Ortho Kentucky PLLC
Plan context: Ortho Kentucky PLLC Profit Sharing Plan
EIN 27-0810819 • Lexington, KY • 24 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
57
2024 Assets
$18,067,011
2024 Contributions
$1,082,903
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 | 2 | 57 | $18,067,011 | $1,082,903 | $18,998iApproximate average salary by contribution assumption: employee only about $474,957 at 4% or $316,638 at 6%; with 50% employer match about $316,638 at 4% or $211,092 at 6%; with 100% employer match about $237,479 at 4% or $158,319 at 6%. |
| Ortho Kentucky PLLC Profit Sharing Plan | - | 57 | $17,960,614 | $728,013 | $12,772iApproximate average salary by contribution assumption: employee only about $319,304 at 4% or $212,869 at 6%; with 50% employer match about $212,869 at 4% or $141,913 at 6%; with 100% employer match about $159,652 at 4% or $106,435 at 6%. |
| ORTHO CONSULTANTS CBS BENEFIT PLAN | - | 39 | $106,397 | $354,890 | $9,100iApproximate average salary by contribution assumption: employee only about $227,494 at 4% or $151,662 at 6%; with 50% employer match about $151,662 at 4% or $101,108 at 6%; with 100% employer match about $113,747 at 4% or $75,831 at 6%. |
| 2023 | 2 | 44 | $15,292,008 | $1,053,084 | $23,934iApproximate average salary by contribution assumption: employee only about $598,343 at 4% or $398,895 at 6%; with 50% employer match about $398,895 at 4% or $265,930 at 6%; with 100% employer match about $299,172 at 4% or $199,448 at 6%. |
| Ortho Kentucky PLLC Profit Sharing Plan | - | 38 | $15,186,437 | $707,172 | $18,610iApproximate average salary by contribution assumption: employee only about $465,245 at 4% or $310,163 at 6%; with 50% employer match about $310,163 at 4% or $206,775 at 6%; with 100% employer match about $232,622 at 4% or $155,082 at 6%. |
| ORTHO CONSULTANTS CBS BENEFIT PLAN | - | 44 | $105,571 | $345,912 | $7,862iApproximate average salary by contribution assumption: employee only about $196,541 at 4% or $131,027 at 6%; with 50% employer match about $131,027 at 4% or $87,352 at 6%; with 100% employer match about $98,270 at 4% or $65,514 at 6%. |
| 2022 | 2 | 42 | $12,873,534 | $909,862 | $21,663iApproximate average salary by contribution assumption: employee only about $541,585 at 4% or $361,056 at 6%; with 50% employer match about $361,056 at 4% or $240,704 at 6%; with 100% employer match about $270,792 at 4% or $180,528 at 6%. |
| Ortho Kentucky PLLC Profit Sharing Plan | - | 33 | $12,783,625 | $601,166 | $18,217iApproximate average salary by contribution assumption: employee only about $455,429 at 4% or $303,619 at 6%; with 50% employer match about $303,619 at 4% or $202,413 at 6%; with 100% employer match about $227,714 at 4% or $151,810 at 6%. |
| ORTHO CONSULTANTS CBS BENEFIT PLAN | - | 42 | $89,909 | $308,696 | $7,350iApproximate average salary by contribution assumption: employee only about $183,748 at 4% or $122,498 at 6%; with 50% employer match about $122,498 at 4% or $81,666 at 6%; with 100% employer match about $91,874 at 4% or $61,249 at 6%. |
| 2021 | 2 | 37 | $14,403,956 | $843,959 | $22,810iApproximate average salary by contribution assumption: employee only about $570,243 at 4% or $380,162 at 6%; with 50% employer match about $380,162 at 4% or $253,441 at 6%; with 100% employer match about $285,121 at 4% or $190,081 at 6%. |
| Ortho Kentucky PLLC Profit Sharing Plan | - | 28 | $14,330,562 | $553,234 | $19,758iApproximate average salary by contribution assumption: employee only about $493,959 at 4% or $329,306 at 6%; with 50% employer match about $329,306 at 4% or $219,537 at 6%; with 100% employer match about $246,979 at 4% or $164,653 at 6%. |
| ORTHO CONSULTANTS CBS BENEFIT PLAN | - | 37 | $73,394 | $290,725 | $7,857iApproximate average salary by contribution assumption: employee only about $196,436 at 4% or $130,957 at 6%; with 50% employer match about $130,957 at 4% or $87,305 at 6%; with 100% employer match about $98,218 at 4% or $65,479 at 6%. |
| 2020 | 2 | 37 | $13,712,413 | $858,712 | $23,208iApproximate average salary by contribution assumption: employee only about $580,211 at 4% or $386,807 at 6%; with 50% employer match about $386,807 at 4% or $257,871 at 6%; with 100% employer match about $290,105 at 4% or $193,404 at 6%. |
| Ortho Kentucky PLLC Profit Sharing Plan | - | 31 | $13,651,938 | $603,735 | $19,475iApproximate average salary by contribution assumption: employee only about $486,883 at 4% or $324,589 at 6%; with 50% employer match about $324,589 at 4% or $216,392 at 6%; with 100% employer match about $243,442 at 4% or $162,294 at 6%. |
| ORTHO CONSULTANTS CBS BENEFIT PLAN | - | 37 | $60,475 | $254,977 | $6,891iApproximate average salary by contribution assumption: employee only about $172,282 at 4% or $114,855 at 6%; with 50% employer match about $114,855 at 4% or $76,570 at 6%; with 100% employer match about $86,141 at 4% or $57,427 at 6%. |
| 2019 | 2 | 33 | $11,674,207 | $685,103 | $20,761iApproximate average salary by contribution assumption: employee only about $519,017 at 4% or $346,012 at 6%; with 50% employer match about $346,012 at 4% or $230,674 at 6%; with 100% employer match about $259,509 at 4% or $173,006 at 6%. |
| Ortho Kentucky PLLC Profit Sharing Plan | - | 33 | $11,627,829 | $581,529 | $17,622iApproximate average salary by contribution assumption: employee only about $440,552 at 4% or $293,702 at 6%; with 50% employer match about $293,702 at 4% or $195,801 at 6%; with 100% employer match about $220,276 at 4% or $146,851 at 6%. |
| ORTHO CONSULTANTS CBS BENEFIT PLAN | - | 27 | $46,378 | $103,574 | $3,836iApproximate average salary by contribution assumption: employee only about $95,902 at 4% or $63,935 at 6%; with 50% employer match about $63,935 at 4% or $42,623 at 6%; with 100% employer match about $47,951 at 4% or $31,967 at 6%. |
| 2018 | 1 | 28 | $10,370,921 | $520,336 | $18,583iApproximate average salary by contribution assumption: employee only about $464,586 at 4% or $309,724 at 6%; with 50% employer match about $309,724 at 4% or $206,483 at 6%; with 100% employer match about $232,293 at 4% or $154,862 at 6%. |
| Ortho Kentucky PLLC Profit Sharing Plan | - | 28 | $10,370,921 | $520,336 | $18,583iApproximate average salary by contribution assumption: employee only about $464,586 at 4% or $309,724 at 6%; with 50% employer match about $309,724 at 4% or $206,483 at 6%; with 100% employer match about $232,293 at 4% or $154,862 at 6%. |
| 2017 | 1 | 22 | $10,844,366 | $781,304 | $35,514iApproximate average salary by contribution assumption: employee only about $887,845 at 4% or $591,897 at 6%; with 50% employer match about $591,897 at 4% or $394,598 at 6%; with 100% employer match about $443,923 at 4% or $295,948 at 6%. |
| Ortho Kentucky PLLC Profit Sharing Plan | - | 22 | $10,844,366 | $781,304 | $35,514iApproximate average salary by contribution assumption: employee only about $887,845 at 4% or $591,897 at 6%; with 50% employer match about $591,897 at 4% or $394,598 at 6%; with 100% employer match about $443,923 at 4% or $295,948 at 6%. |
| 2016 | 1 | 51 | $11,683,296 | $901,042 | $17,667iApproximate average salary by contribution assumption: employee only about $441,687 at 4% or $294,458 at 6%; with 50% employer match about $294,458 at 4% or $196,305 at 6%; with 100% employer match about $220,844 at 4% or $147,229 at 6%. |
| Ortho Kentucky PLLC Profit Sharing Plan | - | 51 | $11,683,296 | $901,042 | $17,667iApproximate average salary by contribution assumption: employee only about $441,687 at 4% or $294,458 at 6%; with 50% employer match about $294,458 at 4% or $196,305 at 6%; with 100% employer match about $220,844 at 4% or $147,229 at 6%. |
| 2015 | 1 | 55 | $10,370,097 | $864,893 | $15,725iApproximate average salary by contribution assumption: employee only about $393,133 at 4% or $262,089 at 6%; with 50% employer match about $262,089 at 4% or $174,726 at 6%; with 100% employer match about $196,567 at 4% or $131,044 at 6%. |
| Ortho Kentucky PLLC Profit Sharing Plan | - | 55 | $10,370,097 | $864,893 | $15,725iApproximate average salary by contribution assumption: employee only about $393,133 at 4% or $262,089 at 6%; with 50% employer match about $262,089 at 4% or $174,726 at 6%; with 100% employer match about $196,567 at 4% or $131,044 at 6%. |
| 2014 | 1 | 53 | $10,107,853 | $833,007 | $15,717iApproximate average salary by contribution assumption: employee only about $392,928 at 4% or $261,952 at 6%; with 50% employer match about $261,952 at 4% or $174,635 at 6%; with 100% employer match about $196,464 at 4% or $130,976 at 6%. |
| Ortho Kentucky PLLC Profit Sharing Plan | - | 53 | $10,107,853 | $833,007 | $15,717iApproximate average salary by contribution assumption: employee only about $392,928 at 4% or $261,952 at 6%; with 50% employer match about $261,952 at 4% or $174,635 at 6%; with 100% employer match about $196,464 at 4% or $130,976 at 6%. |
| 2013 | 1 | 56 | $9,455,768 | $833,507 | $14,884iApproximate average salary by contribution assumption: employee only about $372,101 at 4% or $248,068 at 6%; with 50% employer match about $248,068 at 4% or $165,378 at 6%; with 100% employer match about $186,051 at 4% or $124,034 at 6%. |
| Ortho Kentucky PLLC Profit Sharing Plan | - | 56 | $9,455,768 | $833,507 | $14,884iApproximate average salary by contribution assumption: employee only about $372,101 at 4% or $248,068 at 6%; with 50% employer match about $248,068 at 4% or $165,378 at 6%; with 100% employer match about $186,051 at 4% or $124,034 at 6%. |
| 2012 | 1 | 57 | $10,861,410 | $702,297 | $12,321iApproximate average salary by contribution assumption: employee only about $308,025 at 4% or $205,350 at 6%; with 50% employer match about $205,350 at 4% or $136,900 at 6%; with 100% employer match about $154,013 at 4% or $102,675 at 6%. |
| Ortho Kentucky PLLC Profit Sharing Plan | - | 57 | $10,861,410 | $702,297 | $12,321iApproximate average salary by contribution assumption: employee only about $308,025 at 4% or $205,350 at 6%; with 50% employer match about $205,350 at 4% or $136,900 at 6%; with 100% employer match about $154,013 at 4% or $102,675 at 6%. |
| 2011 | 1 | 63 | $9,262,785 | $549,651 | $8,725iApproximate average salary by contribution assumption: employee only about $218,115 at 4% or $145,410 at 6%; with 50% employer match about $145,410 at 4% or $96,940 at 6%; with 100% employer match about $109,058 at 4% or $72,705 at 6%. |
| Ortho Kentucky PLLC Profit Sharing Plan | - | 63 | $9,262,785 | $549,651 | $8,725iApproximate average salary by contribution assumption: employee only about $218,115 at 4% or $145,410 at 6%; with 50% employer match about $145,410 at 4% or $96,940 at 6%; with 100% employer match about $109,058 at 4% or $72,705 at 6%. |
| 2010 | 3 | 38 | $1,127,801 | $13,808 | $363iApproximate average salary by contribution assumption: employee only about $9,084 at 4% or $6,056 at 6%; with 50% employer match about $6,056 at 4% or $4,037 at 6%; with 100% employer match about $4,542 at 4% or $3,028 at 6%. |
| Kentucky Bone and Joint Surgeons 401(K) Profit Sharing Plan | - | 38 | $1,127,801 | $6,904 | $182iApproximate average salary by contribution assumption: employee only about $4,542 at 4% or $3,028 at 6%; with 50% employer match about $3,028 at 4% or $2,019 at 6%; with 100% employer match about $2,271 at 4% or $1,514 at 6%. |
| Kentucky Bone and Joint Surgeons 401(K) Profit Sharing Plan | - | 0 | - | - | - |
| KENTUCKY ORTHOPAEDIC & HAND SURGEONS, P.S.C. PROFIT SHARING PLAN AND TRUST | - | 0 | $0 | $6,904 | - |
| 2009 | 1 | 38 | $2,007,110 | $228,524 | $6,014iApproximate average salary by contribution assumption: employee only about $150,345 at 4% or $100,230 at 6%; with 50% employer match about $100,230 at 4% or $66,820 at 6%; with 100% employer match about $75,172 at 4% or $50,115 at 6%. |
| Kentucky Bone and Joint Surgeons 401(K) Profit Sharing Plan | - | 38 | $2,007,110 | $228,524 | $6,014iApproximate average salary by contribution assumption: employee only about $150,345 at 4% or $100,230 at 6%; with 50% employer match about $100,230 at 4% or $66,820 at 6%; with 100% employer match about $75,172 at 4% or $50,115 at 6%. |