· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SURF PEDIATRICS AND MEDICINE, P.C. — SURF PEDIATRICS AND MEDICINE, P.C. EMPLOYEES SAVINGS TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250428105131NAL0019632592001
SURF PEDIATRICS AND MEDICINE, P.C.
Form 5500-SF
FILING_RECEIVED
SURF PEDIATRICS AND MEDICINE, P.C. EMPLOYEES SAVINGS TRUST
401(k) retirement plan
Active participants
36
Accounts w/ balance
40
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
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
SURF PEDIATRICS AND MEDICINE, P.C.
.
Find decision makers
Plan sponsor
Name
SURF PEDIATRICS AND MEDICINE, P.C.
EIN
26-1247833
Address
5107 NORTH CROATAN HWY · KITTY HAWK, NC · 27949
Phone
(252) 261-3849
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
BUCKS ENT ASSOCIATES, P.C.
BUCKS ENT ASSOCIATES, P.C. 401K PROFIT SHARING PLAN
$6.3M · 15 participants
NPS PHYSICIANS PITTSBURGH, LLC
NPS PHYSICIANS PITTSBURGH, LLC 401(K) PLAN
$6.3M · 109 participants
TOLEDO RADIOLOGICAL ASSOCIATES, INC.
TOLEDO RADIOLOGICAL ASSOCIATES, INC. CASH BALANCE PLAN
$6.3M · 24 participants
VISHVA DEV MD INC
VISHVA DEV MD INC 401(K) PROFIT SHARING PLAN & TRUST
$6.3M · 10 participants
NORTH ALABAMA WOMEN'S CENTER, P.C.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NORTH ALABAMA WOMEN'S CENTER, P.C. PROFIT SHARING PLAN
$6.3M · 13 participants
GRAZI, KRAMER & LANZKOWSKY, M.D., P.C.
GRAZI KRAMER & LANZKOWSKY MD PC 401(K) PROFIT SHARING PLAN
$6.3M · 11 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
