How big is Advanced Surgery & Wellness, PLLC's plan?

Advanced Surgery & Wellness, PLLC's plan reported $255K in assets and 5 participants for 2024.

Original filing (PDF)20251006115730NAL0003599313001

Advanced Surgery & Wellness, PLLC

Name: Advanced Surgery & Wellness, PLLC — Advanced Surgery, Form 5500 (2024)
Creator: Advanced Surgery & Wellness, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Surgery & Wellness, PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Advanced Surgery & Wellness, PLLC's Advanced Surgery & Wellness, PLLC 401(k) Profit Sharing Plan held $255K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$255K

Net assets (EOY)

$255K

People on this filing

ADAM DUNN signed Advanced Surgery & Wellness, PLLC's 2024 Form 5500 as plan administrator.

ADAM DUNN — 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

Advanced Surgery & Wellness, PLLC's EIN is 87-4530255.

EIN 87-4530255

Plan number 001

Plan year 2024

ACK ID 20251006115730NAL0003599313001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Surgery & Wellness, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Surgery & Wellness, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANCED SURGERY & WELLNESS, PLLC.

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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