How big is Source Surgical, Inc.'s plan?

Source Surgical, Inc.'s plan reported $2.1M in assets and 2 participants for 2024.

Original filing (PDF)20250911155132NAL0001012306001

Source Surgical, Inc.

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

Form 5500-SF

FILING_RECEIVED

Source Surgical, Inc. Profit Sharing/401(k) Plan

401(k) retirement plan · Source Surgical, Inc.'s Source Surgical, Inc. Profit Sharing/401(k) Plan held $2.1M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Source Surgical, Inc.'s EIN is 94-3311251.

EIN 94-3311251

Plan number 001

Plan year 2024

ACK ID 20250911155132NAL0001012306001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Source Surgical, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

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.
High average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

SOURCE SURGICAL, INC.

EIN

all filings

Address

3130 20TH STREET, SUITE 200 · SAN FRANCISCO, CA · 94110

Phone

(415) 279-8941

Industry

Manufacturing

Plan administrator