Civic Intelligence

Suffolk Orthopaedic Associates PC

Plan context: Suffolk Orthopaedic Associates P.C.Retirement Trust

EIN 11-2220241 • Bay Shore, NY • 39 filings • 2 plans

375 East Main StreetBay Shore, NY 11706
Current Snapshot

Latest Year

2022

2022 Participants

20

2022 Assets

$10,598,534

2022 Contributions

$42,791

Historical Graphs

Total Assets Over Time

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

$10,598,534$5,299,267$0199920112021YearValue
$10,598,534Latest year 2021

Participants Over Time

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

27140199920102021YearValue
20Latest year 2021

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
202210$0$42,791-
Suffolk Orthopaedic Associates P.C.Retirement Trust-0$0$42,791-
2021120$10,598,534$120,108$6,005iApproximate average salary by contribution assumption: employee only about $150,135 at 4% or $100,090 at 6%; with 50% employer match about $100,090 at 4% or $66,727 at 6%; with 100% employer match about $75,068 at 4% or $50,045 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-20$10,598,534$120,108$6,005iApproximate average salary by contribution assumption: employee only about $150,135 at 4% or $100,090 at 6%; with 50% employer match about $100,090 at 4% or $66,727 at 6%; with 100% employer match about $75,068 at 4% or $50,045 at 6%.
2020121$9,057,238$122,698$5,843iApproximate average salary by contribution assumption: employee only about $146,069 at 4% or $97,379 at 6%; with 50% employer match about $97,379 at 4% or $64,920 at 6%; with 100% employer match about $73,035 at 4% or $48,690 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-21$9,057,238$122,698$5,843iApproximate average salary by contribution assumption: employee only about $146,069 at 4% or $97,379 at 6%; with 50% employer match about $97,379 at 4% or $64,920 at 6%; with 100% employer match about $73,035 at 4% or $48,690 at 6%.
2019222$7,919,093$122,272$5,558iApproximate average salary by contribution assumption: employee only about $138,945 at 4% or $92,630 at 6%; with 50% employer match about $92,630 at 4% or $61,754 at 6%; with 100% employer match about $69,473 at 4% or $46,315 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-22$7,919,093$122,272$5,558iApproximate average salary by contribution assumption: employee only about $138,945 at 4% or $92,630 at 6%; with 50% employer match about $92,630 at 4% or $61,754 at 6%; with 100% employer match about $69,473 at 4% or $46,315 at 6%.
SUFFOLK ORTHOPAEDIC ASSOCIATES, P.C. CASH BALANCE PENSION TRUST-0$0$0-
2018221$6,911,777$170,136$8,102iApproximate average salary by contribution assumption: employee only about $202,543 at 4% or $135,029 at 6%; with 50% employer match about $135,029 at 4% or $90,019 at 6%; with 100% employer match about $101,271 at 4% or $67,514 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-21$5,789,381$170,136$8,102iApproximate average salary by contribution assumption: employee only about $202,543 at 4% or $135,029 at 6%; with 50% employer match about $135,029 at 4% or $90,019 at 6%; with 100% employer match about $101,271 at 4% or $67,514 at 6%.
SUFFOLK ORTHOPAEDIC ASSOCIATES, P.C. CASH BALANCE PENSION TRUST-15$1,122,396$0-
2017227$7,138,389$160,434$5,942iApproximate average salary by contribution assumption: employee only about $148,550 at 4% or $99,033 at 6%; with 50% employer match about $99,033 at 4% or $66,022 at 6%; with 100% employer match about $74,275 at 4% or $49,517 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-27$6,016,976$160,434$5,942iApproximate average salary by contribution assumption: employee only about $148,550 at 4% or $99,033 at 6%; with 50% employer match about $99,033 at 4% or $66,022 at 6%; with 100% employer match about $74,275 at 4% or $49,517 at 6%.
SUFFOLK ORTHOPAEDIC ASSOCIATES, P.C. CASH BALANCE PENSION TRUST-11$1,121,413$0-
2016226$6,112,779$202,599$7,792iApproximate average salary by contribution assumption: employee only about $194,807 at 4% or $129,871 at 6%; with 50% employer match about $129,871 at 4% or $86,581 at 6%; with 100% employer match about $97,403 at 4% or $64,936 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-26$5,130,006$202,599$7,792iApproximate average salary by contribution assumption: employee only about $194,807 at 4% or $129,871 at 6%; with 50% employer match about $129,871 at 4% or $86,581 at 6%; with 100% employer match about $97,403 at 4% or $64,936 at 6%.
SUFFOLK ORTHOPAEDIC ASSOCIATES, P.C. CASH BALANCE PENSION TRUST-13$982,773$0-
2015221$5,756,668$220,715$10,510iApproximate average salary by contribution assumption: employee only about $262,756 at 4% or $175,171 at 6%; with 50% employer match about $175,171 at 4% or $116,780 at 6%; with 100% employer match about $131,378 at 4% or $87,585 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-21$4,828,787$220,715$10,510iApproximate average salary by contribution assumption: employee only about $262,756 at 4% or $175,171 at 6%; with 50% employer match about $175,171 at 4% or $116,780 at 6%; with 100% employer match about $131,378 at 4% or $87,585 at 6%.
SUFFOLK ORTHOPAEDIC ASSOCIATES, P.C. CASH BALANCE PENSION TRUST-13$927,881$0-
2014223$5,707,075$218,277$9,490iApproximate average salary by contribution assumption: employee only about $237,258 at 4% or $158,172 at 6%; with 50% employer match about $158,172 at 4% or $105,448 at 6%; with 100% employer match about $118,629 at 4% or $79,086 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-23$4,742,895$218,277$9,490iApproximate average salary by contribution assumption: employee only about $237,258 at 4% or $158,172 at 6%; with 50% employer match about $158,172 at 4% or $105,448 at 6%; with 100% employer match about $118,629 at 4% or $79,086 at 6%.
SUFFOLK ORTHOPAEDIC ASSOCIATES, P.C. CASH BALANCE PENSION TRUST-18$964,180$0-
2013222$5,141,579$250,185$11,372iApproximate average salary by contribution assumption: employee only about $284,301 at 4% or $189,534 at 6%; with 50% employer match about $189,534 at 4% or $126,356 at 6%; with 100% employer match about $142,151 at 4% or $94,767 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-22$4,235,726$207,685$9,440iApproximate average salary by contribution assumption: employee only about $236,006 at 4% or $157,337 at 6%; with 50% employer match about $157,337 at 4% or $104,891 at 6%; with 100% employer match about $118,003 at 4% or $78,669 at 6%.
SUFFOLK ORTHOPAEDIC ASSOCIATES, P.C. CASH BALANCE PENSION TRUST-18$905,853$42,500$2,361iApproximate average salary by contribution assumption: employee only about $59,028 at 4% or $39,352 at 6%; with 50% employer match about $39,352 at 4% or $26,235 at 6%; with 100% employer match about $29,514 at 4% or $19,676 at 6%.
2012223$4,110,640$255,814$11,122iApproximate average salary by contribution assumption: employee only about $278,059 at 4% or $185,372 at 6%; with 50% employer match about $185,372 at 4% or $123,582 at 6%; with 100% employer match about $139,029 at 4% or $92,686 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-23$3,369,810$200,814$8,731iApproximate average salary by contribution assumption: employee only about $218,276 at 4% or $145,517 at 6%; with 50% employer match about $145,517 at 4% or $97,012 at 6%; with 100% employer match about $109,138 at 4% or $72,759 at 6%.
SUFFOLK ORTHOPAEDIC ASSOCIATES, P.C. CASH BALANCE PENSION TRUST-17$740,830$55,000$3,235iApproximate average salary by contribution assumption: employee only about $80,882 at 4% or $53,922 at 6%; with 50% employer match about $53,922 at 4% or $35,948 at 6%; with 100% employer match about $40,441 at 4% or $26,961 at 6%.
2011225$3,513,052$256,088$10,244iApproximate average salary by contribution assumption: employee only about $256,088 at 4% or $170,725 at 6%; with 50% employer match about $170,725 at 4% or $113,817 at 6%; with 100% employer match about $128,044 at 4% or $85,363 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-25$2,880,343$196,088$7,844iApproximate average salary by contribution assumption: employee only about $196,088 at 4% or $130,725 at 6%; with 50% employer match about $130,725 at 4% or $87,150 at 6%; with 100% employer match about $98,044 at 4% or $65,363 at 6%.
SUFFOLK ORTHOPAEDIC ASSOCIATES, P.C. CASH BALANCE PENSION TRUST-19$632,709$60,000$3,158iApproximate average salary by contribution assumption: employee only about $78,947 at 4% or $52,632 at 6%; with 50% employer match about $52,632 at 4% or $35,088 at 6%; with 100% employer match about $39,474 at 4% or $26,316 at 6%.
2010225$3,411,063$210,814$8,433iApproximate average salary by contribution assumption: employee only about $210,814 at 4% or $140,543 at 6%; with 50% employer match about $140,543 at 4% or $93,695 at 6%; with 100% employer match about $105,407 at 4% or $70,271 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-25$2,846,876$190,814$7,633iApproximate average salary by contribution assumption: employee only about $190,814 at 4% or $127,209 at 6%; with 50% employer match about $127,209 at 4% or $84,806 at 6%; with 100% employer match about $95,407 at 4% or $63,605 at 6%.
SUFFOLK ORTHOPAEDIC ASSOCIATES, P.C. CASH BALANCE PENSION TRUST-13$564,187$20,000$1,538iApproximate average salary by contribution assumption: employee only about $38,462 at 4% or $25,641 at 6%; with 50% employer match about $25,641 at 4% or $17,094 at 6%; with 100% employer match about $19,231 at 4% or $12,821 at 6%.
2009226$3,159,826$252,912$9,727iApproximate average salary by contribution assumption: employee only about $243,185 at 4% or $162,123 at 6%; with 50% employer match about $162,123 at 4% or $108,082 at 6%; with 100% employer match about $121,592 at 4% or $81,062 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-26$2,636,421$180,912$6,958iApproximate average salary by contribution assumption: employee only about $173,954 at 4% or $115,969 at 6%; with 50% employer match about $115,969 at 4% or $77,313 at 6%; with 100% employer match about $86,977 at 4% or $57,985 at 6%.
SUFFOLK ORTHOPAEDIC ASSOCIATES, P.C. CASH BALANCE PENSION TRUST-17$523,405$72,000$4,235iApproximate average salary by contribution assumption: employee only about $105,882 at 4% or $70,588 at 6%; with 50% employer match about $70,588 at 4% or $47,059 at 6%; with 100% employer match about $52,941 at 4% or $35,294 at 6%.
2008217$2,271,140$131,019$7,707iApproximate average salary by contribution assumption: employee only about $192,675 at 4% or $128,450 at 6%; with 50% employer match about $128,450 at 4% or $85,633 at 6%; with 100% employer match about $96,338 at 4% or $64,225 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-17$1,850,605$131,019$7,707iApproximate average salary by contribution assumption: employee only about $192,675 at 4% or $128,450 at 6%; with 50% employer match about $128,450 at 4% or $85,633 at 6%; with 100% employer match about $96,338 at 4% or $64,225 at 6%.
SUFFOLK ORTHOPAEDIC ASSOCIATES, P.C. CASH BALANCE PENSION TRUST-15$420,535--
2007221$0$0-
SUFFOLK ORTHOPAEDIC ASSOCIATES, P.C. CASH BALANCE PENSION TRUST-17---
Suffolk Orthopaedic Associates P.C.Retirement Trust-21---
2006220$3,615,891$392,620$19,631iApproximate average salary by contribution assumption: employee only about $490,775 at 4% or $327,183 at 6%; with 50% employer match about $327,183 at 4% or $218,122 at 6%; with 100% employer match about $245,388 at 4% or $163,592 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-20$3,355,357$225,515$11,276iApproximate average salary by contribution assumption: employee only about $281,894 at 4% or $187,929 at 6%; with 50% employer match about $187,929 at 4% or $125,286 at 6%; with 100% employer match about $140,947 at 4% or $93,965 at 6%.
SUFFOLK ORTHOPAEDIC ASSOCIATES, P.C. CASH BALANCE PENSION TRUST-16$260,534$167,105$10,444iApproximate average salary by contribution assumption: employee only about $261,102 at 4% or $174,068 at 6%; with 50% employer match about $174,068 at 4% or $116,045 at 6%; with 100% employer match about $130,551 at 4% or $87,034 at 6%.
2005219$2,848,586$318,778$16,778iApproximate average salary by contribution assumption: employee only about $419,445 at 4% or $279,630 at 6%; with 50% employer match about $279,630 at 4% or $186,420 at 6%; with 100% employer match about $209,722 at 4% or $139,815 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-19$2,758,044$228,236$12,012iApproximate average salary by contribution assumption: employee only about $300,311 at 4% or $200,207 at 6%; with 50% employer match about $200,207 at 4% or $133,471 at 6%; with 100% employer match about $150,155 at 4% or $100,104 at 6%.
SUFFOLK ORTHOPAEDIC ASSOCIATES, P.C. CASH BALANCE PENSION TRUST-16$90,542$90,542$5,659iApproximate average salary by contribution assumption: employee only about $141,472 at 4% or $94,315 at 6%; with 50% employer match about $94,315 at 4% or $62,876 at 6%; with 100% employer match about $70,736 at 4% or $47,157 at 6%.
2004122$2,415,915$236,930$10,770iApproximate average salary by contribution assumption: employee only about $269,239 at 4% or $179,492 at 6%; with 50% employer match about $179,492 at 4% or $119,662 at 6%; with 100% employer match about $134,619 at 4% or $89,746 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-22$2,415,915$236,930$10,770iApproximate average salary by contribution assumption: employee only about $269,239 at 4% or $179,492 at 6%; with 50% employer match about $179,492 at 4% or $119,662 at 6%; with 100% employer match about $134,619 at 4% or $89,746 at 6%.
2003122$1,953,023$229,004$10,409iApproximate average salary by contribution assumption: employee only about $260,232 at 4% or $173,488 at 6%; with 50% employer match about $173,488 at 4% or $115,659 at 6%; with 100% employer match about $130,116 at 4% or $86,744 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-22$1,953,023$229,004$10,409iApproximate average salary by contribution assumption: employee only about $260,232 at 4% or $173,488 at 6%; with 50% employer match about $173,488 at 4% or $115,659 at 6%; with 100% employer match about $130,116 at 4% or $86,744 at 6%.
2002122$1,401,064$281,894$12,813iApproximate average salary by contribution assumption: employee only about $320,334 at 4% or $213,556 at 6%; with 50% employer match about $213,556 at 4% or $142,371 at 6%; with 100% employer match about $160,167 at 4% or $106,778 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-22$1,401,064$281,894$12,813iApproximate average salary by contribution assumption: employee only about $320,334 at 4% or $213,556 at 6%; with 50% employer match about $213,556 at 4% or $142,371 at 6%; with 100% employer match about $160,167 at 4% or $106,778 at 6%.
2001124$0$0-
Suffolk Orthopaedic Associates P.C.Retirement Trust-24---
2000119$1,494,856$133,264$7,014iApproximate average salary by contribution assumption: employee only about $175,347 at 4% or $116,898 at 6%; with 50% employer match about $116,898 at 4% or $77,932 at 6%; with 100% employer match about $87,674 at 4% or $58,449 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-19$1,494,856$133,264$7,014iApproximate average salary by contribution assumption: employee only about $175,347 at 4% or $116,898 at 6%; with 50% employer match about $116,898 at 4% or $77,932 at 6%; with 100% employer match about $87,674 at 4% or $58,449 at 6%.
1999120$1,523,027$125,931$6,297iApproximate average salary by contribution assumption: employee only about $157,414 at 4% or $104,943 at 6%; with 50% employer match about $104,943 at 4% or $69,962 at 6%; with 100% employer match about $78,707 at 4% or $52,471 at 6%.
Suffolk Orthopaedic Associates P.C.Retirement Trust-20$1,523,027$125,931$6,297iApproximate average salary by contribution assumption: employee only about $157,414 at 4% or $104,943 at 6%; with 50% employer match about $104,943 at 4% or $69,962 at 6%; with 100% employer match about $78,707 at 4% or $52,471 at 6%.