% employer match about $291,178 at 4% or $194,119 at 6%; with 100% employer match about $218,384 at 4% or $145,589 at 6%.
San Francisco Surgical Associates Cash Balance Plan-32$4,757,713$254,223$7,944iApproximate average salary by contribution assumption: employee only about $198,612 at 4% or $132,408 at 6%; with 50% employer match about $132,408 at 4% or $88,272 at 6%; with 100% employer match about $99,306 at 4% or $66,204 at 6%.
2017230$13,764,907$746,975$24,899iApproximate average salary by contribution assumption: employee only about $622,479 at 4% or $414,986 at 6%; with 50% employer match about $414,986 at 4% or $276,657 at 6%; with 100% employer match about $311,240 at 4% or $207,493 at 6%.
San Francisco Surgical Associates Retirement Plan-18$8,037,816$350,975$19,499iApproximate average salary by contribution assumption: employee only about $487,465 at 4% or $324,977 at 6%; with 50% employer match about $324,977 at 4% or $216,651 at 6%; with 100% employer match about $243,733 at 4% or $162,488 at 6%.
San Francisco Surgical Associates Cash Balance Plan-30$5,727,091$396,000$13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%.
2016228$12,654,796$840,980$30,035iApproximate average salary by contribution assumption: employee only about $750,875 at 4% or $500,583 at 6%; with 50% employer match about $500,583 at 4% or $333,722 at 6%; with 100% employer match about $375,438 at 4% or $250,292 at 6%.
San Francisco Surgical Associates Retirement Plan-23$8,033,869$444,980$19,347iApproximate average salary by contribution assumption: employee only about $483,674 at 4% or $322,449 at 6%; with 50% employer match about $322,449 at 4% or $214,966 at 6%; with 100% employer match about $241,837 at 4% or $161,225 at 6%.
San Francisco Surgical Associates Cash Balance Plan-28$4,620,927$396,000$14,143iApproximate average salary by contribution assumption: employee only about $353,571 at 4% or $235,714 at 6%; with 50% employer match about $235,714 at 4% or $157,143 at 6%; with 100% employer match about $176,786 at 4% or $117,857 at 6%.
2015227$11,912,837$854,064$31,632iApproximate average salary by contribution assumption: employee only about $790,800 at 4% or $527,200 at 6%; with 50% employer match about $527,200 at 4% or $351,467 at 6%; with 100% employer match about $395,400 at 4% or $263,600 at 6%.
San Francisco Surgical Associates Retirement Plan-21$7,834,323$457,064$21,765iApproximate average salary by contribution assumption: employee only about $544,124 at 4% or $362,749 at 6%; with 50% employer match about $362,749 at 4% or $241,833 at 6%; with 100% employer match about $272,062 at 4% or $181,375 at 6%.
San Francisco Surgical Associates Cash Balance Plan-27$4,078,514$397,000$14,704iApproximate average salary by contribution assumption: employee only about $367,593 at 4% or $245,062 at 6%; with 50% employer match about $245,062 at 4% or $163,374 at 6%; with 100% employer match about $183,796 at 4% or $122,531 at 6%.
2014223$11,517,133$409,839$17,819iApproximate average salary by contribution assumption: employee only about $445,477 at 4% or $296,985 at 6%; with 50% employer match about $296,985 at 4% or $197,990 at 6%; with 100% employer match about $222,739 at 4% or $148,492 at 6%.
San Francisco Surgical Associates Retirement Plan-18$7,870,240$409,839$22,769iApproximate average salary by contribution assumption: employee only about $569,221 at 4% or $379,481 at 6%; with 50% employer match about $379,481 at 4% or $252,987 at 6%; with 100% employer match about $284,610 at 4% or $189,740 at 6%.
San Francisco Surgical Associates Cash Balance Plan-23$3,646,893--
2013225$11,680,624$773,381$30,935iApproximate average salary by contribution assumption: employee only about $773,381 at 4% or $515,587 at 6%; with 50% employer match about $515,587 at 4% or $343,725 at 6%; with 100% employer match about $386,691 at 4% or $257,794 at 6%.
San Francisco Surgical Associates Retirement Plan-18$8,281,803$376,381$20,910iApproximate average salary by contribution assumption: employee only about $522,751 at 4% or $348,501 at 6%; with 50% employer match about $348,501 at 4% or $232,334 at 6%; with 100% employer match about $261,376 at 4% or $174,250 at 6%.
San Francisco Surgical Associates Cash Balance Plan-25$3,398,821$397,000$15,880iApproximate average salary by contribution assumption: employee only about $397,000 at 4% or $264,667 at 6%; with 50% employer match about $264,667 at 4% or $176,444 at 6%; with 100% employer match about $198,500 at 4% or $132,333 at 6%.
2012224$9,920,434$780,477$32,520iApproximate average salary by contribution assumption: employee only about $812,997 at 4% or $541,998 at 6%; with 50% employer match about $541,998 at 4% or $361,332 at 6%; with 100% employer match about $406,498 at 4% or $270,999 at 6%.
San Francisco Surgical Associates Retirement Plan-21$7,377,504$382,477$18,213iApproximate average salary by contribution assumption: employee only about $455,330 at 4% or $303,553 at 6%; with 50% employer match about $303,553 at 4% or $202,369 at 6%; with 100% employer match about $227,665 at 4% or $151,777 at 6%.
San Francisco Surgical Associates Cash Balance Plan-24$2,542,930$398,000$16,583iApproximate average salary by contribution assumption: employee only about $414,583 at 4% or $276,389 at 6%; with 50% employer match about $276,389 at 4% or $184,259 at 6%; with 100% employer match about $207,292 at 4% or $138,194 at 6%.
2011223$8,163,347$752,293$32,708iApproximate average salary by contribution assumption: employee only about $817,710 at 4% or $545,140 at 6%; with 50% employer match about $545,140 at 4% or $363,427 at 6%; with 100% employer match about $408,855 at 4% or $272,570 at 6%.
San Francisco Surgical Associates Retirement Plan-21$6,256,228$367,286$17,490iApproximate average salary by contribution assumption: employee only about $437,245 at 4% or $291,497 at 6%; with 50% employer match about $291,497 at 4% or $194,331 at 6%; with 100% employer match about $218,623 at 4% or $145,748 at 6%.
San Francisco Surgical Associates Cash Balance Plan-23$1,907,119$385,007$16,739iApproximate average salary by contribution assumption: employee only about $418,486 at 4% or $278,991 at 6%; with 50% employer match about $278,991 at 4% or $185,994 at 6%; with 100% employer match about $209,243 at 4% or $139,495 at 6%.
2010222$7,639,944$716,992$32,591iApproximate average salary by contribution assumption: employee only about $814,764 at 4% or $543,176 at 6%; with 50% employer match about $543,176 at 4% or $362,117 at 6%; with 100% employer match about $407,382 at 4% or $271,588 at 6%.
San Francisco Surgical Associates Retirement Plan-19$6,108,829$360,992$19,000iApproximate average salary by contribution assumption: employee only about $474,989 at 4% or $316,660 at 6%; with 50% employer match about $316,660 at 4% or $211,106 at 6%; with 100% employer match about $237,495 at 4% or $158,330 at 6%.
San Francisco Surgical Associates Cash Balance Plan-22$1,531,115$356,000$16,182iApproximate average salary by contribution assumption: employee only about $404,545 at 4% or $269,697 at 6%; with 50% employer match about $269,697 at 4% or $179,798 at 6%; with 100% employer match about $202,273 at 4% or $134,848 at 6%.
2009220$6,167,311$678,665$33,933iApproximate average salary by contribution assumption: employee only about $848,331 at 4% or $565,554 at 6%; with 50% employer match about $565,554 at 4% or $377,036 at 6%; with 100% employer match about $424,166 at 4% or $282,777 at 6%.
San Francisco Surgical Associates Retirement Plan-19$5,131,079$382,288$20,120iApproximate average salary by contribution assumption: employee only about $503,011 at 4% or $335,340 at 6%; with 50% employer match about $335,340 at 4% or $223,560 at 6%; with 100% employer match about $251,505 at 4% or $167,670 at 6%.
San Francisco Surgical Associates Cash Balance Plan-20$1,036,232$296,377$14,819iApproximate average salary by contribution assumption: employee only about $370,471 at 4% or $246,981 at 6%; with 50% employer match about $246,981 at 4% or $164,654 at 6%; with 100% employer match about $185,236 at 4% or $123,490 at 6%.
2008217$4,383,277$625,186$36,776iApproximate average salary by contribution assumption: employee only about $919,391 at 4% or $612,927 at 6%; with 50% employer match about $612,927 at 4% or $408,618 at 6%; with 100% employer match about $459,696 at 4% or $306,464 at 6%.
San Francisco Surgical Associates Retirement Plan-17$3,737,948$295,059$17,356iApproximate average salary by contribution assumption: employee only about $433,910 at 4% or $289,274 at 6%; with 50% employer match about $289,274 at 4% or $192,849 at 6%; with 100% employer match about $216,955 at 4% or $144,637 at 6%.
San Francisco Surgical Associates Cash Balance Plan-17$645,329$330,127$19,419iApproximate average salary by contribution assumption: employee only about $485,481 at 4% or $323,654 at 6%; with 50% employer match about $323,654 at 4% or $215,769 at 6%; with 100% employer match about $242,740 at 4% or $161,827 at 6%.
2007218$0$0-
San Francisco Surgical Associates Retirement Plan-18---
San Francisco Surgical Associates Cash Balance Plan-17---
2006118$5,381,100$400,825$22,268iApproximate average salary by contribution assumption: employee only about $556,701 at 4% or $371,134 at 6%; with 50% employer match about $371,134 at 4% or $247,423 at 6%; with 100% employer match about $278,351 at 4% or $185,567 at 6%.
San Francisco Surgical Associates Retirement Plan-18$5,381,100$400,825$22,268iApproximate average salary by contribution assumption: employee only about $556,701 at 4% or $371,134 at 6%; with 50% employer match about $371,134 at 4% or $247,423 at 6%; with 100% employer match about $278,351 at 4% or $185,567 at 6%.
2005118$4,471,773$337,704$18,761iApproximate average salary by contribution assumption: employee only about $469,033 at 4% or $312,689 at 6%; with 50% employer match about $312,689 at 4% or $208,459 at 6%; with 100% employer match about $234,517 at 4% or $156,344 at 6%.
San Francisco Surgical Associates Retirement Plan-18$4,471,773$337,704$18,761iApproximate average salary by contribution assumption: employee only about $469,033 at 4% or $312,689 at 6%; with 50% employer match about $312,689 at 4% or $208,459 at 6%; with 100% employer match about $234,517 at 4% or $156,344 at 6%.
2004115$3,518,701$298,946$19,930iApproximate average salary by contribution assumption: employee only about $498,243 at 4% or $332,162 at 6%; with 50% employer match about $332,162 at 4% or $221,441 at 6%; with 100% employer match about $249,122 at 4% or $166,081 at 6%.
San Francisco Surgical Associates Retirement Plan-15$3,518,701$298,946$19,930iApproximate average salary by contribution assumption: employee only about $498,243 at 4% or $332,162 at 6%; with 50% employer match about $332,162 at 4% or $221,441 at 6%; with 100% employer match about $249,122 at 4% or $166,081 at 6%.
2003115$4,741,478$249,229$16,615iApproximate average salary by contribution assumption: employee only about $415,382 at 4% or $276,921 at 6%; with 50% employer match about $276,921 at 4% or $184,614 at 6%; with 100% employer match about $207,691 at 4% or $138,461 at 6%.
San Francisco Surgical Associates Retirement Plan-15$4,741,478$249,229$16,615iApproximate average salary by contribution assumption: employee only about $415,382 at 4% or $276,921 at 6%; with 50% employer match about $276,921 at 4% or $184,614 at 6%; with 100% employer match about $207,691 at 4% or $138,461 at 6%.
2002216$4,137,454$254,274$15,892iApproximate average salary by contribution assumption: employee only about $397,303 at 4% or $264,869 at 6%; with 50% employer match about $264,869 at 4% or $176,579 at 6%; with 100% employer match about $198,652 at 4% or $132,434 at 6%.
San Francisco Surgical Associates Retirement Plan-16$4,137,454$254,274$15,892iApproximate average salary by contribution assumption: employee only about $397,303 at 4% or $264,869 at 6%; with 50% employer match about $264,869 at 4% or $176,579 at 6%; with 100% employer match about $198,652 at 4% or $132,434 at 6%.
Volpe, Russell, Chiu & Abel Money Purchase Pension Plan-0---
2001115$0$0-
Volpe, Russell, Chiu & Abel Money Purchase Pension Plan-15---
2000210$0$0-
Volpe, Russell, Chiu & Abel Money Purchase Pension Plan-10---
San Francisco Surgical Associates Retirement Plan-10---
1999110$325,901$34,328$3,433iApproximate average salary by contribution assumption: employee only about $85,820 at 4% or $57,213 at 6%; with 50% employer match about $57,213 at 4% or $38,142 at 6%; with 100% employer match about $42,910 at 4% or $28,607 at 6%.
Volpe, Russell, Chiu & Abel Money Purchase Pension Plan-10$325,901$34,328$3,433iApproximate average salary by contribution assumption: employee only about $85,820 at 4% or $57,213 at 6%; with 50% employer match about $57,213 at 4% or $38,142 at 6%; with 100% employer match about $42,910 at 4% or $28,607 at 6%.