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SURGICAL ASSOCIATES OF NEW HAVEN, P.C. — SURGICAL ASSOC. OF NEW HAVEN, P.C. EMPLOYEES' PSP, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250826133048NAL0004482947001
SURGICAL ASSOCIATES OF NEW HAVEN, P.C.
Form 5500-SF
FILING_RECEIVED
SURGICAL ASSOC. OF NEW HAVEN, P.C. EMPLOYEES' PSP
401(k) retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SURGICAL ASSOCIATES OF NEW HAVEN, P.C.
.
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Plan sponsor
Name
SURGICAL ASSOCIATES OF NEW HAVEN, P.C.
EIN
06-0858819
Address
TEMPLE MEDICAL CENTER · 129 YORK STREET, SUITE 1R · NEW HAVEN, CT · 06511
Phone
(203) 772-0650
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-26
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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