Bone, Spine & Hand Surgery Chartere
Plan context: Bone, Spine & Hand Surgery Chartered Employees' Savings Plan
EIN 22-2355087 • Vero Beach, FL • 41 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,828,838
2024 Contributions
$118,500
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 | 1 | 3 | $1,828,838 | $118,500 | $39,500iApproximate average salary by contribution assumption: employee only about $987,500 at 4% or $658,333 at 6%; with 50% employer match about $658,333 at 4% or $438,889 at 6%; with 100% employer match about $493,750 at 4% or $329,167 at 6%. |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 3 | $1,828,838 | $118,500 | $39,500iApproximate average salary by contribution assumption: employee only about $987,500 at 4% or $658,333 at 6%; with 50% employer match about $658,333 at 4% or $438,889 at 6%; with 100% employer match about $493,750 at 4% or $329,167 at 6%. |
| 2023 | 1 | 4 | $1,736,279 | $57,500 | $14,375iApproximate average salary by contribution assumption: employee only about $359,375 at 4% or $239,583 at 6%; with 50% employer match about $239,583 at 4% or $159,722 at 6%; with 100% employer match about $179,688 at 4% or $119,792 at 6%. |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 4 | $1,736,279 | $57,500 | $14,375iApproximate average salary by contribution assumption: employee only about $359,375 at 4% or $239,583 at 6%; with 50% employer match about $239,583 at 4% or $159,722 at 6%; with 100% employer match about $179,688 at 4% or $119,792 at 6%. |
| 2022 | 1 | 4 | $1,680,868 | $0 | - |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 4 | $1,680,868 | - | - |
| 2021 | 1 | 4 | $1,743,982 | $109,500 | $27,375iApproximate average salary by contribution assumption: employee only about $684,375 at 4% or $456,250 at 6%; with 50% employer match about $456,250 at 4% or $304,167 at 6%; with 100% employer match about $342,188 at 4% or $228,125 at 6%. |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 4 | $1,743,982 | $109,500 | $27,375iApproximate average salary by contribution assumption: employee only about $684,375 at 4% or $456,250 at 6%; with 50% employer match about $456,250 at 4% or $304,167 at 6%; with 100% employer match about $342,188 at 4% or $228,125 at 6%. |
| 2020 | 1 | 4 | $1,712,639 | $109,500 | $27,375iApproximate average salary by contribution assumption: employee only about $684,375 at 4% or $456,250 at 6%; with 50% employer match about $456,250 at 4% or $304,167 at 6%; with 100% employer match about $342,188 at 4% or $228,125 at 6%. |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 4 | $1,712,639 | $109,500 | $27,375iApproximate average salary by contribution assumption: employee only about $684,375 at 4% or $456,250 at 6%; with 50% employer match about $456,250 at 4% or $304,167 at 6%; with 100% employer match about $342,188 at 4% or $228,125 at 6%. |
| 2019 | 1 | 4 | $1,583,542 | $35,245 | $8,811iApproximate average salary by contribution assumption: employee only about $220,281 at 4% or $146,854 at 6%; with 50% employer match about $146,854 at 4% or $97,903 at 6%; with 100% employer match about $110,141 at 4% or $73,427 at 6%. |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 4 | $1,583,542 | $35,245 | $8,811iApproximate average salary by contribution assumption: employee only about $220,281 at 4% or $146,854 at 6%; with 50% employer match about $146,854 at 4% or $97,903 at 6%; with 100% employer match about $110,141 at 4% or $73,427 at 6%. |
| 2018 | 1 | 4 | $1,615,500 | $131,250 | $32,813iApproximate average salary by contribution assumption: employee only about $820,313 at 4% or $546,875 at 6%; with 50% employer match about $546,875 at 4% or $364,583 at 6%; with 100% employer match about $410,156 at 4% or $273,438 at 6%. |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 4 | $1,615,500 | $131,250 | $32,813iApproximate average salary by contribution assumption: employee only about $820,313 at 4% or $546,875 at 6%; with 50% employer match about $546,875 at 4% or $364,583 at 6%; with 100% employer match about $410,156 at 4% or $273,438 at 6%. |
| 2017 | 1 | 4 | $1,523,934 | $63,000 | $15,750iApproximate average salary by contribution assumption: employee only about $393,750 at 4% or $262,500 at 6%; with 50% employer match about $262,500 at 4% or $175,000 at 6%; with 100% employer match about $196,875 at 4% or $131,250 at 6%. |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 4 | $1,523,934 | $63,000 | $15,750iApproximate average salary by contribution assumption: employee only about $393,750 at 4% or $262,500 at 6%; with 50% employer match about $262,500 at 4% or $175,000 at 6%; with 100% employer match about $196,875 at 4% or $131,250 at 6%. |
| 2016 | 1 | 4 | $1,485,870 | $63,000 | $15,750iApproximate average salary by contribution assumption: employee only about $393,750 at 4% or $262,500 at 6%; with 50% employer match about $262,500 at 4% or $175,000 at 6%; with 100% employer match about $196,875 at 4% or $131,250 at 6%. |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 4 | $1,485,870 | $63,000 | $15,750iApproximate average salary by contribution assumption: employee only about $393,750 at 4% or $262,500 at 6%; with 50% employer match about $262,500 at 4% or $175,000 at 6%; with 100% employer match about $196,875 at 4% or $131,250 at 6%. |
| 2015 | 1 | 4 | $1,449,685 | $111,000 | $27,750iApproximate average salary by contribution assumption: employee only about $693,750 at 4% or $462,500 at 6%; with 50% employer match about $462,500 at 4% or $308,333 at 6%; with 100% employer match about $346,875 at 4% or $231,250 at 6%. |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 4 | $1,449,685 | $111,000 | $27,750iApproximate average salary by contribution assumption: employee only about $693,750 at 4% or $462,500 at 6%; with 50% employer match about $462,500 at 4% or $308,333 at 6%; with 100% employer match about $346,875 at 4% or $231,250 at 6%. |
| 2014 | 1 | 4 | $1,398,481 | $101,500 | $25,375iApproximate average salary by contribution assumption: employee only about $634,375 at 4% or $422,917 at 6%; with 50% employer match about $422,917 at 4% or $281,944 at 6%; with 100% employer match about $317,188 at 4% or $211,458 at 6%. |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 4 | $1,398,481 | $101,500 | $25,375iApproximate average salary by contribution assumption: employee only about $634,375 at 4% or $422,917 at 6%; with 50% employer match about $422,917 at 4% or $281,944 at 6%; with 100% employer match about $317,188 at 4% or $211,458 at 6%. |
| 2013 | 2 | 4 | $1,285,574 | $109,000 | $27,250iApproximate average salary by contribution assumption: employee only about $681,250 at 4% or $454,167 at 6%; with 50% employer match about $454,167 at 4% or $302,778 at 6%; with 100% employer match about $340,625 at 4% or $227,083 at 6%. |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 4 | $1,285,574 | $109,000 | $27,250iApproximate average salary by contribution assumption: employee only about $681,250 at 4% or $454,167 at 6%; with 50% employer match about $454,167 at 4% or $302,778 at 6%; with 100% employer match about $340,625 at 4% or $227,083 at 6%. |
| Bone & Hand Surgery Chartered Defined Benefit Plan & Trust | - | 0 | $0 | - | - |
| 2012 | 2 | 4 | $4,247,753 | $77,500 | $19,375iApproximate average salary by contribution assumption: employee only about $484,375 at 4% or $322,917 at 6%; with 50% employer match about $322,917 at 4% or $215,278 at 6%; with 100% employer match about $242,188 at 4% or $161,458 at 6%. |
| Bone & Hand Surgery Chartered Defined Benefit Plan & Trust | - | 3 | $3,064,211 | - | - |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 4 | $1,183,542 | $77,500 | $19,375iApproximate average salary by contribution assumption: employee only about $484,375 at 4% or $322,917 at 6%; with 50% employer match about $322,917 at 4% or $215,278 at 6%; with 100% employer match about $242,188 at 4% or $161,458 at 6%. |
| 2011 | 2 | 4 | $4,409,701 | $89,000 | $22,250iApproximate average salary by contribution assumption: employee only about $556,250 at 4% or $370,833 at 6%; with 50% employer match about $370,833 at 4% or $247,222 at 6%; with 100% employer match about $278,125 at 4% or $185,417 at 6%. |
| Bone & Hand Surgery Chartered Defined Benefit Plan & Trust | - | 4 | $3,296,663 | - | - |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 4 | $1,113,038 | $89,000 | $22,250iApproximate average salary by contribution assumption: employee only about $556,250 at 4% or $370,833 at 6%; with 50% employer match about $370,833 at 4% or $247,222 at 6%; with 100% employer match about $278,125 at 4% or $185,417 at 6%. |
| 2010 | 2 | 4 | $4,366,162 | $101,500 | $25,375iApproximate average salary by contribution assumption: employee only about $634,375 at 4% or $422,917 at 6%; with 50% employer match about $422,917 at 4% or $281,944 at 6%; with 100% employer match about $317,188 at 4% or $211,458 at 6%. |
| Bone & Hand Surgery Chartered Defined Benefit Plan & Trust | - | 4 | $3,334,626 | - | - |
| BONE, SPINE & HAND SURGERY CHARTERED EMPLOYEES' SAVINGS PLAN | - | 4 | $1,031,536 | $101,500 | $25,375iApproximate average salary by contribution assumption: employee only about $634,375 at 4% or $422,917 at 6%; with 50% employer match about $422,917 at 4% or $281,944 at 6%; with 100% employer match about $317,188 at 4% or $211,458 at 6%. |
| 2009 | 2 | 4 | $4,307,438 | $351,788 | $87,947iApproximate average salary by contribution assumption: employee only about $2,198,675 at 4% or $1,465,783 at 6%; with 50% employer match about $1,465,783 at 4% or $977,189 at 6%; with 100% employer match about $1,099,338 at 4% or $732,892 at 6%. |
| Bone & Hand Surgery Chartered Defined Benefit Plan & Trust | - | 4 | $3,367,943 | $275,000 | $68,750iApproximate average salary by contribution assumption: employee only about $1,718,750 at 4% or $1,145,833 at 6%; with 50% employer match about $1,145,833 at 4% or $763,889 at 6%; with 100% employer match about $859,375 at 4% or $572,917 at 6%. |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 4 | $939,495 | $76,788 | $19,197iApproximate average salary by contribution assumption: employee only about $479,925 at 4% or $319,950 at 6%; with 50% employer match about $319,950 at 4% or $213,300 at 6%; with 100% employer match about $239,963 at 4% or $159,975 at 6%. |
| 2008 | 2 | 4 | $3,973,297 | $409,304 | $102,326iApproximate average salary by contribution assumption: employee only about $2,558,150 at 4% or $1,705,433 at 6%; with 50% employer match about $1,705,433 at 4% or $1,136,956 at 6%; with 100% employer match about $1,279,075 at 4% or $852,717 at 6%. |
| Bone & Hand Surgery Chartered Defined Benefit Plan & Trust | - | 4 | $3,115,032 | $328,244 | $82,061iApproximate average salary by contribution assumption: employee only about $2,051,525 at 4% or $1,367,683 at 6%; with 50% employer match about $1,367,683 at 4% or $911,789 at 6%; with 100% employer match about $1,025,763 at 4% or $683,842 at 6%. |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 4 | $858,265 | $81,060 | $20,265iApproximate average salary by contribution assumption: employee only about $506,625 at 4% or $337,750 at 6%; with 50% employer match about $337,750 at 4% or $225,167 at 6%; with 100% employer match about $253,313 at 4% or $168,875 at 6%. |
| 2007 | 2 | 4 | $0 | $0 | - |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 4 | - | - | - |
| Bone & Hand Surgery Chartered Defined Benefit Plan & Trust | - | 4 | - | - | - |
| 2006 | 2 | 4 | $2,976,207 | $321,693 | $80,423iApproximate average salary by contribution assumption: employee only about $2,010,581 at 4% or $1,340,388 at 6%; with 50% employer match about $1,340,388 at 4% or $893,592 at 6%; with 100% employer match about $1,005,291 at 4% or $670,194 at 6%. |
| Bone & Hand Surgery Chartered Defined Benefit Plan & Trust | - | 4 | $2,336,996 | $226,053 | $56,513iApproximate average salary by contribution assumption: employee only about $1,412,831 at 4% or $941,888 at 6%; with 50% employer match about $941,888 at 4% or $627,925 at 6%; with 100% employer match about $706,416 at 4% or $470,944 at 6%. |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 4 | $639,211 | $95,640 | $23,910iApproximate average salary by contribution assumption: employee only about $597,750 at 4% or $398,500 at 6%; with 50% employer match about $398,500 at 4% or $265,667 at 6%; with 100% employer match about $298,875 at 4% or $199,250 at 6%. |
| 2005 | 2 | 4 | $2,551,442 | $252,065 | $63,016iApproximate average salary by contribution assumption: employee only about $1,575,406 at 4% or $1,050,271 at 6%; with 50% employer match about $1,050,271 at 4% or $700,181 at 6%; with 100% employer match about $787,703 at 4% or $525,135 at 6%. |
| Bone & Hand Surgery Chartered Defined Benefit Plan & Trust | - | 4 | $2,034,387 | $184,065 | $46,016iApproximate average salary by contribution assumption: employee only about $1,150,406 at 4% or $766,938 at 6%; with 50% employer match about $766,938 at 4% or $511,292 at 6%; with 100% employer match about $575,203 at 4% or $383,469 at 6%. |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 4 | $517,055 | $68,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| 2004 | 2 | 4 | $2,226,602 | $481,140 | $120,285iApproximate average salary by contribution assumption: employee only about $3,007,125 at 4% or $2,004,750 at 6%; with 50% employer match about $2,004,750 at 4% or $1,336,500 at 6%; with 100% employer match about $1,503,563 at 4% or $1,002,375 at 6%. |
| Bone & Hand Surgery Chartered Defined Benefit Plan & Trust | - | 3 | $1,793,565 | $171,345 | $57,115iApproximate average salary by contribution assumption: employee only about $1,427,875 at 4% or $951,917 at 6%; with 50% employer match about $951,917 at 4% or $634,611 at 6%; with 100% employer match about $713,938 at 4% or $475,958 at 6%. |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 4 | $433,037 | $309,795 | $77,449iApproximate average salary by contribution assumption: employee only about $1,936,219 at 4% or $1,290,813 at 6%; with 50% employer match about $1,290,813 at 4% or $860,542 at 6%; with 100% employer match about $968,109 at 4% or $645,406 at 6%. |
| 2003 | 3 | 4 | $1,732,070 | $187,585 | $46,896iApproximate average salary by contribution assumption: employee only about $1,172,406 at 4% or $781,604 at 6%; with 50% employer match about $781,604 at 4% or $521,069 at 6%; with 100% employer match about $586,203 at 4% or $390,802 at 6%. |
| Bone & Hand Surgery Chartered Defined Benefit Plan & Trust | - | 3 | $1,611,000 | $133,585 | $44,528iApproximate average salary by contribution assumption: employee only about $1,113,208 at 4% or $742,139 at 6%; with 50% employer match about $742,139 at 4% or $494,759 at 6%; with 100% employer match about $556,604 at 4% or $371,069 at 6%. |
| Bone, Spine & Hand Surgery Chartered Employees' Savings Plan | - | 4 | $121,070 | $54,000 | $13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%. |
| BONE SPINE & HAND SURGERY CHARTERED MONEY PURCHASE PLAN | - | 0 | - | - | - |
| 2002 | 2 | 3 | $1,501,205 | $103,702 | $34,567iApproximate average salary by contribution assumption: employee only about $864,183 at 4% or $576,122 at 6%; with 50% employer match about $576,122 at 4% or $384,081 at 6%; with 100% employer match about $432,092 at 4% or $288,061 at 6%. |
| Bone & Hand Surgery Chartered Defined Benefit Plan & Trust | - | 3 | $1,436,033 | $103,702 | $34,567iApproximate average salary by contribution assumption: employee only about $864,183 at 4% or $576,122 at 6%; with 50% employer match about $576,122 at 4% or $384,081 at 6%; with 100% employer match about $432,092 at 4% or $288,061 at 6%. |
| BONE SPINE & HAND SURGERY CHARTERED MONEY PURCHASE PLAN | - | 3 | $65,172 | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| BONE SPINE & HAND SURGERY CHARTERED MONEY PURCHASE PLAN | - | 3 | - | - | - |
| Bone & Hand Surgery Chartered Defined Benefit Plan & Trust | - | 3 | - | - | - |
| 2000 | 2 | 3 | $1,302,113 | $43,500 | $14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%. |
| Bone & Hand Surgery Chartered Defined Benefit Plan & Trust | - | 3 | $1,258,613 | - | - |
| BONE SPINE & HAND SURGERY CHARTERED MONEY PURCHASE PLAN | - | 3 | $43,500 | $43,500 | $14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%. |
| 1999 | 1 | 3 | $1,212,612 | $0 | - |
| Bone & Hand Surgery Chartered Defined Benefit Plan & Trust | - | 3 | $1,212,612 | - | - |