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Original filing (PDF)20250613123307NAL0051312402001
GENERAL SURGERY AND DIAGNOSTICS, P.C.
Form 5500-SF
FILING_RECEIVED
GENERAL SURGERY & DIAGNOSTICS, P.C. PROFIT SHARING PLAN & TRUST
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
3
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
Plan health score (directional)
87
/ 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
90
Knocking points off
- No active participants reported but plan still holds assets.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERAL SURGERY AND DIAGNOSTICS, P.C..
Plan sponsor
Name
GENERAL SURGERY AND DIAGNOSTICS, P.C.
EIN
42-1090345
Address
701 WEST 5TH STREET · SIOUX CITY, IA · 51103
Phone
(712) 224-3744
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-06-13
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
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 providersRelated plans
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