How big is Phoenix Surgicals, LLC's plan?

Phoenix Surgicals, LLC's plan reported $2.8M in assets and 5 participants for 2024.

Original filing (PDF)20250421112057NAL0006309522001

Phoenix Surgicals, LLC

Name: Phoenix Surgicals, LLC — Phoenix Surgicals, LLC, Form 5500 (2024)
Creator: Phoenix Surgicals, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Surgicals, LLC Savings Plan

401(k) retirement plan · Phoenix Surgicals, LLC's Phoenix Surgicals, LLC Savings Plan held $2.8M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Mark Howat signed Phoenix Surgicals, LLC's 2024 Form 5500 as plan administrator.

Mark Howat — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Phoenix Surgicals, LLC's EIN is 02-0703762.

EIN 02-0703762

Plan number 001

Plan year 2024

ACK ID 20250421112057NAL0006309522001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix Surgicals, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Surgicals, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHOENIX SURGICALS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score