Civic Intelligence

Southwest Orthopedic Group, L.L.P.

Plan context: Southwest Orthopedic Group, L.L.P. Employees Savings Trust

EIN 03-0441756 • Houston, TX • 22 filings • 1 plans

6560 Fannin, Suite 1016Houston, TX 77030
Current Snapshot

Latest Year

2024

2024 Participants

83

2024 Assets

$5,954,461

2024 Contributions

$403,026

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,954,461$2,977,231$0200320142024YearValue
$5,954,461Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

93470200320142024YearValue
83Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024183$5,954,461$403,026$4,856iApproximate average salary by contribution assumption: employee only about $121,393 at 4% or $80,929 at 6%; with 50% employer match about $80,929 at 4% or $53,953 at 6%; with 100% employer match about $60,697 at 4% or $40,464 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-83$5,954,461$403,026$4,856iApproximate average salary by contribution assumption: employee only about $121,393 at 4% or $80,929 at 6%; with 50% employer match about $80,929 at 4% or $53,953 at 6%; with 100% employer match about $60,697 at 4% or $40,464 at 6%.
2023193$4,993,957$348,312$3,745iApproximate average salary by contribution assumption: employee only about $93,632 at 4% or $62,422 at 6%; with 50% employer match about $62,422 at 4% or $41,614 at 6%; with 100% employer match about $46,816 at 4% or $31,211 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-93$4,993,957$348,312$3,745iApproximate average salary by contribution assumption: employee only about $93,632 at 4% or $62,422 at 6%; with 50% employer match about $62,422 at 4% or $41,614 at 6%; with 100% employer match about $46,816 at 4% or $31,211 at 6%.
2022185$4,412,978$379,027$4,459iApproximate average salary by contribution assumption: employee only about $111,479 at 4% or $74,319 at 6%; with 50% employer match about $74,319 at 4% or $49,546 at 6%; with 100% employer match about $55,739 at 4% or $37,160 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-85$4,412,978$379,027$4,459iApproximate average salary by contribution assumption: employee only about $111,479 at 4% or $74,319 at 6%; with 50% employer match about $74,319 at 4% or $49,546 at 6%; with 100% employer match about $55,739 at 4% or $37,160 at 6%.
2021180$4,647,048$264,642$3,308iApproximate average salary by contribution assumption: employee only about $82,701 at 4% or $55,134 at 6%; with 50% employer match about $55,134 at 4% or $36,756 at 6%; with 100% employer match about $41,350 at 4% or $27,567 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-80$4,647,048$264,642$3,308iApproximate average salary by contribution assumption: employee only about $82,701 at 4% or $55,134 at 6%; with 50% employer match about $55,134 at 4% or $36,756 at 6%; with 100% employer match about $41,350 at 4% or $27,567 at 6%.
2020191$4,529,744$442,020$4,857iApproximate average salary by contribution assumption: employee only about $121,434 at 4% or $80,956 at 6%; with 50% employer match about $80,956 at 4% or $53,971 at 6%; with 100% employer match about $60,717 at 4% or $40,478 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-91$4,529,744$442,020$4,857iApproximate average salary by contribution assumption: employee only about $121,434 at 4% or $80,956 at 6%; with 50% employer match about $80,956 at 4% or $53,971 at 6%; with 100% employer match about $60,717 at 4% or $40,478 at 6%.
2019160$4,271,569$604,092$10,068iApproximate average salary by contribution assumption: employee only about $251,705 at 4% or $167,803 at 6%; with 50% employer match about $167,803 at 4% or $111,869 at 6%; with 100% employer match about $125,853 at 4% or $83,902 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-60$4,271,569$604,092$10,068iApproximate average salary by contribution assumption: employee only about $251,705 at 4% or $167,803 at 6%; with 50% employer match about $167,803 at 4% or $111,869 at 6%; with 100% employer match about $125,853 at 4% or $83,902 at 6%.
2018171$4,466,196$61,647$868iApproximate average salary by contribution assumption: employee only about $21,707 at 4% or $14,471 at 6%; with 50% employer match about $14,471 at 4% or $9,647 at 6%; with 100% employer match about $10,853 at 4% or $7,236 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-71$4,466,196$61,647$868iApproximate average salary by contribution assumption: employee only about $21,707 at 4% or $14,471 at 6%; with 50% employer match about $14,471 at 4% or $9,647 at 6%; with 100% employer match about $10,853 at 4% or $7,236 at 6%.
2017175$4,723,988$351,675$4,689iApproximate average salary by contribution assumption: employee only about $117,225 at 4% or $78,150 at 6%; with 50% employer match about $78,150 at 4% or $52,100 at 6%; with 100% employer match about $58,613 at 4% or $39,075 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-75$4,723,988$351,675$4,689iApproximate average salary by contribution assumption: employee only about $117,225 at 4% or $78,150 at 6%; with 50% employer match about $78,150 at 4% or $52,100 at 6%; with 100% employer match about $58,613 at 4% or $39,075 at 6%.
2016147$3,956,990$330,915$7,041iApproximate average salary by contribution assumption: employee only about $176,019 at 4% or $117,346 at 6%; with 50% employer match about $117,346 at 4% or $78,230 at 6%; with 100% employer match about $88,009 at 4% or $58,673 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-47$3,956,990$330,915$7,041iApproximate average salary by contribution assumption: employee only about $176,019 at 4% or $117,346 at 6%; with 50% employer match about $117,346 at 4% or $78,230 at 6%; with 100% employer match about $88,009 at 4% or $58,673 at 6%.
2015167$3,628,945$315,162$4,704iApproximate average salary by contribution assumption: employee only about $117,598 at 4% or $78,399 at 6%; with 50% employer match about $78,399 at 4% or $52,266 at 6%; with 100% employer match about $58,799 at 4% or $39,199 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-67$3,628,945$315,162$4,704iApproximate average salary by contribution assumption: employee only about $117,598 at 4% or $78,399 at 6%; with 50% employer match about $78,399 at 4% or $52,266 at 6%; with 100% employer match about $58,799 at 4% or $39,199 at 6%.
2014168$3,485,291$40,630$598iApproximate average salary by contribution assumption: employee only about $14,938 at 4% or $9,958 at 6%; with 50% employer match about $9,958 at 4% or $6,639 at 6%; with 100% employer match about $7,469 at 4% or $4,979 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-68$3,485,291$40,630$598iApproximate average salary by contribution assumption: employee only about $14,938 at 4% or $9,958 at 6%; with 50% employer match about $9,958 at 4% or $6,639 at 6%; with 100% employer match about $7,469 at 4% or $4,979 at 6%.
2013168$3,465,467$331,013$4,868iApproximate average salary by contribution assumption: employee only about $121,696 at 4% or $81,131 at 6%; with 50% employer match about $81,131 at 4% or $54,087 at 6%; with 100% employer match about $60,848 at 4% or $40,565 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-68$3,465,467$331,013$4,868iApproximate average salary by contribution assumption: employee only about $121,696 at 4% or $81,131 at 6%; with 50% employer match about $81,131 at 4% or $54,087 at 6%; with 100% employer match about $60,848 at 4% or $40,565 at 6%.
2012165$2,711,699$329,105$5,063iApproximate average salary by contribution assumption: employee only about $126,579 at 4% or $84,386 at 6%; with 50% employer match about $84,386 at 4% or $56,257 at 6%; with 100% employer match about $63,289 at 4% or $42,193 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-65$2,711,699$329,105$5,063iApproximate average salary by contribution assumption: employee only about $126,579 at 4% or $84,386 at 6%; with 50% employer match about $84,386 at 4% or $56,257 at 6%; with 100% employer match about $63,289 at 4% or $42,193 at 6%.
2011161$2,280,164$314,462$5,155iApproximate average salary by contribution assumption: employee only about $128,878 at 4% or $85,919 at 6%; with 50% employer match about $85,919 at 4% or $57,279 at 6%; with 100% employer match about $64,439 at 4% or $42,959 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-61$2,280,164$314,462$5,155iApproximate average salary by contribution assumption: employee only about $128,878 at 4% or $85,919 at 6%; with 50% employer match about $85,919 at 4% or $57,279 at 6%; with 100% employer match about $64,439 at 4% or $42,959 at 6%.
2010157$2,058,800$298,586$5,238iApproximate average salary by contribution assumption: employee only about $130,959 at 4% or $87,306 at 6%; with 50% employer match about $87,306 at 4% or $58,204 at 6%; with 100% employer match about $65,479 at 4% or $43,653 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-57$2,058,800$298,586$5,238iApproximate average salary by contribution assumption: employee only about $130,959 at 4% or $87,306 at 6%; with 50% employer match about $87,306 at 4% or $58,204 at 6%; with 100% employer match about $65,479 at 4% or $43,653 at 6%.
2009145$1,650,775$301,950$6,710iApproximate average salary by contribution assumption: employee only about $167,750 at 4% or $111,833 at 6%; with 50% employer match about $111,833 at 4% or $74,556 at 6%; with 100% employer match about $83,875 at 4% or $55,917 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-45$1,650,775$301,950$6,710iApproximate average salary by contribution assumption: employee only about $167,750 at 4% or $111,833 at 6%; with 50% employer match about $111,833 at 4% or $74,556 at 6%; with 100% employer match about $83,875 at 4% or $55,917 at 6%.
2008136$1,180,726$201,686$5,602iApproximate average salary by contribution assumption: employee only about $140,060 at 4% or $93,373 at 6%; with 50% employer match about $93,373 at 4% or $62,249 at 6%; with 100% employer match about $70,030 at 4% or $46,687 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-36$1,180,726$201,686$5,602iApproximate average salary by contribution assumption: employee only about $140,060 at 4% or $93,373 at 6%; with 50% employer match about $93,373 at 4% or $62,249 at 6%; with 100% employer match about $70,030 at 4% or $46,687 at 6%.
2007138$0$0-
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-38---
2006155$936,527$315,220$5,731iApproximate average salary by contribution assumption: employee only about $143,282 at 4% or $95,521 at 6%; with 50% employer match about $95,521 at 4% or $63,681 at 6%; with 100% employer match about $71,641 at 4% or $47,761 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-55$936,527$315,220$5,731iApproximate average salary by contribution assumption: employee only about $143,282 at 4% or $95,521 at 6%; with 50% employer match about $95,521 at 4% or $63,681 at 6%; with 100% employer match about $71,641 at 4% or $47,761 at 6%.
2005142$584,465$196,444$4,677iApproximate average salary by contribution assumption: employee only about $116,931 at 4% or $77,954 at 6%; with 50% employer match about $77,954 at 4% or $51,969 at 6%; with 100% employer match about $58,465 at 4% or $38,977 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-42$584,465$196,444$4,677iApproximate average salary by contribution assumption: employee only about $116,931 at 4% or $77,954 at 6%; with 50% employer match about $77,954 at 4% or $51,969 at 6%; with 100% employer match about $58,465 at 4% or $38,977 at 6%.
2004123$369,996$142,531$6,197iApproximate average salary by contribution assumption: employee only about $154,925 at 4% or $103,283 at 6%; with 50% employer match about $103,283 at 4% or $68,856 at 6%; with 100% employer match about $77,463 at 4% or $51,642 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-23$369,996$142,531$6,197iApproximate average salary by contribution assumption: employee only about $154,925 at 4% or $103,283 at 6%; with 50% employer match about $103,283 at 4% or $68,856 at 6%; with 100% employer match about $77,463 at 4% or $51,642 at 6%.
2003123$204,756$197,310$8,579iApproximate average salary by contribution assumption: employee only about $214,467 at 4% or $142,978 at 6%; with 50% employer match about $142,978 at 4% or $95,319 at 6%; with 100% employer match about $107,234 at 4% or $71,489 at 6%.
Southwest Orthopedic Group, L.L.P. Employees Savings Trust-23$204,756$197,310$8,579iApproximate average salary by contribution assumption: employee only about $214,467 at 4% or $142,978 at 6%; with 50% employer match about $142,978 at 4% or $95,319 at 6%; with 100% employer match about $107,234 at 4% or $71,489 at 6%.