How big is Surgone, P.C.'s plan?

Surgone, P.C.'s plan reported $24.6M in assets and 78 participants for 2024.

Original filing (PDF)20250919132340NAL0001095827001

Surgone, P.C.

Name: Surgone, P.C. — Surgone, P.C. 401(k) Profit Sharing, Form 5500 (2024)
Creator: Surgone, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surgone, P.C. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Surgone, P.C.'s Surgone, P.C. 401(k) Profit Sharing Plan and Trust held $24.6M in plan assets for 78 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24.6M

Net assets (EOY)

$24.6M

Plan identifiers

Surgone, P.C.'s EIN is 84-1505645.

EIN 84-1505645

Plan number 001

Plan year 2024

ACK ID 20250919132340NAL0001095827001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Surgone, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Surgone, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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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