How big is Affiliated Southwest Surgeons, P.C.'s plan?

Affiliated Southwest Surgeons, P.C.'s plan reported $4.1M in assets and 4 participants for 2024.

Original filing (PDF)20250918073216NAL0001176449001

Affiliated Southwest Surgeons, P.C.

Name: Affiliated Southwest Surgeons, P.C. — Affiliated, Form 5500 (2024)
Creator: Affiliated Southwest Surgeons, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Affiliated Southwest Surgeons, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Affiliated Southwest Surgeons, P.C.'s Affiliated Southwest Surgeons, P.C. 401(k) Profit Sharing Plan held $4.1M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Affiliated Southwest Surgeons, P.C.'s EIN is 86-0616229.

EIN 86-0616229

Plan number 001

Plan year 2024

ACK ID 20250918073216NAL0001176449001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Affiliated Southwest Surgeons, P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AFFILIATED SOUTHWEST SURGEONS, P.C..

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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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

AFFILIATED SOUTHWEST SURGEONS, P.C.

EIN

all filings

Address

20033 N. 19TH AVE., BLDG 3, STE 111 · PHOENIX, AZ · 850274004

Phone

(602) 439-1111

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator