Evansville Surgical Associates 401(k) match, vesting and fees
What Evansville Surgical Associates' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Harding, Shymanski & Company, Psc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Evansville Surgical Associates: employer contribution per participant | $7,779 | |
| Peer median | $1,468 |
| Evansville Surgical Associates: average balance | $201,441 | |
| Peer median | $37,786 |
| Evansville Surgical Associates: admin expenses ÷ assets | 0.33% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $28M at the end of plan year 2021 to $29.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 147 | $29.6M | $1.1M | $7,779 | 0.33% | Not published | Form 5500 ↗ |
| 2023 | 141 | $27.3M | $1.1M | $8,032 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 145 | $23.2M | $983K | $6,825 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 140 | $28M | $947K | $6,762 | 0.32% | Not published | Form 5500 ↗ |
Other Evansville Surgical Associates plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Evansville Surgical Associates, Inc. Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Evansville Surgical Associates match 401(k) contributions?
The match terms for the Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $7,779 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Evansville Surgical Associates 401(k) match vested?
The vesting schedule for the Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Evansville Surgical Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Evansville Surgical Associates, Inc..
I left Evansville Surgical Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Evansville Surgical Associates, Inc., (812) 435-8782) or the recordkeeper, The Vanguard Group, Inc.. The Evansville Surgical Associates old 401(k) page lists the contacts from every plan filing. Find an old Evansville Surgical Associates 401(k)
Data from the public Form 5500 annual reports Evansville Surgical Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Evansville Surgical Associates. Not financial advice. Report a correction · Methodology