How big is Calsurg Inc.'s plan?

Calsurg Inc.'s plan reported $123K in assets and 7 participants for 2025.

Original filing (PDF)20260504220311NAL0000320305081

Calsurg Inc.

Name: Calsurg Inc. — Calsurg Inc. 401(k) Plan, Form 5500 (2025)
Creator: Calsurg Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Calsurg Inc. 401(k) Plan

401(k) retirement plan · Calsurg Inc.'s Calsurg Inc. 401(k) Plan held $123K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$123K

Net assets (EOY)

$123K

Plan identifiers

Calsurg Inc.'s EIN is 87-0872409.

EIN 87-0872409

Plan number 001

Plan year 2025

ACK ID 20260504220311NAL0000320305081

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Calsurg Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Calsurg Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CALSURG INC

EIN

all filings

Address

2428 MESA SCHOOL LN · SANTA BARBARA, CA · 93109

Phone

(805) 252-7720

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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