· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CLS SURGERY SERVICES, LLC — CLS SURGERY SERVICES, LLC PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250604202515NAL0031068546001
CLS SURGERY SERVICES, LLC
Form 5500-SF
FILING_RECEIVED
CLS SURGERY SERVICES, LLC PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
2
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
86
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CLS SURGERY SERVICES, LLC
.
Find decision makers
Plan sponsor
Name
CLS SURGERY SERVICES, LLC
EIN
85-1167400
Address
3511 ANTON FARMS RD · PIKESVILLE, MD · 21208
Phone
(818) 983-6136
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-06-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
DAVID LECUSAY PEDIATRICS, PA
DAVID LECUSAY PEDIATRICS, PA 401(K) PROFIT SHARING PLAN
$1.9M · 14 participants
TACONIC ORTHOPAEDICS, P.C.
TACONIC ORTHOPAEDICS, P.C. 401(K) PLAN AND TRUST
$1.9M · 7 participants
IMAGING ASSOCIATES INC.
IMAGING ASSOCIATES INC. 401(K) PLAN
$1.9M · 2 participants
KEVIN G KELLY MD
KEVIN G. KELLY, M.D. CASH BALANCE PLAN
$1.9M · 10 participants
WOMEN FOR WOMEN OB-GYN SC
WOMEN FOR WOMEN OB-GYN SC PROFIT SHARING PLAN & TRUST
80
Knocking points off
50% balance-to-active ratio — below typical for a healthy 401(k).
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.
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.9M · 5 participants
OKLAHOMA PHYSICAL MEDICINE AND REHABILITATION
OKLAHOMA PHYSICAL MEDICINE AND REHABILITATION 401(K) PLAN
$1.9M · 3 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
