Monterey Spine & Joint
Plan context: Monterey Spine & Joint PC 401(K) Plan
EIN 20-3198788 • Salinas, CA • 17 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
177
2025 Assets
$9,856,325
2025 Contributions
$340,788
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $340,788 | - |
| Monterey Spine & Joint PC 401(K) Plan | - | 0 | - | $340,788 | - |
| 2024 | 2 | 177 | $9,856,325 | $973,267 | $5,499iApproximate average salary by contribution assumption: employee only about $137,467 at 4% or $91,645 at 6%; with 50% employer match about $91,645 at 4% or $61,096 at 6%; with 100% employer match about $68,734 at 4% or $45,822 at 6%. |
| Monterey Spine & Joint PC 401(K) Plan | - | 177 | $9,856,325 | $973,267 | $5,499iApproximate average salary by contribution assumption: employee only about $137,467 at 4% or $91,645 at 6%; with 50% employer match about $91,645 at 4% or $61,096 at 6%; with 100% employer match about $68,734 at 4% or $45,822 at 6%. |
| Monterey Spine & Joint PC Health and Welfare Plan | - | 0 | - | - | - |
| 2023 | 2 | 164 | $8,806,151 | $1,012,934 | $6,176iApproximate average salary by contribution assumption: employee only about $154,411 at 4% or $102,940 at 6%; with 50% employer match about $102,940 at 4% or $68,627 at 6%; with 100% employer match about $77,205 at 4% or $51,470 at 6%. |
| Monterey Spine & Joint PC 401(K) Plan | - | 164 | $8,806,151 | $1,012,934 | $6,176iApproximate average salary by contribution assumption: employee only about $154,411 at 4% or $102,940 at 6%; with 50% employer match about $102,940 at 4% or $68,627 at 6%; with 100% employer match about $77,205 at 4% or $51,470 at 6%. |
| Monterey Spine & Joint PC Health and Welfare Plan | - | 105 | - | - | - |
| 2022 | 2 | 179 | $7,470,025 | $821,258 | $4,588iApproximate average salary by contribution assumption: employee only about $114,701 at 4% or $76,467 at 6%; with 50% employer match about $76,467 at 4% or $50,978 at 6%; with 100% employer match about $57,350 at 4% or $38,234 at 6%. |
| Monterey Spine & Joint PC 401(K) Plan | - | 161 | $7,470,025 | $821,258 | $5,101iApproximate average salary by contribution assumption: employee only about $127,525 at 4% or $85,016 at 6%; with 50% employer match about $85,016 at 4% or $56,678 at 6%; with 100% employer match about $63,762 at 4% or $42,508 at 6%. |
| Monterey Spine & Joint PC Health and Welfare Plan | - | 179 | - | - | - |
| 2021 | 2 | 146 | $8,162,942 | $1,072,805 | $7,348iApproximate average salary by contribution assumption: employee only about $183,699 at 4% or $122,466 at 6%; with 50% employer match about $122,466 at 4% or $81,644 at 6%; with 100% employer match about $91,850 at 4% or $61,233 at 6%. |
| Monterey Spine & Joint PC 401(K) Plan | - | 146 | $8,162,942 | $1,072,805 | $7,348iApproximate average salary by contribution assumption: employee only about $183,699 at 4% or $122,466 at 6%; with 50% employer match about $122,466 at 4% or $81,644 at 6%; with 100% employer match about $91,850 at 4% or $61,233 at 6%. |
| Monterey Spine & Joint PC Health and Welfare Plan | - | 124 | - | - | - |
| 2020 | 1 | 122 | $11,918,375 | $823,556 | $6,750iApproximate average salary by contribution assumption: employee only about $168,761 at 4% or $112,508 at 6%; with 50% employer match about $112,508 at 4% or $75,005 at 6%; with 100% employer match about $84,381 at 4% or $56,254 at 6%. |
| Monterey Spine & Joint PC 401(K) Plan | - | 122 | $11,918,375 | $823,556 | $6,750iApproximate average salary by contribution assumption: employee only about $168,761 at 4% or $112,508 at 6%; with 50% employer match about $112,508 at 4% or $75,005 at 6%; with 100% employer match about $84,381 at 4% or $56,254 at 6%. |
| 2019 | 1 | 98 | $12,802,201 | $944,182 | $9,635iApproximate average salary by contribution assumption: employee only about $240,863 at 4% or $160,575 at 6%; with 50% employer match about $160,575 at 4% or $107,050 at 6%; with 100% employer match about $120,431 at 4% or $80,288 at 6%. |
| Monterey Spine & Joint PC 401(K) Plan | - | 98 | $12,802,201 | $944,182 | $9,635iApproximate average salary by contribution assumption: employee only about $240,863 at 4% or $160,575 at 6%; with 50% employer match about $160,575 at 4% or $107,050 at 6%; with 100% employer match about $120,431 at 4% or $80,288 at 6%. |
| 2018 | 2 | 87 | $26,602,974 | $2,192,667 | $25,203iApproximate average salary by contribution assumption: employee only about $630,077 at 4% or $420,051 at 6%; with 50% employer match about $420,051 at 4% or $280,034 at 6%; with 100% employer match about $315,038 at 4% or $210,026 at 6%. |
| Monterey Spine & Joint PC 401(K) Plan | - | 87 | $13,508,074 | $1,303,659 | $14,985iApproximate average salary by contribution assumption: employee only about $374,615 at 4% or $249,743 at 6%; with 50% employer match about $249,743 at 4% or $166,495 at 6%; with 100% employer match about $187,307 at 4% or $124,872 at 6%. |
| Monterey Spine & Joint PC 401(K) Plan | - | 87 | $13,094,900 | $889,008 | $10,218iApproximate average salary by contribution assumption: employee only about $255,462 at 4% or $170,308 at 6%; with 50% employer match about $170,308 at 4% or $113,539 at 6%; with 100% employer match about $127,731 at 4% or $85,154 at 6%. |
| 2017 | 1 | 125 | $15,088,289 | $861,673 | $6,893iApproximate average salary by contribution assumption: employee only about $172,335 at 4% or $114,890 at 6%; with 50% employer match about $114,890 at 4% or $76,593 at 6%; with 100% employer match about $86,167 at 4% or $57,445 at 6%. |
| Monterey Spine & Joint PC 401(K) Plan | - | 125 | $15,088,289 | $861,673 | $6,893iApproximate average salary by contribution assumption: employee only about $172,335 at 4% or $114,890 at 6%; with 50% employer match about $114,890 at 4% or $76,593 at 6%; with 100% employer match about $86,167 at 4% or $57,445 at 6%. |
| 2016 | 1 | 86 | $12,858,938 | $935,881 | $10,882iApproximate average salary by contribution assumption: employee only about $272,058 at 4% or $181,372 at 6%; with 50% employer match about $181,372 at 4% or $120,915 at 6%; with 100% employer match about $136,029 at 4% or $90,686 at 6%. |
| Monterey Spine & Joint PC 401(K) Plan | - | 86 | $12,858,938 | $935,881 | $10,882iApproximate average salary by contribution assumption: employee only about $272,058 at 4% or $181,372 at 6%; with 50% employer match about $181,372 at 4% or $120,915 at 6%; with 100% employer match about $136,029 at 4% or $90,686 at 6%. |
| 2015 | 1 | 46 | $11,733,810 | $604,078 | $13,132iApproximate average salary by contribution assumption: employee only about $328,303 at 4% or $218,869 at 6%; with 50% employer match about $218,869 at 4% or $145,913 at 6%; with 100% employer match about $164,152 at 4% or $109,434 at 6%. |
| Monterey Spine & Joint PC 401(K) Plan | - | 46 | $11,733,810 | $604,078 | $13,132iApproximate average salary by contribution assumption: employee only about $328,303 at 4% or $218,869 at 6%; with 50% employer match about $218,869 at 4% or $145,913 at 6%; with 100% employer match about $164,152 at 4% or $109,434 at 6%. |
| 2014 | 1 | 32 | $12,470,282 | $430,614 | $13,457iApproximate average salary by contribution assumption: employee only about $336,417 at 4% or $224,278 at 6%; with 50% employer match about $224,278 at 4% or $149,519 at 6%; with 100% employer match about $168,209 at 4% or $112,139 at 6%. |
| Monterey Spine & Joint PC 401(K) Plan | - | 32 | $12,470,282 | $430,614 | $13,457iApproximate average salary by contribution assumption: employee only about $336,417 at 4% or $224,278 at 6%; with 50% employer match about $224,278 at 4% or $149,519 at 6%; with 100% employer match about $168,209 at 4% or $112,139 at 6%. |