Civic Intelligence

Orchestra Management Solutions

Plan context: Orchestra Management Solutions 401 K Profit Sharing Plan Trust

EIN 22-3737010 • Chagrin Falls, OH • 30 filings • 3 plans

P.O. Box 179Chagrin Falls, OH 44022
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$3,934,282

2024 Contributions

$471,551

Historical Graphs

Total Assets Over Time

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

$3,934,282$1,967,141$0200920172024YearValue
$3,934,282Latest year 2024

Participants Over Time

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

1580200920172024YearValue
15Latest 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
2024315$3,934,282$471,551$31,437iApproximate average salary by contribution assumption: employee only about $785,918 at 4% or $523,946 at 6%; with 50% employer match about $523,946 at 4% or $349,297 at 6%; with 100% employer match about $392,959 at 4% or $261,973 at 6%.
Orchestra Management Solutions 401 K Profit Sharing Plan Trust-15$2,906,320$278,725$18,582iApproximate average salary by contribution assumption: employee only about $464,542 at 4% or $309,694 at 6%; with 50% employer match about $309,694 at 4% or $206,463 at 6%; with 100% employer match about $232,271 at 4% or $154,847 at 6%.
Orchestra Management Solutions Cash Balance Plan-10$1,012,028$75,113$7,511iApproximate average salary by contribution assumption: employee only about $187,783 at 4% or $125,188 at 6%; with 50% employer match about $125,188 at 4% or $83,459 at 6%; with 100% employer match about $93,891 at 4% or $62,594 at 6%.
ORCHESTRA MGMT SOLUTIONS INC SOCA BENEFIT PLAN-7$15,934$117,713$16,816iApproximate average salary by contribution assumption: employee only about $420,404 at 4% or $280,269 at 6%; with 50% employer match about $280,269 at 4% or $186,846 at 6%; with 100% employer match about $210,202 at 4% or $140,135 at 6%.
2023312$3,321,585$414,928$34,577iApproximate average salary by contribution assumption: employee only about $864,433 at 4% or $576,289 at 6%; with 50% employer match about $576,289 at 4% or $384,193 at 6%; with 100% employer match about $432,217 at 4% or $288,144 at 6%.
Orchestra Management Solutions 401 K Profit Sharing Plan Trust-12$2,448,260$228,871$19,073iApproximate average salary by contribution assumption: employee only about $476,815 at 4% or $317,876 at 6%; with 50% employer match about $317,876 at 4% or $211,918 at 6%; with 100% employer match about $238,407 at 4% or $158,938 at 6%.
Orchestra Management Solutions Cash Balance Plan-10$860,994$93,271$9,327iApproximate average salary by contribution assumption: employee only about $233,178 at 4% or $155,452 at 6%; with 50% employer match about $155,452 at 4% or $103,634 at 6%; with 100% employer match about $116,589 at 4% or $77,726 at 6%.
ORCHESTRA MGMT SOLUTIONS INC SOCA BENEFIT PLAN-6$12,331$92,786$15,464iApproximate average salary by contribution assumption: employee only about $386,608 at 4% or $257,739 at 6%; with 50% employer match about $257,739 at 4% or $171,826 at 6%; with 100% employer match about $193,304 at 4% or $128,869 at 6%.
2022313$2,876,201$507,243$39,019iApproximate average salary by contribution assumption: employee only about $975,467 at 4% or $650,312 at 6%; with 50% employer match about $650,312 at 4% or $433,541 at 6%; with 100% employer match about $487,734 at 4% or $325,156 at 6%.
Orchestra Management Solutions 401 K Profit Sharing Plan Trust-13$2,270,939$233,020$17,925iApproximate average salary by contribution assumption: employee only about $448,115 at 4% or $298,744 at 6%; with 50% employer match about $298,744 at 4% or $199,162 at 6%; with 100% employer match about $224,058 at 4% or $149,372 at 6%.
Orchestra Management Solutions Cash Balance Plan-8$593,730$201,522$25,190iApproximate average salary by contribution assumption: employee only about $629,756 at 4% or $419,838 at 6%; with 50% employer match about $419,838 at 4% or $279,892 at 6%; with 100% employer match about $314,878 at 4% or $209,919 at 6%.
ORCHESTRA MGMT SOLUTIONS INC SOCA BENEFIT PLAN-5$11,532$72,701$14,540iApproximate average salary by contribution assumption: employee only about $363,505 at 4% or $242,337 at 6%; with 50% employer match about $242,337 at 4% or $161,558 at 6%; with 100% employer match about $181,753 at 4% or $121,168 at 6%.
2021312$2,826,413$422,239$35,187iApproximate average salary by contribution assumption: employee only about $879,665 at 4% or $586,443 at 6%; with 50% employer match about $586,443 at 4% or $390,962 at 6%; with 100% employer match about $439,832 at 4% or $293,222 at 6%.
Orchestra Management Solutions 401 K Profit Sharing Plan Trust-12$2,244,481$246,222$20,519iApproximate average salary by contribution assumption: employee only about $512,963 at 4% or $341,975 at 6%; with 50% employer match about $341,975 at 4% or $227,983 at 6%; with 100% employer match about $256,481 at 4% or $170,988 at 6%.
Orchestra Management Solutions Cash Balance Plan-7$574,295$118,279$16,897iApproximate average salary by contribution assumption: employee only about $422,425 at 4% or $281,617 at 6%; with 50% employer match about $281,617 at 4% or $187,744 at 6%; with 100% employer match about $211,213 at 4% or $140,808 at 6%.
ORCHESTRA MGMT SOLUTIONS INC SOCA BENEFIT PLAN-6$7,637$57,738$9,623iApproximate average salary by contribution assumption: employee only about $240,575 at 4% or $160,383 at 6%; with 50% employer match about $160,383 at 4% or $106,922 at 6%; with 100% employer match about $120,288 at 4% or $80,192 at 6%.
2020312$2,323,195$395,501$32,958iApproximate average salary by contribution assumption: employee only about $823,960 at 4% or $549,307 at 6%; with 50% employer match about $549,307 at 4% or $366,205 at 6%; with 100% employer match about $411,980 at 4% or $274,653 at 6%.
Orchestra Management Solutions 401 K Profit Sharing Plan Trust-12$1,868,582$203,906$16,992iApproximate average salary by contribution assumption: employee only about $424,804 at 4% or $283,203 at 6%; with 50% employer match about $283,203 at 4% or $188,802 at 6%; with 100% employer match about $212,402 at 4% or $141,601 at 6%.
Orchestra Management Solutions Cash Balance Plan-8$449,333$139,473$17,434iApproximate average salary by contribution assumption: employee only about $435,853 at 4% or $290,569 at 6%; with 50% employer match about $290,569 at 4% or $193,713 at 6%; with 100% employer match about $217,927 at 4% or $145,284 at 6%.
ORCHESTRA MGMT SOLUTIONS INC SOCA BENEFIT PLAN-6$5,280$52,122$8,687iApproximate average salary by contribution assumption: employee only about $217,175 at 4% or $144,783 at 6%; with 50% employer match about $144,783 at 4% or $96,522 at 6%; with 100% employer match about $108,588 at 4% or $72,392 at 6%.
2019312$2,002,039$299,118$24,927iApproximate average salary by contribution assumption: employee only about $623,163 at 4% or $415,442 at 6%; with 50% employer match about $415,442 at 4% or $276,961 at 6%; with 100% employer match about $311,581 at 4% or $207,721 at 6%.
Orchestra Management Solutions 401 K Profit Sharing Plan Trust-12$1,674,916$175,043$14,587iApproximate average salary by contribution assumption: employee only about $364,673 at 4% or $243,115 at 6%; with 50% employer match about $243,115 at 4% or $162,077 at 6%; with 100% employer match about $182,336 at 4% or $121,558 at 6%.
Orchestra Management Solutions Cash Balance Plan-7$324,555$104,713$14,959iApproximate average salary by contribution assumption: employee only about $373,975 at 4% or $249,317 at 6%; with 50% employer match about $249,317 at 4% or $166,211 at 6%; with 100% employer match about $186,988 at 4% or $124,658 at 6%.
ORCHESTRA MGMT SOLUTIONS INC SOCA BENEFIT PLAN-6$2,568$19,362$3,227iApproximate average salary by contribution assumption: employee only about $80,675 at 4% or $53,783 at 6%; with 50% employer match about $53,783 at 4% or $35,856 at 6%; with 100% employer match about $40,338 at 4% or $26,892 at 6%.
201828$1,427,974$269,489$33,686iApproximate average salary by contribution assumption: employee only about $842,153 at 4% or $561,435 at 6%; with 50% employer match about $561,435 at 4% or $374,290 at 6%; with 100% employer match about $421,077 at 4% or $280,718 at 6%.
Orchestra Management Solutions 401 K Profit Sharing Plan Trust-8$1,217,865$156,489$19,561iApproximate average salary by contribution assumption: employee only about $489,028 at 4% or $326,019 at 6%; with 50% employer match about $326,019 at 4% or $217,346 at 6%; with 100% employer match about $244,514 at 4% or $163,009 at 6%.
Orchestra Management Solutions Cash Balance Plan-5$210,109$113,000$22,600iApproximate average salary by contribution assumption: employee only about $565,000 at 4% or $376,667 at 6%; with 50% employer match about $376,667 at 4% or $251,111 at 6%; with 100% employer match about $282,500 at 4% or $188,333 at 6%.
201726$1,243,462$234,080$39,013iApproximate average salary by contribution assumption: employee only about $975,333 at 4% or $650,222 at 6%; with 50% employer match about $650,222 at 4% or $433,481 at 6%; with 100% employer match about $487,667 at 4% or $325,111 at 6%.
Orchestra Management Solutions 401 K Profit Sharing Plan Trust-6$1,141,462$132,080$22,013iApproximate average salary by contribution assumption: employee only about $550,333 at 4% or $366,889 at 6%; with 50% employer match about $366,889 at 4% or $244,593 at 6%; with 100% employer match about $275,167 at 4% or $183,444 at 6%.
Orchestra Management Solutions Cash Balance Plan-3$102,000$102,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
201616$847,799$186,646$31,108iApproximate average salary by contribution assumption: employee only about $777,692 at 4% or $518,461 at 6%; with 50% employer match about $518,461 at 4% or $345,641 at 6%; with 100% employer match about $388,846 at 4% or $259,231 at 6%.
Orchestra Management Solutions 401 K Profit Sharing Plan Trust-6$847,799$186,646$31,108iApproximate average salary by contribution assumption: employee only about $777,692 at 4% or $518,461 at 6%; with 50% employer match about $518,461 at 4% or $345,641 at 6%; with 100% employer match about $388,846 at 4% or $259,231 at 6%.
201516$608,287$110,676$18,446iApproximate average salary by contribution assumption: employee only about $461,150 at 4% or $307,433 at 6%; with 50% employer match about $307,433 at 4% or $204,956 at 6%; with 100% employer match about $230,575 at 4% or $153,717 at 6%.
Orchestra Management Solutions 401 K Profit Sharing Plan Trust-6$608,287$110,676$18,446iApproximate average salary by contribution assumption: employee only about $461,150 at 4% or $307,433 at 6%; with 50% employer match about $307,433 at 4% or $204,956 at 6%; with 100% employer match about $230,575 at 4% or $153,717 at 6%.
201415$513,051$52,553$10,511iApproximate average salary by contribution assumption: employee only about $262,765 at 4% or $175,177 at 6%; with 50% employer match about $175,177 at 4% or $116,784 at 6%; with 100% employer match about $131,383 at 4% or $87,588 at 6%.
Orchestra Management Solutions 401 K Profit Sharing Plan Trust-5$513,051$52,553$10,511iApproximate average salary by contribution assumption: employee only about $262,765 at 4% or $175,177 at 6%; with 50% employer match about $175,177 at 4% or $116,784 at 6%; with 100% employer match about $131,383 at 4% or $87,588 at 6%.
201313$325,231$39,696$13,232iApproximate average salary by contribution assumption: employee only about $330,800 at 4% or $220,533 at 6%; with 50% employer match about $220,533 at 4% or $147,022 at 6%; with 100% employer match about $165,400 at 4% or $110,267 at 6%.
Orchestra Management Solutions 401 K Profit Sharing Plan Trust-3$325,231$39,696$13,232iApproximate average salary by contribution assumption: employee only about $330,800 at 4% or $220,533 at 6%; with 50% employer match about $220,533 at 4% or $147,022 at 6%; with 100% employer match about $165,400 at 4% or $110,267 at 6%.
201213$231,106$554$185iApproximate average salary by contribution assumption: employee only about $4,617 at 4% or $3,078 at 6%; with 50% employer match about $3,078 at 4% or $2,052 at 6%; with 100% employer match about $2,308 at 4% or $1,539 at 6%.
Orchestra Management Solutions 401 K Profit Sharing Plan Trust-3$231,106$554$185iApproximate average salary by contribution assumption: employee only about $4,617 at 4% or $3,078 at 6%; with 50% employer match about $3,078 at 4% or $2,052 at 6%; with 100% employer match about $2,308 at 4% or $1,539 at 6%.
201113$208,503$25,917$8,639iApproximate average salary by contribution assumption: employee only about $215,975 at 4% or $143,983 at 6%; with 50% employer match about $143,983 at 4% or $95,989 at 6%; with 100% employer match about $107,988 at 4% or $71,992 at 6%.
Orchestra Management Solutions 401 K Profit Sharing Plan Trust-3$208,503$25,917$8,639iApproximate average salary by contribution assumption: employee only about $215,975 at 4% or $143,983 at 6%; with 50% employer match about $143,983 at 4% or $95,989 at 6%; with 100% employer match about $107,988 at 4% or $71,992 at 6%.
201013$192,698$40,391$13,464iApproximate average salary by contribution assumption: employee only about $336,592 at 4% or $224,394 at 6%; with 50% employer match about $224,394 at 4% or $149,596 at 6%; with 100% employer match about $168,296 at 4% or $112,197 at 6%.
Orchestra Management Solutions 401 K Profit Sharing Plan Trust-3$192,698$40,391$13,464iApproximate average salary by contribution assumption: employee only about $336,592 at 4% or $224,394 at 6%; with 50% employer match about $224,394 at 4% or $149,596 at 6%; with 100% employer match about $168,296 at 4% or $112,197 at 6%.
200913$133,183$49,196$16,399iApproximate average salary by contribution assumption: employee only about $409,967 at 4% or $273,311 at 6%; with 50% employer match about $273,311 at 4% or $182,207 at 6%; with 100% employer match about $204,983 at 4% or $136,656 at 6%.
Orchestra Management Solutions 401 K Profit Sharing Plan Trust-3$133,183$49,196$16,399iApproximate average salary by contribution assumption: employee only about $409,967 at 4% or $273,311 at 6%; with 50% employer match about $273,311 at 4% or $182,207 at 6%; with 100% employer match about $204,983 at 4% or $136,656 at 6%.