How big is Summit Surgical & Endoscopy PC's plan?

Summit Surgical & Endoscopy PC's plan reported $3.2M in assets and 9 participants for 2024.

Original filing (PDF)20251013123726NAL0002895746003

Summit Surgical & Endoscopy PC

Name: Summit Surgical & Endoscopy PC — Summit Surgical &, Form 5500 (2024)
Creator: Summit Surgical & Endoscopy PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Surgical & Endoscopy PC Profit Sharing Plan

401(k) retirement plan · Summit Surgical & Endoscopy PC's Summit Surgical & Endoscopy PC Profit Sharing Plan held $3.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Steven Terrian MD signed Summit Surgical & Endoscopy PC's 2024 Form 5500 as plan administrator.

Steven Terrian MD — 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

Summit Surgical & Endoscopy PC's EIN is 38-2063617.

EIN 38-2063617

Plan number 002

Plan year 2024

ACK ID 20251013123726NAL0002895746003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit Surgical & Endoscopy PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Surgical & Endoscopy PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT SURGICAL & ENDOSCOPY PC.

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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