Surgical Associates Of La Jolla Medical Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Surgical Associates Of La Jolla Medical Group, INC.
  • Sponsor EIN: 953696850
  • Sponsor Address: 9850 GENESEE AVE., LA JOLLA, CA, 92037
  • Plan Type: 401(k)
  • Total Participants: 12
  • Total Assets: $3.4M

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.
202512$3.4M$27,227$72,726
202412$3.4M$27,227$72,726
202310$3.0M$33,991$64,908
202211$6.8M$33,421$78,980
202111$6.5M$49,790$87,628

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