How big is OTAY Lakes Surgery Center's plan?

OTAY Lakes Surgery Center's plan reported $323K in assets and 24 participants for 2024.

Original filing (PDF)20250929174624NAL0012499360001

OTAY Lakes Surgery Center

Name: OTAY Lakes Surgery Center — OTAY Lakes Surgery, Form 5500 (2024)
Creator: OTAY Lakes Surgery Center
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OTAY Lakes Surgery Center 401(k) Plan

401(k) retirement plan · OTAY Lakes Surgery Center's OTAY Lakes Surgery Center 401(k) Plan held $323K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$323K

Net assets (EOY)

$323K

People on this filing

Shannon Blakeley signed OTAY Lakes Surgery Center's 2024 Form 5500 as plan administrator.

Shannon Blakeley — 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

OTAY Lakes Surgery Center's EIN is 20-0794766.

EIN 20-0794766

Plan number 003

Plan year 2024

ACK ID 20250929174624NAL0012499360001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for OTAY Lakes Surgery Center from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

OTAY Lakes Surgery Center's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OTAY LAKES SURGERY CENTER.

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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