Civic Intelligence

Craig L. Bierer, D.O. LLC DBA Independence Orthopedic & Sports Medici

Plan context: Independence Orthopedic & Sports Medicine Retirement Plan

EIN 20-5499214 • Oxford, OH • 17 filings • 3 plans

10 N Locust Street, Ste. BOxford, OH 45056
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,040,472

2024 Contributions

$95,663

Historical Graphs

Total Assets Over Time

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

$1,040,472$520,236$0200820172024YearValue
$1,040,472Latest year 2024

Participants Over Time

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

630200820172024YearValue
5Latest 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
202415$1,040,472$95,663$19,133iApproximate average salary by contribution assumption: employee only about $478,315 at 4% or $318,877 at 6%; with 50% employer match about $318,877 at 4% or $212,584 at 6%; with 100% employer match about $239,157 at 4% or $159,438 at 6%.
Independence Orthopedic & Sports Medicine Retirement Plan-5$1,040,472$95,663$19,133iApproximate average salary by contribution assumption: employee only about $478,315 at 4% or $318,877 at 6%; with 50% employer match about $318,877 at 4% or $212,584 at 6%; with 100% employer match about $239,157 at 4% or $159,438 at 6%.
202316$896,465$97,270$16,212iApproximate average salary by contribution assumption: employee only about $405,292 at 4% or $270,194 at 6%; with 50% employer match about $270,194 at 4% or $180,130 at 6%; with 100% employer match about $202,646 at 4% or $135,097 at 6%.
Independence Orthopedic & Sports Medicine Retirement Plan-6$896,465$97,270$16,212iApproximate average salary by contribution assumption: employee only about $405,292 at 4% or $270,194 at 6%; with 50% employer match about $270,194 at 4% or $180,130 at 6%; with 100% employer match about $202,646 at 4% or $135,097 at 6%.
202216$697,326$92,653$15,442iApproximate average salary by contribution assumption: employee only about $386,054 at 4% or $257,369 at 6%; with 50% employer match about $257,369 at 4% or $171,580 at 6%; with 100% employer match about $193,027 at 4% or $128,685 at 6%.
Independence Orthopedic & Sports Medicine Retirement Plan-6$697,326$92,653$15,442iApproximate average salary by contribution assumption: employee only about $386,054 at 4% or $257,369 at 6%; with 50% employer match about $257,369 at 4% or $171,580 at 6%; with 100% employer match about $193,027 at 4% or $128,685 at 6%.
202115$755,716$42,310$8,462iApproximate average salary by contribution assumption: employee only about $211,550 at 4% or $141,033 at 6%; with 50% employer match about $141,033 at 4% or $94,022 at 6%; with 100% employer match about $105,775 at 4% or $70,517 at 6%.
Independence Orthopedic & Sports Medicine Retirement Plan-5$755,716$42,310$8,462iApproximate average salary by contribution assumption: employee only about $211,550 at 4% or $141,033 at 6%; with 50% employer match about $141,033 at 4% or $94,022 at 6%; with 100% employer match about $105,775 at 4% or $70,517 at 6%.
202015$639,569$107,516$21,503iApproximate average salary by contribution assumption: employee only about $537,580 at 4% or $358,387 at 6%; with 50% employer match about $358,387 at 4% or $238,924 at 6%; with 100% employer match about $268,790 at 4% or $179,193 at 6%.
Independence Orthopedic & Sports Medicine Retirement Plan-5$639,569$107,516$21,503iApproximate average salary by contribution assumption: employee only about $537,580 at 4% or $358,387 at 6%; with 50% employer match about $358,387 at 4% or $238,924 at 6%; with 100% employer match about $268,790 at 4% or $179,193 at 6%.
201915$459,586$75,705$15,141iApproximate average salary by contribution assumption: employee only about $378,525 at 4% or $252,350 at 6%; with 50% employer match about $252,350 at 4% or $168,233 at 6%; with 100% employer match about $189,263 at 4% or $126,175 at 6%.
Independence Orthopedic & Sports Medicine Retirement Plan-5$459,586$75,705$15,141iApproximate average salary by contribution assumption: employee only about $378,525 at 4% or $252,350 at 6%; with 50% employer match about $252,350 at 4% or $168,233 at 6%; with 100% employer match about $189,263 at 4% or $126,175 at 6%.
201815$319,853$74,706$14,941iApproximate average salary by contribution assumption: employee only about $373,530 at 4% or $249,020 at 6%; with 50% employer match about $249,020 at 4% or $166,013 at 6%; with 100% employer match about $186,765 at 4% or $124,510 at 6%.
Independence Orthopedic & Sports Medicine Retirement Plan-5$319,853$74,706$14,941iApproximate average salary by contribution assumption: employee only about $373,530 at 4% or $249,020 at 6%; with 50% employer match about $249,020 at 4% or $166,013 at 6%; with 100% employer match about $186,765 at 4% or $124,510 at 6%.
201715$264,627$13,283$2,657iApproximate average salary by contribution assumption: employee only about $66,415 at 4% or $44,277 at 6%; with 50% employer match about $44,277 at 4% or $29,518 at 6%; with 100% employer match about $33,208 at 4% or $22,138 at 6%.
Independence Orthopedic & Sports Medicine Retirement Plan-5$264,627$13,283$2,657iApproximate average salary by contribution assumption: employee only about $66,415 at 4% or $44,277 at 6%; with 50% employer match about $44,277 at 4% or $29,518 at 6%; with 100% employer match about $33,208 at 4% or $22,138 at 6%.
201615$221,095$73,166$14,633iApproximate average salary by contribution assumption: employee only about $365,830 at 4% or $243,887 at 6%; with 50% employer match about $243,887 at 4% or $162,591 at 6%; with 100% employer match about $182,915 at 4% or $121,943 at 6%.
Independence Orthopedic & Sports Medicine Retirement Plan-5$221,095$73,166$14,633iApproximate average salary by contribution assumption: employee only about $365,830 at 4% or $243,887 at 6%; with 50% employer match about $243,887 at 4% or $162,591 at 6%; with 100% employer match about $182,915 at 4% or $121,943 at 6%.
201515$142,018$72,399$14,480iApproximate average salary by contribution assumption: employee only about $361,995 at 4% or $241,330 at 6%; with 50% employer match about $241,330 at 4% or $160,887 at 6%; with 100% employer match about $180,998 at 4% or $120,665 at 6%.
Independence Orthopedic & Sports Medicine Retirement Plan-5$142,018$72,399$14,480iApproximate average salary by contribution assumption: employee only about $361,995 at 4% or $241,330 at 6%; with 50% employer match about $241,330 at 4% or $160,887 at 6%; with 100% employer match about $180,998 at 4% or $120,665 at 6%.
201415$70,113$70,447$14,089iApproximate average salary by contribution assumption: employee only about $352,235 at 4% or $234,823 at 6%; with 50% employer match about $234,823 at 4% or $156,549 at 6%; with 100% employer match about $176,118 at 4% or $117,412 at 6%.
Independence Orthopedic & Sports Medicine Retirement Plan-5$70,113$70,447$14,089iApproximate average salary by contribution assumption: employee only about $352,235 at 4% or $234,823 at 6%; with 50% employer match about $234,823 at 4% or $156,549 at 6%; with 100% employer match about $176,118 at 4% or $117,412 at 6%.
201310$0$0-
Independence Orthopedic & Sports Medicine Retirement Plan-0$0$0-
201210$0$31-
INDEPENDENCE ORTHOPEDIC & SPORTS MEDICINE 401K PLAN-0-$31-
201116$196,167$17,832$2,972iApproximate average salary by contribution assumption: employee only about $74,300 at 4% or $49,533 at 6%; with 50% employer match about $49,533 at 4% or $33,022 at 6%; with 100% employer match about $37,150 at 4% or $24,767 at 6%.
INDEPENDENCE ORTHOPEDIC & SPORTS MEDICINE 401(K) PLAN-6$196,167$17,832$2,972iApproximate average salary by contribution assumption: employee only about $74,300 at 4% or $49,533 at 6%; with 50% employer match about $49,533 at 4% or $33,022 at 6%; with 100% employer match about $37,150 at 4% or $24,767 at 6%.
201014$194,953$60,664$15,166iApproximate average salary by contribution assumption: employee only about $379,150 at 4% or $252,767 at 6%; with 50% employer match about $252,767 at 4% or $168,511 at 6%; with 100% employer match about $189,575 at 4% or $126,383 at 6%.
INDEPENDENCE ORTHOPEDIC & SPORTS MEDICINE 401(K) PLAN-4$194,953$60,664$15,166iApproximate average salary by contribution assumption: employee only about $379,150 at 4% or $252,767 at 6%; with 50% employer match about $252,767 at 4% or $168,511 at 6%; with 100% employer match about $189,575 at 4% or $126,383 at 6%.
200912$119,595$52,082$26,041iApproximate average salary by contribution assumption: employee only about $651,025 at 4% or $434,017 at 6%; with 50% employer match about $434,017 at 4% or $289,344 at 6%; with 100% employer match about $325,513 at 4% or $217,008 at 6%.
INDEPENDENCE ORTHOPEDIC & SPORTS MEDICINE 401(K) PLAN-2$119,595$52,082$26,041iApproximate average salary by contribution assumption: employee only about $651,025 at 4% or $434,017 at 6%; with 50% employer match about $434,017 at 4% or $289,344 at 6%; with 100% employer match about $325,513 at 4% or $217,008 at 6%.
200813$57,660$57,241$19,080iApproximate average salary by contribution assumption: employee only about $477,008 at 4% or $318,006 at 6%; with 50% employer match about $318,006 at 4% or $212,004 at 6%; with 100% employer match about $238,504 at 4% or $159,003 at 6%.
INDEPENDENCE ORTHOPEDIC & SPORTS MEDICINE 401K PLAN-3$57,660$57,241$19,080iApproximate average salary by contribution assumption: employee only about $477,008 at 4% or $318,006 at 6%; with 50% employer match about $318,006 at 4% or $212,004 at 6%; with 100% employer match about $238,504 at 4% or $159,003 at 6%.