How big is San Francisco Surgical's plan?

San Francisco Surgical's plan reported $10.7M in assets and 12 participants for 2024.

Original filing (PDF)20251005015449NAL0001498627001

San Francisco Surgical

Name: San Francisco Surgical — San Francisco Surgical, Form 5500 (2024)
Creator: San Francisco Surgical
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

San Francisco Surgical Associates Retirement Plan

401(k) retirement plan · San Francisco Surgical's San Francisco Surgical Associates Retirement Plan held $10.7M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

Plan identifiers

San Francisco Surgical's EIN is 94-1563387.

EIN 94-1563387

Plan number 001

Plan year 2024

ACK ID 20251005015449NAL0001498627001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for San Francisco Surgical from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

San Francisco Surgical'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 SAN FRANCISCO SURGICAL.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

SAN FRANCISCO SURGICAL

EIN

all filings

Address

3838 CALIFORNIA STREET, SUITE 616 · SAN FRANCISCO, CA · 94118

Phone

(415) 668-0411

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator