Assets by plan
Share of aggregate retirement assets
Filings through .
Valley Surgical Clinics, Ltd.
EIN 86-0518942medical practiceLatest filing 2025
Plans
2
Retirement
2
$26.0M assets
Health & Benefits
0
Participants
148
16601 N 40TH STREET, SUITE 204 - PHOENIX, AZ 85032602-996-4747LinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $26.0M assets / 148 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
VALLEY SURGICAL CLINICS, LTD. 401(K) PROFIT SHARING PLAN
401(k)
Assets$19.5M
Participants81
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
VALLEY SURGICAL CLINICS, LTD. CASH BALANCE PLAN
Cash balance
Assets$6.6M
Participants67
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | VALLEY SURGICAL CLINICS, LTD. 401(K) PROFIT SHARING PLAN | 401(k) | $19.5M | 81 | 2025 |
| #002 | VALLEY SURGICAL CLINICS, LTD. CASH BALANCE PLAN | Cash balance | $6.6M | 67 | 2025 |
- #001 · 401(k) · 202581
- #002 · Cash balance · 202567
Retirement plans