Colorado Springs Surgical Associates, PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Colorado Springs Surgical Associates, PC
  • Sponsor EIN: 840701367
  • Sponsor Address: 2222 NORTH NEVADA AVENUE, STE 5017, COLORADO SPRINGS, CO, 809076865
  • Plan Type: 401(k)
  • Total Participants: 16
  • Total Assets: $6.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202416$6.6M$517,304$309,315
202315$5.0M$396,671$325,782
202214$5.4M$299,189$258,382

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