How big is Summerlin Bend Surgery Center's plan?

Summerlin Bend Surgery Center's plan reported $267K in assets and 15 participants for 2024.

Original filing (PDF)20250403080739NAL0011301889001

Summerlin Bend Surgery Center

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

Form 5500-SF

FILING_RECEIVED

Summerlin Bend Surgery Center 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Summerlin Bend Surgery Center's Summerlin Bend Surgery Center 401(k) Profit Sharing Plan & Trust held $267K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$267K

Net assets (EOY)

$267K

People on this filing

LISA Degitz signed Summerlin Bend Surgery Center's 2024 Form 5500 as plan administrator.

LISA Degitz — 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

Summerlin Bend Surgery Center's EIN is 65-1005912.

EIN 65-1005912

Plan number 001

Plan year 2024

ACK ID 20250403080739NAL0011301889001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Summerlin Bend Surgery Center'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 SUMMERLIN BEND 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SUMMERLIN BEND SURGERY CENTER

EIN

all filings

Address

5238 MASON CORBIN CT STE 101 · FORT MYERS, FL · 339077738

Phone

(239) 936-9700

Industry

Health Care & Social Assistance

Plan administrator