Plan5500

Surgical Associates Of La Jolla Medical Group Inc. Profit Sharing Plan — Form 5500 plan (Surgical Associates Of La Jolla Medical Group, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Surgical Associates Of La Jolla Medical Group Inc. Profit Sharing Plan is a benefit plan reported by Surgical Associates Of La Jolla Medical Group, Inc. under EIN 95-3696850 and plan number 003. The latest loaded filing year is 2023. The filing reports 22 participants and $6,541,922 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3MPlan net assets, end of year$3,028,574
Participants22Covered participants reported
Assets / participant$137.7KComputed: assets ÷ participants$137,662 (computed)
Provider compensationNone reported
Plan sponsor
Surgical Associates Of La Jolla Medical Group, Inc.
EIN
95-3696850
Plan number
003
Plan type
2
Location
La Jolla, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    22 participants · 2Sch I
    View filing →
  2. 2023
    25 participants · 2Sch I
    View filing →
  3. 2023
    23 participants · 2Sch I
    View filing →
  4. 2023
    19 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3M total assets
Net assets$3MLiabilities$0
Money in vs. money out
Total income / additions$670.8K
Total expenses$4.4M
Benefits paid / distributions$4.4M
Contributions
Employer$34K
Participant$64.9K
Full reported line items

Net assets

Total assets (EOY)
$3,028,574
Total liabilities (EOY)
$0
Net assets (EOY)
$3,028,574
Net assets (BOY)
$6,802,816

Income & contributions

Employer contributions
$33,991
Participant contributions
$64,908
Total income / additions
$670,780

Expenses & distributions

Benefits paid
$4,422,390
Administrative expenses
$22,282
Total expenses
$4,445,022
Net increase / (decrease)
-$3,774,242
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets147%Computed ratio
Benefits paid ÷ total income659%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Surgical Associates Of La Jolla Medical Group Inc. Profit Sharing Plan?
Surgical Associates Of La Jolla Medical Group Inc. Profit Sharing Plan is reported as sponsored by Surgical Associates Of La Jolla Medical Group, Inc. (EIN 95-3696850, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Surgical Associates Of La Jolla Medical Group Inc. Profit Sharing Plan?
The latest Form 5500 filing year loaded for Surgical Associates Of La Jolla Medical Group Inc. Profit Sharing Plan is 2023.
How many participants does Surgical Associates Of La Jolla Medical Group Inc. Profit Sharing Plan report?
Surgical Associates Of La Jolla Medical Group Inc. Profit Sharing Plan reports 22 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Surgical Associates Of La Jolla Medical Group Inc. Profit Sharing Plan?
Surgical Associates Of La Jolla Medical Group Inc. Profit Sharing Plan reports $6,541,922 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages