Original filing (PDF)20251008090200NAL0009427376001

CHEVY CHASE SURGICAL ASSOCIATES, PC

Name: CHEVY CHASE SURGICAL ASSOCIATES, PC — CHEVY CHASE SURGICAL ASSOCIATES, PC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CHEVY CHASE SURGICAL ASSOCIATES, PC

Form 5500-SF

FILING_RECEIVED

CHEVY CHASE SURGICAL ASSOCIATES, PC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHEVY CHASE SURGICAL ASSOCIATES, PC.

Plan sponsor

Name

CHEVY CHASE SURGICAL ASSOCIATES, PC

EIN

52-1973160

Address

5530 WISCONSIN AVENUE SUITE 1455 · CHEVY CHASE, MD · 20815

Phone

(301) 656-6700

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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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