Civic Intelligence

Upper Bucks Orthopaedic Association

Plan context: Upper Bucks Orthopaedic Association 401K Profit Sharing Plan

EIN 23-1723665 • Sellersville, PA • 31 filings • 3 plans

711 Lawn Avenue,Professional Center, Building #3Sellersville, PA 18960
Current Snapshot

Latest Year

2025

2025 Participants

76

2025 Assets

$16,519,039

2025 Contributions

$155,671

Historical Graphs

Total Assets Over Time

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

$16,519,039$8,259,520$0199920122024YearValue
$16,519,039Latest year 2024

Participants Over Time

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

77390199920122024YearValue
76Latest 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
202510$0$155,671-
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-0$0$155,671-
2024176$16,519,039$250,882$3,301iApproximate average salary by contribution assumption: employee only about $82,527 at 4% or $55,018 at 6%; with 50% employer match about $55,018 at 4% or $36,679 at 6%; with 100% employer match about $41,263 at 4% or $27,509 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-76$16,519,039$250,882$3,301iApproximate average salary by contribution assumption: employee only about $82,527 at 4% or $55,018 at 6%; with 50% employer match about $55,018 at 4% or $36,679 at 6%; with 100% employer match about $41,263 at 4% or $27,509 at 6%.
2023164$14,613,596$204,685$3,198iApproximate average salary by contribution assumption: employee only about $79,955 at 4% or $53,303 at 6%; with 50% employer match about $53,303 at 4% or $35,536 at 6%; with 100% employer match about $39,978 at 4% or $26,652 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-64$14,613,596$204,685$3,198iApproximate average salary by contribution assumption: employee only about $79,955 at 4% or $53,303 at 6%; with 50% employer match about $53,303 at 4% or $35,536 at 6%; with 100% employer match about $39,978 at 4% or $26,652 at 6%.
2022177$12,800,194$192,539$2,501iApproximate average salary by contribution assumption: employee only about $62,513 at 4% or $41,675 at 6%; with 50% employer match about $41,675 at 4% or $27,783 at 6%; with 100% employer match about $31,256 at 4% or $20,838 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-77$12,800,194$192,539$2,501iApproximate average salary by contribution assumption: employee only about $62,513 at 4% or $41,675 at 6%; with 50% employer match about $41,675 at 4% or $27,783 at 6%; with 100% employer match about $31,256 at 4% or $20,838 at 6%.
2021176$15,031,830$179,919$2,367iApproximate average salary by contribution assumption: employee only about $59,184 at 4% or $39,456 at 6%; with 50% employer match about $39,456 at 4% or $26,304 at 6%; with 100% employer match about $29,592 at 4% or $19,728 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-76$15,031,830$179,919$2,367iApproximate average salary by contribution assumption: employee only about $59,184 at 4% or $39,456 at 6%; with 50% employer match about $39,456 at 4% or $26,304 at 6%; with 100% employer match about $29,592 at 4% or $19,728 at 6%.
2020134$12,901,374$162,171$4,770iApproximate average salary by contribution assumption: employee only about $119,243 at 4% or $79,496 at 6%; with 50% employer match about $79,496 at 4% or $52,997 at 6%; with 100% employer match about $59,622 at 4% or $39,748 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-34$12,901,374$162,171$4,770iApproximate average salary by contribution assumption: employee only about $119,243 at 4% or $79,496 at 6%; with 50% employer match about $79,496 at 4% or $52,997 at 6%; with 100% employer match about $59,622 at 4% or $39,748 at 6%.
2019133$11,590,798$315,388$9,557iApproximate average salary by contribution assumption: employee only about $238,930 at 4% or $159,287 at 6%; with 50% employer match about $159,287 at 4% or $106,191 at 6%; with 100% employer match about $119,465 at 4% or $79,643 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-33$11,590,798$315,388$9,557iApproximate average salary by contribution assumption: employee only about $238,930 at 4% or $159,287 at 6%; with 50% employer match about $159,287 at 4% or $106,191 at 6%; with 100% employer match about $119,465 at 4% or $79,643 at 6%.
2018133$15,731,939$300,147$9,095iApproximate average salary by contribution assumption: employee only about $227,384 at 4% or $151,589 at 6%; with 50% employer match about $151,589 at 4% or $101,060 at 6%; with 100% employer match about $113,692 at 4% or $75,795 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-33$15,731,939$300,147$9,095iApproximate average salary by contribution assumption: employee only about $227,384 at 4% or $151,589 at 6%; with 50% employer match about $151,589 at 4% or $101,060 at 6%; with 100% employer match about $113,692 at 4% or $75,795 at 6%.
2017137$16,424,425$501,680$13,559iApproximate average salary by contribution assumption: employee only about $338,973 at 4% or $225,982 at 6%; with 50% employer match about $225,982 at 4% or $150,655 at 6%; with 100% employer match about $169,486 at 4% or $112,991 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-37$16,424,425$501,680$13,559iApproximate average salary by contribution assumption: employee only about $338,973 at 4% or $225,982 at 6%; with 50% employer match about $225,982 at 4% or $150,655 at 6%; with 100% employer match about $169,486 at 4% or $112,991 at 6%.
2016139$14,186,122$613,120$15,721iApproximate average salary by contribution assumption: employee only about $393,026 at 4% or $262,017 at 6%; with 50% employer match about $262,017 at 4% or $174,678 at 6%; with 100% employer match about $196,513 at 4% or $131,009 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-39$14,186,122$613,120$15,721iApproximate average salary by contribution assumption: employee only about $393,026 at 4% or $262,017 at 6%; with 50% employer match about $262,017 at 4% or $174,678 at 6%; with 100% employer match about $196,513 at 4% or $131,009 at 6%.
2015144$12,890,774$662,932$15,067iApproximate average salary by contribution assumption: employee only about $376,666 at 4% or $251,111 at 6%; with 50% employer match about $251,111 at 4% or $167,407 at 6%; with 100% employer match about $188,333 at 4% or $125,555 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-44$12,890,774$662,932$15,067iApproximate average salary by contribution assumption: employee only about $376,666 at 4% or $251,111 at 6%; with 50% employer match about $251,111 at 4% or $167,407 at 6%; with 100% employer match about $188,333 at 4% or $125,555 at 6%.
2014147$12,430,417$571,798$12,166iApproximate average salary by contribution assumption: employee only about $304,148 at 4% or $202,765 at 6%; with 50% employer match about $202,765 at 4% or $135,177 at 6%; with 100% employer match about $152,074 at 4% or $101,383 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-47$12,430,417$571,798$12,166iApproximate average salary by contribution assumption: employee only about $304,148 at 4% or $202,765 at 6%; with 50% employer match about $202,765 at 4% or $135,177 at 6%; with 100% employer match about $152,074 at 4% or $101,383 at 6%.
2013140$11,390,317$536,631$13,416iApproximate average salary by contribution assumption: employee only about $335,394 at 4% or $223,596 at 6%; with 50% employer match about $223,596 at 4% or $149,064 at 6%; with 100% employer match about $167,697 at 4% or $111,798 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-40$11,390,317$536,631$13,416iApproximate average salary by contribution assumption: employee only about $335,394 at 4% or $223,596 at 6%; with 50% employer match about $223,596 at 4% or $149,064 at 6%; with 100% employer match about $167,697 at 4% or $111,798 at 6%.
2012143$10,342,667$542,850$12,624iApproximate average salary by contribution assumption: employee only about $315,610 at 4% or $210,407 at 6%; with 50% employer match about $210,407 at 4% or $140,271 at 6%; with 100% employer match about $157,805 at 4% or $105,203 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-43$10,342,667$542,850$12,624iApproximate average salary by contribution assumption: employee only about $315,610 at 4% or $210,407 at 6%; with 50% employer match about $210,407 at 4% or $140,271 at 6%; with 100% employer match about $157,805 at 4% or $105,203 at 6%.
2011144$9,080,879$500,203$11,368iApproximate average salary by contribution assumption: employee only about $284,206 at 4% or $189,471 at 6%; with 50% employer match about $189,471 at 4% or $126,314 at 6%; with 100% employer match about $142,103 at 4% or $94,735 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-44$9,080,879$500,203$11,368iApproximate average salary by contribution assumption: employee only about $284,206 at 4% or $189,471 at 6%; with 50% employer match about $189,471 at 4% or $126,314 at 6%; with 100% employer match about $142,103 at 4% or $94,735 at 6%.
2010147$9,525,711$483,544$10,288iApproximate average salary by contribution assumption: employee only about $257,204 at 4% or $171,470 at 6%; with 50% employer match about $171,470 at 4% or $114,313 at 6%; with 100% employer match about $128,602 at 4% or $85,735 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-47$9,525,711$483,544$10,288iApproximate average salary by contribution assumption: employee only about $257,204 at 4% or $171,470 at 6%; with 50% employer match about $171,470 at 4% or $114,313 at 6%; with 100% employer match about $128,602 at 4% or $85,735 at 6%.
2009148$8,104,496$470,273$9,797iApproximate average salary by contribution assumption: employee only about $244,934 at 4% or $163,289 at 6%; with 50% employer match about $163,289 at 4% or $108,859 at 6%; with 100% employer match about $122,467 at 4% or $81,645 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-48$8,104,496$470,273$9,797iApproximate average salary by contribution assumption: employee only about $244,934 at 4% or $163,289 at 6%; with 50% employer match about $163,289 at 4% or $108,859 at 6%; with 100% employer match about $122,467 at 4% or $81,645 at 6%.
2008146$6,687,838$416,530$9,055iApproximate average salary by contribution assumption: employee only about $226,375 at 4% or $150,917 at 6%; with 50% employer match about $150,917 at 4% or $100,611 at 6%; with 100% employer match about $113,188 at 4% or $75,458 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-46$6,687,838$416,530$9,055iApproximate average salary by contribution assumption: employee only about $226,375 at 4% or $150,917 at 6%; with 50% employer match about $150,917 at 4% or $100,611 at 6%; with 100% employer match about $113,188 at 4% or $75,458 at 6%.
2007139$8,111,065$393,777$10,097iApproximate average salary by contribution assumption: employee only about $252,421 at 4% or $168,281 at 6%; with 50% employer match about $168,281 at 4% or $112,187 at 6%; with 100% employer match about $126,211 at 4% or $84,140 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-39$8,111,065$393,777$10,097iApproximate average salary by contribution assumption: employee only about $252,421 at 4% or $168,281 at 6%; with 50% employer match about $168,281 at 4% or $112,187 at 6%; with 100% employer match about $126,211 at 4% or $84,140 at 6%.
2006143$7,584,915$383,117$8,910iApproximate average salary by contribution assumption: employee only about $222,742 at 4% or $148,495 at 6%; with 50% employer match about $148,495 at 4% or $98,997 at 6%; with 100% employer match about $111,371 at 4% or $74,247 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-43$7,584,915$383,117$8,910iApproximate average salary by contribution assumption: employee only about $222,742 at 4% or $148,495 at 6%; with 50% employer match about $148,495 at 4% or $98,997 at 6%; with 100% employer match about $111,371 at 4% or $74,247 at 6%.
2005142$6,288,281$352,947$8,404iApproximate average salary by contribution assumption: employee only about $210,088 at 4% or $140,058 at 6%; with 50% employer match about $140,058 at 4% or $93,372 at 6%; with 100% employer match about $105,044 at 4% or $70,029 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-42$6,288,281$352,947$8,404iApproximate average salary by contribution assumption: employee only about $210,088 at 4% or $140,058 at 6%; with 50% employer match about $140,058 at 4% or $93,372 at 6%; with 100% employer match about $105,044 at 4% or $70,029 at 6%.
2004139$5,727,982$376,349$9,650iApproximate average salary by contribution assumption: employee only about $241,249 at 4% or $160,833 at 6%; with 50% employer match about $160,833 at 4% or $107,222 at 6%; with 100% employer match about $120,625 at 4% or $80,416 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-39$5,727,982$376,349$9,650iApproximate average salary by contribution assumption: employee only about $241,249 at 4% or $160,833 at 6%; with 50% employer match about $160,833 at 4% or $107,222 at 6%; with 100% employer match about $120,625 at 4% or $80,416 at 6%.
2003138$4,881,496$364,915$9,603iApproximate average salary by contribution assumption: employee only about $240,076 at 4% or $160,050 at 6%; with 50% employer match about $160,050 at 4% or $106,700 at 6%; with 100% employer match about $120,038 at 4% or $80,025 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-38$4,881,496$364,915$9,603iApproximate average salary by contribution assumption: employee only about $240,076 at 4% or $160,050 at 6%; with 50% employer match about $160,050 at 4% or $106,700 at 6%; with 100% employer match about $120,038 at 4% or $80,025 at 6%.
2002233$3,626,845$328,739$9,962iApproximate average salary by contribution assumption: employee only about $249,045 at 4% or $166,030 at 6%; with 50% employer match about $166,030 at 4% or $110,687 at 6%; with 100% employer match about $124,522 at 4% or $83,015 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-33$3,626,845$328,739$9,962iApproximate average salary by contribution assumption: employee only about $249,045 at 4% or $166,030 at 6%; with 50% employer match about $166,030 at 4% or $110,687 at 6%; with 100% employer match about $124,522 at 4% or $83,015 at 6%.
Upper Bucks Orthopaedic Association Money Purchase Plan-0---
2001231$132,124$55,266$1,783iApproximate average salary by contribution assumption: employee only about $44,569 at 4% or $29,713 at 6%; with 50% employer match about $29,713 at 4% or $19,809 at 6%; with 100% employer match about $22,285 at 4% or $14,856 at 6%.
Upper Bucks Orthopaedic Association Money Purchase Plan-29$132,124$55,266$1,906iApproximate average salary by contribution assumption: employee only about $47,643 at 4% or $31,762 at 6%; with 50% employer match about $31,762 at 4% or $21,175 at 6%; with 100% employer match about $23,822 at 4% or $15,881 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-31---
2000228$3,421,192$194,852$6,959iApproximate average salary by contribution assumption: employee only about $173,975 at 4% or $115,983 at 6%; with 50% employer match about $115,983 at 4% or $77,322 at 6%; with 100% employer match about $86,988 at 4% or $57,992 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-28$3,421,192$194,852$6,959iApproximate average salary by contribution assumption: employee only about $173,975 at 4% or $115,983 at 6%; with 50% employer match about $115,983 at 4% or $77,322 at 6%; with 100% employer match about $86,988 at 4% or $57,992 at 6%.
Upper Bucks Orthopaedic Association Money Purchase Plan-28---
1999227$5,791,370$212,596$7,874iApproximate average salary by contribution assumption: employee only about $196,848 at 4% or $131,232 at 6%; with 50% employer match about $131,232 at 4% or $87,488 at 6%; with 100% employer match about $98,424 at 4% or $65,616 at 6%.
Upper Bucks Orthopaedic Association 401K Profit Sharing Plan-27$5,746,878$168,104$6,226iApproximate average salary by contribution assumption: employee only about $155,652 at 4% or $103,768 at 6%; with 50% employer match about $103,768 at 4% or $69,179 at 6%; with 100% employer match about $77,826 at 4% or $51,884 at 6%.
Upper Bucks Orthopaedic Association Money Purchase Plan-26$44,492$44,492$1,711iApproximate average salary by contribution assumption: employee only about $42,781 at 4% or $28,521 at 6%; with 50% employer match about $28,521 at 4% or $19,014 at 6%; with 100% employer match about $21,390 at 4% or $14,260 at 6%.