Civic Intelligence

Karan S. Bhalla, MD PLLC

Plan context: Orion Medical 401(K) Retirement Savings Plan

EIN 45-4604434 • Houston, TX • 13 filings • 2 plans

13009 Gulf Commerce Drive Suite 100Houston, TX 77034
Current Snapshot

Latest Year

2025

2025 Participants

32

2025 Assets

$3,499,971

2025 Contributions

$1,013,480

Historical Graphs

Total Assets Over Time

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

$3,499,971$1,749,986$0201920222024YearValue
$3,499,971Latest year 2024

Participants Over Time

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

34170201920222024YearValue
32Latest 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$0-
Orion Medical 401(K) Retirement Savings Plan-0$0--
2024232$3,499,971$1,013,480$31,671iApproximate average salary by contribution assumption: employee only about $791,781 at 4% or $527,854 at 6%; with 50% employer match about $527,854 at 4% or $351,903 at 6%; with 100% employer match about $395,891 at 4% or $263,927 at 6%.
Orion Medical 401(K) Retirement Savings Plan-32$2,334,120$1,013,480$31,671iApproximate average salary by contribution assumption: employee only about $791,781 at 4% or $527,854 at 6%; with 50% employer match about $527,854 at 4% or $351,903 at 6%; with 100% employer match about $395,891 at 4% or $263,927 at 6%.
ORION MEDICAL CASH BALANCE PLAN-32$1,165,851--
2023234$2,159,104$441,523$12,986iApproximate average salary by contribution assumption: employee only about $324,649 at 4% or $216,433 at 6%; with 50% employer match about $216,433 at 4% or $144,289 at 6%; with 100% employer match about $162,325 at 4% or $108,216 at 6%.
Orion Medical 401(K) Retirement Savings Plan-29$1,085,145$326,488$11,258iApproximate average salary by contribution assumption: employee only about $281,455 at 4% or $187,637 at 6%; with 50% employer match about $187,637 at 4% or $125,091 at 6%; with 100% employer match about $140,728 at 4% or $93,818 at 6%.
ORION MEDICAL CASH BALANCE PLAN-34$1,073,959$115,035$3,383iApproximate average salary by contribution assumption: employee only about $84,585 at 4% or $56,390 at 6%; with 50% employer match about $56,390 at 4% or $37,593 at 6%; with 100% employer match about $42,292 at 4% or $28,195 at 6%.
2022229$1,538,475$398,315$13,735iApproximate average salary by contribution assumption: employee only about $343,375 at 4% or $228,917 at 6%; with 50% employer match about $228,917 at 4% or $152,611 at 6%; with 100% employer match about $171,688 at 4% or $114,458 at 6%.
ORION MEDICAL CASH BALANCE PLAN-29$857,261$246,940$8,515iApproximate average salary by contribution assumption: employee only about $212,879 at 4% or $141,920 at 6%; with 50% employer match about $141,920 at 4% or $94,613 at 6%; with 100% employer match about $106,440 at 4% or $70,960 at 6%.
Orion Medical 401(K) Retirement Savings Plan-29$681,214$151,375$5,220iApproximate average salary by contribution assumption: employee only about $130,496 at 4% or $86,997 at 6%; with 50% employer match about $86,997 at 4% or $57,998 at 6%; with 100% employer match about $65,248 at 4% or $43,499 at 6%.
2021224$1,215,411$428,462$17,853iApproximate average salary by contribution assumption: employee only about $446,315 at 4% or $297,543 at 6%; with 50% employer match about $297,543 at 4% or $198,362 at 6%; with 100% employer match about $223,157 at 4% or $148,772 at 6%.
ORION MEDICAL CASH BALANCE PLAN-24$670,306$243,991$10,166iApproximate average salary by contribution assumption: employee only about $254,157 at 4% or $169,438 at 6%; with 50% employer match about $169,438 at 4% or $112,959 at 6%; with 100% employer match about $127,079 at 4% or $84,719 at 6%.
Orion Medical 401(K) Retirement Savings Plan-23$545,105$184,471$8,020iApproximate average salary by contribution assumption: employee only about $200,512 at 4% or $133,675 at 6%; with 50% employer match about $133,675 at 4% or $89,116 at 6%; with 100% employer match about $100,256 at 4% or $66,837 at 6%.
2020228$835,791$329,666$11,774iApproximate average salary by contribution assumption: employee only about $294,345 at 4% or $196,230 at 6%; with 50% employer match about $196,230 at 4% or $130,820 at 6%; with 100% employer match about $147,172 at 4% or $98,115 at 6%.
Orion Medical 401(K) Retirement Savings Plan-28$438,723$212,762$7,599iApproximate average salary by contribution assumption: employee only about $189,966 at 4% or $126,644 at 6%; with 50% employer match about $126,644 at 4% or $84,429 at 6%; with 100% employer match about $94,983 at 4% or $63,322 at 6%.
ORION MEDICAL CASH BALANCE PLAN-21$397,068$116,904$5,567iApproximate average salary by contribution assumption: employee only about $139,171 at 4% or $92,781 at 6%; with 50% employer match about $92,781 at 4% or $61,854 at 6%; with 100% employer match about $69,586 at 4% or $46,390 at 6%.
2019224$482,499$464,494$19,354iApproximate average salary by contribution assumption: employee only about $483,848 at 4% or $322,565 at 6%; with 50% employer match about $322,565 at 4% or $215,044 at 6%; with 100% employer match about $241,924 at 4% or $161,283 at 6%.
Orion Medical 401(K) Retirement Savings Plan-24$242,186$224,181$9,341iApproximate average salary by contribution assumption: employee only about $233,522 at 4% or $155,681 at 6%; with 50% employer match about $155,681 at 4% or $103,788 at 6%; with 100% employer match about $116,761 at 4% or $77,841 at 6%.
ORION MEDICAL CASH BALANCE PLAN-17$240,313$240,313$14,136iApproximate average salary by contribution assumption: employee only about $353,401 at 4% or $235,601 at 6%; with 50% employer match about $235,601 at 4% or $157,067 at 6%; with 100% employer match about $176,701 at 4% or $117,800 at 6%.