How big is Surgical Associates' plan?

Surgical Associates' plan reported $1.9M in assets and 4 participants for 2024.

Original filing (PDF)20251014145240NAL0004295248001

Surgical Associates

Name: Surgical Associates — Surgical Associates Profit, Form 5500 (2024)
Creator: Surgical Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surgical Associates Profit Sharing Plan

Defined-contribution retirement plan · Surgical Associates' Surgical Associates Profit Sharing Plan held $1.9M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

F. Jefferson Liner, Jr., M. D. signed Surgical Associates' 2024 Form 5500 as plan administrator.

F. Jefferson Liner, Jr., M. D. — 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

Surgical Associates' EIN is 72-0955002.

EIN 72-0955002

Plan number 001

Plan year 2024

ACK ID 20251014145240NAL0004295248001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Surgical Associates' plan includes profit-sharing.

Decision-maker contacts

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

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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

Knocking points off