Ortho Advantage LLC
Plan context: Ortho Advantage 401(K) Plan
EIN 02-0596128 • Dayton, OH • 24 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
30
2024 Assets
$2,589,097
2024 Contributions
$263,766
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 30 | $2,589,097 | $263,766 | $8,792iApproximate average salary by contribution assumption: employee only about $219,805 at 4% or $146,537 at 6%; with 50% employer match about $146,537 at 4% or $97,691 at 6%; with 100% employer match about $109,903 at 4% or $73,268 at 6%. |
| Ortho Advantage 401(K) Plan | - | 30 | $2,589,097 | $204,702 | $6,823iApproximate average salary by contribution assumption: employee only about $170,585 at 4% or $113,723 at 6%; with 50% employer match about $113,723 at 4% or $75,816 at 6%; with 100% employer match about $85,293 at 4% or $56,862 at 6%. |
| ORTHO ADVANTAGE SOCA BENEFIT PLAN | - | 0 | $0 | $59,064 | - |
| 2023 | 2 | 26 | $2,076,990 | $222,185 | $8,546iApproximate average salary by contribution assumption: employee only about $213,639 at 4% or $142,426 at 6%; with 50% employer match about $142,426 at 4% or $94,951 at 6%; with 100% employer match about $106,820 at 4% or $71,213 at 6%. |
| Ortho Advantage 401(K) Plan | - | 26 | $2,073,946 | $170,638 | $6,563iApproximate average salary by contribution assumption: employee only about $164,075 at 4% or $109,383 at 6%; with 50% employer match about $109,383 at 4% or $72,922 at 6%; with 100% employer match about $82,038 at 4% or $54,692 at 6%. |
| ORTHO ADVANTAGE SOCA BENEFIT PLAN | - | 8 | $3,044 | $51,547 | $6,443iApproximate average salary by contribution assumption: employee only about $161,084 at 4% or $107,390 at 6%; with 50% employer match about $107,390 at 4% or $71,593 at 6%; with 100% employer match about $80,542 at 4% or $53,695 at 6%. |
| 2022 | 2 | 21 | $1,590,644 | $173,824 | $8,277iApproximate average salary by contribution assumption: employee only about $206,933 at 4% or $137,956 at 6%; with 50% employer match about $137,956 at 4% or $91,970 at 6%; with 100% employer match about $103,467 at 4% or $68,978 at 6%. |
| Ortho Advantage 401(K) Plan | - | 21 | $1,588,237 | $131,163 | $6,246iApproximate average salary by contribution assumption: employee only about $156,146 at 4% or $104,098 at 6%; with 50% employer match about $104,098 at 4% or $69,398 at 6%; with 100% employer match about $78,073 at 4% or $52,049 at 6%. |
| ORTHO ADVANTAGE SOCA BENEFIT PLAN | - | 9 | $2,407 | $42,661 | $4,740iApproximate average salary by contribution assumption: employee only about $118,503 at 4% or $79,002 at 6%; with 50% employer match about $79,002 at 4% or $52,668 at 6%; with 100% employer match about $59,251 at 4% or $39,501 at 6%. |
| 2021 | 2 | 22 | $2,187,362 | $210,844 | $9,584iApproximate average salary by contribution assumption: employee only about $239,595 at 4% or $159,730 at 6%; with 50% employer match about $159,730 at 4% or $106,487 at 6%; with 100% employer match about $119,798 at 4% or $79,865 at 6%. |
| Ortho Advantage 401(K) Plan | - | 22 | $2,186,459 | $172,035 | $7,820iApproximate average salary by contribution assumption: employee only about $195,494 at 4% or $130,330 at 6%; with 50% employer match about $130,330 at 4% or $86,886 at 6%; with 100% employer match about $97,747 at 4% or $65,165 at 6%. |
| ORTHO ADVANTAGE SOCA BENEFIT PLAN | - | 7 | $903 | $38,809 | $5,544iApproximate average salary by contribution assumption: employee only about $138,604 at 4% or $92,402 at 6%; with 50% employer match about $92,402 at 4% or $61,602 at 6%; with 100% employer match about $69,302 at 4% or $46,201 at 6%. |
| 2020 | 1 | 27 | $2,216,285 | $148,800 | $5,511iApproximate average salary by contribution assumption: employee only about $137,778 at 4% or $91,852 at 6%; with 50% employer match about $91,852 at 4% or $61,235 at 6%; with 100% employer match about $68,889 at 4% or $45,926 at 6%. |
| Ortho Advantage 401(K) Plan | - | 27 | $2,216,285 | $148,800 | $5,511iApproximate average salary by contribution assumption: employee only about $137,778 at 4% or $91,852 at 6%; with 50% employer match about $91,852 at 4% or $61,235 at 6%; with 100% employer match about $68,889 at 4% or $45,926 at 6%. |
| 2019 | 1 | 29 | $1,970,113 | $146,720 | $5,059iApproximate average salary by contribution assumption: employee only about $126,483 at 4% or $84,322 at 6%; with 50% employer match about $84,322 at 4% or $56,215 at 6%; with 100% employer match about $63,241 at 4% or $42,161 at 6%. |
| Ortho Advantage 401(K) Plan | - | 29 | $1,970,113 | $146,720 | $5,059iApproximate average salary by contribution assumption: employee only about $126,483 at 4% or $84,322 at 6%; with 50% employer match about $84,322 at 4% or $56,215 at 6%; with 100% employer match about $63,241 at 4% or $42,161 at 6%. |
| 2018 | 1 | 25 | $1,520,102 | $152,174 | $6,087iApproximate average salary by contribution assumption: employee only about $152,174 at 4% or $101,449 at 6%; with 50% employer match about $101,449 at 4% or $67,633 at 6%; with 100% employer match about $76,087 at 4% or $50,725 at 6%. |
| Ortho Advantage 401(K) Plan | - | 25 | $1,520,102 | $152,174 | $6,087iApproximate average salary by contribution assumption: employee only about $152,174 at 4% or $101,449 at 6%; with 50% employer match about $101,449 at 4% or $67,633 at 6%; with 100% employer match about $76,087 at 4% or $50,725 at 6%. |
| 2017 | 1 | 27 | $1,776,070 | $126,439 | $4,683iApproximate average salary by contribution assumption: employee only about $117,073 at 4% or $78,049 at 6%; with 50% employer match about $78,049 at 4% or $52,033 at 6%; with 100% employer match about $58,537 at 4% or $39,024 at 6%. |
| Ortho Advantage 401(K) Plan | - | 27 | $1,776,070 | $126,439 | $4,683iApproximate average salary by contribution assumption: employee only about $117,073 at 4% or $78,049 at 6%; with 50% employer match about $78,049 at 4% or $52,033 at 6%; with 100% employer match about $58,537 at 4% or $39,024 at 6%. |
| 2016 | 1 | 25 | $1,409,334 | $117,299 | $4,692iApproximate average salary by contribution assumption: employee only about $117,299 at 4% or $78,199 at 6%; with 50% employer match about $78,199 at 4% or $52,133 at 6%; with 100% employer match about $58,650 at 4% or $39,100 at 6%. |
| Ortho Advantage 401(K) Plan | - | 25 | $1,409,334 | $117,299 | $4,692iApproximate average salary by contribution assumption: employee only about $117,299 at 4% or $78,199 at 6%; with 50% employer match about $78,199 at 4% or $52,133 at 6%; with 100% employer match about $58,650 at 4% or $39,100 at 6%. |
| 2015 | 1 | 26 | $1,253,178 | $118,569 | $4,560iApproximate average salary by contribution assumption: employee only about $114,009 at 4% or $76,006 at 6%; with 50% employer match about $76,006 at 4% or $50,671 at 6%; with 100% employer match about $57,004 at 4% or $38,003 at 6%. |
| Ortho Advantage 401(K) Plan | - | 26 | $1,253,178 | $118,569 | $4,560iApproximate average salary by contribution assumption: employee only about $114,009 at 4% or $76,006 at 6%; with 50% employer match about $76,006 at 4% or $50,671 at 6%; with 100% employer match about $57,004 at 4% or $38,003 at 6%. |
| 2014 | 1 | 23 | $1,172,405 | $118,633 | $5,158iApproximate average salary by contribution assumption: employee only about $128,949 at 4% or $85,966 at 6%; with 50% employer match about $85,966 at 4% or $57,311 at 6%; with 100% employer match about $64,474 at 4% or $42,983 at 6%. |
| Ortho Advantage 401(K) Plan | - | 23 | $1,172,405 | $118,633 | $5,158iApproximate average salary by contribution assumption: employee only about $128,949 at 4% or $85,966 at 6%; with 50% employer match about $85,966 at 4% or $57,311 at 6%; with 100% employer match about $64,474 at 4% or $42,983 at 6%. |
| 2013 | 1 | 22 | $994,270 | $92,765 | $4,217iApproximate average salary by contribution assumption: employee only about $105,415 at 4% or $70,277 at 6%; with 50% employer match about $70,277 at 4% or $46,851 at 6%; with 100% employer match about $52,707 at 4% or $35,138 at 6%. |
| Ortho Advantage 401(K) Plan | - | 22 | $994,270 | $92,765 | $4,217iApproximate average salary by contribution assumption: employee only about $105,415 at 4% or $70,277 at 6%; with 50% employer match about $70,277 at 4% or $46,851 at 6%; with 100% employer match about $52,707 at 4% or $35,138 at 6%. |
| 2012 | 1 | 22 | $733,528 | $122,077 | $5,549iApproximate average salary by contribution assumption: employee only about $138,724 at 4% or $92,483 at 6%; with 50% employer match about $92,483 at 4% or $61,655 at 6%; with 100% employer match about $69,362 at 4% or $46,241 at 6%. |
| Ortho Advantage 401(K) Plan | - | 22 | $733,528 | $122,077 | $5,549iApproximate average salary by contribution assumption: employee only about $138,724 at 4% or $92,483 at 6%; with 50% employer match about $92,483 at 4% or $61,655 at 6%; with 100% employer match about $69,362 at 4% or $46,241 at 6%. |
| 2011 | 1 | 22 | $538,276 | $121,322 | $5,515iApproximate average salary by contribution assumption: employee only about $137,866 at 4% or $91,911 at 6%; with 50% employer match about $91,911 at 4% or $61,274 at 6%; with 100% employer match about $68,933 at 4% or $45,955 at 6%. |
| Ortho Advantage 401(K) Plan | - | 22 | $538,276 | $121,322 | $5,515iApproximate average salary by contribution assumption: employee only about $137,866 at 4% or $91,911 at 6%; with 50% employer match about $91,911 at 4% or $61,274 at 6%; with 100% employer match about $68,933 at 4% or $45,955 at 6%. |
| 2010 | 1 | 19 | $425,560 | $109,548 | $5,766iApproximate average salary by contribution assumption: employee only about $144,142 at 4% or $96,095 at 6%; with 50% employer match about $96,095 at 4% or $64,063 at 6%; with 100% employer match about $72,071 at 4% or $48,047 at 6%. |
| Ortho Advantage 401(K) Plan | - | 19 | $425,560 | $109,548 | $5,766iApproximate average salary by contribution assumption: employee only about $144,142 at 4% or $96,095 at 6%; with 50% employer match about $96,095 at 4% or $64,063 at 6%; with 100% employer match about $72,071 at 4% or $48,047 at 6%. |
| 2009 | 1 | 20 | $321,352 | $103,512 | $5,176iApproximate average salary by contribution assumption: employee only about $129,390 at 4% or $86,260 at 6%; with 50% employer match about $86,260 at 4% or $57,507 at 6%; with 100% employer match about $64,695 at 4% or $43,130 at 6%. |
| Ortho Advantage 401(K) Plan | - | 20 | $321,352 | $103,512 | $5,176iApproximate average salary by contribution assumption: employee only about $129,390 at 4% or $86,260 at 6%; with 50% employer match about $86,260 at 4% or $57,507 at 6%; with 100% employer match about $64,695 at 4% or $43,130 at 6%. |
| 2008 | 1 | 17 | $170,314 | $89,100 | $5,241iApproximate average salary by contribution assumption: employee only about $131,029 at 4% or $87,353 at 6%; with 50% employer match about $87,353 at 4% or $58,235 at 6%; with 100% employer match about $65,515 at 4% or $43,676 at 6%. |
| Ortho Advantage 401(K) Plan | - | 17 | $170,314 | $89,100 | $5,241iApproximate average salary by contribution assumption: employee only about $131,029 at 4% or $87,353 at 6%; with 50% employer match about $87,353 at 4% or $58,235 at 6%; with 100% employer match about $65,515 at 4% or $43,676 at 6%. |
| 2006 | 1 | 9 | $65,402 | $27,626 | $3,070iApproximate average salary by contribution assumption: employee only about $76,739 at 4% or $51,159 at 6%; with 50% employer match about $51,159 at 4% or $34,106 at 6%; with 100% employer match about $38,369 at 4% or $25,580 at 6%. |
| Ortho Advantage 401(K) Plan | - | 9 | $65,402 | $27,626 | $3,070iApproximate average salary by contribution assumption: employee only about $76,739 at 4% or $51,159 at 6%; with 50% employer match about $51,159 at 4% or $34,106 at 6%; with 100% employer match about $38,369 at 4% or $25,580 at 6%. |
| 2005 | 1 | 11 | $31,869 | $22,516 | $2,047iApproximate average salary by contribution assumption: employee only about $51,173 at 4% or $34,115 at 6%; with 50% employer match about $34,115 at 4% or $22,743 at 6%; with 100% employer match about $25,586 at 4% or $17,058 at 6%. |
| Ortho Advantage 401(K) Plan | - | 11 | $31,869 | $22,516 | $2,047iApproximate average salary by contribution assumption: employee only about $51,173 at 4% or $34,115 at 6%; with 50% employer match about $34,115 at 4% or $22,743 at 6%; with 100% employer match about $25,586 at 4% or $17,058 at 6%. |
| 2004 | 1 | 8 | $12,589 | $11,820 | $1,478iApproximate average salary by contribution assumption: employee only about $36,938 at 4% or $24,625 at 6%; with 50% employer match about $24,625 at 4% or $16,417 at 6%; with 100% employer match about $18,469 at 4% or $12,313 at 6%. |
| Ortho Advantage 401(K) Plan | - | 8 | $12,589 | $11,820 | $1,478iApproximate average salary by contribution assumption: employee only about $36,938 at 4% or $24,625 at 6%; with 50% employer match about $24,625 at 4% or $16,417 at 6%; with 100% employer match about $18,469 at 4% or $12,313 at 6%. |